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Indian Incumbent Active Subscriber May Fall Drastically Temporarily - Short Term Pain



The launch of Reliance Jio free voice and data service will start showing on Incumbent overall subscriber base. Based on my analysis, during Oct-Dec 2016 quarter, the Reliance jio will gain another 25 million userbase. At the same time, incumbent operators are going to see fall in active userbase instead of overall subscriber Base.

The move by Reliance Jio to ask it's sales team to impose the criteria for potential subscriber to put the Reliance SIM as primary SIM will impact incumbent VLR active subscriber base.  Based on the input of Reliance jio subscribers, they are not interested in surrendering their connection with existing incumbent connection and at the same time take advantage of Reliance jio free services.


As we all know that if any user don't go for a top up for 90 days then the subscribers are termed as non active. It is well expected that Reliance Jio service offering will have adverse impact on incumbent but it will start improving from Jan 2017 once Reliance Jio start commercial service.


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About Devendra Prasad

20 years plus industry veteran of domestic and international ICT domain with the expertise in Business, Technology, Strategy and Analysis. Specializes in forecasting impact analysis, trends and recommendations for Investments, Technology and Regulations.
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