Reliance Jio: Learning from India problem solver

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In a market written off by many as too competitive and complicated, Reliance Jio has risen extraordinarily quickly to be the leading operator in India, playing a major role in the delivery of Digital India. How did it do it, and what can others learn?


Format: PDF filePages: 48 pagesCharts: 21Author: Nicola WarrenPublication Date: October 2020

Table of contents

    • Executive Summary
    • Introduction
    • Interventionist government shapes market
      • Mobile market overview
      • The shifting sands of policy
    • Jio overtakes the incumbents
    • The rise of Reliance Jio
      • Leveraging the strength of a conglomerate
      • Restructuring and renewal
    • Major emphasis on partnerships
      • Start-ups
      • Global technology partners
    • Competitor positions
      • Bharti Airtel faring better than Vodafone Idea
      • Competitors’ relationship with the government
    • Conclusions
      • Lessons for telcos in developing markets
    • Index

Table of Figures

    • Figure 1: Five factors supporting Jio’s strategic success
    • Figure 2: Jio turned timing of policies and regulations to its advantage
    • Figure 3: Evidence of Jio’s impact on the Indian market
    • Figure 4: India is home to almost 18% of the world’s population
    • Figure 5: Ericsson expects relatively rapid uptake of 5G in India
    • Figure 6: In India, tariffs are low and usage is high
    • Figure 7: The nine pillars of Digital India
    • Figure 8: Market shares on key metrics
    • Figure 9: ARPU increases following December 2019 tariff hikes
    • Figure 10: Jio’s plan to scale data access and usage
    • Figure 11: Front page newspaper ads featuring PM Modi herald the launch of Jio
    • Figure 12: A selection of Jio apps
    • Figure 13: Reliance Industries’ mounting debt following the establishment of Jio
    • Figure 14: 2020 investments in Jio Platforms
    • Figure 15: Jio has developed solutions for multiple different verticals
    • Figure 16: Reliance Industries’ share price has risen dramatically in the past five years
    • Figure 17: JioPostPaid Plus to shift prepay to postpay
    • Figure 18: Mukesh Ambani’s philosophy emphasises societal impact
    • Figure 19: Google’s stated objectives for its “Google for India” fund
    • Figure 20: The One Airtel quad-play plan
    • Figure 21: Vodafone Idea’s rebranded identity: Vi

Keywords: 5G, adjusted gross revenue, Business Model, conglomerate, Coordination age, covid, debt, Department of Telecommunications, developing markets, digital commerce, digital transformation, digital value chain, foreign ownership, Government, hyper-growth, India, liabilities, National Digital Communication Policy, national optical fibre network, partnerships, platform-based solutions, price war, regulator, sovereignty, spectrum auctions, start-up, start-up partners, TRAI, Vi, vertical solution

Companies & technologies covered: AGR, Airtel Thanks, Ambani, android, Bharti Airtel, BJP, Digital India, DOT, Facebook, Google, Jio Platforms, JioFiber, JioMart, Modi, Reliance Industries, Reliance Jio, Vodafone Idea, WhatsApp