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Starlink’s deal with Jio-Airtel is more optics than real partnership

For now, the narrative has helped the equity market, but the relationship can get rocky

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Google, Meta may be in for multi-million-dollar telecom bills in India

Airtel, Jio, and Vi push for "fair share". Tech giants don’t want to part with their incredible cash piles for telecom access. But the government’s decision is not likely to come before 2024 General Elections

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US$101 million: The steep SMS price tag Amazon’s fighting in India

That’s the annual amount Amazon pays Indian telcos to send SMSes. Though the US e-commerce major has been lobbying India's telecom regulator for two years fearing ‘substantial financial implications’, it still finds itself paying increasing international SMS rates

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Why Amazon is Vi’s likely financial saviour

In 2020, Amazon was looking to invest in Airtel. In 2021, it did serious due diligence on Vi, with the government as the matchmaker. Now that the telco is admittedly close to raising Rs 20K crore, could the Amazon-Vi match finally be made?

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Spam gushes through the cracks in Trai’s Do Not Disturb dam

Trai’s attempts to stem the menace of spam calls and messages go back 15 years. In 2018, it finally implemented a blockchain-based system that was meant to be a silver bullet. Four years on, however, this silver bullet seems to have missed its target

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Satellite operators and broadcasters vs telcos, as India’s 5G spectrum saga hits new snag

Some blocks of spectrum under consideration for 5G services already have occupants, potentially delaying India's spectrum auctions. Migrating these incumbents won't be quick or cheap, with satellite operators and broadcasters digging their heels in and accusing the telecom lobby of attempting to hoard spectrum

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As 5G spectrum auctions loom, Jio, Airtel get cold feet

For years, India’s cash-strapped telcos have been bullish on 5G deployment. But with high spectrum prices and home-grown tech falling short, rivals are finding common cause in delaying the expensive transition to the new generation of mobile networks

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Trai, try again: India’s toothless telecom regulator fights for more powers

For the better part of its existence, India's telecom regulator has suffered from a lack of autonomy. With new technologies on the horizon and the telecom sector teetering on the brink of a duopoly, will Trai finally get the powers necessary to do its job?

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Vi’s last stand

India’s third largest telco already has one foot in the grave. To avoid a funeral, it needs help from the Indian government. The question now is whether the government believes it’s worth saving or whether it expects Vi to get itself out of this mess (or die trying)

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The Aadhaar angle to National Health Authority’s leadership shuffle

The change in leadership at NHA—from a seasoned health economist to a career bureaucrat with close ties to Aadhaar—indicates a shift in focus. India’s digital health ID mission may just be superseding Ayushman Bharat, the world’s largest public health insurance programme

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Spectrum, satellites, and new sheriffs in Indian telecom’s new season

As price wars and survival struggles drew to an end in 2020, new plotlines have emerged for the year to come. Will 5G spectrum find any takers? What will Trai be like under its new chief? And what will India’s upcoming satellite communications policy look like?

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Tariff hikes a game of snakes and ladders for India’s telcos

A 25% tariff hike in 2019 allowed Vi to raise its average revenue per user (ARPU) to Rs 114. To remain in business, it must double this ARPU in the next two years. Its rivals, too, want higher tariffs, but doing so without losing users is a tough ask

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Reliance Jio wants India’s 2G users. So it’s killing 2G

Reliance Jio boasts the most mobile subscribers in the country, but its 4G-only network cuts it off from ~300 million 2G users. Desperate to convert them, Jio wants to get rid of India’s 2G networks altogether

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Telecom regulator’s 5-year legacy: unforgettable and unforgivable

In the last five years, telecom revenues are down, debts are up; litigation is high, trust is low. The new leadership at Trai has to ensure all telcos are treated fairly and the sector is nursed back to sanity

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What’s stalling Trai’s WiFi-for-everyone plan?

