The Department of Telecommunications has released draft rules that, on the surface, appear to finally give India’s satellite communications sector the administrative clarity it has needed...
Over the past twelve months, Reliance Jio and Bharti Airtel have each delivered strong headline numbers, but through fundamentally different playbooks. Jio bets on subscriber scale...
The world’s largest democracy runs on the world’s most precarious digital plumbing. Behind the investment headlines and the AI boom lies a set of contradictions that...
Elon Musk is on track to become the world’s first trillionaire, with the SpaceX initial public offering (IPO) raising $75bn before trading in shares even began...
There is a useful thought experiment in the telecom test-and-measurement world right now. Take the most demanding T&M scenario you can construct, a multi-vendor, cloud-native 5G...
For three decades, India’s technology services industry has had a reliable relationship with disruption: every technology shift that was supposed to make it redundant ended up...
India’s semiconductor ambitions are entering a new phase, one defined less by policy announcements and more by the grinding, capital-intensive work of actually building chips. Across...
Airtel’s ‘Priority Postpaid’ service has ignited the most consequential net neutrality dispute India has seen since 2015, and this time, the technology is more sophisticated, the...
A contagion nobody in Indian telecom is talking about openly, and why Bharti may prefer it that way There is a particular kind of financial fiction...
Managing the covert threat of civilian-military payloads in India’s satellite communication framework. India is entering a decisive phase in the regulation of satellite communications. The proposed...
Every research note on Vodafone Idea these days reads like a variation of the same eulogy. Subscriber losses. ARPU lag. CapEx underspend relative to Jio and...
Lost in the now-routine boardroom anxiety about Anthropic’s still-unreleased Claude Mythos model is a more uncomfortable structural problem for India: most of the equipment running the...
AGR relief and Kumar Mangalam Birla’s return as chairman have nudged Vodafone Idea closer to a long-pending bank loan. But unless Vodafone Plc and the Aditya...
The single most consequential decision for India’s telecom sector this year may not be made by a telecom company at all. It is sitting with the...
A second great unbundling is underway in global telecommunications, and this time it is happening above the atmosphere. After two decades in which terrestrial mobile networks...