Mukesh Ambani-led Reliance Jiofacing addressable market challenges when it comes to acquiring new users, leading to a slowdown in net active subscriber addition, Kotak Institutional Securities said in a note. “Even as Jio’s free offerings meant shift in usage from and decline in revenues for all operators, TRAI‘s February 2017 subscriber report suggests that incumbents continue to see healthy net active sub adds, and challengers are losing ground even quicker… subscriber share, while an important metric to track, is not the most important variable however. Most important is how the industry revenue curve shapes up and that depends solely on Jio’s pricing approach; this remains aggressive for now,” the agency said.


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