
Airtel ARPU Growth & Capex Decline: Key Telco Trends
Airtel's ARPU is projected to rise, driven by tariff hikes, while capex declines boost FCF. Jio's ARPU growth is expected to be slower. Market share gains are also anticipated for Airtel.

Airtel's ARPU is projected to rise, driven by tariff hikes, while capex declines boost FCF. Jio's ARPU growth is expected to be slower. Market share gains are also anticipated for Airtel.

Fujitsu advances quantum computing with superconducting & diamond spin qubits. Roadmap targets 1000 logical qubits by 2035. Collaborations drive innovation in quantum hardware & software for real-world applications.

Pax8 strengthens its Asia-Pacific presence with Lindsay Zwart leading APAC strategy and Chris Sharp taking on a global role in business development. This aims to scale cloud operations and market reach in the APAC region.

India slashes telecom security testing fees up to 95%, capping them at ₹50,000. This move aims to boost local tech, R&D, and innovation, benefiting manufacturers and R&D institutes, fostering competitiveness.

The satellite IoT market is being reshaped by LEO constellations like Starlink. Competition is intensifying, with new entrants impacting market share by 2030, while hybrid networks gain traction. Legacy SNOs face disruption.

Proximus Global, integrating BICS, Telesign, and Course Mobile, gains recognition in Gartner's Magic Quadrant for its CPaaS vision. The company focuses on enhanced reach, fraud prevention, and integrated network APIs.

Indian mobile market sees subscriber gains driven by Jio and Airtel in Metro & A circles. Vi continues to lose users. Mobile number portability remains high, indicating customer churn. Industry outlook solid.

India's wireless subscribers, including 5G FWA, reached 1170.88 million in June 2025. Urban growth drives expansion, while rural areas see decline. Mobile tele-density increased slightly.

BSNL plans to install 4,000 mobile towers in Naxal-affected Chhattisgarh to enhance data connectivity. This initiative aims to boost rural development and empower women through self-employment opportunities.

Mark Ablett leads HPE Networking in Asia Pacific & Japan, focusing on AI-native networking and business impact post-Juniper acquisition. He aims to drive growth and customer success in the region.

Jio leads in wireless subscribers, adding over twice as many as Airtel in June. Overall wireless subscribers increased to 1163 million. 5G FWA users rose to 7.85 million. Vi & BSNL lost ground.

India is finalizing spectrum allocation for satellite communication, enabling Starlink, Eutelsat Oneweb, and Jio SES to deploy services. Spectrum fees are set at 4% of adjusted gross revenue.

Alcatel-Lucent Enterprise launches OmniVista Terra, an on-premises network management system with AI, offering advanced control, security, and analytics for industries with strict regulatory needs. Complements OmniVista Cirrus.

AI Magic simplifies chatbot creation, enabling small businesses to automate customer service across platforms like WhatsApp and TikTok. It uses AI to build tailored bots from simple prompts in minutes, reducing reliance on manual scripting.

Trai's current regulations hold telecom operators accountable for spam, but telemarketers remain largely unregulated, creating loopholes. The DoT seeks to change this, but challenges persist in establishing a regulatory framework.

NYC launches "Freedom Link," a $3.2M program providing low-cost/free Wi-Fi to 2,200 homes in Manhattan & Bronx via CARES Act funds. Aims to bridge digital divide for working-class families.

Vantiq partners with Argosy Allies to accelerate real-time AI deployment in Southeast Asia, focusing on public safety, healthcare, and smart cities. The collaboration aims to reduce deployment time and enhance operational efficiency.