Airtel will not be a sitting duck. It is also proactively working on same strategy. VIL will get hurt most due to their limited ability to invest.
Also, millions may continue on feature phone as they only use phone for talk, and they are not constrained by costs.
Axis Capital - Conference call takeaways
BhartiAirtel-AxisCap-20200923.pdf (376.8 KB)
Protecting from cyber security threats: For cyber security, company has
Airtel Secure in alliance with Palo Alto networks, Semantic, Radware,
Cisco. Company also has its own cyber security intelligence centre at
Manesar which monitors cyber security threats for customers. It has already
20 customers for this cyber security and plans to put more energy
behind it.
Thanks for the doc. Most comprehensive review on strategy. Kudos to Axis team.
Company seems to be on right track in following through their “what appears as good thought out strategy” rather than having knee jerk reactions to competition.
Clear focus on premium and enterprise customers. 90% of enterprises would want to deal with Airtel than Reliance. Same is true with premium customers.
This gives a good perspective how Airtel has been able to aggressively go after enterprise market. From Jan to August, they have been able to double the small biz from 0.5 million to 1 million this year.
While market continues to be dazzled by Jio stake sale, Bharti is doggedly focused on its core biz metrics of retaining its customer and improving ARPU.
This looks a positive update :
Disc : Invested.
Airtel launches cloud-based communication channel IQ
I think this is a direct challenge to Route Mobile, which provides these kind of services.
In most industries, more customers is good.
But my understanding is that in telecom, there’s finite spectrum. If the customer base increases sharply, then they are all sharing the same spectrum. This results in slow internet, call drops and other bad customer experience?
Is this thinking correct? And are there any numbers/metrics around ideal simultaneous connections that can be handled per MHz of spectrum?
Very interesting update by Airtel. The numbers tell all :
Reality of solid execution by Airtel in last few Q vs media hype of Jio. Market is yet to factor in this. Either Airtel needs to be rerated or RIL derated.
Looks like article wrongly mentions Bharti Airtel acquiring OneWeb. Looks like Bharti enterprises holds OneWeb. definitely Airtel will have strong synergies in rolling out any offers in India.
Discl: Invested from 500+
