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HomeNewsBroadband and IPTV NewsReport says JioFibre not to disrupt industry
Monday, 09 September 2019 09:58

Report says JioFibre not to disrupt industry

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As per analyst firm Emkay Global’s report, Reliance Jio Fibre is not going to disrupt the market as believed. It said that lack of bundled cable TV offering restricts Jio from disrupting the market and might make it longer to achieve the 20 million subscriber target.

It said: "At the current pricing of Jio, we expect limited churn for existing players. Further, we see marginal impact on DTH (direct-to-home) operators and broadcasters."

The report said that Premium content and FDFS (first day, first show) are available only for high-ARPU (average revenue per user) consumers, which should reduce the overhang on multiplexes. There is still no clarity on premium third-party OTT apps offered by Jio.

It added: "Based on current pricing plans and content offerings, we don't believe Jio will expand the market or lead to a huge churn. Our Jio estimates bake in 3 million FTTH (fibre to the home) subscribers in FY21. Progress on subscriber addition will decide disruption going forward."

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