Vi’s Future: Capex, 5G, and AGR Clarity
Vi focuses on 5G rollout, reduced churn, and seeks AGR clarity for bank funding. Capex relies on internal accruals post-FPO, with ARPU improving slightly. Future funding strategies are being explored.
SATSPAM: AI-Powered Anti-Scam for Indonesia
SATSPAM, an AI-driven system utilizing 5G, combats rising digital scams in Indonesia. It filters suspicious messages, offers real-time alerts, and enhances digital security for IM3 users, promoting a safer digital environment.
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.
Jio’s Growth: 5G, Broadband, and Financial Performance
Jio hits 212M 5G users & 20M broadband links. JioAirFiber leads FWA with 7.4M subs. 'Unlimited Offer' extended with JioHotstar & JioFiber/AirFiber trials. Q1 income surged 19%.
India Mobile Services: 5G Growth & Market Trends
India's mobile market sees 5G surpassing 4G by 2029, driving data revenue growth. Voice revenue declines due to internet-based services. Overall mobile service revenue to reach $39.3B by 2029.
India Fiber Broadband Growth: FWA & FTTH Surge
India's fiber broadband market is booming, driven by FWA and FTTH adoption. Revenue is expected to reach $16.5B by 2029, with fiber optic lines dominating. Jio leads the market.
India 5G Capex Downturn: No Compelling Use Cases Yet
India's leading telcos face a 5G capex downturn due to lacking use cases and delayed monetization. Airtel & Jio focus on revenue and FWA. Vi's 5G rollout hinges on debt raise. 5G investments normalisation impacts Ericsson.