HSBC: JioHotstar had 300M paying subscribers in India in 2025, compared with 65M for Amazon Prime Video and 20M for Netflix; ~24% of OTT users pay for content
HSBC: JioHotstar had 300M paying subscribers in India in 2025, compared with 65M for Amazon Prime Video and 20M for Netflix; ~24% of OTT users pay for content
And more than $900 million in annual revenue in India. — Amazon Prime Video has more than three times the subscribers as Netflix in India, according to HSBC.
Bengaluru-based Amagi Media Labs, an ad tools provider for broadcast and streaming TV, fell below its IPO price in its India market debut after raising ~$196M
Amagi Media Labs, a Bengaluru-headquartered company that sells cloud software used to run and monetize TV and streaming channels …
India's largest retailer Reliance Retail says its daily quick commerce orders peaked at 1.6M in Q4 2025; market leader Blinkit averaged 2.4M daily orders in Q3
India's largest retailer Reliance Retail says its daily quick commerce orders peaked at 1.6M in Q4 2025; market leader Blinkit averaged 2.4M daily orders in Q3
The rest of the industry is not feeling it. — India's largest retail chain is reporting impressive growth in quick commerce, but the industry is not buying it.
Fast delivery apps like Blinkit, Zepto, and Swiggy are expanding into India's Tier 2 and Tier 3 cities, driven by rising incomes and cheap smartphones and data
Cheap data, new logistics and mobile-first platforms are expanding consumption far beyond India's urban elite.
Tracxn: VC funding for Indian startups fell 17%+ YoY to $10.5B in 2025 across 1,518 deals, down ~39% YoY; AI startups raised $643M, up 4% YoY, across 100 deals
India's startup ecosystem raised nearly $11 billion in 2025, but investors wrote far fewer checks and grew more selective …
Amazon, Microsoft, and Google pledged a combined $67.5B in Indian investments since October, 80% of those in December, as part of an AI spending frenzy in India
Pranshu Verma / Washington Post :
Amazon, Microsoft, and Google pledged a combined $67.5B in Indian investments since October, 80% of those in December, as part of an AI spending frenzy in India
Amazon, Microsoft and Google have pledged a combined $67.5 billion in Indian investments since October. Eighty percent of those commitments came this month.
AST launches its largest-ever satellite from India, hosting the BlueBird Block-2, the first in a series of deployments to challenge SpaceX in satellite internet
Sana Pashankar / Bloomberg :