AND THEN SOME.
Telecom companies need to become "vertically
integrated providers" of network services and premium
content. This integration requires substantial investments
in building new products, obtaining content rights and
deploying big data analytics across the organization, both
internally and externally. Global telecom players have
started cracking this code. Recent mergers such as AT&T-
Time Warner and the Disney-Comcast battle for 21st
Century Fox have created ripples. In India too, the
industry is witnessing a frenzy of strategic transactions,
with infrastructure firms joining forces with content
• Reliance Jio has bought stakes in video content provider
Eros and Balaji Telefilms. Airtel and Vodafone have sealed
content deals with Hotstar and Amazon, respectively. The
Aditya Birla Group (Vodafone-Idea's parent company) has
revived Applause Entertainment.
• Airtel has offered its entire content bouquet, of over 300
TV channels and 6,000 movies and shows on Airtel TV, to
its postpaid and prepaid users on a free subscription
basis till June 2018. A similar game is in play at Jio with Jio
TV and Cinema, and at Idea with Idea Movies and TV.
• Companies as diverse as Facebook, Amazon, Twitter,
Yahoo, Reliance Jio, Star India and Sony Pictures were
bidding for Indian Premier League (IPL) media rights.
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REINVENT TO DISRUPT
RESETTING THE MANUFACTURERS'
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