Category: Broadcast

  • I&B Ministry proposes altering TRP agency criteria

    I&B Ministry proposes altering TRP agency criteria

    The Information & Broadcasting Ministry is looking to bring amendments in the Policy Guidelines for Television Rating Agencies in India, which were released in 2014. The agencies are involved in audience measurement for TV channels. The Ministry has sought stakeholders’ views on these proposed amendments.

    The amendments are aimed at bringing in relaxations for rating agencies in terms of cross-holding restrictions besides updation of registration norms.

    The proposed amendments state that clauses 1.5 and 1.7 of the Policy Guidelines for Rating Agencies in India “shall be deleted”. Clause 1.5 in the guidelines had prohibited Board of Directors of the audience measurement company “to be in the business of broadcasting, advertising and advertising agencies”. Meanwhile, clause 1.7 defines restrictions in terms of cross-holdings in terms of substantial equity in rating agencies as well as promoter level restrictions. For instance, the guidelines released in 2014 state that ”a promoter company/member of the board of directors of the rating agency cannot have stakes in any broadcaster/ advertiser/advertising agency either directly or through its associates or inter-connected undertakings”.

    Restrictions
    The Ministry is now proposing to do away with such restrictions, which will enable stakeholders from the industry to serve on the boards of audience measurement agencies, among others.

    Another proposed amendment stated: “The company [TRP rating agency] shall not undertake any activity like consultancy or any such advisory role, which would lead to a potential conflict of interest with its main objective of rating.” Earlier, this clause was defined as ” the company’s MoA shall not include any activity like consultancy or any such advisory role, which would lead to a potential conflict of interest with its main objective of rating”. Another amendment is aimed at updating registration norms by changing the reference to the Companies Act 2013 from the Companies Act 1956. “The applicant seeking registration for providing television rating services shall be a company registered in India under the Companies Act, 2013,” it stated.

    Once finalised, the proposed amendments will become effective immediately, and will be applicable to existing rating agencies, the Ministry stated. The Hindu business line

  • TPG owns AT&T’s entire 70% share in DirecTV

    TPG owns AT&T’s entire 70% share in DirecTV

    AT&T Inc. announced Wednesday it has completed the sale of its entire remaining 70% stake in DIRECTV to TPG Capital, the private equity platform of global alternative asset management firm TPG.

    The transaction, which was previously announced, marks AT&T’s complete exit from the satellite television business. Financial details of the deal were not disclosed in the company’s statement.

    This divestiture follows AT&T’s earlier partial sale of DIRECTV to TPG, which had already owned a minority stake in the satellite TV provider.

    The sale aligns with AT&T’s ongoing strategy to focus on its core telecommunications business, including its wireless and internet service operations.

    AT&T currently provides connectivity services to more than 100 million U.S. customers and nearly 2.5 million businesses across the country, according to information provided in the company’s press release statement.

    The telecommunications giant has been streamlining its portfolio in recent years, divesting assets outside its primary focus areas.

    TPG Capital, which now gains full ownership of DIRECTV, is the U.S. and European private equity platform of TPG, a global alternative asset management firm.

    In other recent news, AT&T has been in the spotlight with several notable developments. The company announced a quarterly dividend of $0.2775 per share, payable on August 1, 2025, to shareholders of record as of July 10, 2025. AT&T is also involved in a significant legal matter, having received preliminary approval for a $177 million settlement to resolve data breach lawsuits that exposed personal information of millions of customers. In strategic moves, AT&T is focusing on growth by acquiring Lumen’s Mass Markets fiber internet business, aiming to expand its fiber and 5G services across the U.S. This acquisition is expected to close in the first half of 2026.

    Additionally, AT&T’s CFO, Pascal Desroches, will discuss the company’s multi-year growth strategy at the Mizuho Technology Conference, reaffirming financial guidance for 2025. Despite public criticism from President Donald Trump regarding service reliability, AT&T shares have maintained their upward trend. The company’s efforts to expand its network capabilities and enhance customer experience remain a priority. Furthermore, AT&T has declared dividends on its preferred stock, with payments also scheduled for August 1, 2025. These recent developments highlight AT&T’s ongoing focus on strategic growth and shareholder returns.