The Indian government wants 10 million public WiFi hotspots by 2022. Trai believes the country should have 100 million by 2023. Right now? India has 0.1 million

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Cruising towards a debt-free finish line, Reliance tripped up by JioFiber

Reliance Jio wanted to upend the broadband space the same way it changed the telecom game. Its old tricks, however, haven’t yielded similar success, leaving its sales teams struggling to meet internal targets

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Reliance Jio travels first-class on the tariff hike gravy train

Tariff hikes were a lifeline for telcos Airtel and Vodafone Idea. For Mukesh Ambani-owned Jio, though, it’s a ticket to a successful public listing

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Callateral damage: The far-reaching consequences of Vodafone Idea going bust

Vodafone Idea Limited’s demise won't just hurt its promoters. The government, banks, customers, and even its rivals would also bear the brunt of India’s second largest telco going belly-up

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Beyond optic(s): Airtel, Vodafone Idea, Jio must play round-robin on fibre

Telcos are hiving off their fibre assets, seeking billions of dollars in investment but unless they share fibre with each other, it’ll remain sunk cost. As Jio’s GigaFiber kicks off today, it’s time to look at how big a competitive advantage is fibre and how long it will remain so

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OK Google, meet Net Neutrality

India has Net Neutrality for internet access providers. Does it also need Net Neutrality to counter Google’s Android market share?

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Convergence is here, and DTH operators are feeling the heat

The line between telecom and media is blurring, and Indian DTH companies such as Dish TV, Airtel, and Tata Sky must evolve or risk getting buried by the sands of time

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Indian regulators’ mantra to check the big tech boom

Around the world, the blind belief in self-regulation as the guiding principle for the internet is slowly fading. Indian regulators may have found part of the answer in reining in the likes of Amazon, Google and Facebook, which have, for long, been left unregulated. Will others follow suit?

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India’s TV entertainment industry to enter subscriptions era kicking and screaming

As a new tariff framework comes knocking, TV broadcasters and distribution platforms get their act together

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Error 404: BharatNet’s connectivity issues

The world’s largest digital infrastructure project has become a shining example of how government processes and bureaucratic structures can destroy a well-intentioned project

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The post-spectrum phase of Indian telecom

The dust of consolidation in the telecom industry is still settling but a lot is already clear. Spectrum is no longer the rare commodity it once was. Its acquisition no longer priority number one. But if they aren’t interested in acquiring spectrum, what exactly are telcos up to?

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The collateral damage of regulatory roulette

Trigger-happy and whimsical, Indian regulators pose a threat to the very industries, businesses and consumers they’re meant to protect

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5G to satellites: All your spectrum are belong to us

Telcos will fight satellite companies. The Dept of Space will fight the Dept of Telecom. There will be blood

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Death by compliance

If you are running a business, almost any kind of compliance needs expertise. That’s why it takes time. Costs money. Now throw confusion in this mix, and you are courting a lot of trouble

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All licensed out but MVNOwhere to go

Just when MVNO licensing could’ve picked up, India seems to have ditched it. Telecom operators are still giving MVNOs the cold shoulder. In all this, consumers could be losing out on new services

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Facebook’s Express WiFi aggregates hotspots. Or is it advertisers?

What makes Facebook want to provide internet so badly that it’s making a second attempt at it in India? This time, it isn’t even a Facebook ecosystem experience. And it doesn’t help the social networking giant that the government has set its own plans in motion

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Toothless Tiger: Between court cases, Trai can’t regulate the industry

Multiple court cases are attacking the core functions of the telecom regulator. Defanged by court decisions, Trai’s new regulations are seen favouring Reliance Jio

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Sherlock in your homes: Your DTH will soon spy on you, and that’s just the start

From the government to direct-to-home and cable companies, everyone wants to know what you watch on TV, and when you watch it. Surveillance state, here we come

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Bad weather, Indian TV channels await the green signal

Remember those long queues outside ATM machines from the days (more like months) of demonetisation? Today, the Indian TV broadcasting industry is a lot like that. Long queues of companies waiting for permission slips

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Incumbents: 0, Reliance Jio: 2 (Never bring a knife to a gunfight)

After losing the POI battle to Reliance Jio, incumbent telcos are about to lose the IUC one too. Their mistake was to rely on conventional tactics

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Let them eat free

Like bulls in a china shop, the government and regulators are disrupting companies and business models by forcing ‘free’ on them. They may end up undermining free markets

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