Telecoms

Operators, spectrum, tariffs and infrastructure.

4 stories ·

All stories in Telecoms

  1. The tariff increase arrived. Subscriber behaviour changed less than operators expected

    Data usage per subscriber fell in the first month and recovered by the third, suggesting demand is less elastic than modelled.

  2. Tower companies are the quiet beneficiaries of the operators’ capex squeeze

    As operators defer their own builds, colocation revenue has become the more reliable line in the value chain.

  3. Fibre route kilometres by state: the map is emptier than the policy suggests

    Six states account for a majority of terrestrial fibre. Eleven have effectively none.

Showing all 4 stories.

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