The latest on D2M a good thread to read
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https://www.businesswire.com/news/home/20241108935440/en/
Developments in the D2M innovation.
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Any insights on the results? They did not look that bad to me- the way this stock is getting beaten.
Order book of Rs 2,681 crore is lower than the five-quarter average of Rs 7,700 crore.
Order book is revenue of a quarter now. I think that’s what the reaction is here.
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Additionally, as per their yesterday’s con call, when an analyst asked the question of upcoming pipeline for orders and potential to win them , management has no clear & confident response.
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How much of that will translate to Tejas orderbook?
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Task of converting to 5g will most probably be carried out by TEJAS
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Interaction with Sanjay Neyak, CEO of Tejas Network.
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Direct-to-Mobile (D2M) technology, jointly developed by IIT Kanpur and Saankhya Labs, is currently being tested as part of a pilot project. This innovative technology has the potential to revolutionize mobile communications by allowing users to receive broadcast based services such as live TV, emergency broadcasts, etc directly on their mobile devices without relying on mobile data plans or SIM-based connectivity.
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TCS working with Tejas networks to indigenise hardware components for its Sovereign cloud offering.
https://www.dqindia.com/news/tcs-launches-sovereign-secure-cloud-for-indias-secure-data-journey-8997404
Tejas Networks Completes Equipment Supply for BSNL 4G/5G Rollout, Eyes New Contracts
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During the latest Q2FY26 conference call, one retail investor raised a very pertinent question to the management. Instead of addressing his concerns, the management sidestepped the issue and asked to let other participants speak.
The investor’s question was simple yet important: why does the company refrain from giving revenue projections, only to announce write-offs later in the year?
He concluded with a sharp remark that really resonated with me: “Government order leke aap government ki bhasha bol rahe hain,” which translates to, “After taking government orders, you’ve started speaking the government’s language, going in circles instead of telling the truth.”
For full context, I recommend listening to the latest Q2FY26 concall.
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Yes, start listening from 40 min onwards.
Interesting article. Is open RAN dead?
https://www.lightreading.com/open-ran/ericsson-and-nokia-are-handy-scapegoats-for-open-ran-s-demise
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Pushing Forward on Open RAN.
Tejas Networks Advances in 4G and 5G Technology Trials Globally, ETTelecom Tejas Networks Advances in 4G and 5G Technology Trials Globally, ETTelecom
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