Reliance Jio reported Q4FY26 revenue of Rs 38,259 crore, up 13% from Rs 33,986 crore a year earlier. Cons PAT increased 13% YoY to Rs 7,935 crore, while ARPU climbed to Rs 214. The results highlight stronger topline momentum and improving per-user monetisation as the quarter closes.
Microdrama platforms are teaming up with telecom operators to reduce fragmentation and convert rapid download growth into paid subscriptions. While the sector boasts 20-plus apps and strong user expansion, monetisation remains difficult because advertising revenue hasn’t kept pace. Telcos are now borrowing OTT-style bundling playbooks, combining data with content to lift ARPU and retention.
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