Whalesbook
Toh bhai, yeh jo 13% profit jump aaya hai na, uska main reason hai Jio ka zabardast 5G growth aur naye subscribers ka judna. Company ne is quarter mein 9.1 million naye users add kiye, total ab ho gaye 524.4 million subscribers! Aur ismein 268 million log toh 5G use kar rahe hain, jo total data traffic ka 55% consume karte hain. Isse unka Average Revenue Per User (ARPU) bhi thoda badh kar ₹214 ho gaya hai. Lekin haan, 5G network failane aur spectrum par jo paisa lag raha hai na, uske wajah se finance costs kaafi badh gaye hain, jisse profit par thoda pressure pada hai.
Ab sabse awaited baat - IPO! Toh bhai, company ne confirm kiya hai ki mid-2026 tak stock market mein aane ki puri planning chal rahi hai. Aur sunne mein aa raha hai ki valuation $120 billion se $180 billion tak ja sakta hai. Agar aisa hua toh yeh India ka sabse bada IPO ban sakta hai!
Market mein competition toh full on hai. Bharti Airtel ka ARPU ab ₹250 hai aur unka profit bhi 43% badha hai. Vodafone Idea (Vi) bhi apni ARPU ₹177 tak le aaya hai aur March mein Airtel ne sabse zyada naye users add kiye hain. Home broadband mein bhi Jio kaafi strong hai, 43% market share ke saath 27.1 million users AirFiber par hain.
Mukesh Ambani khud keh rahe hain ki Jio aage India ke communication, computing aur content ko shape karega, khaas kar AI tools aur next-gen tech mein. Toh overall, Jio growth dikha raha hai, par 5G investment aur competition ko manage karna aage chal kar zaruri hoga, khaas kar IPO se pehle.