Reliance Jio hurting from Airtel, Vodafone competition? See what analysts say
UBS, in another analyst note, said RJio is not immune to sector competition now. Many analysts have similar views on the RJio’s focus on offering higher value to consumers over short-term revenue recovery or hike in average revenue per user (Arpu). UBS said, “The company expects revenue growth coming from subscriber growth and higher value to customer. Jio will continue to invest and bid aggressively for content as it sees content as a key differentiator.”
Reliance Jio (RJio), which disrupted the telecom sector with its pricing, is also prone to the heat of competitive intensity prevailing in the market, according to analysts. Image source: Reuters