3 ms·
This is arguably a huge gamble on ARPUs of this market segment. Telecom ARPUs are already extremely low because of Jio's predatory pricing (which was incidental
by blueblisters 6y ago
This is arguably a huge gamble on ARPUs of this market segment. Telecom ARPUs are already extremely low because of Jio's predatory pricing (which was incidentally called "penetrative" pricing by India's antitrust regulator [1]), which negatively impacts service quality and bandwidth. It's a great growth hack for startups who are looking for DAU/MAU farming but it is unlikely to translate into reach cash flows unless you also have paying customers with deeper pockets. Interesting to watch this unfold.
[1] http://competitionlawblog.kluwercompetitionlaw.com/2019/06/18/penetrative-pricing-understanding-its-evolution-and-rationale-under-the-indian-competition-law-regime-through-the-revolutionary-jio-case http://competitionlawblog.kluwercompetitionlaw.com/2019/06/1...