Mukesh Ambani's Reliance Jio continues eating into incumbent subscriber pie Noor Arora
Mobile broadband subscriber base growth since last year clearly shows that Jio has continued to get the benefit of the closure of smaller operators as the increase in subscriber base of Jio is way ahead in speed and scale compared to that of incumbents as shown by Trai’s July subscriber addition numbers. Broadband subscriber net addition (in mn) chart Mobile broadband subscriber net addition, over the past few months, clearly shows that Jio has benefited from the twin impact of telco consolidation and the change in the Jio feature phone offer, which has positively impacted its numbers Data subscriber base growth in July 2017-18 (%) chart Data subscriber base growth over the last year has been phenomenal for all other telco players, but Jio has continued to lead the growth Active customers as a proportion of subscribers(%) chart Active subscriber base numbers indicate that Jio still has some catching up to do in terms of becoming the primary usage SIM of consumers
ARTICLE SOURCE: BS