速递｜Perplexity与印度第二大电信商独家合作，200美元订阅免费送，第二季度用户量飙升300%，收入仅OpenAI的1%

Core Viewpoint - Perplexity is strategically expanding into the Indian market to compete with OpenAI, leveraging partnerships with local telecom operators to gain a significant user base and establish a foothold in a rapidly growing market [1][2]. Group 1: Market Expansion Strategy - Perplexity has partnered with Bharti Airtel, India's second-largest telecom operator, to offer its Pro subscription service for free to 360 million Airtel users, marking a significant step in its global expansion strategy [1][2]. - The collaboration with Airtel is exclusive, preventing other telecom operators in India from offering Perplexity's services, which is crucial for building a strong user base [2]. - Perplexity's global strategy includes partnerships with over 25 telecom operators, including SoftBank in Japan and SK Telecom in South Korea, indicating a focus on scale effects in populous markets [2]. Group 2: User Growth Metrics - In the second quarter, Perplexity's downloads in India surged by 600% year-over-year, reaching 2.8 million, while ChatGPT's downloads grew by 587% to 46.7 million [2]. - Perplexity's monthly active users (MAU) in India increased by 640% year-over-year, making India its largest MAU market globally, although ChatGPT still leads with 19.8 million MAUs compared to Perplexity's 3.7 million [3]. Group 3: Revenue Challenges and Opportunities - Despite significant user growth, Perplexity faces challenges in monetizing its user base, with global revenue still trailing behind ChatGPT. In the second quarter, ChatGPT's in-app purchase revenue soared by 731% to $773 million, while Perplexity's revenue grew by 300% to only $8 million [4][9]. - The Indian market presents unique revenue challenges due to consumer price sensitivity, but there are signs of potential growth, as ChatGPT's in-app purchase revenue in India increased by 800% to $9 million [9]. - Strategic partnerships, like the one with Airtel, may help Perplexity increase its subscription user base in the short term, but the company must demonstrate its ability to convert its growing user base into actual revenue for sustained investor support [9].