EM Telcos Jio targeting doubling in size and 1m monthly adds for FWA in India. Both are significant for Indian telcos and the latter is significant for the development of FWA Globally
What's New: At Reliance Industries’ AGM last week, Jio announced 2 key things, and did not announce a 3rd:What was announced:
1. A doubling of Jio’s profitability in 3-4 years
2. Target of 1m FWA adds per month
What was not announced:
1. A time line for Jio IPO
Our thoughts and implications for the Indian & Global telco markets below
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