How the masterstroke of Mukesh Ambani is going to Revolutionise whole Telecom Industry, which was 10 years in the making

1. TELECOM
INDUSTRY

2. Telecommunication Is The Transmission Of Signs, Signals, Messages, Writings, Images And
Sounds Or Intelligence Of Any Nature By Wire, Radio, Optical Or Other Electromagnetic Systems.
Telecommunication Industry's Revenue At $4.7 Trillion Or Just Under 3 Percent Of The Gross World
Product

3. FOR THE PAST FEW YEARS
• TELCO COMPANIES JUST WANT TO ACQUIRE YOU , THEY WANT YOU
TO FALL IN THEIR BUCKET.
BUT NOW…

4. TELECOM TRIPLE VISION
• ONE TO ONE CLIENT TREATMENT
• INTEGRATED SYSTEM OF SALES AND CUSTOMER CARE
• SHIFTING FOCUS FROM CUSTOMER ACQUISITIONN TO RETENTION
CUSTOMER -
CENTRICITY
• EFFICIENCY VS VOLUME
• ADJUSTMENT OF PRODUCTS WHICH DEFINES MARGINS
EFFICIENCY
• PROVIDING BEST CUSTOMER EXPERIENCE
• BOOSTING UNIFORMITY AMONG ALL CHANNELSMULTICHANNEL
MIX – FLEXIBLE

5. 1) LONG TERM COMPETITIVE ADVANTAGE.
2) LOYALITY
3) RESPECT TOWARDS BRAND

6. TOP 10 PLAYERS

8. GROWTH TRENDS FOR PAST
FEW YEARS

9. 0
200
400
600
800
1000
1200
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
SUBSCRIBERS IN MILLIONS

10. PRICING STRATEGY & COMPETITION
INDUSTRY FACING

11. CUT THROAT COMPETITION
HYPER COMPETITION
GALA KAAT PRATIYOGITA

12. FOR EXAMPLE

13. RELIANCE JIO IMPACT
TELECOM FIRMS SUCH AS
AIRTEL, VODAFONE AND IDEA HAVE CUT THEIR 3G/4G DATA RATES BY
UP TO 50%.
& lead to various plans

14. DUE TOO INTRODUCTION OF JIO :
 RELIANCE JIO
4G PREVIEW GIVES ACCESS TO FREE 4G INTERNET VoLTE VOICE
CALLING, VIDEO CALLING & SMS FOR 90 DAYS.
PEOPLE HAVE BEEN REPORTEDLY LINING UP OUTSIDE STORES FROM 2
AM

15. BHARTI AIRTEL
• 1GB OF 3G/4G @ 51** FOR 12
MONTHS
• ONLY IF U RECHARGE WITH 1498
• 580 MB (440 MB) -145
• 3GB (2 GB) – 455 @ 28 DAYS
• 5 GB (3 GB) – 655 @28 DAYS
VODAFONE INDIA
• 500 MB @ 147 FOR 28 DAYS
• 675 MB @167 FOR 20 DAYS
• 800 MB @ 189 FOR 28 DAYS
• 1 GB @ 255 FOR 28 DAYS

16. • IDEA CELLULAR 3G
• 65 mb @ 16 for 2 days
• 100 mb @ 25 for 3 days
• 400 mb @72 for 10 days
• 1 GB @ 74 for 2 days
• 1 gb @ 253 for 28 days
• BSNL 3G RATES
• UNLIMITED @ 1099
• 10GB (5GB) @ 549
• 2GB (1GB) @ 156 FOR 10 DAYS

