印度亿万富翁穆克什·安巴尼旗下的Jio Platforms已与包括康卡斯特和Charter Communications在内的多家公司举行会谈，探讨许可其无线宽带技术以换取这些企业潜在股份的事宜，两名知情人士透露。
Indian billionaire Mukesh Ambani's Jio Platforms has held talks with several companies, including Comcast and Charter Communications, about licensing its wireless broadband technology in exchange for potential stakes in the businesses, two people familiar with the matter said.
知情人士称，Jio还与南非的MTN集团进行过磋商，但因双方无法在估值和某些许可问题上达成一致，谈判破裂。知情人士表示，Jio与上述各方达成协议没有时间表。
Jio also held discussions with South Africa's MTN Group, but the talks broke down because the two sides were unable to agree on valuation and certain licensing issues, the people said. The people said there was no timetable for reaching a deal with any of the parties that Jio has spoken to.
上周在孟买上市、完成创纪录的32亿美元首次公开募股（IPO）的Jio未回应路透社的置评请求。康卡斯特和Charter的发言人拒绝置评。
Jio, which listed in Mumbai last week after a record-breaking $3.2 billion IPO, did not respond to Reuters queries.
由安巴尼的信实工业控股的Jio数月来一直释放信号，计划利用其专有宽带技术拓展国际业务，信实称该技术为“全球首创”。
该系统运行在免费、无需许可的Wi-Fi频段上，使其向家庭提供互联网的成本低于传统有线网络或基于移动网络的服务。
与康卡斯特或Charter达成协议将让Jio在美国站稳脚跟，美国有线公司正因固定无线和光纤服务而流失家庭宽带用户。
Spokespeople for Comcast and Charter declined to commenntrolled by Ambani's Reliance Industries, Jio has for months signaled plans to expand internationally with its proprietary broadband technology, which Reliance calls a “global first”.The system runs on free, unlicensed Wi-Fi frequencies, making it cheaper to deliver internet to homes than traditional cable networks or mobile-based services.A deal with Comcast or Charter would give Jio a foothold in the United States, where cable companies are losing home broadband customers to fixed wireless and fibre.
Jio上周表示，其目标是为其技术平台在全球寻找10到15家合作伙伴，该平台运行在所谓的非授权频段无线电上。它无需连接家庭的电缆，利用安装在附近塔楼或屋顶上的发射机，通过Wi-Fi频段将高速互联网传输到安装在建筑物上的接收器。
一名知情人士称，MTN未能说服Jio以令人满意的估值进行投资。
Jio said last week it was targeting 10 to 15 partners globally for its technology platform that works on so-called unlicensed band radio . It works without cable connections to homes, using transmitters mounted on nearby towers or rooftops to beam high-speed internet over Wi-Fi frequencies to receivers installed on buildings.MTN could not persuade Jio to invest at a satisfactory valuation, said one of the people.
潜在合作的财务细节目前尚不清楚。MTN 表示不对市场猜测置评。利润丰厚的美国市场在美国，家庭宽带已成为电信运营商与有线电视公司之间的关键战场，运营商通过推出光纤和固定无线服务，试图从有线电视公司手中争夺客户。上个月，康卡斯特联席首席执行官迈克·卡瓦纳在公司财报电话会上表示：“固定无线依然咄咄逼人，并持续抢占份额。”他补充称，卫星服务提供商最终也可能赢得宽带用户。
The financial details of the potential partnership were not immediately clear.MTN said it does not comment on market speculation.THE LUCRATIVE US MARKETIn the United States, home broadband has become a key battleground between telecom carriers and cable companies, as carriers push fiber and fixed wireless services to win customers from cable. Last month, Comcast co-CEO Mike Cavanagh said "fixed wireless remains aggressive and continues to take share," on the company's earnings call. He added that satellite providers could eventually win broadband customers.
尽管如此，据标普全球市场情报公司去年表示，截至 2024 年底，有线电视仍占美国住宅宽带连接的 62%，这种主导地位在可预见的未来很可能将继续保持。
Still, cable held 62% of US residential broadband connections at the end of 2024, and that dominance is likely to continue for the foreseeable future, S&P Global Market Intelligence said last year.
截至 9 月底，康卡斯特拥有约 2830 万住宅宽带客户；截至 6 月，查特拥有约 2940 万互联网客户 —— 但两家公司都在向固定无线和光纤服务流失客户。Jio 的技术可能让康卡斯特和查特以比现在更低的成本销售宽带服务。
Comcast had about 28.3 million residential broadband customers at the end of September, while Charter had about 29.4 million internet customers in June — but both have been losing customers to fixed wireless and fiber. The Jio technology could allow Comcast and Charter to sell broadband services more cheaply than they do now."
香港 Counterpoint Research 公司总监尼尔·沙阿表示：“电信频谱是稀缺资源，且价格昂贵。UBR 对康卡斯特和查特这类公司极具吸引力，因为它们可以利用无需购买的频谱，提供蜂窝级质量的宽带服务。”“Reliance 正在与所有人洽谈”Jio Platforms 是印度最大的电信公司，拥有超过 5 亿用户，按单一国家用户数计算，仅次于中国移动。
Telecom spectrum is a scarce resource and is expensive. UBR can be very attractive to likes of Comcast and Charter as they can deliver cellular quality broadband over spectrum they don't have to buy," Neil Shah, director at Hong Kong-based Counterpoint Research, said.'RELIANCE TALKING TO EVERYONE'Jio Platforms is India's biggest telecom company with over 500 million subscribers, second only to China Mobile on the basis of single-country subscribers.
该公司还拥有近1500万有线宽带用户，Reliance表示，其UBR技术驱动的用户现已超过650万。Jio的国际扩张由Deutsche Bank（德意志银行）科技、媒体和电信业务前主席Dan Bailey（丹·贝利）与资深高管Mathew Oommen（马修·乌门）共同牵头，Bailey于今年获任命。Jio领导层曾表示，公司正通过向海外运营商出售技术而非在海外自建网络来寻求海外增长，此次与Comcast（康卡斯特）和Charter（查特通讯）的会谈即在此背景下进行。
It also has nearly 15 million wired broadband users and Reliance says its UBR-powered users now exceed 6.5 million. The international expansion push of Jio is co-led by Dan Bailey, former chairman of Deutsche Bank’s technology, media and telecom practice, who was appointed this year, and long-serving senior executive Mathew Oommen. The talks with Comcast and Charter come amid comments from Jio’s leadership that the company is pursuing overseas growth by selling its technology to foreign operators rather than building its own networks abroad.
上述第二位知情人士补充道：“Reliance正在与所有人洽谈。欧洲、美国的许多参与者。”在周五的分析师电话会上，董事总经理Akash Ambani（阿卡什·安巴尼）表示，Jio希望将UBR技术推向发达和发展中市场，但将对国际市场“非常、非常挑剔”。“我们希望在那里成为一家技术驱动型业务，”他说，并通过指出美国市场3%的用户占用了5G固定无线接入65%的容量，强调了美国市场的潜力。“这些就是我们拥有的那种市场。”
The second person added: "Reliance is talking to everyone. Many players in Europe, the United States." In an analyst call on Friday, Managing Director Akash Ambani said Jio wants to take the UBR technology to both developed and developing markets, but will be "very, very selective about the international markets."" We want to be a technology-led business there," he said, while highlighting the potential of the US market by saying 3% of the customers there clog up 65% of the fixed wireless capacity on 5G. "Those are the kind of markets that we have." Read Also: Equitas Small Finance Bank shares rise 4% after company approves Balaji Nuthalapadi as interim CEO