Thread by @neiltwitz

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @NamoApp @moneycontrolcom @enguruapp @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @_ananyaaa @SCodeville @WhatsApp Great post by @FT @simonmundy
& @kiranstacey accurately capturing details on the rise of @reliancejio which is one of the key inflection point for 4G Internet revolution in India allowing hundreds of million users to leapfrog from 2G to 4G.

ft.com/content/4297df…

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey Latest column on @FierceWireless

Industry Voices—Shah: What Reliance Jio in India can teach other global operators
fiercewireless.com/wireless/indus…

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack ICYMI:

Latest viewpoint on @FierceWireless - the new gen operators such as @reliancejio on how it has disrupted the Indian telco space, what every western operator could learn from the approach & biz model..

0 to 215 million 4G subs in 25 months.

fiercewireless.com/wireless/indus…

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack Great disruptive announcements from @reliancejio

Jio GigaFiber plans from INR 700 ($10) to INR 10000 ($140) per month

✅Free voice calls landline
✅High Speed Broadband 100Mbps to 1Gbps + OTT subn incl
✅Free HD/4K TV, Set-top-Box, DTH (Jio Forever)

#RelianceAGM #RIL42ndAGM

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @reliancejio also rolling out its NB-IOT network which will commercialise on 1st JAN 2020.

Jio aims to connect 1Bn+ devices in next few years & revenue opportunities worth INR 20,000 crore (US $2.8Bn)

#RIL42ndAGM #RILAGM

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack Close to $6B infusion for 10% minority share & strategic partnership from @Facebook with @reliancejio reportedly aiming to bridge the digital divide and connect million SMEs & access to 388 million Jio subs

https://twitter.com/rohitdubey/status/1252773720256442368?s=21

https://t.co/JEgAPYUGYa

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack Great news for @reliancejio but possibly not clear how much user data access @Facebook will have to enhance its “socia graph”.

@GoI_MeitY should look into the finer details of the agreement. Reliance Jio is sitting on a gold mine.

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY @Facebook not only has eye on Jio’s 388M subs and it’s data but how using Jio’s broadband initiatives it can bundle it’s own ad-driven platforms into SMEs.

Hope it doesn’t turn out to be a US surveillance tool in long term.

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY With effectively two carriers & other on life support, Jio was the only one which was purely Indian & no foreign investments. But the Facebook partnership casts doubt on how the telecom scene would look ten years from now? N/W in largest economy run by US & China Internet Cos?

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY Facebook’s initiatives such as Facebook Connectivity in telco space with its push to redesign mobile networks with TIP & all for what, one can guess? How does Jio fit into this strategy with deeper Facebook driven open tech integrated in Indian n/w?

connectivity.fb.com/telecom-infra-…

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY What’s in for Facebook, is the biggest question whereas what’s in for Jio is quite obvious to answer..

How will Facebook get a ROI on $5.7B investment, even though it can be considered as a long-term strategic bet?

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY I see multiple benefits for Facebook to recover at least 5x ROI over its $5.7B investment:

1/ Ad Platform Integration into Jio Platforms: This is the biggest & only way to recoup big $$, targeting Jio user base & revenue % as Jio so far has failed to monetise it’s 300M+ base

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY 2/ Digital Commerce: While Whatsapp is touted to be the channel but real $$ will come from % cut on transactions (margin and commissions) over the platform via millions of SMEs & users. Avg Transaction/SME for Facebook is the metric Facebook will be looking for.

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY 3/ Whatsapp: Whitelabeling Whatsapp for Biz into a platform powering Jio’s properties & monetising via customisation for different SMEs to setup channels/ store (Shopify model) or consumption model for communication & commerce.

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY 4/ Social Graph: Obviously having access to close to potentially half a billion subs (projected), will greatly enhance FB social graph, further attracting marketers & higher bid rates. Drive traditional FB ad biz will get a shot in the arm vs Google.

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY 5/ Facebook Connectivity: The business model is not entirely known but FB aggression to rope in ISPs & influence open RAN arch (potentially to its benefit) & bring Internet to masses indirectly expands its TAM (& competitors). With Jio this shud b part of long term strategy.

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY 6/ Content: Of all digital properties, Jio TV has been successful. FB cud see an opportunity to scale its content ambitions - gaming, video across Jio’s user base but this is the toughest vs incumbents to monetise successfully.

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY Complied my quick thoughts on what would be Facebook's strategy & will it be able to recoup the $$ invested without raising the eyebrows?

Facebook Invests $5.7 Billion in Reliance Jio, Monetization Beckons linkedin.com/pulse/facebook…

@CounterPointTR @reliancejio @LYF_In @OfficialJioTV @jio_money @Tarunpathak @karn_chauhan @Hanish2501 @Google @TheQuint @aadee_ram @JioPhone4G @Facebook @KaiOStech @firefox @bookmyshow @moneycontrolcom @FT @simonmundy @Forbes @baxiabhishek @theRohitBansal @JioChat @HMDGlobal @NokiaMobile @shobhit07 @itelMobileNG @qzindia @SCodeville @kiranstacey @FierceWireless @mikeddano @JeffFieldhack @GoI_MeitY Additional perspective from my colleague @Tarunpathak on how Jio- Facebook partnership would drive monetization for @WhatsApp in India!

counterpointresearch.com/investment-jio…