Reliance Jio’s September quarter results signalled a shift from mobile-led expansion to home connectivity as the company deepened its fixed wireless access (FWA) and broadband footprint, analysts noted.

The telco added 8.3 million users during the quarter, taking its total subscriber base to 506 million, with record FWA additions helping lift its home broadband base to 23 million.

Fixed broadband (including FWA) subscriber net additions came in at 2.4 million in Q2FY26, and 5G net additions at 21 million.

ICICI Securities analysts noted that 5G data now contributes half of total network usage, while FWA accounts for nearly 9.5 million of Jio’s fixed broadband customers.

Analysts from J.P. Morgan added that FWA net adds (2.1 million) remain ahead of FTTH (fibre-to-the-home) adds (0.9

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