Balaji Telefilms

Hi @RohitMehta2017 -

Good questions - I tried to answer them:

  1. There are competitors - But none of them have enough Indian/Local content. What competitors have is movie library/catch up or mirror TV i.e. replicating what is already available in TV channels currently + Live sports. Live sports is a good thing which competitors have, though. Netflix and Amazon has original content not available any where else but they both have international content and not Indian youth tailored content. So we are not comparing apple to apples here. Yes Amazon and others are trying to make exclusive local indian content - so the question will be who will have the best Urban Indian content/series and thick library of that best content. I believe Balaji will have good content given their past experience! Also balaji has good strike rate of i.e. 50% plus of their TV shows get good rating. Balaji in its app will have a library of some 26 series in the first year. So very likely of these 26, some will be super hit like Game of Thrones or Breaking Bad in Netflix. And those very few super series is enough to draw subscribers in numbers.
    This is what interests me in this idea. Let time be the judge!

  2. No. Balaji currently is a B2B model. If it only concentrates on content it will still be a B2B model. Real money is in B2C. And earlier it was not possible for Balaji as that needed deep pockets to build a channel. But now with digital, going B2C is possible. Digital technology app does not cost a lot. So what is needed is an app + good content + marketing. And I believe if some of the series are super hit - that will itself result in good word of mouth marketing. Plus Balaji is a good brand name and that will help in marketing as well.

  3. Yes definitely. Balaji has tied up with the technology guys who launched Netflix app. So I hope balaji app will be ok - 16 April is the launch and we will see how good the technology is!. Link -
    http://xstream.net/news/balaji-telefilms-selects-xstream-diagnal-power-global-ott-entertainment-service-alt-balaji/

On 16 april launch - if content is good and technology is seamless - and I believe it will be - then balaji should go places - otherwise DUMP! :slight_smile:

Invested!

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