Telecom: India’s call drop moment
Once the poster child of India’s growing economic clout, Indian telecom is in the doldrums. A rapid technological shift, competition, and legal wrangles have roiled the sector. What happens now?
vodafone idea
April 2020
March 2020
February 2020
January 2020
December 2019
November 2019
October 2019
July 2019
Inside the issue: March 2020
A sneak peek into the latest edition.
SC refuses AGR relief to telcos, again
Telecom companies need to pay up their dues by March 17; Vodafone Idea’s fate hangs in the balance.
Despite loss, Airtel Q3 earnings look good
The Delhi-based telco showed significant improvement across operating metrics helped by the addition of high-value customers and tariff hikes.
SC deals blow to telcos on AGR issue
The apex court dismissed a review petition, which means that AGR dues amounting to ₹1 lakh crore may have to be paid by telecom operators by January 23.
Consolidation: The winner takes it all
There is a new wave of consolidation across sectors in the economy. Should India be worried? Or, is it a rite of passage?
Telecom losses: India’s digital advantage at stake
High indebtedness and new liabilities will give little leeway for telecom companies to spend on tower fiberisation, an important step to 5G implementation.
Jio Platform’s valuation may only be second to Amazon
According to a Jefferies research report, at an estimated valuation of $65 billion-$70 billion, the newly formed Jio Platform’s EV/Ebitda multiple could be ahead of Alibaba, Alphabet, and Apple.
AGR verdict weighs on bank stocks
A new Supreme Court order burdens telecom companies with additional payments to the government. Already highly leveraged, these companies will put additional stress on banks.
Ambani needs JioGigaFiber for next big revenue push
Jio’s tapering revenue growth and falling average revenue per user indicate that its competitors have caught up with its strategy. It needs a new story to justify its massive investment.
