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Jio Resets Pay-TV & Broadband In India

In the latest issue of India Intelligence & Insights, we evaluate the latest move by telco juggernaut Reliance Jio – a swoop on some of India’s best-known cable networks – as Jio cements a foundation across the TV and telecoms value chain.

Deals to take over national MSOs Hathway and Den will create a footprint of 24 mil. cable homes, complementing an existing base of 250 mil. mobile broadband subs and confirming Jio as India’s largest video distribution platform for both linear and on-demand content.

Jio’s foray into cable also promises to reboot last mile relationships and economics, heightening LCO competition with DTH services on the ground. In time, Jio will likely expand in cable with more acquisitions, extending its impact and influence as its profile grows.

At the same time, a cable presence shores up Jio’s fiber ambitions, which should help reinvigorate India’s under-developed fixed broadband market. Fixed broadband investments will also provide a boost for 5G, which require strong fiber backhaul.



HIGHLIGHTS

  • Jio recalibrates India's pay-TV supply chain
  • Cable deals shine spotlight on broadcaster affiliate sales
  • New competition will also improve the customer experience

Contact
Lavina Bhojwani
VP, Client Services & Operations
Media Partners Asia
+852 2815 8710
Mihir Shah

Vice President, India

  • Based in Mumbai. Leads MPA India’s research and consulting team
  • More than 10 years of experience evaluating trends in India’s media, telecommunications and entertainment industries
  • Leads development and production of detailed research reports covering India’s media & telecom industries, focusing on television, broadband and digital media
  • Also works with domestic, regional and global clients on corporate strategy, commercial due diligence for M&A, independent asset valuations, IPOs and custom market research
  • Previously worked at domestic brokerages, including Alchemy, Prabhudas Lilladher and Sharekhan, as a leading media equity research analyst
All Mihir Shah articles >