How JIO’s Masterplan Beat Disney & became the King of Indian OTT? | Business Case Study
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- เผยแพร่เมื่อ 13 มี.ค. 2024
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VIDEO INTRODUCTION:
Hi everybody,
On the 28th of February 2024, the streaming market of India witnessed the biggest merger of the decade, this when Disney+Hotstar entered into a joint venture with Mukesh Dhirubhai Ambani!!
And the reason why this is a very very big deal because with this merger, Mukesh Ambani has practically become the King of the Indian OTT space because now This entity owns 35% of the entire OTT market of India, 120 television channels, and 30,000 content assets of Disney! In total, this entity alone will command a total viewership of 750 million viewers!
And you know what?? Reliance will practically control 63.16% of the merged entity and Disney owns only 36.84%!! And this is shocking because in 2021, Disney was the king of the Indian OTT space!! Look at this chart, in 2021 Nov, while amazon prime stood at 22.3 million views, netflix stood at 6.1 million views and disney plus Hotstar touched a viewership of 51 million views!! And if you look at Jio, jio was nowhere in 2021, but even then, in just 2 years, it has become the King of the Indian media space.
How did Reliance dethrone Disney as the king of the Indian media space?
What was Mukesh Ambani’s genius business strategy to beat a 100-year-old giant like Disney in India?
Why did Disney lose the war with Jio despite having so much money?
And as students of business, what are the lessons that we need to learn from this epic business case study?
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#disney #Ambani #reliancejio
#thinkschool #businesscasestudy #geopolitics Credits: CNN-News 18, WION, NBC News, Money control pro, Business standard, TV18,Business Today, ABC news, CNBC, ET now ,Bloomberg originals, Financial Times, DW documentary, AL Jazeera English, BBC news, Firstpost. Fair use - This video is for educational purposes only. All materials used in this video, including images, audio, and video clips, are the property of their respective owners and are used here under the doctrine of fair use. This video is intended to provide commentary, criticism, research, and education on the subject matter. We believe this constitutes a fair use of any such copyrighted material as provided for in Section 107 of the US Copyright Law.
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Mota bhai is visionary, the way he currently is leader in telecom and media. Before 2010 he has zero percent of these markets😯
He is not visionary.. He either copies or acquires the business and kills the competition
@@NerdCentral_ that is what business is
@@NerdCentral_ That's all big companies does, go check google, microsoft, disney, apple they are acquire small business and use their technology to benefit, their nothing wrong.
business man hai wo@@NerdCentral_
@@NerdCentral_ nope,if u want to know, how mukesh Ambani is visionary, just learn about jio,how he took reliance from anil Ambani in 2010. He has now cracked the idea of becoming the market leader
Hey think school team and Ganesh... Please try to add hindi subtitles as my parent are very much interested in case studies of politics and business but it is not possible for them to watch without hindi audio or subtitles
Follow hindi channel of think school
@@Radhe_Krishna2245their Hindi page has zero videos
Poo
No need
Bahar ke TH-camr multiple languages ka option de rhe hain audio me think school ko bhi Krna chiye
Love the way how they came up with WTF media 😅
We are the future media lol
Future f*c,
@@a_b_c_d_d What the F**k media
@@playhard719 Why the F**k media??
@fnamelname4146 who the f××k is media?
Being a monopoly is good for a company but not for the people.
Apple is the best example of 'ecosystem profit > standalone product profit'. Jio's going to get there, step by step. What sets Jio and Apple apart is their target demographic for profits; Apple goes for markets of high-paying customers, and also maintains a level of polish/refinement on their products, while Jio shoots for the masses across the lower and middle class families where a product purchased is inexpensive enough that spending capital on polish/refinement isn't necessary. Jio's example is basically collecting the smallest grains of silicon from all around the area, while Apple's example is aiming for areas with large silicon wafers from the get go.
There's a book by the name of "The Fortune at the bottom of the pyramid!
@@anubhavjain7566 Thanks for the suggestion! It's on my reading list now
One of the advantages that JIO has is India and its population...while players like Apple are dominating global,, I doubt that JIO will be able to do that globally.
@@reserftamang7700 They do not need the global stage, they just need to up their product portfolio on the hardware side as well, designing it for the desis out there. With India's population as you've mentioned as the base, they can sustain themselves if they invest into it when the opportunity strikes em ripe and ready. That won't happen in today's market but is a possibility a few years down the line. However, they've to be careful of regulatory bodies when they evolve into that stage as well.
