How JIO’s Masterplan Beat Disney & became the King of Indian OTT? | Business Case Study

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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

[@ujjwaljha2701]

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

[@studyrelatedcontend8114]

Follow hindi channel of think school

[@dirrtyfloyd]

​@@studyrelatedcontend8114their Hindi page has zero videos

[@bhuvaneshwarichamy9168]

Poo

[@PiyushSunvil]

No need

[@Satya_Golu]

Bahar ke KZbinr multiple languages ka option de rhe hain audio me think school ko bhi Krna chiye

[@nathanielabishek2939]

Love the way how they came up with WTF media 😅

[@SKJPL2025]

We are the future media lol

[@Kathakathan11]

Future f*c,

[@playhard719]

@@SKJPL2025 What the F**k media

[@fnamelname4146]

@@playhard719 Why the F**k media??

[@SIRE__PATRICK]

​@fnamelname4146 who the f××k is media?

[@Surajbansal909]

Mota bhai is visionary, the way he currently is leader in telecom and media. Before 2010 he has zero percent of these markets😯

[@NerdCentral_]

He is not visionary.. He either copies or acquires the business and kills the competition

[@shannu1927]

​@@NerdCentral_ that is what business is

[@kabeerjasuja3078]

@@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.

[@GoofyAhhLion2937]

business man hai wo@@NerdCentral_

[@Surajbansal909]

@@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

[@amaykataria8004]

This is scary. Reliance is becoming monopoly in almost every sector. Dont think this will end well.

[@plushyneko]

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.

[@anubhavjain7566]

There's a book by the name of "The Fortune at the bottom of the pyramid!

[@plushyneko]

@@anubhavjain7566 Thanks for the suggestion! It's on my reading list now

[@reserftamang7700]

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.

[@plushyneko]

@@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.

[@akhileswaranak4890]

@@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

[@Sanatani_Sherni]

Better JIO than Foreign Brands ❤❤❤❤

[@itdoesntmatter9923]

@@thelearner-bengali1257maybe u need one

[@kabeerjasuja3078]

@@thelearner-bengali1257 i think you need english education 😂

[@shivekdaswani4796]

​@@thelearner-bengali1257your comment doesn't even make sense

[@spainwithoutans792]

​@@thelearner-bengali1257 sorry, even after being bengali myself, bengali detected opinion rejected. 😊

[@thelearner-bengali1257]

@@shivekdaswani4796 sarcasm bujhis??

[@ojastumbde4055]

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.

[@PrimeTasteTester30]

Completely true! We will be the victims in the end when they own everything and we’ll have to just comply.

[@vedjoshi260]

After seeing the WTF X Think example... I see something is cooking, and as of now it sounds delicious :p

[@backendcoder3702]

I was wondering about same and that nitin kamath example gave clear idea that he might be a strategic investor in this venture

[@PAYOGABABU]

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

[@rounakbaid5571]

NDA

[@user-qt6fq1vg6z]

Peddakathe❤😂

[@ganesh7537]

Anduku bro let him do things natinaly 😂

[@kartikmogalapalli3014]

We are here to learn business ,not political arena 😂

[@mohankrishna3858]

Yea bro

[@user-hw6mz2cb9f]

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.

[@lespaceman]

Just propaganda, disguised as case studies. 😂

[@user-hw6mz2cb9f]

Please present, data and facts and i’ll listen to you. Your opinion has 0 value!

[@xoxo4385]

@@lespaceman lol, live in your cave

[@riking016]

Exactly. Think school always shows only the overall positive image of Modi govt. in his case studies. Connect the dots

[@kailuuu]

​@@riking016 people like you will always try to find mistakes in others, no matter how good person is.

[@akileshbhat7021]

Disney - we have marvel with superpowers, what's your superpower again? Ambani - I'm rich

[@ahsamhussain5610]

we should support our Indian Brands than foreign brands

[@stalin1555]

If foreign brands invest their earning in India, they should be welcomed

[@perseusgamez2431]

Let's see if you will be saying that once Ambani doubles the price of ott subscription

[@BhushanPatil-gz5fk]

​@@perseusgamez2431 😂 bas indians yhi sochne me rehe jaate he

[@fnamelname4146]

@@perseusgamez2431 Even after doubling it would be way cheaper than Netflix(foreign brand)

[@fnamelname4146]

@@perseusgamez2431 Even after doubling the prices will be a lot lower than Netflix(foreign brand)

[@NamitGupta-mw1wz]

heyy i request you pls make a detailed vid explaining 2008 crisis

[@danielajay10]

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 KZbin is yours. Thank you for the wonderful content. Kudos to the whole team.

[@mittalayushh]

3:38 So Mukesh Ambani has got the WILL OF D?☠️☠️☠️☠️

[@Baldguy7]

😅❤

[@ThorfinnKarlsefni0]

OP homie

[@punith3460]

😂

[@shrin210]

😂😂😂

[@cw9728]

Mukesh D. Ambani❤😂😂

[@Prakhar_Kumar00]

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.

[@sahilkataria8630]

Jio - O paisa o paisa nhi koi aisa jaisa ye paisa............. Disney- ye duniya ye mehfil mere kaam ki nhi mere kaam ki nhi.............

