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.
India Mobile Subscribers: Jio Gains, Vi Losses Continue
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.
Satellite vs. Telcos: Spectrum Allocation Dispute
Satellite companies and telcos clash over spectrum allocation, particularly for backhaul and shared bands. Jio opposes range management. Airtel, Vodafone Idea seek administrative microwave spectrum allocation.
Reliance Jio: Ambani’s Vision, India’s Digital Revolution
Mukesh Ambani's Reliance Jio revolutionized India's telecom, driving down data costs and connecting millions. Jio's success stems from technology, scale, and Ambani's vision of impacting a billion lives, digitizing India.
Vodafone Idea (Vi): Financial Troubles & Government Relief Package
Vi faces financial struggles and potential cash shortages beyond 2029 despite government relief efforts. AGR dues and funding challenges threaten its long-term sustainability. Relief package is being considered.