Here is the perspective of Aliasgar Shakir, Telecom Analyst, Motilal Oswal Financial Securities Ltd. on the Bharti Airtel-Google deal:
“The partnership will focus on a.) enabling affordable access to smartphones across price ranges to Airtel customers. b.) *Co-create India-specific use cases for 5G and accelerate the cloud ecosystem for enterprises particularly the small and medium enterprises (SME) across India.
Bharti could leverage Google’s tech platform to explore monetization of digital offerings. It could a.) leverage the opportunity of a large pool (>300m) of feature phone subscribers in the market through Google-enabled affordable devices., b.) It could leverage Google’s 5G technology solutions to offer use cases to SMEs/consumers including cloud services. Over time it can drive big value through new areas of growth Bharti Airtel. From Google’s point of view, certainly, it is seeing the advantage of tying up with a large telecom provider to create front end solutions.”