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On Monday, Jio launched its most affordable home broadband plan, starting at Rs 198 a month, with extra bundled entertainment benefits for additional payments of Rs 100 and Rs 200 a month, in the run up to the Indian Premier League (IPL) cricket tournament starting, March 31. Customers, though, need to pay Rs 1,490 upfront for a 5-month JioFiber<\/a> service that includes Rs 990 for data and other benefits and Rs 500 towards installation charges.
“Jio’s cheaper fiber broadband base plan is targeted at acquiring new users from peers, and this disruptive innovation at the bottom of the market will put pressure on Bharti Airtel and deflate ARPUs at the upper end of the market,” J P Morgan said.
This, it said, is since Jio’s Rs 198 a month base home broadband plan is much below Airtel’s Rs 499. The brokerage added that Jio has ensured there will be no downtrading internally as the latest JioFiber base plan is only available to new customers with speeds also throttled at 10Mbps. Jio’s current base plan for existing home broadband users, priced at Rs 399 a month, offers starter speeds of 30 Mbps.
BofA Securities said Jio is looking to replicate its mobile strategy of facilitating transition at very low cost. “In the mobile market, users first started using Jio as a secondary SIM and over time, many switched to Jio given better speeds\/pricing…we think Jio is expecting a similar outcome as it’s aggressive broadband plan aims to target competitors.
ICICI Securities said Airtel will need to quickly match Jio as the latter’s affordable fibre broadband plan, with generous entertainment bundling options, is likely to impact the Sunil Mittal-led telco’s DTH business which had revenue and operating income of Rs 3,150 crore and Rs 2,100 crore respectively in FY22.
“Bharti’s DTH business will likely face disruption from Jio’s new fibre-to-the-home (FTTH) plan, and it will have to launch competing services, especially as its DTH revenue \/ Ebitda was on a decline due to the fall in user base with a shift to FTTH,” ICICI Securities said.
Earlier this month, Airtel had fortified its family postpaid offerings to counter Jio and ring fence its high-value postpaid user base. It also matched Jio by launching an unlimited 5G data offer to all postpaid customers as well as prepaid ones on data plans of Rs 239 and above. All this, after Jio announced new postpaid schemes to grab Airtel and Vodafone Idea’s premium users.
Going forward, analysts said Jio’s new base home broadband plan offering premium bundled entertainment options, can trigger a wave of disruption in India’s pay TV market.
ICICI Securities expects Jio to disrupt the pay TV market as existing players won’t be able to match Jio’s latest home broadband offer. “This (plan) will help Jio accelerate its user base for FTTH services, while content bundling will aid in adoption of a converged digital ecosystem which can open new revenue opportunities.”
Analysts said Jio’s base FTTH plan with bundled content options could prove attractive to India’s 145 million-odd PayTV users, who currently shell out around Rs 300-400 a month for a normal, traditional TV pack in urban areas.
Customers opting for the new JioFiber base plan, can access six OTT apps\/400 live TV channels for an extra Rs 100 a month, and 14 OTT apps\/550 live TV channels for an extra Rs 200 a month. An added sweetner with Jio’s bundled entertainment offerings is a free 4K set-top box.
Some analysts, though, downplayed the immediate impact of Jio’s latest FTTH on Airtel’s homes services business, on grounds that Jio does not yet have a ubiquitous presence in the fibre broadband space and Airtel home services subscribers used to higher speeds (40Mbps+) are unlikely to downgrade to 10Mbps speeds, regardless of the sharply lower price. They, though, conceded that Airtel would need to offer competing services soon to hold on to its home broadband user base.
Latest data collated by Trai pegged Airtel and Jio's home broadband user bases at 5.7 million and 7.7 million respectively as of end-December 2022.
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Jio寻求与新计划:扰乱宽带市场分析师
它说,这是自Jio Rs 198一个月基地家里宽带计划远远低于Airtel的Rs 499。经纪说,Jio已确保不会有downtrading内部最新JioFiber基地计划只适用于新客户与速度同时也扼杀了10 mbps。Jio目前的基础计划现有的家庭宽带用户,售价399卢比一个月,提供30 Mbps的启动速度。
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周一,Jio推出最负担得起的家庭宽带计划,从每月198卢比,支付额外的娱乐利益捆绑的Rs 100和Rs 200一个月,在跑到印度板球超级联赛(IPL)开始,3月31日。然而,客户需要支付Rs 1490前期休战JioFiber服务,包括Rs 990数据和其他福利和Rs 500安装费用。
“Jio便宜光纤宽带基础计划是针对从同行获取新用户,这个颠覆性创新底部的市场将会施压Bharti Airtel和缩小arpu上端的市场,”J P摩根说。
它说,这是自Jio Rs 198一个月基地家里宽带计划远远低于Airtel的Rs 499。经纪说,Jio已确保不会有downtrading内部最新JioFiber基地计划只适用于新客户与速度同时也扼杀了10 mbps。Jio目前的基础计划现有的家庭宽带用户,售价399卢比一个月,提供30 Mbps的启动速度。
美国银行证券称Jio希望复制的移动战略促进转型以非常低的成本。“在移动市场,用户开始使用Jio作为二次SIM和随着时间的推移,许多转向Jio给予更好的速度/定价…我们认为Jio预计类似的结果,因为它咄咄逼人的宽带计划旨在目标竞争对手。
印度工业信贷投资银行证券称Airtel需要快速匹配Jio后者的负担得起的光纤宽带计划,与慷慨的娱乐绑定选项,可能会影响苏尼尔Mittal-led电信的DTH业务收入和营业收入的3150卢比,FY22分别为2100卢比。
“Bharti的DTH业务可能会面临来自Jio破坏的新光纤到家(FTTH)计划,它将不得不推出竞争服务,特别是它的对数收益/ Ebitda是由于下降下降与转向FTTH的用户基础,”印度工业信贷投资银行证券表示。
本月早些时候,Airtel强化了家庭邮资已付的产品应对Jio及其围栅高价值的邮资已付的用户基础。也匹配Jio推出无限5 g数据提供所有邮资已付的客户以及预付的Rs 239以上的数据计划。Jio之后,这一切都宣布了新的邮资已付的计划抓住Airtel和沃达丰的高端用户。
展望未来,分析师称Jio新基地家庭宽带计划提供溢价捆绑娱乐选项,可以引发一波破坏印度的付费电视市场。
印度工业信贷投资银行证券预计Jio扰乱付费电视市场现有的球员无法匹配Jio最新的家庭宽带提供。“这(计划)将帮助Jio加快FTTH技术服务的用户群,而内容捆绑将帮助采用融合的数字生态系统可以打开新的收入机会。”
分析师称Jio FTTH的基地计划捆绑内容选项可能会吸引印度145此情此景PayTV用户,目前掏出Rs 300 - 400一个月左右为正常,传统电视包装在城市地区。
客户选择新的JioFiber基地的计划,可以访问六个奥特应用/ 400直播电视频道额外的Rs 100一个月,和14奥特应用/ 550直播电视频道额外的Rs 200一个月。额外的sweetner Jio捆绑的娱乐产品是一个免费的4 k机顶盒。
不过,一些分析师淡化Jio直接影响的最新FTTH Airtel的家庭服务业务,理由是Jio还没有一个无处不在的存在光纤宽带用户使用空间和Airtel家里服务更高的速度(40 mbps +)不太可能下调10 mbps的速度,不管价格大幅下滑。不过,他们承认Airtel需要提供竞争服务很快抓住其家庭宽带用户基础。
最新数据整理的火车挂钩Airtel和Jio的家庭宽带用户基地分别在570万年和770万年2022年的宽限期。
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