India’s Free AI Era: Telecoms & the Next Billion Users
Telecoms in India are partnering with AI firms to democratize intelligence and boost ARPU by bundling AI tools. This 'free AI' era aims to monetize user engagement and data.
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.
Telecom Growth: ARPU Boosts Revenue, 5G Fuels Data Usage
Telecom sector revenue to rise 12-14% driven by 5G, data usage, and higher ARPU (Average Revenue Per User). A Re 1 ARPU increase adds ₹850-950 crore. Capex moderates post 5G rollout.
BSNL Growth: ARPU Boost & Network Expansion
BSNL aims to boost ARPU and expand its customer base following a ₹25,000 crore investment in 4G infrastructure. A new ₹47,000 crore capital investment plan is set for network upgrades.
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.
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.