Reliance Jio reported Q4FY26 revenue of Rs 38,259 crore, up 13% from Rs 33,986 crore a year earlier. Cons PAT increased 13% YoY to Rs 7,935 crore, while ARPU climbed to Rs 214. The results highlight stronger topline momentum and improving per-user monetisation as the quarter closes.
Vodafone Group’s holding in Indus Towers has declined meaningfully after a series of transactions, putting its promoter classification in focus. The key issue is whether the reduced stake still meets promoter expectations and how it could reshape Vodafone’s influence and responsibilities within Indus Towers’ ownership and governance structure.
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State Bank of India has moved the Supreme Court seeking a review of a ruling that bars telecom spectrum from being treated as an asset during insolvency proceedings. SBI warns the decision could sharply weaken recovery prospects for lenders and disrupt infrastructure and telecom financing, arguing the judgment overlooks key issues banks rely on for resolution and recoveries.
Vi’s successful INR18,000 crore FPO is sending ripples through India’s telecom market, as the company moves toward raising a total of INR45,000 crore. Analysts say this funding could shift competitive dynamics, strengthen network and service investments, and accelerate price and strategy changes across operators. The move may force rivals to react faster than before.
Vodafone Idea once led India’s telecom race, but its dominance proved short-lived. A mix of shifting industry economics, mounting financial pressure, and intensifying competition steadily eroded its position. In five quick stories, the carrier’s turnaround attempts and setbacks show how fast fortunes can change in a capital-heavy sector where every delay becomes costly.
Jio is set to start the Q2 earnings season, with Airtel and Vodafone Idea to follow in the weeks ahead. Analysts will focus on subscriber and revenue momentum, margins, and operating performance. While Airtel is expected to show relatively healthy growth, Jio’s outlook appears modest and Vodafone Idea’s results may continue to reflect its ongoing struggle to sustain traction.
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India is positioning itself to lead the 6G revolution, but the path is far from smooth. From aligning research timelines and talent pipelines to securing the right spectrum and building industrial scale, multiple gaps could slow progress. The key question is whether current plans can translate ambition into real 6G readiness before global rivals lock in leadership.
As the world debates how to allocate 6GHz spectrum for international mobile use at the World Radiocommunication Conference, India’s own stakeholders are stuck in disagreement. The clash over 6GHz allocation priorities is dragging on, raising questions about timing and coordination as global decisions move forward.
Airtel, Jio, and Vi are reportedly wary of Adani Group’s upcoming bid for 5G spectrum that could be used for captive enterprise networks. The telcos argue that allowing direct spectrum allocation for enterprise use may cut into a lucrative segment, with roughly 40% of 5G revenue tied to enterprise customers. The telecom industry is watching how the auction reshapes business opportunities.
Fourteen years after Airtel acquired Zain Telecom’s African assets, Sunil Mittal’s review of Airtel Africa’s journey is back in focus. The Prime piece asks whether the long-term bet has delivered the right outcomes for users, markets, and shareholders across multiple countries—highlighting how far the telecom operator has come since the landmark deal.
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Hathway Cable and Datacom has named Gurjeev Singh Kapoor as its new CEO, taking over from Tavinderjit Singh Panesar, who is set to retire after a long tenure. Kapoor brings experience from India’s media and entertainment sector as the company navigates intensifying competition from digital services reshaping the cable industry.
With consumers increasingly choosing the best value, telcos are intensifying competition, but 5G is not expected to trigger major subscriber growth. Analysts warn the next phase could be a fresh price war—less about acquiring new users and more about retaining existing ones through tougher offers and loyalty-focused tactics.
Telcos have poured crores into 5G rollout, yet monetisation remains elusive. While fixed wireless access and enterprise services look promising, growth is slowed by affordability gaps and the cost of scaling viable offerings. Telecom players must solve both demand and delivery economics before 5G revenues can catch up with investments.
Excitel’s fixed broadband push is built on an asset-light model: it reaches customers in underserved areas by piggybacking on partner networks. The strategy aims to accelerate market entry while keeping focus on the make-or-break area—customer support. The question is whether this lean setup can compete for share where Airtel and Jio’s dominance is hardest to dislodge.
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Vijayawada-based Red Balloon Aerospace plans to launch a super pressure balloon in the second quarter to expand telecom coverage in underserved and rural regions. Operating in the 20 to 40 km stratospheric band for about 100 days, it will carry high-resolution imaging (25 to 75 cm) plus sensors for disaster response, industrial network monitoring, and continuous spatial observation.
As telecom networks evolve, the energy needed to run them—and the emissions linked to that power—can shift dramatically. While much of the telecom industry’s carbon footprint still comes from connected sectors, telcos cannot sit back. They’ll need to redesign operations and push for efficiency to limit how deep those mobile emissions go as demand grows.
BT Group is partnering with Nscale to develop up to 14MW of AI data centre capacity across three UK locations, powered by Nvidia infrastructure. The project expands BT’s sovereign data services, targeting public sector and business customers that want stronger data resilience and more local AI capability within Britain.
After pandemic-era disruption, Airtel has moved to hike telecom tariffs, a move seen as beneficial for the broader industry and crucial for Vodafone Idea’s recovery. With Vodafone Idea and Airtel pushing higher prices, the question now is whether Reliance Jio will mirror the tariff hikes—or quietly hold course to pursue its 500 million subscriber target.
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Vodafone Idea is reportedly raising substantial funds, a move aimed at rebuilding its network strength and competitive position. But the question now is whether the capital injection can translate into real momentum against Jio and Airtel in an industry where pricing pressure, spectrum needs, and execution speed decide survival and market share.
Vodafone Idea’s Q3FY23 results underline deep stress, with losses running into thousands of crores as Airtel and Jio pull ahead. With limited 5G service availability, the company fears customers may churn further. Vodafone Idea says it is in talks with lenders for more funding, but investors are left wondering whether the capital infusion and network upgrades can reverse the slide.
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