[@fnamelname4146]

Yaa, it will help India a lot in information warfare.

[@prakashchoudhary9628]

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🙏

[@shashankkrishna4057]

Even in the US disney are going through some very serious issues,so this partnership might actually help their Indian operations

[@shashankkrishna4057]

Even the FIFA World Cup,was around October to December and also it was timing friendly for most Indians too

[@sahilkataria8630]

Jio - O paisa o paisa nhi koi aisa jaisa ye paisa............. Disney- ye duniya ye mehfil mere kaam ki nhi mere kaam ki nhi.............

[@AjayManoharK]

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.

[@rudrarathi16]

Unbelievable content, hats off, to find these data is one of the toughest job. The best case study i have ever seen

[@madhav5296]

This is so sad we have now Monopoly in Entertainment and OTT

[@achu10mech41]

Still there's lots of ott are there

[@GoofyAhhLion2937]

Why?

[@harshgupta5454]

Mota bhai on fire🔥🔥 But slowly everything is going under monopoly which is quite a dangerous situation.

[@shreeshbhat3971]

nothing wrong. it happens in every country. reliance is a gem of India

[@opnia]

@harshgupta5454 Twitter(X): due to monopoly they can run "Whats wrong with India?" anti India narrative... KZbin :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 !

[@sahilkataria8630]

Jio - O paisa o paisa nhi koi aisa jaisa ye paisa............. Disney- ye duniya ye mehfil mere kaam ki nhi mere kaam ki nhi.............

[@souviksikdar1864]

​@@shreeshbhat3971Monopoly is not good for the market. Especially the domestic market.

[@PrimeTasteTester30]

@@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.

[@karsh110]

Aware of this merger game played by Mota Bhai, but a hit on Airtel just sends chills down the spine. Great insight Think School

[@PrimeTasteTester30]

Where there is competition, there is growth. Once Jio owns everything, Indians will finally wake up to dystopia.

[@mayank.9203]

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.

[@manannaik1341]

Bruh what? So what about Hotstar? Sony liv vs zee5

[@param560]

Hi ganesh As a mba student watching your videos since past 8 months what a detailed video 🔥🔥

[@dhruvjajadiya1516]

15:32 and this is when motabhai entered 😎 very well edited brother 💥

[@notinvegas]

Everyone - Their This guy -the air

[@srikanth2928]

I am very much impressed on how you narrated this story.

[@lifesgamer5942]

Amazing video and more informative.. 🤯🤯mind blown merge of the decade.

[@noobcoder3139]

I learn so much from you , Thank you THINK SCHOOL.

[@arvind109singh]

the detail analysis is amazing. you earned my subscription. waiting for more videos.

[@bisrutjoshi7806]

Impeccable case study ❤❤❤❤❤❤❤❤

[@bisrutjoshi7806]

@@user-je7pc2mp5e Thanks 👍👍👍

[@zohaibmanzoor8522]

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❤😇😇😇😇

[@MindMystiqVaul]

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.

[@rishuraj2806]

One hell of an interesting video. Also the way you easily break things behind business is commendable.

[@animesh269]

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.

[@RAM_JAN22]

Bhai JioTube aur banado bas maza aa jaayega..

[@darshansawarkar6182]

So if jio became monopoly, recharge prices will increase exponentially.

[@arvind109singh]

yes there will be a hike soon but comparitavily lower than airtel obv, lol

[@backendcoder3702]

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

[@kabeerjasuja3078]

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.

[@VijayKumar-fi2oo]

You always give premium content bro

[@user-pz1qo1fo2d]

How many of you want CAA to be explained in this channel

[@nikhilkr2320]

Very informative, keep it up guys!

[@bhaveshvispute4283]

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😂😂

[@rajeshvora5941]

The lessons from the case study are rocking bro... And the 'fascinating & frightening' jibe was spot on! Great presentation GP! ❤

[@dhidi7001]

Do more like this bro hats off your work ❤🎉.

[@arka_investor]

One of the most incredible video, great effort. Thank you!

[@mohininegi2068]

such a nice way of explaining thank you so much for such knowledgeable contant

[@floraexoticsfloraexotics]

Awesome vlog bro.. love The Think Media VS WTF media.. 😂. Too goofy. Thank you as always for your amazing videos ❤

[@djohn0909]

Monopoly is always bad for the consumers in the long run. I hope they maintain their integrity, and economical services

[@adhokshravishankar]

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

[@sanatanirajshah]

Monopoly is bad when charged high for service from customers as we won't have option

[@rishabchakravarthy79]

Wow that's very insightful thank you Ganesh ji for sharing the information

[@diwakarmankina9528]

This case study is more fascinating than my life time studies..kudos to you Ganesh🎉

[@user-nn1nh9lk6l]

Loved the explanation ❤

[@avileshvl]

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'.

[@siripupriyan]

Our 😂 such a pride bro ... Waka waka hey hey

[@deepbhupatkar7462]

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.