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  • Average 5.6M more subscribers via Amazon Prime Video channels, SVODs

    Average 5.6M more subscribers via Amazon Prime Video channels, SVODs

    Amazon Prime Video Channels just may be the most powerful growth driver in subscription video, particularly for niche offerings, but Amazon wants to make sure we all don’t forget it.

    At its Culver City, Calif. offices last week, just a few miles west of Downtown Los Angeles, Amazon had research company Antenna present data for its “Engage Summit 2025” event. The event was covered by Variety, TheWrap and other local TV business trades.

    Presenting for Antenna, CEO Jonathan Carson revealed that the average subscription video-on-demand platform gets 5.6 million subscribers it wouldn’t otherwise garner via inclusion in the Prime Video Channels marketplace.

    Further, Carson said that Prime Video Channels add-on subscriptions accounted for 25% of all U.S. SVOD signups in the first quarter.

    This wasn’t necessarily shocking news. As Carson also pointed out, the erstwhile WarnerMedia saw HBO Max lose 5.1 million subscribers when the service was wrenched out of Amazon’s marketplace in 2021. When, fresh off the Warner Bros. Discovery merger, David Zaslav and team put Max back into Pime Video Channels in late 2022, it quickly re-added 3 million customers.

    Amazon’s “channels” offering — emerging as the first of its kind almost a decade ago — remains a powerful business driver even for video companies that operate similar markets for third-party content. Also according to Antenna, after Apple TV+ was placed into Prime Video Channels early in the fourth quarter of 2024, it was getting 25% of its signups via Amazon by December.

    This access, of course, comes at a price. As Variety noted, SVOD operators typically share around 30% of their revenue with Amazon when they participate in Amazon’s Channels.

    Notably, as the bundling trend takes further hold in the video business, some operators are trying to accentuate their Amazon Channels performance by combining forces. For instance, Starz and Hallmark Plus announced last week a bundled service offering that will take $5 off the monthly combined $19-a-month bill for both SVOD platforms when they’re purchased via the channels marketplace. StreamTV Insider

  • With 45% of US viewers, streaming beats broadcast and cable

    With 45% of US viewers, streaming beats broadcast and cable

    In a historic first, streaming has surpassed both cable and broadcast television combined in total TV usage in the US, according to media audience measurement firm Nielsen’s latest Gauge report. Streaming accounted for 44.8 per cent of all television viewing, surpassing the combined share of cable (24.1 per cent) and broadcast (20.1 per cent).

    It marks a significant shift in how audiences not just in the US, but around the world, consume content. Notably, in Nielsen’s first Gauge report launched in May 2021, streaming made up just 26 per cent of total TV usage. In the four years since, its share has surged by 71 per cent, while cable’s share has declined by 39 per cent, and broadcast has dropped by 21 per cent. The remainder of viewing habits including gaming, physical media, and some on-demand viewing, remain stable, as per the report.

    Leading the charge are YouTube and Netflix, which accounted for a combined 20 per cent of all TV use in May this year, nearly matching the total viewership of all broadcast networks. YouTube reached an all-time high of 12.5 per cent viewership, its fourth consecutive monthly record.

    Among FAST (free ad-supported TV) platforms, Roku Channel, Tubi, and Pluto TV collectively made up 5.7 per cent of TV use. Tubi and Roku together contributed 4.7 per cent while Pluto TV – whose data is included under parent company Paramount’s 2.2 per cent share – is estimated at around one per cent.

    The most streamed show of the month was Netflix’s You, which logged four billion minutes of viewing time, signalling the growing dominance of on-demand TV content in viewers’ watching habits.

    The data points to a rapidly changing entertainment landscape. “It’s fitting that this inflection point coincides with the four-year anniversary of Nielsen’s The Gauge, which has become the gold standard for streaming TV measurement,” said Karthik Rao, CEO of Nielsen, in a statement. “It’s also a credit to media companies who have deftly adapted their programming strategies to meet their viewers where they are watching,” Rao added.