@@reserftamang7700 You can compare that with mindset of Americans. Whatever great things happen in US, it tends to spread across. Secondly Americans have a mindset that they want much more quality products and are not price sensitive whereas in India people ensure they have good value for money product
Better JIO than Foreign Brands ❤❤❤❤
@@thelearner-bengali1257maybe u need one
@@thelearner-bengali1257 i think you need english education 😂
@@thelearner-bengali1257your comment doesn't even make sense
@@thelearner-bengali1257 sorry, even after being bengali myself, bengali detected opinion rejected. 😊
@@shivekdaswani4796 sarcasm bujhis??
The probable monopoly of reliance in telecom and media industry is a threat. We will need good and fresh competitors merged to existing players to break this possible monopoly. Not an Ambani hater but i feel this essential for the Indian market.
Completely true! We will be the victims in the end when they own everything and we’ll have to just comply.
ooh so you were happy with a foreigner monopoly then? why indian colonial mindset can't see any Indian to grow at word level
@@dreemfeed8077 did he ever say that he wanted international company monopoly? I swear you guys have 0 comprehension and try to twist every thing as if it’s against india. No it’s not “colonial mindset” to criticise if one company owns everything. Stop victimising yourself for everything and anything.
After seeing the WTF X Think example... I see something is cooking, and as of now it sounds delicious :p
I was wondering about same and that nitin kamath example gave clear idea that he might be a strategic investor in this venture
The amount of knowledge I gained just because of think school is immense. Channels like Think School are so crucial for the empowerment of the country’s youth! Thank you.
Just propaganda, disguised as case studies. 😂
Please present, data and facts and i’ll listen to you. Your opinion has 0 value!
@@lespaceman lol, live in your cave
Exactly. Think school always shows only the overall positive image of Modi govt. in his case studies. Connect the dots
@@riking016 people like you will always try to find mistakes in others, no matter how good person is.
Disney - we have marvel with superpowers, what's your superpower again?
Ambani - I'm rich
Bro try to make a video on Andhra Pradesh TDP vs YSRCP performence in 2014 to 2024 it will help us right before state elections
NDA
Peddakathe❤😂
Anduku bro let him do things natinaly 😂
We are here to learn business ,not political arena 😂
Yea bro
we should support our Indian Brands than foreign brands
If foreign brands invest their earning in India, they should be welcomed
Let's see if you will be saying that once Ambani doubles the price of ott subscription
@@perseusgamez2431 😂 bas indians yhi sochne me rehe jaate he
@@perseusgamez2431 Even after doubling it would be way cheaper than Netflix(foreign brand)
@@perseusgamez2431 Even after doubling the prices will be a lot lower than Netflix(foreign brand)
This is scary. Reliance is becoming monopoly in almost every sector. Dont think this will end well.
We need our own competitors for big companies like Google, Disney and Facebook, otherwise they will be the ones acquiring our companies. I still prefer Reliance to them, why give our data to other countries, let us benefit from our own data
These people does say anything when there is so much monopoly of foreign brands but when they see raise of indian brands their arse start burning@@Aditya-dw4kz
Being a UX designer, your content is more valuable for people like us. Can't even image the efforts you put in for collecting this data and Case study. Every day I check for new videos of yours. One of the best channels on TH-cam is yours. Thank you for the wonderful content. Kudos to the whole team.
3:38 So Mukesh Ambani has got the WILL OF D?☠️☠️☠️☠️
😅❤
OP homie
😂
😂😂😂
Mukesh D. Ambani❤😂😂
heyy i request you pls make a detailed vid explaining 2008 crisis
Unbelievable content, hats off, to find these data is one of the toughest job. The best case study i have ever seen
Hey Ganesh Bhaiya, you nailed it. You not just explained how and why merger took place but also what would be the aftermath with respect to media and telecom industry in India. Loved it🙏
Even in the US disney are going through some very serious issues,so this partnership might actually help their Indian operations
Even the FIFA World Cup,was around October to December and also it was timing friendly for most Indians too
Jio - O paisa o paisa nhi koi aisa jaisa ye paisa.............
Disney- ye duniya ye mehfil mere kaam ki nhi mere kaam ki nhi.............
monopoly se thoda dar bhi lgta h, but yes, better mota bhai, then foreign brands
I hope a time comes when we have Indian Media Brands all across the world, and Jio Cinema could start the same.
Jio - O paisa o paisa nhi koi aisa jaisa ye paisa.............
