As India’s telecom sector enters a new phase of struggle, with Vodafone-Idea and Airtel collectively reporting a loss of Rs. 74,000 Crore in the recent quarter, here’s an insight into how the telecom sector threatens to fall apart.
The government’s moratorium is clearly not going to put the industry back on its feet.
India’s telecom sector is a case-study for political economy enthusiasts and those who study regulatory overreach.
India is making big mistakes with regard to its 5G rollout. Here’s an in-depth analysis.
Reliance Jio, the SC ruling on AGR and the upcoming 5G spectrum auctions are all part of this troubled telecom story.
High spectrum charges are no longer viable.
Telcos have only themselves to blame for the mess they are in today.
The Narendra Modi government has to stop thinking of the telecom sector as a “cash cow”.
Vodafone Idea is really the most vulnerable company in the private sector triumvirate that includes Jio and Airtel.
By keeping BSNL and MTNL on permanent life support, the government is not doing itself any favour.
There is a moral hazard in pricing spectrum too high, even assuming some of it can be sold.
No one gains by bleeding the industry so much where one more player considers exiting the field.
This is the time to wait for the goose to lay its golden eggs one by one, and not seek all of it upfront.
Why putting India’s 5G network at the mercy of Huawei is not a good idea.
BSNL-MTNL have been making huge losses over the last few years. Here’s how the government can chart their revival.
The ball is clearly in the Modi government’s court now, and it should not fight shy of doing the right thing.
Airtel and Vodafone Idea are not only bleeding profusely, but also busy trying to dump low-revenue subscribers.
The battle for telecom is now about quality of market share, not quantity.
As things stand, Jio is winning. Mukesh Ambani is not home yet, but he is half-way there.
Why the Modi government needs to work on abandoning rent-seeking behaviour in telecom.
The lesson from the 4G LTE revolution is that lower tariffs are what boost usage, and 5G will not be any exception.
Reliance has disrupted the broadband space by announcing its entry and offering it at one-tenth of global rates.
Ambani has bet the farm, invested over Rs 2 lakh crore, and won. Or is very close to winning.
Jio, the disrupter-in-chief, is all set to transform India’s digital future. What will the new order look like?
America is taking actions against the Chinese telecom equipment giant, and asking rest of the West to follow suit.
Jio will continue to wage a war for more market share by keeping tariffs low.
The biggest bet ever made by any private Indian businessman may be about to pay off.
Perspectives on the state of the telecom industry
The move to offload stakes in the infrastructure business is a smart one. Here’s why.
With RCom’s fibre now in its pocket, Jio’s ambitions will get new wings.
The industry’s changed shape and colour in just about a year after the entry of Reliance Jio is noteworthy.