    With more viewers shifting towards digital platforms, media companies are rethinking content distribution, investing heavily in streaming-first originals and ad-supported platforms that appeal to ‘cord-cutters’, that is, people who cancel their subscriptions to cable or broadcast TV channels in favour of content available online. The Indian Express

  • From 2024 to 2029, fixed communication services will rise at a 5.2% CAGR

    From 2024 to 2029, fixed communication services will rise at a 5.2% CAGR

    The total fixed communication services revenue in India is expected to increase at a compound annual growth rate (CAGR) of 5.2% from $12.8 billion in 2024 to $16.5 billion in 2029, mainly driven by the healthy growth in the fixed broadband segment, reveals GlobalData, a leading data and analytics company.

    GlobalData’s India Fixed Communication Forecast (Q1 2025) reveals that fixed voice services revenue will decline at a CAGR of 1.7% over 2024-2029, in line with the decline in fixed voice average revenue per subscriber (ARPU) levels, as users increasingly adopt mobile/OTT-based communication services, and with operators including free voice minutes with their fixed bundled plans.

    Srikanth Vaidya, Telecom Analyst at GlobalData, says: “Fixed broadband services revenue, on the other hand, will increase at a CAGR of 5.7% during 2024-2029, driven by the growth in broadband subscriptions, especially fiber broadband and with the recent introduction and planned expansion of FWA services by Reliance Jio Infocomm (Jio) and Bharti Airtel over the next few years.”

    GlobalData is optimistic about India’s fixed broadband services outlook and estimates fiber optic lines to hold about 94% of total broadband lines in 2029, supported by the government investments in fiber network infrastructure and operators’ FTTH service expansions. As a result, fiber optic service revenue is expected to increase at a CAGR of 6.4% between 2024 and 2029.

    Jio is set to lead the country’s fixed broadband services market in terms of subscription share over the forecast period, supported by its strong position in the growing FTTH service segment and efforts to expand its Airfiber FWA services.

    Vaidya continues: “Rising demand for high-speed internet services and competitively priced fiber broadband plans from operators with benefits like unlimited internet and access to major SVoD platforms are expected to drive fiber broadband service adoption in India during the forecast period.”

    For instance, Reliance Jio’s basic broadband plan starts from 399/month that offers unlimited data @ 30 mbps speed, while its popular 999/month plan offers unlimited data @ 150 mbps with access to 15 OTT platforms, including Amazon Prime Video, Disney + Hot Star, VooT Select, Zee5, and SonyLIV.

    Vaidya concludes: “India’s fixed broadband market is entering a phase of accelerated digital transformation, underpinned by aggressive fiber rollouts, strategic pricing, and bundled OTT offerings. As operators like Jio and Airtel continue to innovate around FWA and FTTH, the market is poised to bridge the digital divide and redefine home connectivity standards. Going forward, sustained infrastructure investments and evolving consumer preferences for high-speed, content-rich broadband experiences will be pivotal in shaping the next wave of growth in India’s fixed communication landscape.” GlobalData

  • Tech firms seek swifter Wi-Fi, but officials warn of risks of spectrum conflict

    Tech firms seek swifter Wi-Fi, but officials warn of risks of spectrum conflict

    As India moves toward opening a key spectrum band for next-generation Wi-Fi services, the government is treading cautiously over demands to raise the power limit allowed for license-free use of the devices in the band.

    The matter concerns the amount of energy—or power—that a Wi-Fi device uses to transmit its signal over radio frequencies. Higher power means the signal is stronger, allowing it to travel farther, pass through walls and other obstacles more effectively, and maintain a stable connection over a wider area.

    Higher power is especially important for next-generation applications that require high-speed, low-latency connections across larger spaces. But too much power can cause interference, so the government sets limits depending on how and where the device is used (like indoors vs outdoors).

    Big Tech and broadband firms such as Meta, Sony, Google, and Apple, through their associations, are pushing for higher transmission power to support faster, wider Wi-Fi coverage and better experience to consumers.

    But officials warn that such changes to power limit could risk interference with existing satellite, broadcasting, and fixed communication services operating in the band.