Disney- ye duniya ye mehfil mere kaam ki nhi mere kaam ki nhi.............
Yaa, it will help India a lot in information warfare.
15:32 and this is when motabhai entered 😎 very well edited brother 💥
Nobody witnessed He was laying foundation step by step disney ka hath kata pair and now buying Disney at cheap price mota bhai don hai😂😂
How many of you want CAA to be explained in this channel
Mota bhai on fire🔥🔥
But slowly everything is going under monopoly which is quite a dangerous situation.
nothing wrong. it happens in every country. reliance is a gem of India
@harshgupta5454
Twitter(X): due to monopoly they can run "Whats wrong with India?" anti India narrative...
TH-cam :Promotes Pakistan channel,Seriels, Kpop, hollywood movie,WWE...in India..if youmake video against America ..they will shadowban it..
LeftWing has million million views..but rightwing get flagged...
Amazon,Flipkart destroyed all retail sector in India..
Dettol, Horlicks, Cadboury, Nestle, Pepsi, Cocacola, ..........Uniliver all are monopolizing Indian Industry !
Jio - O paisa o paisa nhi koi aisa jaisa ye paisa.............
Disney- ye duniya ye mehfil mere kaam ki nhi mere kaam ki nhi.............
@@shreeshbhat3971Monopoly is not good for the market. Especially the domestic market.
@@shreeshbhat3971 not to this extent. When a company owns everything, there is no incentive to grow anymore. The consumers will be the victims. It’s indeed quite dangerous.
17:38 Friends is distributed by Warner not NBCU. Also, a really well done analysis and exactly depicting what went wrong with Disney in India, esp with Hotstar. Jio just made them turn into this merger.
Aware of this merger game played by Mota Bhai, but a hit on Airtel just sends chills down the spine. Great insight Think School
Where there is competition, there is growth. Once Jio owns everything, Indians will finally wake up to dystopia.
This is so sad we have now Monopoly in Entertainment and OTT
Still there's lots of ott are there
Why?
One hell of an interesting video. Also the way you easily break things behind business is commendable.
Hi ganesh
As a mba student watching your videos since past 8 months what a detailed video 🔥🔥
I learn so much from you , Thank you THINK SCHOOL.
Motabhai doesn't even think of maybe creating orginal shows for jio cinema because the app didn't have that much brand value , he straight out bought all the well known content available.
Shows how deep the oil money filled pocket of his is.
Other companies spend money, they incur losses and get acquired but reliance all the while jio shows most expensive sports league in Asia for free.
Bruh what? So what about Hotstar? Sony liv vs zee5
Bhai JioTube aur banado bas maza aa jaayega..
Impeccable case study ❤❤❤❤❤❤❤❤
@@user-je7pc2mp5e
Thanks 👍👍👍
But won't this trigger anti competition laws in India? As a monopoly, what is stopping us go the license raj in a few decades? I don't think this will be allowed by CCI which will bring in Anti-trust laws in India. Especially if Jio tries to wear out Airtel. Because if Jio is the only one surviving in India, guess what, it will get broken up, just like how every move by Google is being scrutinized by CCI.
the detail analysis is amazing. you earned my subscription. waiting for more videos.
Very informative, keep it up guys!
The lessons from the case study are rocking bro... And the 'fascinating & frightening' jibe was spot on! Great presentation GP! ❤
You always give premium content bro
Please make a video on AP politics 😂
avi nake adam kadu
Adi oka video lo avvadu bro
Biggest real time comedy show ever!
That would be the biggest comedy show of all time
😂😂🔥🔥
Thanks Ganesh sir
You are the best content creator at present in India in terms of the information
2nd I consider nitesh rajput and 3rd dhruv rathee
You truly deserve the award
Your video is being used at IIT and IIM for explaining tough concepts
I think no content creator can explain concepts better than you
Always respect you❤😇😇😇😇
Dhruv Rathee is spreading false information amd agenda against the ruling government and Hinduism . Its better to research first about your role model then asiign them 1,2,3.
Awesome vlog bro.. love The Think Media VS WTF media.. 😂. Too goofy. Thank you as always for your amazing videos ❤
So if jio became monopoly, recharge prices will increase exponentially.
yes there will be a hike soon but comparitavily lower than airtel obv, lol
Not really they would be market player only in entertainment and not in telecom as gov would try its best to revive other if this happens ...and at last we are Indians we wont pay such high bills baselessly ...mass would switch to either airtel or vodafone
Yes it will but i don't think exponentially, jio knows Indian, but i think they will starts selling buddle OTT in less price than other OTT combined which will be good initially, but as per population of India it will remain stable but will increase yearly.
