The majority of airtel new subscribers are airtel black subscribers...most of them are not going to stay...if airtel doesn't provide premium services...
Even I am one of those so called increased subscriber...i exited from airtel black..after one month itself....i lost 1500 but quality service is more important...
Airtel simply thinks people are paying 1500 security deposit so they are going to stay with them. It doesn't work. Because airtel black subscribers are higher arpu customers...they are paying because they want best service..airtel need to understand this better...
And another thing is here not only tataplay or sun direct or some other is the loser...everyone is a loser.....credit goes to TRAI
....
Paytv is going to shrink that's for sure. That's why big dth players are promoting hybrid boxes and bundled packs....
Airtel also going to use their DTH business as loss leader strategy...already they started doing it with black plans..
Disney and HBO or whatever Western Companies.. are not interested in satellite businesses anymore.. They are going to do this with all their investments...
Only thing and hope for paydth is ott and channel hybrid business model....
Or low revenues...
1. TataPlay - Promoting Ott combos and hybrid boxes heavily.
2. Airtel - Using and going to use dth business as just perk " loss leader model"
3. Sun direct - lower NCF...looking to gain subs with lower ARPU and stay in the business.
4.dish, d2h - they don't know what they are doing...so doing all things in the way they want..
All players are clear with their strategies..
Stake selling is nothing in this business..if TataPlay Succeed with their business model their share price will be next gold mine.