    The debate reflects growing tension between expanding digital connectivity and safeguarding critical legacy infrastructure.

    “The industry has asked for increasing the power limits. The only concern is the interference with the incumbents in the band. The band is used for satellite-based applications, teleports, cable TV and broadcasting services, which supports the lives of many people,” a government official said.

    Continuation of the current low power levels for licence-free use of 6GHz band (in the range 5925-6425 MHz) have therefore been recommended to avoid any possible interference, the official added.

    “Industry comments on the feasibility of increasing power limits are currently under review,” a second government official said. “The immediate priority is to finalize the rules and open up the band for use. The need for higher power levels can be considered later, based on further studies.”

    Draft rules
    On 16 May, the department of telecommunications (DoT) released the draft rules for industry consultation, paving the way for licence-free use of a portion of the key 6GHz (5925-6425 MHz) spectrum.

    The band is crucial for providing high-speed Wi-Fi and supporting the next-generation gadgets such as Sony PlayStation, and augmented and virtual reality devices like Meta Ray-Ban smart glasses. The stakeholders were given 30 days to respond to the draft rules.

    Communications minister Jyotiraditya Scindia said on Tuesday the rules for licence-free use of the 6GHz band will be out before 15 August.

    In the draft rules, the government proposed the use of low power and very low power wireless access system in the band.

    The power emission levels have been kept at 5 dBm per MHz for indoor Wi-Fi devices, with a maximum total power of the antenna at 30 dBm. For outdoor devices, the DoT has called for using very low power emission levels at -5 dBm, with a maximum power emission level at 14 dBm.

    Decibel-milliwatts, or dBm is used to measure power levels, especially in wireless communication like Wi-Fi, Bluetooth, and mobile signals. In wireless systems, higher dBm means stronger signals.

    Currently, the frequency band 6425-6435 MHz, 6450-6485 MHz, 6600-6640 MHz, 6664-6725 MHz, and 7010-7025 MHz bands are being used by satellite earth stations for uplink operations at certain locations.

    The government has asked the Indian Space Research Organisation to refrain from launching new satellites in the 6425-7025 MHz range. Similarly, telecom operators, which have been given the upper portion of the 6GHz band (6425-7125 MHz), will be required to implement protective measures to minimize interference, the second official added.

    “What we have asked for is a minimal increase in the power limit and that does not disrupt existing services,” said Paramjit Singh Puri, director membership at Wi-Fi Alliance. The Alliance represents over 900 companies from across the globe including 50 of the world’s largest telecom operators. It counts companies such as Apple, Sony, Meta, Samsung, Qualcomm, Intel, Dell, as its members.

    Seeking higher power limits
    Wi-Fi Alliance has asked DoT to consider revising power limits for very low power outdoor devices to a maximum of 1 dBm/MHz and a total power of 14 dBm. For low-power indoor devices, the alliance has asked for a maximum of 11 dBm/MHz with a total power of 30 dBm.

    “A study was earlier conducted by the telecom department and the finding came out that Wi-Fi and satellite services do not interfere,” Puri said, adding that increasing the power limits is key to advanced use-cases like virtual or augmented reality (VR/AR), medical applications, location and tracking, safety and productivity and artificial intelligence.

    For example, AR/VR use cases will include training for life-saving medical procedures, assist visually impaired Indians, and new therapies for patients suffering from memory disorders, post-traumatic stress disorder, and addiction.

    “The higher data rates enabled by higher power limits for VLP (very low power) devices will also facilitate uses like high-definition video that will have target data rates exceeding 2 Gbps, wireless gaming with bi-directional,” he said.

    Companies such as Sony and Meta, through their associations continuously urged the government to open the 6GHz band for licence free use, through various representations. Meta launched its Meta Ray-Ban smart glasses in India starting ₹29,900. These will be able to perform better once the proposed portion of the 6GHz band is delicenced, analysts said.

    Similarly, Sony has not launched its PlayStation 5 Pro in India in the absence of the 6GHz band. “PS5 Pro will not be available in some countries (which currently includes India) where the 6 GHz wireless band used in IEEE 802.11be (Wi-Fi 7) has not yet been allowed,” the company had said in a statement.

