Author Topic: Jio New Plans Still Cheaper than Airtel / Vodafone  (Read 99 times)


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Jio New Plans Still Cheaper than Airtel / Vodafone
« on: July 13, 2017, 02:00:42 PM »
Jio's Subscriber ARPU per month in the recently announced plans works out to Rs166/Rs143, which is higher than ARPU of Rs110 implied for the Dhan Dhana Dhan plan. This may seem a relief for A-Vo-Id Operators, and it brings relief to smaller telcos that were getting priced out by JIO, though they seem to have thrown in the towel. Having said that, JIO remains cheaper than A-Vo-Id Operators  on data pricing.

The Summer Surprise (SS) offer of most of JIO’s 72m paid subscribers as of end-March will expire in early August. Hence, it is
surprising that JIO chose to raise pricing ahead of this lumpy renewal, which we interpret as a sign of increasing confidence (it is
unlikely that JIO missed this consideration, or it was probably exhausting budgets or reacting to adverse publicity relating to
"unprecedented disruption from a new entrant"). JIO currently has ~87m subscribers. We expected a smaller increase followed by
another increase a couple of months later.