"We estimate industry ARPU to grow by around 10 percent in FY21, as users upgrade gradually to higher-tariff 4G price,” it said, citing Bharti’s stance that industry’s monthly ARPU needs to touch about Rs 200 and eventually Rs 300 for a sustainable business. … [Read more...] about Dues payment over 10 years not enough to aid Vodafone Idea; expect market gains for Airtel, Jio: Fitch Ratings
Bharti airtel 5g
TRAI, which had been probing VIL’s priority plan, had issued an elaborate 17-page notice to the telco on August 25 asking it to "show cause" by August 31 "as to why appropriate action should not be initiated against it for violating the extant regulatory framework by its RedX tariff plan...." … [Read more...] about TRAI gives Vodafone Idea time till September 4 to show cause for RedX
“Vodafone was an urbane, sophisticated global brand. Idea was more about rustic intelligence and native humour. When these two diverse entities came together, a unified new personality was a challenge. That challenge remained kind of unresolved for 2-3 years. Now the new brand is an opportunity to create a common new identity, but also define the personality of this new avatar,” added Goyal. … [Read more...] about As Vodafone Idea becomes Vi, a look at the challenges with rebranding
"As large number of people will be at home, Hotstar will be a supplementary screen. Thus, it may not greatly benefit from this move in this COVID period as many people will prefer to watch it on their TV screens. As people are unlikely to venture out in the next few month for professional commitments, TV will remain the primary screen. They will see some gains but not something exceptional," he told Moneycontrol. … [Read more...] about IPL 2020: Can Disney+ Hotstar’s bold subscription bet offset any advertising revenue dip?
Q) There is a lot of chatter around the Dollar index which is likely to go down. How will that impact emerging markets like India? If Trump wins the election do you see a strong dollar and how that impacts equity markets?A) If the US$ goes down, in general, it helps the emerging equity markets and India. A strong dollar is typically not positive of emerging market equities. … [Read more...] about DAILY VOICE | Healthy earnings expected for pharma sector in FY21: Gautam Duggad of Motilal Oswal