    Better for Wi-Fi 7
    Tech companies said higher power levels are also necessary to support Wi-Fi 7 enhanced data throughput capabilities to reach beyond one or two rooms without the need for signal extenders or additional equipment. Wi-Fi 7 is the latest generation of Wi-Fi technology. It’s designed to be much faster, more efficient, and lower-latency than previous versions like Wi-Fi 6 or 6E.

    Satya N. Gupta, former principal advisor at the Telecom Regulatory Authority of India (TRAI) said, “Power reduction is not a solution as this could kill the potential of the devices and use-cases that will come up in the licence-free portion of the 6GHz band.”

    According to Gupta, there is a technology, called automatic frequency coordination (AFC), which can mitigate interference. AFC is used in wireless communication to automatically manage and control which frequencies a device can use, especially in shared or sensitive frequency bands. It makes sure that powerful outdoor Wi-Fi devices don’t interfere with other important users of the same radio frequencies—such as weather radars, satellite systems, or military equipment.

    Another industry association, the ITU-APT Foundation of India (IAFI) too has asked for an increase in power limit for the devices by over 6dB.

    “This will be important for more robust performance both for indoor operation as well as for wearable devices,” Bharat B. Bhatia, president of IAFI told the DoT. IAFI, however, does not want the government to delay the issuance of final notification owing to such proposals.

    “While the proposed PSD (Power Spectral density) levels are consistent with FCC (Federal Communications Commission) regulations, increasing the same by +6dB will align the regulations with most countries and not just FCC,” Bhatia said.

    The industry body represents companies such as Hughes, Eutelsat OneWeb, Amazon, Dhruva Space and Airtel.

    Among the delicensers
    Globally, more than 84 countries, including the US, have delicensed at least 500 MHz of the 6GHz band for Wi-Fi and innovation.

    The draft rules issued by the government assume significance as telecom operators, and technology companies such as Google, and Meta, were at loggerheads over the 6GHz band. Technology companies wanted the band to be delicensed and provided free to use to improve Wi-Fi services, while telecom operators wanted the band for 6G services.

    The government also recently approved the 600MHz out of the 1200MHz spectrum available in the 6GHz band for telecom operators through auction. For operators, the upper portion, approved for auction, is in the range of 6425-7125 MHz. The band is essential for the upcoming 6G services.

    Among the telecom operators, interestingly, Reliance Jio, however, is also supporting the licence-free use of the band. The stance does not align with the Cellular Operators Association of India (COAI), which represents the major private telecom operators.

    “Operators will benefit more from the licence-free use of the 6GHz band. This is because they can use Frugal 5G, especially in the rural areas. The companies can offload the mobile traffic on the Wi-Fi and can also save on spectrum usage by not using the 5G spectrum in rural areas and instead use Wi-Fi,” Gupta added.

    Frugal 5G refers to providing affordable, high-speed internet access, particularly in rural and underserved areas, by optimizing 5G technology for lower costs and simpler deployment.

    Queries sent to the Cellular Operators Association of India, Reliance Jio and DoT did not elicit any response till press time. LiveMint

  • BSNL offers ITI Ltd a ₹1,901 cr BharatNet sign for the the Northeast states

    BSNL offers ITI Ltd a ₹1,901 cr BharatNet sign for the the Northeast states

    State-owned telecom services provider Bharat Sanchar Nigam Ltd has awarded a ₹1,901.1 crore contract to ITI Ltd (another government undertaking company) to execute development (creation, upgradation, and operation & maintenance) works of the Amended BharatNet programme in Arunachal Pradesh, Nagaland, and Manipur.

    The partners signed the agreement on Thursday.

    BSNL, on behalf of the Universal Service Obligation Fund (USOF), had invited bids on February 15, 2024 for the selection of “Project Implementation Agency (PIA) for Amended BharatNet Program” and after several submissions of proposals by bidders, ITI was selected as the PIA for 10 years.

