Telecom Infrastructure in India: Keeping Pace with the Surge in Subscribers
The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36...
3.7k Views
Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
2.3k Views
Cable TV Digitisation in India: Growth of Broadband Users Unlikely to Lead to Cord-Cutting of DTH
Executive summaryDigitisation of cable in India has disrupted the traditional analogue cable industry and has catapulted DTH (direct-to-home)...
332 Views
Indian Mobile Internet Industry: Last Mover Advantage to Reliance Jio?
"They (Jio) are offering a free year of service to buyers of new iPhones" Tim CookIn simple terms, Jio is the largest start-up in the world. Within...
267 Views
Bharti Infratel: Pressure on Costs and ARPUs. Consolidation Will Make This Worse.
Our core thesis on Bharti Infratel (BHIN IN) is that ARPUs will be restricted due to competitive pressures from other tower operators (especially...
194 Views