My Authors
Read all threads
@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 ImageImageImageImage
@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.
Missing some Tweet in this thread? You can try to force a refresh.

Enjoying this thread?

Keep Current with Neil Shah

Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

Twitter may remove this content at anytime, convert it as a PDF, save and print for later use!

Try unrolling a thread yourself!

how to unroll video

1) Follow Thread Reader App on Twitter so you can easily mention us!

2) Go to a Twitter thread (series of Tweets by the same owner) and mention us with a keyword "unroll" @threadreaderapp unroll

You can practice here first or read more on our help page!

Follow Us on Twitter!

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!