I am very much impressed on how you narrated this story.
Amazing video and more informative..
🤯🤯mind blown merge of the decade.
Awesome ❤
This was a well made case study. Even my parents enjoyed this. They normally find decent chunk of what I watch as a bit boring 😅.
Interesting stuff
Do more like this bro hats off your work ❤🎉.
yrr mujhe time trak nhi milta video dekhne ka but phir bhi time nikaal leta hu vaapki video dekhne ke liye very very very very very very very very very greatt content
😍😍😍
Bro, you forgot our FIFA World Cup. The final match made millions of views and in our IPL final of last season we all saw how Jio Cinema became a 'kingmaker'.
Our 😂 such a pride bro ... Waka waka hey hey
3:38 Mukesh D. Ambani
One piece fans : that explains it all
Jio - O paisa o paisa nhi koi aisa jaisa ye paisa.............
Disney- ye duniya ye mehfil mere kaam ki nhi mere kaam ki nhi.............
Awesome video.. animations are very smooth and engaging..if someone want to create content that should be like this..keep it up..🎉
Everyone - Their
This guy -the air
such a nice way of explaining thank you so much for such knowledgeable contant
One of the most incredible video, great effort. Thank you!
Wow that's very insightful thank you Ganesh ji for sharing the information
Loved the explanation ❤
This case study is more fascinating than my life time studies..kudos to you Ganesh🎉
Beautiful thumbnail and gr8 editing
Amazing explanation of case study.
U forgot to mention the role fifa world cup had in kickstarting jiocinema's brand tag !!
Jio and Adani can be termed something like Chaebol. I think there should be a video about South Korean Chaebol concept. It will help us to understand what Jio is doing.
Awesome case study. Really valuable!!
Great Explanations Thanks 👍👍👍
Great video man!
Indeed a great video and a great thumbnail.
Pls make video on mountaineering trekking hiking industry in India and Nepal. This video was wonderful. Never thought learning business could be so fun.
Good stuff, keep it coming brah
Disney became Woke and Went Broke
It's mind-blowing and you explained it so beautifully, just like a wow 😀
Incredible. Clearly and cleanly explained the whole chapter
Amazing study. Learned a lot. Thank you
Excellent case study and insights, great going Ganesh and team 👍🙏
Hello Ganesh, if possible, could you make the next video on electoral bonds issue with SBI? It would be helpful to explain how they work and what the current issues are with the Supreme Court regarding SBI's electoral bonds.
Very well presented and articulated. I would need some time to assimilate all the information and to remember the numbers.
For now, I am just amazed by the way in which the whole thing panned out for JIO. What a mastermind! 🤑
Impressive case study😍😍
Disney itself is falling in its home country, so, don't know how long this will last
Very Informative Video. Enlightening 🙏
One of the BEST case studies from Think School! Kudos to the entire team, the efforts, the way the representation turned out, no less than a business movie. Loved it guys! :)
Love you Ganesh sir ❤. What a explaination may god give you more more success..Fan of you ..
Great explanation ♥️
Fascinating and frightening what a good selection of words 😮
Make a video on what's happening with electoral bonds
The lesson learnt about profitability is an absolute hit bang on the head. An important lesson to startups. If you are not profitable and running high revenue but losses then some shark will come and eat you alive. Play small, play profitable.
Gradually the Ambani family is moving towards becoming like the Roy family of 'Succession' (business wise ig🤷🏻♂️😅)
Very well explained ❤️
That was great 🔥
Ganesh i really appreciate the way you narrate it. Keep it up man💐
Means Jio will be the monopoly in OTT plus telecom industry. Great move 👌
Awesome study.
Fascinating and frightening 😂 mota bhai is a legend ❤
wants more videos . amazing
Hi Ganesh, small correction at around 4.25 mins it should be net asset value than net present value for asset - liabilities formula in valuation
Hey Ganesh & team, excellent case study analysis ❤ love your work guys😊
This is one of the massive merges ever seen in the digital industry!
Great work
Better Local Indian Brands than Jio's monopoly and foreign brands! 90 % of our start ups are getting destroyed by monopoly! We as customers have the power to kill monopoly.
Great content....Very depth Analysis
Amazing case study.
Great. Less competition means higher the prices which consumers would have to pay. Hope Airtel or other OTT platforms don't go down.
Monopoly is bad when charged high for service from customers as we won't have option