Reliance Jio Fibre is unlikely to disrupt the market as the much-awaited pricing and offerings under various plans are not disruptive compared with peers, analyst firm Emkay Global has said.
Lack of bundled cable TV offering restricts Jio from disrupting the market and might make it longer to achieve the 20 million subscriber target, the Emkay Global Financial Services said.
Competitors are already doing content tieups with OTT (over the top) apps and offering additional data to retain and attract subscribers. "At the current pricing of Jio, we expect limited churn for existing players. Further, we see marginal impact on DTH (direct-to-home) operators and broadcasters," it said.
Premium content and FDFS (first day, first show) are available only for high-ARPU (average revenue per user) consumers, which should reduce the overhang on multiplexes. There is still no clarity on premium third-party OTT apps offered by Jio, says the report.