Starlink’s deal with Jio-Airtel is more optics than real partnership
For now, the narrative has helped the equity market, but the relationship can get rocky
For now, the narrative has helped the equity market, but the relationship can get rocky
Passive funds were meant to be a low-cost, market-tracking disruption. Instead, legacy fund houses hijacked the space, active funds kept winning, and the newcomers are now staring down decades of waiting for their own Vanguard moment
While businesses want to reach more users, people are tired of spam calls. As Truecaller takes advantage of the opportunity, Trai is planning to launch a clone of the former's caller ID feature on 15 July
Airtel is banking on its deep distribution network to do what many fintechs in India would give an arm and leg for
A US$11.5 billion spectrum auction in May is looming. The telcos, having already spent US$15 billion, are struggling to see profits. And the expected 5G-driven B2B boom remains elusive
With an investment of over US$14 billion, the company is expected to replicate the disruption Reliance brought to the telecom industry. And it's putting together a crack team
Showing off its financial-engineering chops, Reliance shifts a ~$12 billion investment to the fledgling financial-services business while also ring-fencing it from a looming regulatory threat
After saying goodbye to IPL, HBO, and Formula One, it is going back to its mass entertainment roots
Reliance Industries-backed JioCinema is set to host what may be the country’s largest streaming event ever. But advertisers worry about Jio’s technical chops and their return on investment
In his four years, Meta made a US$5.7B investment in Jio Platforms, added ~300M Instagram users, and grew ad revenue by 7X. But it also fell afoul of lawmakers and the antitrust regulator
The conflict between the companies, simmering since the IPL media rights auction 2022, boiled over in October when the telecom giant discontinued most streaming bundle offers—ending a fairytale Reliance-Disney collaboration
Stung by the ban on TikTok, the Chinese tech giant has been building a worthy rival to the likes of Spotify, JioSaavn without drawing too much attention
From regional content to as-cheap-as-it-gets subscription brackets, Spotify is willing to try anything. After all, it needs India now
Despite 170 startups passing through its doors over the last eight years, Reliance’s startup accelerator doesn’t have many success stories to boast of. While a few have gone on to become vendors for Reliance’s businesses, some have snubbed acquisition overtures from India’s largest conglomerate, and others have been acquired by rivals
With its valuation pegged as high as US$125bn, Reliance’s retail and e-commerce business is worth a lot more than its oil or digital vertical. And this is despite its financials not always inspiring confidence
India’s largest conglomerate Reliance Industries already owns an Indian Premier League franchise and operates the country’s top football league. Its next goal is to get into the lucrative Indian sports broadcast industry, which will reportedly be worth $1.3 billion by 2024. Indian cricket rights—the IPL in particular—are high on the agenda
Disney+ Hotstar is planning for the worst—that it could lose its crown jewel, the Indian Premier League, which generates nearly 50% of its ad revenue in India. Up its sleeve is a revamped subscription strategy and a focus on original content
Amazon wants to be a marketplace for India’s 40-plus streaming platforms, with the impending launch of Prime Video Channels in the country. But the big names in the Indian OTT industry, like Netflix and Disney+ Hotstar, have so far stayed away
The announcement that Jio Platforms will anchor Kalaari’s new fund is an oddity. Jio is too big and powerful to really need Kalaari, and the latter is well past its prime. What explains the odd marriage?
The National Payments Corporation of India, which controls retail payments, is set to get rivals next year. These new entrants called New Umbrella Entities could redraw the rules for payments
Being too early and raising too much venture capital doesn’t always end well
Reliance Jio is restructuring its spider web of companies to put Jio Fiber in the living rooms of 50 million homes. Armed with revamped tariff plans and a combined TV+OTT offering, it’s looking to conquer both broadband and television
Despite global pressure and a rising anti-China sentiment, it’s hard to envision a 5G future that doesn’t include Huawei
There’s a reason Microsoft, Google, Facebook, and a host of PE investors lined up to invest billions in Jio Platforms. With a finger in every online pie, the company and its digital ecosystem could change India’s online space forever
Reliance Jio wanted to upend the broadband space the same way it changed the telecom game. Its old tricks, however, haven’t yielded similar success, leaving its sales teams struggling to meet internal targets
From none in 2010 to 28 as we enter 2020, India's stable of unicorns has grown to become the third largest in the world—beaten only by China and the US
Trai wanted to protect TV viewers from high DTH and cable TV bills. What it did instead was empower big broadcasters and OTT players
India’s data centre market is set to explode as large conglomerates like Adani, realtors like Hiranandani and telco majors like Jio look to service Big Tech’s data storage needs. For now, they don’t mind the 60 govt permissions necessary or the lack of a data protection policy
Telcos are hiving off their fibre assets, seeking billions of dollars in investment but unless they share fibre with each other, it’ll remain sunk cost. As Jio’s GigaFiber kicks off today, it’s time to look at how big a competitive advantage is fibre and how long it will remain so
Bruised, battered but still standing after two years of the Jio explosion, Bharti Airtel wants to change the way it fights Jio
With Amazon and Walmart-Flipkart tied up in regulatory knots, the thin end of Reliance’s Jio wedge into 12 million kirana stores is here
For a social media company that has close to 294 million users in India, the largest user base in the world, few seem to know the scale of Facebook’s operations in the country. Fewer still are certain if whatever little they know is correct. Knowledge plummets even further; nobody is actually quite sure of the size of the overall digital advertising market
While India’s the country with the most number of annual app downloads from Google’s Play Store, P2P file sharing has kept Google’s visibility of tier 2 and 3 users opaque
It was pitched as a match made in heaven. But a mountain of debt, an exodus of customers, and a patchy network have conspired to leave Vodafone Idea reeling
Jio, which began its operations exclusively on smartphones, now wants feature phone customers. This is the latest slash that incumbent operators are feeling where Jio has been pulling subscribers on the low-end
D-Mart managed to grow when the industry was collapsing, unscathed by the first wave of e-commerce. Now, as online players eye India’s brick and mortar space and partner with domestic players, what’s D-Mart up to?
The dust of consolidation in the telecom industry is still settling but a lot is already clear. Spectrum is no longer the rare commodity it once was. Its acquisition no longer priority number one. But if they aren’t interested in acquiring spectrum, what exactly are telcos up to?
At the moment, telecom companies are bundling streaming services such as Eros Now and Netflix with data packs. This drives data consumption for telcos and helps streaming platforms gain viewers. But the current arrangement isn’t sustainable. How will it evolve?
Reliance Jio is expected to launch its wired broadband service Gigafiber this month. Jio will be hoping to disrupt the wired segment the way it did with the wireless segment. Can it?
Just when MVNO licensing could’ve picked up, India seems to have ditched it. Telecom operators are still giving MVNOs the cold shoulder. In all this, consumers could be losing out on new services