    “On the basis of acceptance by PIA, for the tender conditions and rates discovered after tender process, BSNL on behalf of USOF has agreed to engage the PIA for the works as are represented in the terms of the tender enquiry, bid, negotiations and clarifications in relation to the implementation of the scope of work and referred in this agreement,” a source said quoting the matters of the agreement.

    USOF, which has now been rechristened Digital Bharat Nidhi (DBN) under the Telecommunications Act, 2023, is the Centre’s initiative to expand telecommunications access in underserved rural and remote areas.

    Under the BharatNet project the government has already spent around ₹42,000 crore in an attempt to bridge the digital divide between rural/ remote and urban areas.

    Rural telecom
    BharatNet is one of the biggest rural telecom projects in the world, implemented in a phased manner to all (around 2.5 lakh) Gram Panchayats (GPs) in the country for providing non-discriminatory access to broadband connectivity to all the telecom service providers.

    Approved by the Cabinet in 2011, so far, 2,14,325 GPs are connected through the BharatNet project and 6,93,303 km of optical fibre cable (OFC) has been laid.

    Additionally, 12,81,564 Fibre-To-The-Home (FTTH) connections are commissioned and 1,04,574 Wi-Fi hotspots are installed to ensure last-mile connectivity as on May 26, 2025. The Hindu BusinessLine

  • Failures in public Wi-Fi are the fault of telcos

    Failures in public Wi-Fi are the fault of telcos

    The concept of public Wi-Fi has not picked up largely owing to the telecom service providers dragging their feet. Former Chairman of the Telecom Regulatory Authority of India (TRAI) squarely laid the blame for the failure of public Wi-Fi at the telcos’ door. “In March 2017, immediately telcos came and said we will create 10-million Wi-Fi (hotspots) by September of 2017, in six months…as of now we have just about 6 lakh public Wi-Fi. This is 2025…basically the telcos have always been opposed to this concept,” said RS Sharma, former chairman of Telecom Regulatory Authority of India (TRAI), on Tuesday.

    Speaking at an event organised by Broadband India Forum (BIF), Sharma said the government has also spent a lot on BharatNet, a flagship project of the Centre aimed at providing broadband connectivity to all of India’s gram panchayats (GPs), but that also has not yielded any returns.

    “For BharatNet we have spent ₹42,000 crore till now, it was started in 2011 as NOFN (National Optical Fibre Network), rechristened as BharatNet in 2014…but the return on the investment is zero,” he noted.

    PM-WANI
    The Centre also launched Prime Minister’s Wi-Fi Access Network Interface (PM-WANI) Scheme in 2020, managed by the Department of Telecommunications (DoT), to create more accessible and affordable public Wi-Fi ecosystem, but that is also taking a snail’s pace to expand in the country.

    There are multiple reasons for the telcos not warming up to the idea beginning with TRAI’s pricing cap. TRAI had recently prescribed a cap on tariffs charged to Public Data Offices (PDOs) under the scheme, in order to keep public Wi-Fi affordable, while also providing reasonable compensation for the broadband connection to service providers, which some believe are still high costs.

    “Every service provider providing retail Fiber-to-the-Home (FTTH) broadband services shall offer all of its retail FTTH broadband plans up to 200 mbps to the PDOs under the PM-WANI scheme, at tariff not exceeding twice the tariff applicable to the retail subscribers for the corresponding FTTH broadband plan of the bandwidth (capacity) offered,” TRAI said in its order.

    For instance, PM-WANI tariff for 100-mbps plans was ₹1,532.82, while that of the retail broadband FTTH plan (by private companies) costs only ₹706.82. Similarly, for 50-mbps plans, PM-WANI plan costs ₹1,178.82, and the retail broadband plan is ₹588.82.

    Telcos, on their part, contend that public Wi-Fi becomes redundant for many users because of availability of cheap mobile data. Furthermore, users are wary of logging into networks with unclear ownership or privacy policies. It is also true that there is no clear path to monetisation. And with low margins and high cost of deployment, there is little incentive for private players.

