By Dilip Davda
This is Part 3 of our four-part series on Jio Platforms, ahead of the mega IPO. Part 2 looked at the technology engine behind Jio. This part shows how that technology reaches homes and businesses. Read Part 1 and Part 2
Jio’s technology reaches people through three main routes: the mobile phone, the home and the workplace. Across all three, connectivity is the starting point and digital services are layered on top.
Mobile: the next wave
As of June 2026, 261 million Indians were still using 2G networks. Jio’s main product for this segment is the JioBharat phone, priced at Rs 799. It runs on Jio’s own operating system and is bundled with affordable plans, UPI payments, video streaming and music, offering much of a smartphone’s usefulness on an entry-level device.
According to the Analysys Mason Report, broadband adoption in India is expected to rise to 98.01% of all mobile customers by Fiscal 2031. So the runway on the mobile side is still long.
India’s broadband opportunity
Fixed broadband reached only about 21% of Indian households in Fiscal 2026, which is low compared with China, South Korea, the UK, the US, Japan, Canada and Brazil. Penetration is projected to reach about 46% by Fiscal 2031, with 150.4 million fixed broadband customers.
Jio is the largest player in this market:
- It has 28.6 million of India’s 66.1 million fixed broadband customers.
- Its customer base grew 43% between June 2025 and June 2026.
- It captured 61.73% of all net new fixed broadband customers in the June 2026 quarter.
- Its broadband coverage reaches about 98% of India’s pin codes.
It offers broadband through two services. JioFiber uses fibre to the home and was launched in 2019. JioAirFiber is a fixed wireless service, launched in Fiscal 2024.
The set-top box
Inside the home, the Jio set-top box serves as the gateway to Jio’s services, with average usage of about five hours a day. Through it, Jio offers:
- JioTV+, which brings together over 1,000 digital TV channels and 15 OTT services in a single interface, with unified search and multilingual support.
- JioPC, a cloud-based computer that runs on any TV with a keyboard, paid for as it is used, at a fraction of the cost of traditional PC hardware.
- JioGames, a console-free cloud gaming service with more than 3,700 titles.
- JioStore, an app store for Jio and third-party applications.
- Smart home solutions, which control appliances such as lights and locks from one interface.
JioTele OS extends these features to smart TVs as a built-in operating system.
A wider set of services
Beyond the set-top box, there is a growing family of services:
- JioSaavn offers over 100 million songs across 16 languages and 15 genres.
- JioAICloud, launched in 2024, provides AI-enabled cloud storage with features such as face grouping and photo editing. It had about 66 million registered users as of June 2026.
- JioFrames, AI-powered smart glasses for viewing, recording and analysing content in real time, are under development.
MyJio
The MyJio app had 227.6 million average monthly active users in the June 2026 quarter. It serves as a single interface for recharges, service requests and content, and connects users to shopping, financial services and entertainment. In Fiscal 2026 it generated about 20 million leads for Jio’s home broadband services. In the June 2026 quarter, about 98% of JioAICloud logins came through MyJio.
A gateway
Jio’s reach makes it a distribution channel for other companies:
- JioHotstar: during IPL 2026, more than 198.7 million viewers accessed the tournament through a JioHotstar package integrated with Jio’s plans.
- Google: Jio Unlimited 5G users receive the Google AI Pro plan at no extra cost for 18 months, through a partnership with Reliance Intelligence.
- Meta: Jio intends to distribute enterprise AI products from Reliance Enterprise Intelligence, a joint venture between Reliance Intelligence and a Meta Platforms subsidiary.
- JioFinance: the app from Jio Financial Services is available to customers through MyJio.
- Netflix and others: content partners are integrated into Jio’s tariff plans.
Serving India’s enterprises
Jio also provides connectivity and digital services to some of India’s largest organisations. As of June 30, 2026:
- Banking: over 90% of private and public sector banks, including State Bank of India, HDFC Bank, ICICI Bank and Axis Bank.
- Power: electricity distribution companies in over 80% of states and union territories.
- Airports: over 75% of operational airports, including more than 100 sites of the Airports Authority of India.
- Automotive: about 45% of connected electric two-wheelers, with customers including Ola Electric and Ather Energy.
- IT services: eight of the top ten companies in the Nifty IT index.
Its enterprise portfolio covers connectivity (leased lines, SD-WAN and managed Wi-Fi), cloud (private, public and hybrid, including Microsoft Azure services), IoT under JioThings (smart meters, fleet tracking and industrial monitoring), communications through JioCX (a platform combining SMS, WhatsApp, email, RCS and voice), and advertising through JioAds, a targeted advertising platform. Private 5G networks are being trialled in manufacturing, warehousing and mining.
The untapped segment: small business
The largest untapped segment is small business. India has over 79 million micro, small and medium enterprises, and fewer than 5% of them have fixed broadband. Jio aims to reach them through JioAirFiber and packaged managed services. If it succeeds, this could be a significant growth lever.
Did you know?
- Jio provides 333.6 million OTT and music subscription offers to customers every month through its plans.
- Its RCS business messages arrive directly in a phone’s regular SMS inbox on most devices launched in India in the last three years.
- The HelloJio voice assistant works in 12 Indian languages.
- Jio held a 78.62% share of India’s 5G and UBR-based fixed wireless market in the June 2026 quarter.
- About 36% of new fixed broadband customers in the June 2026 quarter came from rural areas.
