By Mihir Shah
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.
- Jio recalibrates India's pay-TV supply chain
- Cable deals shine spotlight on broadcaster affiliate sales
- New competition will also improve the customer experience
To find out more, please get in touch with Lavina Bhojwani