Breaking Reliance considering buying Disney’s stake in Tata Play

[Digital Mastermind]

Agree that if Tata keeps the Majority share, it will help to maintain competition.

Yes Tata should hold 51% above share always

As Tata Sky and Tata Play brand identity is more of an emotion as we have grown up seeing, reading, buying and using the product

 

[The Lonelier Island]

Yes Tata should hold 51% above share always

As Tata Sky and Tata Play brand identity is more of an emotion as we have grown up seeing, reading, buying and using the product

This is Indian market. Regular consumer has no emotion attached to it. They will stick to cheapest and well promoted products as you can see with those Saif and Kareena ads. If brand had so much value. They wouldn't have to waste so much money on tv ads. This is why Sun is growing. How many sing praises of Sun or even see Sun Direct ads? That ₹50 NCF is doing good word of mouth promotion.

 

[Digital Mastermind]

This is Indian market. Regular consumer has no emotion attached to it. They will stick to cheapest and well promoted products as you can see with those Saif and Kareena ads. If brand had so much value. They wouldn't have to waste so much money on tv ads. This is why Sun is growing. How many sing praises of Sun or even see Sun Direct ads? That ₹50 NCF is doing good word of mouth promotion.

We have to see in long run which business model is better, giving discounted NCF is good, but how many year can it be given ? Will it not impact revenue in future ? For that market share also has to grow...

 

[The Lonelier Island]

We have to see in long run which business model is better, giving discounted NCF is good, but how many year can it be given ? Will it not impact revenue in future ? For that market share also has to grow...

Coming to the original point. There is no brand value. Nor is their any emotional attachment.

 

[Digital Mastermind]

Coming to the original point. There is no brand value. Nor is their any emotional attachment.

I did not speak about me or any forum member... But Yes there are many who feel connected to brands, companies, products, services, people, persons, NGO, political parties, clubs, symbols, etc etc etc

 

[avipersistent]

Temasek was also trying to sell 20% stake to Tata Play for $ 1 billion but no agreement was reached. With 50.2 % stakes with Tata Sons. Tata play reported a loss of 105 Cr as of 31 March 2023. With Reliance considering buying 29.80 % stake they can offer complete Jio Cinema content to Tata Play. If Reliance thinks of buying 20% stake of Temasek also they can hold around 49.80 % stake still Tata Play will be the major stakeholder. Lets see what happens in near future as this actually may weaken Tata Play already facing losses due to advent of OTT specifically Netflix Amazon prime and Jio Cinema.

 

[Shark]

This is Indian market. Regular consumer has no emotion attached to it. They will stick to cheapest and well promoted products as you can see with those Saif and Kareena ads. If brand had so much value. They wouldn't have to waste so much money on tv ads. This is why Sun is growing. How many sing praises of Sun or even see Sun Direct ads? That ₹50 NCF is doing good word of mouth promotion.

Yes, even DD free dish doing 0 advertising But currently they have more than 50% shares in Satellite DTH. In the coming time, everyone will shift to Ott and will only use Free Dth as a secondary option. Don't know why Ambani, who dreams of destroying the DTH market, wants to invest in Tata Play.

OMG, if this happens then it would be good. But my personal opinion is that TATA should be the majority stake holder.

Reliance can be minority partner and it would be good for them as they already have Jio Fiber services, and Tata Play DTH, Binge and Tata Play Fiber will be added advantage in their business offerings.

I hope even if it happens the name remains as Tata Play, as dont want more rebranding again.

Jio will never use Binge as an alternative to its fiber box. Why would jio use a company's box in which they have only 30% stake as an alternative to his wholly owned company's box?

 

[Elvin Paul]

Are we gonna see Jio-airtel rivalry in DTH sector too?

 

[Digital Mastermind]

Yes, even DD free dish doing 0 advertising But currently they have more than 50% shares in Satellite DTH. In the coming time, everyone will shift to Ott and will only use Free Dth as a secondary option. Don't know why Ambani, who dreams of destroying the DTH market, wants to invest in Tata Play.

A Probable Answer: Only my personal opinion

Reliance owns the following business:

1. JioStudios and Viacom18 Studios - A production house / content studio
2. Viacom18 - Broadcasting company - Channel owner
3. JioCinema / JioOTT Apps - OTT Content App
4. Jio Fiber/AirFiber/4G/5G - Wireless mobile and FTTH service provider
5. JioSTB /Home Devices - End customer device - Providing OTT and Live TV Channels via internet
6. Hathway/DEN - Major MSO providing live TV channels and content to last mile customer via digital cable tv technology

So now if they invest/buy stake in a DTH company, the entire service providing ecosystem will be completed.

DTH has viewers in most remote places in the country and will always have high usage across rural and urban areas.

 

[Ashok Varma]

Don't know why Ambani, who dreams of destroying the DTH market, wants to invest in Tata Play.

Now Ambani changes his mind after JV with Disney for popular Star tv network and wants to control every gadget/screen in India, TV, Mobile phone and computer