Jio’s 4G Subscriber Addition Done – Incumbents Fight Back

Reliance Jio’s net active customer addition slowed down further in April to 0.4m compared to 4.1m in March. This number has been slowing every month since December (13.7m net adds) and indicates to us that majority of customers with 4G devices who wanted to try Jio services are already using Jio and incrementally the customer additions will depend on increase in VOLTE device penetration.

While Jio started charging in April, it had not deactivated the non-paying customers in April and thus some of its subscribers are likely to have (more…)

Reliance Jio Lyf Mobiles Unable to Shake the Market

Jio LyfReliance Jio Infocomm is yet to commercially launch service after 6 years of acquiring 2300Mhz spectrum in June 2010. As the company is now looking to integrate Reliance Communications’ 850Mhz spectrum as a part of its network offering, we expect commercial launch to take approximately 6 more months.

In the interim, JIO has launched a wide range of LTE devices under its LYF brand name starting at a price band of INR3,999-5,499 for LYF Flame. In the mid-range RJIO has Wind phones which is in price band of (more…)

Reliance Jio Launch Delayed / MisQuoted ?

Reliance Jio LaunchMedia articles have stated that Jio launch is once again being delayed with expected timeline for launch now being 2H16 (versus our initial expectation of April-June timeframe), a recent company insider has mentioned that Jio launch is not being postponed and that there was a misquote. While we believe that few months of delay would not materially derail Jio’s proposition to consumers we think that the network is ready and working fine.

Our checks indicate that Jio network quality is fine with the company being able to offer consistent 10-15 Mbps speeds except for Rural Areas and Outskirts of Cities. We think that the company would have a circle-by-circle launch rather (more…)

Reliance Jio LYF SmartPhones Adds Life to 4G-LTE ecosystem

Reliance Jio LYFReliance Jio has launched its LYF branded handsets through the Reliance Digital stores. We visited some of these stores to experience the phones and came back impressed. Key takeaways,

LYF handsets compare well with competition: and offer more quality features at lower prices. 4 models launched priced at ~Rs 6,500 (LYF Flame), ~Rs 15,000 (LYF Water 1/ Water 2) and ~Rs 24,000 (LYF Earth 1). We expect the models to be successful given high-end competitive features at lower price points. All four models offer : (1) seamless voice to video call switch facility, (2) multi-party video calling, (3) Wi-Fi calling support with uniform dialer.

Corning’s Gorilla glass provides good (more…)

Reliance Jio – Looking Beyond Network

Jio-Lyf-MobilesOver the last 18 months Reliance Jio’s has been on infrastructure, technology, and rollout milestones, amongst others. With the soft launch for employees having started, we look beyond the basic infrastructure and into product strategies.

RJio’s 4G network ourselves, is on par with incumbents in the urban areas, but is lacking in rural areas (maybe have roaming arrangements). Importantly, VoLTE works seamlessly in interconnecting with regular mobile/fixedline networks. The speeds are quite impressive, but remember it is also an empty network! Reliance Infocomm was reaching to masses however this time the strategy is exactly the opposite – Reach High End Customers with Unmatched Mobile Broadband Offering.

The biggest difference in RJio’s business model (more…)

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