    “There are high bandwidth charges to PDOs and tremendous resistance/ pushback by powerful and deep-pocketed segments of telecom and there is low awareness of availability and benefits of modern public Wi-Fi and PM- WANI,” TV Ramachandran, President, BIF said. The Hindu BusinessLine

  • Fiber-optic networks are AT&T’s main bet in the battle for internet traffic

    Fiber-optic networks are AT&T’s main bet in the battle for internet traffic

    AT&T Inc. executives made the case for giving up on copper landlines and investing in fiber-optic cable on Bloomberg TV.’s.

    “It has the fastest speed,” Chief Financial Officer Pascal Desroches said in an interview. “It has the lowest cost to maintain relative to your traditional copper, which is what we were upgrading.”

    The Dallas-based telecom giant, whose roots go back to the earliest days of the telephone, has been pushing customers to give up their copper lines, which cost the company $6 billion annually to maintain. AT&T is laying fiber-optic cable which can handle more traffic, including an expected boom from a new generation of data-heavy artificial intelligence tools.

    “The beauty of fiber is it’s symmetrical,” Chief Executive Officer John Stankey said in the joint interview. “It sends the same amount of data up as it sends down.”

    AT&T has a three-pronged strategy to reach customers, including a 5G mobile network and fixed wireless access, which uses a wireless link to provide internet access for homes. Fiber-optic lines are where the company is making the biggest bet.

    In May, AT&T announced the $5.75 billion acquisition of Lumen Technologies Inc.’s consumer fiber business. The addition, expected to close in the first half of next year after gaining regulatory approval, will help AT&T reach major cities like Denver and Las Vegas. It will also help AT&T achieve its expansion targets.

    “We’re picking up about 4 1/2 million active homes that have been passed and connected in a footprint that can probably grow to close to 10 million homes that are attractive to invest in,” Stankey said.

    The company has set a goal of 60 million US households passed with fiber by 2030, a number that could rise to 70 million after that.

    Swapping aging copper lines for fiber means a 70% reduction in energy consumption and a 35% saving in maintenance costs, according to Desroches. AT&T can also generate cash from the sale of the metal.

    “We have a lot of copper still in the ground, and at these prices, we will make a return,” Desroches said.

    The company also believes the switch will boost its share of the wireless phone market, where it trails Verizon Communications Inc. and T-Mobile US Inc. in total customers. More than 40% of the AT&T’s fiber customers also subscribe to its wireless phone service.

    “I don’t like being No. 3 in anything, so let’s start with that,” Desroches said. Bloomberg

  • D2D satellite tech may alter Indian telecom laws for all devices

    D2D satellite tech may alter Indian telecom laws for all devices

    By next year, mobile smartphone users in India could access a new technology that would allow them to stay connected even in areas with weak or no terrestrial network coverage — without changing their existing devices.

    This innovation is enabled by direct-to-device or direct-to-cell (D2D) services, where the smartphone gets connected through satellites, allowing users to make calls, send texts, or use data in remote areas.

    The first to announce its plans to offer this service in India is Vodafone Idea Ltd (VIL). Despite ongoing financial challenges, last fortnight, VIL announced a partnership with Texas-headquartered AST SpaceMobile to provide D2D connectivity in underserved and remote parts of India where terrestrial networks are patchy or nonexistent.

    AST SpaceMobile, which has strategic investments from global giants like AT&T, Verizon, Rakuten, Vodafone Plc (a stakeholder in VIL), Google, and others, plans to launch over 243 low-Earth orbit (LEO) satellites. It currently has six in orbit. The company has already tied up with over 50 mobile network operators across the US, Africa, Europe, Australia — and now India — that collectively cover a customer base of around 3 billion people who often move in and out of terrestrial network zones.

    D2D aims to complement terrestrial services by offering seamless connectivity. In its investor presentation, AST SpaceMobile projected that the global market for D2D services could exceed $100 billion in the next decade.

    However, the competition in this space is heating up. Heavyweights in the satellite broadband market have entered the fray — including Elon Musk’s Starlink, which recently secured a Global Mobile Personal Communication by Satellite licence from the Indian government. Others include Globalstar-Apple Inc, Amazon’s Kuiper (which has applied for an Indian licence), Lynk Global, and Iridium. While Iridium currently supports only Iridium-specific phones, it is exploring D2D services for regular smartphones.

