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What is Jio’s Strategy for Jio Phone/ 4G / GigaFiber ?

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We happened to be in the analyst Call with Reliance Jio executives and here is what the company had to share.

Interconnect Usage Charges – IUC top-up recharge should not be seen as a tariff move, the company emphasized strongly. The company categorically stated that the investment cycle in 4G LTE Wireless Network is largely done and capex intensity on the wireless business would be low hereon. The company, once again, emphasized its network coverage and capacity advantage over peers suggesting that Airtel would take 3 years and Vodafone Idea would take 8 years to match Jio on network if (a) these two keep their current network expansion pace going, and (b) Jio were to stop adding capacity.

Jio indicated strong response

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Jio to Offer – Home Entertainment, Security / Automation, Connected Car Solutions

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Reliance Jio demonstrated its offerings across various ecosystems, such home, automations, payment solutions, entertainment, gaming, education, connected cars etc.

Jio Connected Car Solution
The connect car platform will help automobiles to become Wi-Fi-enabled with the help of Jio hardware. It will also help in providing users with information about car location, switching on the air-conditioner before entering a car and enhance user safety by sending panic alerts and warnings about handling issues, such as, braking hard, driving at high speeds at lower gear, etc.

Jio Home Entertainment / Security / Automation Solution
Jio demonstrated home automation, IoT and

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Reliance Jio 4G Subscriber Base Touches 40 Mn, Positioning as Digital Service Provider

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jio-digital-service-providerThe Executive management (including marketing and strategy heads) met with Analysts and discussed current on ground situation, near term execution strategy, strategic vision and market positioning over a 2-4 year horizon. Mukesh Ambani while he outlined his vision & road map suggested that Jio be positioned as Digital Service Provider and not as Wireless Operator.

Jio Subscriber growth has slowed; Welcome Offer could be extended. Jio’s Current subscriber base is round 40 Million [Chasing a Target of 100 Mn] If Jio is unable to achieve this target, there is high probability of extension of the Welcome Offer beyond Dec-16. However, there has not been any official internal communication regarding this. We note that back-end IT issues, poor consumer service and weak distribution network are

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Reliance Jio – Not just a 4G Carrier, A Complete Digital / Infotainment / Commerce Platform

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jio-digital-platformMukesh Ambani made a mark for himself in India in the early 90s when he persuaded his father Dhirubhai Ambani to go for backward integration in the booming petrochemicals and further took the dream ahead into Oil & Gas business. He was also the brain behind the erstwhile Reliance Infocomm now Reliance Communications managed by his brother Anil Ambani in a bitter separation during 2005.

Mukesh Ambani had the vision about Digital India and thus began his unraveling of the complete Telecom, Content, Infotainment, eCommerce and digital blueprint from his brains on to the strategists’ drawing board at Reliance. Jio’s entry in the telecom space is a vehicle to deliver content and services riding the world class

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Reliance Jio’s Contrarian Approach to Airtel – Adopts Asset Heavy Model

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Contrary to the current trend, Reliance Jio prefers an asset-heavy model. The basic premise is that assets created at a large scale and competitive capital cost provides a long-term competitive advantage through business cycles. Cost-leadership is the core mantra of Reliance Group – this is achieved via capacity creation at a massive scale. For the telecom sector, spectrum and technology are viewed as the two factors of production – the former is scarce and finite whereas technology costs tend to decrease exponentially. So Jio would tradeoff in favour of cheaper spectrum with nascent ecosystem compared to a technology with good current ecosystem.

At launch we estimate Jio to have

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What is the Business Case for Reliance Jio to bundle Cable TV ?

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Jio Cable TV BroadbandThe aim of Reliance Jio is to provide not just broadband but other value-added services like cable TV via this highspeed, high-capacity channel. Leverages the massive infrastructure built for the telecom business. Jio has already laid out 250,000 kms of optical fibre across the country to provide high-speed broadband access. However, broadband can only use a small fraction of this capacity. Bandwidth-heavy multi-stream multimedia content is the best way to utilize the available capacity of this resource, which is a sunk cost.

Today the ARPUs for high-speed wired broadband being

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Why India may bypass G.fast and Vplus broadband in Favor of FTTH ?

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Broadband in IndiaG.fast and Vplus (also known as 35MHz technology and super-vectoring) are two new technologies that will allow incumbent operators to deliver ultrafast 200Mbps+ broadband speeds using existing copper lines. Both technologies use existing fibre to the cabinet networks but enable the utilisation of a wider frequency band down the copper line from the cabinet to the home to achieve greater capacity and faster speeds. FTTH could be the best infrastructure for long-term future demands, but G.fast and Vplus could enable the postponement of FTTH spend for a decade or more where there are substantial number of DSL Subscribers on Copper Telecom Network.

Need for High DSL Broadband Speed

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How Reliance Jio Plans to Attack Airtel, Vodafone,Idea ?

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Reliance jio Attack Airtel Vodafone IdeaData clearly suggests that top 30% customers account for ~70% of revenues in the India Wireless Industry. In this backdrop we plan to analyze new entrant Reliance Jio Infocomm’s positioning and onslaught on Airtel, Vodafone and Idea to gain high end Wireless Customers as well as snatch away Data customers from Reliance Communications’ NetConnect and Tata DoCoMo Photon Mobile Broadband Consumers.

4G LTE Handset The SmartPhone handset changing cycle is less than 24 months for high end customers. Customer should shift handset (to LTE) is

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How Reliance Jio Built the 2nd Largest Telecom Network ?

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Reliance Jio NetworkReliance Jio Infocomm’s installation of ~70,000 LTE sites for the launch network is mostly completed. With the recently-acquired spectrum, the company has a decent mix of 1800/800 MHz spectrum for voice coverage (with 2300MHz for data capacity). In addition to 2300MHz and 1800MHz, RJio acquired 800MHz spectrum in nine circles in the Mar-15 auctions, most of which can be used for LTE (CA). Thus, including RJio’s last year’s bidding, RJio now has either 1800MHz or 800MHz spectrum in 20 circles, which account for 92% of industry revenues

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Reliance Jio Delivered Unmatched LTE Backed Wi-Fi Experience at IPL Mumbai

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Reliance Jio 4G Speeds UnbeatableReliance Jio Infocomm launched Jio Chat App (messaging /file sharing, audio & video calling app) last month and has already crossed 500,000 downloads. During IPL matches in Mumbai, the company offered free Wi-Fi facility backed by 4G LTE network for over 30,000 spectators at the Wankhede Stadium.

A reader of our Blog has sent in this review along with a screenshot of the Speedtest Result using OOKLA App he performed at the Wankhede Stadium using Reliance Jio Mobile Broadband. The results were quite impressive, clocking speeds of 51Mbps download and 36Mbps upload. It took just half a minute to download a 60 MB video, which typically takes ~4 minutes on

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