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Broadband internet subscriber growth petering out?

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BENGALURU: Has the broadband internet subscriber growth in the country started petering out in 2019? Analysis of Telecom subscription data furnished by the Telecom Regulatory Authority of India (TRAI) indicates that month-on-month subscriber growth rates are reducing despite the stupendous growth at the start of calendar year 2019 (CY 2019). The latest data from TRAI is for the month ended 30 September 2019 or Sep-19 (month under consideration). Sep-19 saw broadband internet subscribers grow by just 0.999 crore in net absolute numbers, or by 1.62 percent from the previous month Aug-19. In absolute number of subscriber additions, Sep-19 was ranked 15 over a 21 month period and was ranked 17 over the same period in percentage terms.

Please refer to the figure below:

During the 21 month period under consideration in this paper, Jan-19 saw the highest number of subscriber additions at 2.149 crore (21.49 million or 214.9 lakh). Jan-19 was ranked third during the 21 month period in terms of percentage growth at 4.1 percent. Mar-18 saw the highest subscriber growth in percentage terms at 5.2%. In absolute numbers, Mar-19 saw the second highest number of subscriber addition at 2.054 crore (20.54 million, 205.4 lakh).

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Please refer to the figure below:

Broadband Internet Segment Trends

TRAI has segmented Broadband internet into 3 main platforms, viz. Wired; Mobiles (Phones and dongles); and Fixed wireless- WiFi, Wi Max, Point to Point, Radio, Vsat. As has been the norm, the Mobile (Phones and dongles) had the highest subscriber growth in terms of absolute numbers at 0.929 crore or 9.29 million or 92.9 lakh (at 1.97 percent) in Sep-19 over Aug-19. In percentage terms, the Wired Broadband internet segment had the highest growth in Sep-19 over Aug-19 at 3.96 percent. Please refer to the figure below:

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Overall Broadband Internet Subscribers on all platforms

The top five service providers constituted 98.96 percent market share of the total broadband subscribers at the end of Sep-19. These service providers were Reliance Jio Infocom Ltd 35.593 crore (355.93 million, 3,559.3 lakh) subscribers, Bharti Airtel with 12.783 crore (127.83 million, 1,278.3 lakh) subscribers, Vodafone Idea with 11.219 crore (112.19 million, 1,121.9 lakh) subscribers, BSNL with 2.152 crore (21.52 million, 215.2 lakh) subscribers and Atria Convergence 0.148 crore (1.48 million, 14.8 lakh) subscribers. All the five players saw subscriber growth in Sep-19.

Wireless Broadband Internet Subscribers

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The top five Wireless Broadband Service providers were Reliance Jio Infocom Ltd with 35.522 crore (355.22 million, 3,552.2 lakh) subscribers , Bharti Airtel with 12.542 crore (125.42 million, 1,254.2 lakh) subscribers, Vodafone Idea with 11.217 crore (112.17 million, 1,121.7 lakh) subscribers, BSNL with 1.282 crore (12.82 million, 128.2 lakh) subscribers and MTNL with 0.021 crore (0.21 million, 2.1 lakh) subscribers. The first four ranks saw their subscribers grow, while MTNL witnessed a flat growth in Sep-19.

Wired Broadband Internet Subscribers

The top five Wired Broadband Service providers were BSNL with 0.869 crore (8.69 million, 86.9 lakh) subscribers, Bharti Airtel with 0.241 crore (2.41 million, 24.1 lakh) subscribers, Atria Convergence Technologies with 0.148 crore (1.48 million, 14.8 lakh) subscribers, Hathway Cable & Datacom with 0.086 crore (0.86 million, 8.6 lakh) subscribers and You Broadband with 0.075 crore (0.75 million, 7.5 lakh) subscribers.

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Wired broadband subscriber base grew by 69,000 according to TRAI data, but the top 5 Wired Broadband Internet players saw their combined subscriber base erode by 80,000. This indicates that the other internet service players which include MSOs’s and LCOs’ added 0.0149 crore (0.149 million or 1.49 lakh). Among the top 5 wired broadband internet players, it was only the public sector that saw erosion of its subscriber base – by 0.01 crore (0.1 million, 1 lakh). ACT and Hathway saw subscriber additions of 10,000, while Airtel and You Broadband saw no fresh subscriber additions.

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iWorld

MS Dhoni invests in Kuku, joins Kuku TV as brand ambassador

Cricket icon backs AI storytelling platform, fronts Kuku TV campaign

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MUMBAI: MS Dhoni has invested in Kuku and joined its short-form drama app Kuku TV as brand ambassador, signalling a high-profile bet on India’s fast-growing AI-led content space.

Kuku, a mobile-first storytelling platform, operates across formats with apps such as Kuku TV for micro-dramas, Kuku FM for audio content and Guru for learning-led entertainment. Founded in 2018, the company has scaled rapidly, crossing 350 million installs and building a catalogue of over 20,000 titles across multiple Indian languages.

Dhoni said his decision to invest and partner with the platform was driven by its distinct approach to storytelling and its strong growth trajectory. MS Dhoni said, “I chose to invest in Kuku, and also come on board as the ambassador for Kuku TV, because the platform really stood out to me. It has built a differentiated entertainment experience for audiences across India, spanning multiple languages and formats. The growth has been impressive, and I connect strongly with the founders, who come from small towns like mine and have built something of this scale. I believe in their vision of building an AI-driven storytelling platform from Bharat, for Bharat, and for the world.”

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Founded by Lal Chand Bisu, Vinod Kumar Meena and Vikas Goyal, the platform positions itself at the intersection of technology and storytelling, using AI to create and distribute bite-sized content tailored to mobile audiences.

Sharing his perspective, Kuku co-founder and CEO Lal Chand Bisu said, “MS Dhoni is known for backing bold decisions that others might hesitate to take. At Kuku, we are also taking bold bets. That spirit of unconventional thinking resonates deeply with us.”

Adding to this, Kuku co-founder and COO Vinod Kumar Meena said, “Our beloved Thala is one of the rare personalities with truly nationwide appeal. As we build Kuku for all of India, that connection makes him a natural fit for us.”

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Further, Kuku co-founder and CTO Vikas Goyal said, “MSD has a unique understanding of people. As we build for both creators and consumers, that perspective will be incredibly valuable, especially as we continue strengthening our AI-driven storytelling stack.”

Backing the momentum, Panthera Peak Capital managing director Nikhil Bhandarkar said, “Kuku’s vision, execution, and clarity of thought are exceptional, qualities that closely mirror MS Dhoni’s approach. We are excited to partner with the team as they build Kuku into a global entertainment platform.”

To mark the association, Kuku TV has rolled out the campaign Dhoni Watches Kuku TV, anchored by a brand film that plays on Dhoni’s instinctive decision-making. Built around short, engaging stories delivered in minutes, the campaign highlights the platform’s promise of quick, compelling entertainment.

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With Dhoni stepping in as both investor and face of the brand, Kuku appears to be doubling down on its ambition to take AI-driven storytelling from India to a global audience, one short story at a time.

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