[@joydeepk_0]

Means Jio will be the monopoly in OTT plus telecom industry. Great move 👌

[@Kattarhindusanatan22]

Awesome video.. animations are very smooth and engaging..if someone want to create content that should be like this..keep it up..🎉

[@pulkitgupta5317]

I would love to see a case study on how this can lead to Join becoming a very powerful monopoly in Indian telecom and media Industry and how it'll impact Indian economy in the long run

[@shikhar877]

Awesome ❤

[@VipulShukla2708]

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

[@nityasomaiya5001]

😍😍😍

[@amanbhandari3762]

Beautiful thumbnail and gr8 editing

[@ankitlunia1954]

Mukesh bhai is king for a reason..Killer Man

[@charanteja7636]

Amazing explanation of case study.

[@maheshthorat7568]

Fascinating and frightening what a good selection of words 😮

[@drsuriyavm955]

Being a monopoly is good for a company but not for the people.

[@ganeshaguru2187]

Please make a video on AP politics 😂

[@gagandasari49]

avi nake adam kadu

[@karthikkeya3965]

Adi oka video lo avvadu bro

[@ravi27king]

Biggest real time comedy show ever!

[@narenderguguloth8469]

That would be the biggest comedy show of all time

[@kelovthvamsi]

😂😂🔥🔥

[@AskKapil]

It's mind-blowing and you explained it so beautifully, just like a wow 😀

[@rohitrenegade]

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.

[@ChangingHorizons]

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.

[@venkateshaba4821]

Excellent case study and insights, great going Ganesh and team 👍🙏

[@balajikollipara8226]

Incredible. Clearly and cleanly explained the whole chapter

[@priyacs]

Ganesh i really appreciate the way you narrate it. Keep it up man💐

[@coupe97]

Reliance really knows and understand the business they are working in, hats off man!

[@sridevihegde7840]

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! 🤑

[@Simple_things_in_lif]

Amazing study. Learned a lot. Thank you

[@manu1166662222]

Happy for jio for defeating foreign company, but apprehensive towards their monopoly on everything in near future

[@Akankshaborse]

Incredible strategy! Hats off! ❤

[@TimelyTurtle]

When the government represents your interests, things tend to go quite smoothly.

[@cashcoach9]

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

[@svm6683]

Make a video on what's happening with electoral bonds

[@miitvajir8247]

Gradually the Ambani family is moving towards becoming like the Roy family of 'Succession' (business wise ig🤷🏻‍♂️😅)

[@x_man007]

Great analysis ❤ I think you can also consider risks as well🙏

[@sachindongre4388]

Love you Ganesh sir ❤. What a explaination may god give you more more success..Fan of you ..

[@banshulgarg]

Very Informative Video. Enlightening 🙏

[@jackofhearts1414]

3:38 Mukesh D. Ambani One piece fans : that explains it all

[@sahilkataria8630]

Jio - O paisa o paisa nhi koi aisa jaisa ye paisa............. Disney- ye duniya ye mehfil mere kaam ki nhi mere kaam ki nhi.............

[@apekshamojidra-is1gs]

Awesome case study. Really valuable!!

[@mahanmohan]

Pls make video on mountaineering trekking hiking industry in India and Nepal. This video was wonderful. Never thought learning business could be so fun.

[@jhanwar4382]

Great Explanations Thanks 👍👍👍

[@Nameless-kx4gl]

Indeed a great video and a great thumbnail.

[@tejaspai8062]

Hey Ganesh & team, excellent case study analysis ❤ love your work guys😊

[@user-xm4ps5we1x]

U forgot to mention the role fifa world cup had in kickstarting jiocinema's brand tag !!

[@Nex_MOK]

I really enjoy your videos and case studies you make ❤ I love how to mention about Jio reacharge plan if they implement OTT platforms in their subscription but you Forget about Jio Air fiber and Fibernet connection which is continuously growing and include OTT platforms under nominal price if they would implement their strategy in wifi connection then they could control more channels than any other OTT in the world , but firstly they should expand their Wifi connection all over the India

[@pratyakshrastogi]

Reliance is just one step away from being a monopoly in 2 of the most important industries - the telecom and the media industry, the power over narrative which they hold is tremendous Now I think Airtel should try a merger with Vodafone and/or BSNL and tie up with Netflix/Amazon because a Duopoly is still better than a Monopoly

[@allantom3061]

Good stuff, keep it coming brah

[@udaykiran791]

Great presentation as always. The question as you raised in the end.. as a normal middle class consumer do I have to worry about these monopoly ecosystem

[@JITINJOSEPH17]

20:40 Its now I realize that Book My Show & Hamleys is owned by Reliance.

[@AkhileshKumar-sc5eh]

I wish I had a teacher like you back when I was in college. The way you cleared the concept of mergers and acquisitions, got me goosebumps

[@jaimitpandya8430]

Reliance bhale hi kuch bhi karle par tata ki TCS akeli pure reliance group pe bhari padta he abhi Love for TATA Empire

[@RaginiHzb]

Hi Ganesh, I am an ICU doctor! Never fail to watch your videos… Keep enlightening and expanding our grey matters 😊

[@arahul4045]

Hi Ganesh, please make a video on electoral bonds. Thanks, and great video as always.

[@navoditachaudhary8288]

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! :)