    Starlink, with over 7,800 LEO satellites in orbit, already has more than 600 satellites equipped with transponders designed for D2D functionality. That number is expected to grow as Starlink expands its constellation. The company is currently testing the waters through a tie-up with US telecom giant T-Mobile with a beta version of D2D; a commercial launch is anticipated soon.
    Sources familiar with the developments say Starlink is also in discussions with its Indian distribution and marketing partners — Reliance Jio and Bharti Airtel — to take their collaboration beyond just selling Starlink satellite broadband packages. These services are expected to be launched in India soon.

    Analysts say that Jio and Airtel could leverage their spectrum to partner with Starlink and provide D2D services to their extensive subscriber base, sharing the revenues in the process.

    Globalstar, which provides satellite connectivity for Apple iPhones (iPhone 14 and newer), mostly for emergency SOS and text services, may also bring this feature to India. Analysts believe this would cater well to the country’s estimated 50 million iPhone users.
    Going direct
    There are two key advantages of D2D over traditional satellite phone services. First, users can access the service through their existing 4G and 5G smartphones, avoiding the need to purchase expensive satellite phones. Second, telecom companies can deliver the service using their existing spectrum bands — such as 2100 MHz, commonly used for terrestrial networks — eliminating the need for new spectrum purchases.

    But is there a sizable market for D2D services in India?
    While mobile coverage currently reaches 99 per cent of the population, only about 50-60 per cent of India’s geographical area is covered. This leaves vast regions — especially in mountains, forests, and deserts — without network access. Travellers, logistics operators, and residents in these areas could benefit from D2D connectivity. Additionally, even in metro cities, many “dead zones” suffer from call drops and poor signal strength, representing another significant use case for D2D.

    A senior executive at a telecom company planning to launch D2D services said: “We estimate that around 5 per cent of smartphone users will subscribe to the service once it stabilises, and it could contribute 10–15 per cent to the overall revenues of telcos.” He added that it would be positioned as a premium offering — much like international roaming — with a higher
    price tag.

    The D2D landscape could shift dramatically if the Indian government allocates the L-band (1–2 GHz) and S-band (2–4 GHz) spectrum to satellite operators. The Telecom Regulatory Authority of India (Trai) has recommended administrative allocation for these bands. With their longer wavelengths, these bands can penetrate obstacles like clouds, rain, and dense forests, offering better signal quality. However, smartphones would need to be redesigned to support these frequencies.

    “While this can be expensive initially, as one has to switch to a new phone, a portion of the L-band is also expected to be allocated for International Mobile Telecommunications (IMT),” said an industry expert. “This could drive demand and scale for device manufacturers, bringing prices down quickly.”

    The business model
    The real difference lies in the business model.

    In the traditional D2D service – powered by existing spectrum – telcos have access to the customers, and satellite operators have to tie up with them to reach them. It is not viable for the satellite operators to buy terrestrial spectrum in auction and extend the service directly to customers.

    However, once satellite operators receive access to L- and S-band spectrum through administrative pricing, they could bypass telecom partners entirely. They could then provide D2D services directly to consumers using e-SIM technology embedded in smartphones, without involving traditional telcos at all.

    This potential shift is causing concern among Indian telecom operators.

    Industry players warn that such a move would create an “uneven playing field”. Telcos, they argue, acquire spectrum through expensive auctions, while satellite companies would gain spectrum at a fraction of the cost. And this time, the satellite players wouldn’t need telcos at all — they’d go straight to the consumer.

    That said, telcos differ on the regulatory changes that might be needed to offer D2D services. Some say this would be like another 3GPP (Third Generation Partnership Project) service, so it would not require new permission from the government. Others argue that the current policy does not allow terrestrial spectrum to be used for satellite services. Hence, both Trai and the Department of Telecommunications would have to issue fresh guidelines to allow such hybrid terrestrial and satellite services, and that will take a while.

    All in all, the impending shift sets the stage for a new kind of rivalry between telecom operators and satellite service providers, with both sides vying for dominance in a market that promises to redefine mobile connectivity. Business Standard