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Bharti Airtel shares jump 3% after Q2 net profit rises 31% YoY. What are brokerages saying?
Bharti Airtel shares rose on Friday after the telecom major reported a 31% year-on-year rise in Q2 FY27 net profit to Rs 8,887.5 crore. Revenue grew 17%, while ARPU improved to Rs 271. Brokerages largely remained positive, citing strong growth, improving margins and healthy cash flow generation.
Jio & let Jio, India’s crackling telco space
India's Reliance Jio and Bharti Airtel are now among the world's top telecom companies due to significant evolution. The integration of AI technologies is transforming telecom networks and helping to optimize operations effectively. This shift enhances the capacity for high-speed data transfer, which is essential for supporting AI applications. Telecom firms are addressing challenges such as siloed data and adapting to provide better services.
Jio Platforms' post-IPO playbook: What's ahead for No. 2 of Dalal Street?
Reliance Jio Platforms made a blockbuster stock market debut, listing at a 21.4% premium and reaching a $131.5 billion valuation. After India's biggest IPO, investors are watching Jio's next growth engines: tariff hikes, broadband expansion, artificial intelligence, cloud services and stronger cash flows. Can Akash Ambani turn Jio's digital ambitions into sustained earnings and long-term shareholder returns?
Debt investing strategies: How laddering, barbell, bullet and other strategies work
Cutting through money jargon, one topic at a time. This week, Sanket Dhanorkar explains fixed income investing strategies and which ones suit which investors.
Sat Sovereign, Not Satrapi: Why India can't get locked in with one side in satcom battle
Elon Musk argues that Starlink can benefit underserved rural areas of India through improved connectivity. The ongoing debate surrounding satellite communications in India is focused on pricing and market control. Countries are competing for access to low-Earth orbit frequencies and altitudes, which are limited resources. India has an opportunity to create a non-aligned satcom policy to ensure equitable access.
From ₹228 a GB to ₹7.5: How Mukesh Ambani’s Jio rewired India’s internet and is now seeking a ₹10 lakh crore valuation
The company is now asking investors to value it not merely as a telecom operator, but as a broader technology platform spanning 5G, fixed broadband, cloud, entertainment, enterprise services and artificial intelligence.
Elon Musk's Starlink responds to Reliance, says ‘ready to connect India’ with high-speed internet
Starlink has said it is ready to provide high-speed internet services in India, asserting that it has spent over five years working with regulators, industry and operators and built dedicated infrastructure with the requisite government approvals. The Elon Musk-led company made the statement while tagging Reliance Industries' post on competition in satellite communications.
SpaceX stocks: Why is Elon Musk-owned Space Exploration Technologies Corp-SPCX share price at Nasdaq down?
Elon Musk's SpaceX struck a deal to acquire a nationwide low-band spectrum portfolio, posing a direct challenge to US wireless companies.
Jio IPO Prospectus: Key takeaways for investors
Jio Platforms has expressed concerns regarding potential competition from satellite broadband which could undermine their advantages. Rising inflation may put pressure on profit margins, making it harder to adjust pricing accordingly. The company highlighted important challenges related to customer acquisition and retaining average revenue per user for sustainable growth. Cybersecurity risks pose additional threats to operational integrity and overall reputation.
Satellite network a 'technology of geopolitical control': Think tank for hard limits on Starlink
An Indian policy group has advised the government to enforce strict conditions on foreign satellite operators. The Kutniti Foundation argues that SpaceX's Starlink poses strategic risks to India's telecommunications sovereignty. The report emphasises the need for India to establish its own satellite constellation to ensure data security. It highlights concerns about potential foreign intelligence vulnerabilities linked to external operators.
‘India allows no monopoly’: Scindia responds to Musk’s Starlink row, says 3 firms await clearances; takes dig at Congress
Communications Minister Jyotiraditya Scindia responded to Elon Musk's allegations regarding Starlink's delayed launch in India. He emphasized that India does not permit monopolies in any sector and highlighted the government's clarity on satellite communication licenses. Scindia noted that all three licensed companies are at the same regulatory stage pending security clearances.
Telecom stocks in Australia, NZ slide after SpaceX spectrum deal
Following SpaceX's acquisition of spectrum, Telstra, TPG Telecom, and Spark New Zealand faced substantial stock drops, raising investor alarms over competitive pressure from satellite mobile services. Analysts point to Telstra's dependency on its coverage strengths amidst shifting regional pricing dynamics, although immediate subscriber impacts appear minimal. Future implications for Australia’s mobile landscape will demand careful observation as these changes unfold.
Musk steps up Starlink push, says "competition would benefit Indians", hits out at "army of Internet shills"
SpaceX CEO Elon Musk renewed his push for Starlink's entry into India, accusing Mukesh Ambani's supporters of hypocrisy and arguing that competition would expand consumer choice. Musk said Starlink would need affordable pricing to attract customers. The Centre said three operators, including Starlink, are awaiting regulatory clearances before commercial operations.
Elon Musk steps up Starlink push, asks why India has not given licence; government says all three satcom firms are at same stage
Elon Musk is pushing for Starlink's approval in India while alleging that oligarchs are blocking its entry. He emphasizes that Starlink has complied with all regulations for five years without receiving a license. The government has stated that all involved parties are at the same regulatory stage awaiting security approvals. The ministry insists that compliance with security conditions is mandatory before moving forward.
'There's talk of one party, but three have got Satcom licences': Jyotiraditya Scindia
Communications Minister Jyotiraditya Scindia highlighted India's technology-agnostic policy towards satellite communications during a recent event. He noted that several companies, including Reliance Jio, OneWeb, and Starlink, received the necessary licenses. While SpaceX's Elon Musk called for quicker licensing for Starlink, the government emphasized its fair authorization framework. The final decision regarding spectrum pricing is forthcoming, which will impact when operators can launch services.
Elon Musk renews push for Starlink entry in India says lack of internet denies children ‘opportunity for education’
Elon Musk has publicly requested approval for Starlink to enter the Indian market, highlighting connectivity issues in rural areas. The Indian government has dismissed claims of bias against Starlink, stating a fair authorization framework exists. Musk has alleged that unnamed oligarchs are blocking Starlink's entry to the market. The company has spent five years complying with Indian regulations and adapting its operations.
ASTS stock today falls 14%: Why AST SpaceMobile shares are down after SpaceX Spectrum Deal
ASTS stock came under pressure after SpaceX agreed to acquire Grain Management’s nationwide low-band spectrum portfolio that AST SpaceMobile had also pursued. The deal closes off one potential source of additional spectrum for ASTS. Rocket Lab and Planet Labs shares also fell, while the Procure Space ETF edged higher.
Apply same rules on satcom players intending to use spectrum being used by mobile players: Airtel
Bharti Airtel's Rahul Vatts stated that satcom players using mobile spectrum should follow telecom regulations. Currently, telecom operators acquire spectrum through auctions, while satcom players do not. The Telecommunications Act, 2023 allows administrative allocation of spectrum for satcom. Vatts emphasized compliance with existing legal precedents regarding spectrum allocation methods. This assertion aligns with the Supreme Court's directive on ensuring spectrum auctions for commercial use.
Oligarchs! India responds after Musk's allegations of bias in satellite service approvals
The Indian government rejected claims of bias in satellite communication approvals as “baseless and misconceived”, saying Starlink and other global operators face the same security vetting process. The response came after Elon Musk alleged Starlink’s India entry was being blocked by oligarchs protecting their “monopolistic chokehold”.
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