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

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 (more…)

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

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 (more…)

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

Reliance Jio Telecom AssetsContrary 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 (more…)

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

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 (more…)

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

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 (more…)

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