Reliance Jio has truly disrupted the mobile internet space in India, acquiring a base of 400 Mn internet users and has become the leading mobile internet provider in the country, in a span of ~3-3.5 years. Jio now plans to ride on this promising opportunity through its online platforms across internet verticals like e-tailing (Grocery, Fashion), eB2B retail, digital content, digital payments, eHealth, Ed-tech and others. Post announcement of JioMart, Jio platforms has seen remarkable backing from global investors. Moreover, Jio enjoys strong brand trust among the Jio mobile internet users, which is significantly higher in Tier 2+ cities. Hence, the turf is quite promising for Jio to enable impact in the India internet space, but there is significant uncertainity around how Jio platforms will fare in the respective internet sectors. As part of this report, we’ve elaborated in detail on the business model, the existing play in sector, the potential impact in the near term and the opportunities/barriers that lay ahead for Jio platforms in the respective sectors.
1.1. Reliance Jio's disruption in the mobile internet space
1.1.1. Reliance Jio's journey since inception, to become a market leads
1.1.2. Market share in terms of internet subscribers & telecom revenue
1.1.3. Jio user impact in the India internet funnel and disribution by city tier
1.2. Investor & consumer sentiment towards Jio platforms
1.2.1. Distribution of Jio platforms across internet verticals
1.2.2. Investment landscape - total funding, key investory & investor sentiment
1.2.3. Consumer perspective on awareness & willingness towards Jio platforms
2. Jio platforms potential impact on India Internet verticals
2.1. Jio platform deep dive across the following sectors - e-tailing (grocery), e-tailing (fashion), eB2B digital content, eHealth, Edtech, digital payments. Covering following elements across each sector:
2.1.1. Jio platform's business model
2.1.2. Customer perspective towards Jio platform
2.1.3. Potential growth opportunities & barriers for Jio platform
2.1.4. Impact on the market in the near term
2.1.5. Takeaways for different models in the market
1. Primary Research Consumers, stakeholders and industry experts are interviewed to help us validate key trends and market estimations.
While the exact figures may vary for different reports, on average, the publisher conducts:
- ~1,000+ consumer surveys
- ~30+ IDIs (in-depth interviews) with stakeholders (consumers, suppliers, distributors and delivery executives, among others)
- ~25+ detailed discussions with industry experts Depending on the report in question, consumers and stakeholders are distributed across:
- City tiers (Metros, Tier 1, Tier 2, Tier 3 & Tier 4 cities)
- Income levels
- Age groups
- Internet usage pattern
2. Secondary Research Secondary includes analysis of databases available in public domain. Information sought is cross-referenced and aligned for soundness.
Note: In order to maintain confidentiality, results and analysis of the surveys and expert interviews are presented at level of overall scenario analysis and representation only.