17. CONTRIBUTION TO GDP
• Contribution of telecom sector revenue to gross domestic product (GDP)
increased marginally to 1.94% in 2014-15, Lok Sabha was informed on
Wednesday.
• As per data shared by Telecom Minister Ravi Shankar Prasad, revenue
generated by the telecom sector in 2014-15 increased to Rs 2,42,900 crore,
accounting for 1.94% of total GDP, compared to previous fiscal's figure of Rs
2,19,553 crore (1.93% of the GDP).
• Indian mobile services sector contribution towards national GDP is
estimated to reach 8.2 per cent or Rs 14 lakh crore by 2020, says a study by
global telecom industry GSMA.
• As per The Mobile Economy: India 2015 report, the industry accounted for
6.1 per cent of India's GDP in 2014 with a total contribution of Rs 7.7 lakh
crore to the economy

18. RECENT TRENDS

20. SCHUMPETER & HIS 3 THEORIES
1) ANY ENTREPRENUER LOOKING FOR PROFIT MUST INNOVATE
1) ANY ENTREPRENUER LOOKING FOR PROFIT MUST INNOVATE
1) ANY ENTREPRENUER LOOKING FOR PROFIT MUST INNOVATE

21. PROFIT, ENTREPRENUER, INNOVATION
& RELIANCE JIO
CONNECT THEM !!

22. WHAT IS THE MOTIVE & WHY JIO HAPPENED ??

23. WITH 63.2 $ BN, MUKESH AMBANI WAS THE 3RD RICHEST BEHIND
GATES & BUFFETT, IN 2007.
EVEN REPLACED GATES FOR A BRIEF PERIOD IN SOME MAGAZINE
FIRST PERSON OF A 3RD OR 2ND WORLD COUNTRY TO BE THAT MUCH
RICH.

24. THAN AFTER 2-3 YEARS HIS POSITION SLIP TO 18TH & THAN TO 21
HIS FORTUNE TOO GETS HALF. NEARLY 21 $ BN.

25. LOST RICHEST ASIAN TITLE TO JACK MA, AFTER SO MANY YEARS.

26. COULD OR MAY HAVE ALSO LOST THE RICHEST INDIAN TILTLE TO DILIP
SHANGHVI OF SUN PHARMA.

27. SO HE DECIDED ITS TIME.

31. P/E = 11.51, 8.68%
P/BV = 1.37, 73 %
P/E*P/BV = 15.77

32. Mainstream media is so much focused on, Disruption which will
happen
But they are ignoring all those Iron Curtains Deal
Apple Inc is already onboard with them
Telecom biggies have already signed deal to share their Tower
Suddenly, there is sharp rise in 4G enabled phones.

33. NOW SOME HISTORY

34. The First Mobile Phone Call Was Made 43 Years Ago . On April 3, 1973, Motorola employee “Martin
Cooper” stood in midtown Manhattan and placed a call to the headquarters of Bell Labs in New
Jersey.
&
AHOY STORY

36. AIRTEL NEW CONCEPT
NETWORK COVERAGE
TOWER AD

37. LTE & VoLTE
Long Term Evolution = 4G
VoLTE = Voice over LTE i.e, making voice calls free / u can say free item
with internet packs.

38. A master stroke by Jio makers
Why??
Cos of whatsapp

39. • 50/GB – RELIANCE
• 250/GB – OTHERS
• This move has just made telecom sector go weak, cos 4G allocation is
coming
• And it will definitely uplift the cost.

40. MNP
MOBILE NUMBER PORTABILITY / MOBILE NETWORK PORTABILITY

41. SPECTRUMS
• High competitive bidding
• 2G,3G,4G……
• Tata docomo were the 1st to launch 3G in india
• Govt generated revenue of rupees 385 bn.
• 4G biding is coming, and after Jio launch that will definitely give a
boost to cost of companies.

42. Vodafone Group’s CEO stated,
“the problem is that in india there is misperception of what is the
value of spectrum. The reserve prices are set too high. India has very
low prices and very low revenues so we cannot afford to pay high price
for a spectrum. We have told (indian govt) a number of times that the
order of magnitude that they have in mind does not make sense”.

43. That was the crux of why companies have so much high prices (of
course before JIO) of 3g/4g services.