Category: Weekly Column

  • India now has over 1.2B telecom users: TRAI

    India now has over 1.2B telecom users: TRAI

    India’s telecom sector continues to show growth, with the total number of telephone subscribers crossing the 1.2 billion mark, according to the Telecom Regulatory Authority of India (TRAI) on Thursday.

    The total subscriber base increased from 1,189.92 million in December 2024 to 1,200.80 million in March 2025. Tele-density also rose during the quarter — reflecting better connectivity across urban and rural areas.

    Urban subscribers grew to 666.11 million, while rural subscribers touched 534.69 million.

    This growth led to an increase in rural tele-density, indicating deeper digital reach in remote regions.

    The share of rural subscriptions also rose from 44.31 per cent at the end of December 2024 to 44.53 per cent at the end of March 2025.

    Wireless subscriptions witnessed significant growth, with more than 13 million new connections added during the quarter ending March 31.

    The combined mobile and 5G FWA user base reached 1,163.76 million, while traditional mobile connections alone rose to 1,156.99 million.

    This suggests growing interest in mobile services across consumer segments.

    India’s broadband internet landscape remains robust, with over 944 million subscribers.

    This reflects India’s continued dominance as one of the world’s largest internet user bases, even as new technologies shape the way people connect.

    The sector also saw an improvement in financial performance. Gross Revenue (GR) for the quarter stood at Rs 98,250 crore, with Adjusted Gross Revenue (AGR) touching Rs 79,226 crore.

    License fee collections also grew, underlining the strong demand for telecom services.

    Average Revenue Per User (ARPU) for wireless services rose to Rs 182.95, with prepaid users contributing Rs 182.53 and postpaid users averaging Rs 187.48 per month.

    User engagement remained high, as average minutes of usage per month increased to 1,026 — showing higher interaction with telecom services for voice, data, and content.

    The broadcasting sector remained stable, with 333 satellite pay TV channels reported out of 908 permitted channels, including 101 HD channels.

    The Pay DTH segment recorded an active user base of 56.92 million, offering a wide range of content alongside Doordarshan’s free services. The Hans India

  • Starlink gets a permit; tests & security criteria success remain awaited

    Starlink gets a permit; tests & security criteria success remain awaited

    Elon Musk’s Starlink Services, which delivers high-speed internet almost anywhere on the Earth, has got the approval from the Department of Telecom (DoT) for commercial operations, said Telecom Secretary Neeraj Mittal.

    However, they still need to get another couple of approvals from the department. “Once they apply for spectrum, they need to do the testing and then show compliance to the security conditions,” he told businessline on the sidelines of a symposium here on Thursday.

    When asked if there is any timeframe, he said, “essentially it is in the hands of Starlink now. Government is not standing in the way.”

    Starlink is the third company to get a licence from DoT, which had approved similar applications by Eutelsat’s OneWeb and Reliance Jio to provide services in the country.

    Satcom Licence
    On Amazon Kuiper getting a licence for satcom, Mittal said, “I think application is in place, but I think it is a little distance from approval.”

    If there is any timeline on getting the licence, he said, “I don’t think it is in our hands. They have to pursue it and come up with whatever gaps there are in the application,” he said.

    Mittal was in Chennai to inaugurate the first Telecom Technology Development Fund (TTDF) Symposium 2025. The three-day event brought together thought leaders, innovators, and industry stakeholders to explore India’s strides in telecom R&D, indigenous technologies, and the vision for a digitally empowered Bharat.

    After giving a brief about the fund, Mittal urged the audience to raise any issue that they may have about the fund, which was launched two years ago, and improve it.

    Later talking to newspersons, Mittal said the department is working on re-vamping the entire sanction programme of TTDF. The idea of the whole workshop is to actually get people to tell what is not working and how it can be made better.

    Digital Bharat Nidhi, erstwhile Universal Service Obligation Fund under the DoT launched TTDF on October 1, 2022.

    There has been a tremendous amount of funds which have flown into the telecom sector. The challenge of this programme is collaboration. Getting synergies across projects. This symposium is really intended to bring all this knowledge together, he said.

    Proposals doubled
    Mittal said in 2024-25, the number of proposals evaluated doubled to 941 as against 405 in the previous year. A total of 125 proposals were approved in 2024-25 as against seven in the previous year (up by 18 times) and the number of MoUs winged was 111 as against 7 (15 times). In 2024-25, a sum of ₹297 crore was approved as against ₹255 in the corresponding year. A sum of ₹158 crore was disbursed (₹29 crore), he said.

    Mittal said the department is also on an electronic platform by which knowledge sharing can happen among various stakeholders. “We want to keep this pace going and we hope that we will be able to learn with all these suggestions made to improve upon the existing structure,” he said.

    Mittal said that a lot of research is happening.

    “We have made targeted calls for chipset design, rural connectivity pilots, 6G, Quantum standardisation and certification, financial support for market readiness. We are trying to cover the entire supply chain of the telecom research ecosystem,” he said. The Hindu BusinessLine

  • New funding is secured by Brightspeed to support the fiber broadband use

    New funding is secured by Brightspeed to support the fiber broadband use

    New funding will help accelerate Brightspeed’s effort to reach 5 million homes with fiber, the Charlotte-based internet service provider (ISP) has announced.

    The $575 million in new funding, announced Thursday, builds on the $3.7 billion raised by Brightspeed in 2024, according to the ISP.

    Brightspeed, which operates a footprint that spans across 20 states, says they’ve passed approximately 1 million homes with fiber in 2025.

    “The additional capital reflects robust support from investors and affirms their confidence in the Brightspeed thesis: a large, underpenetrated footprint, a focused and proven build engine, and a long runway for value creation through fiber expansion,” the ISP’s release explained.

    Michel Combes, Brightspeed’s executive chairman and CEO, said the new capital will allow Brightspeed to maintain their aggressive build strategy.

    In comments included with Brightspeed’s release, he said the company will continue “bringing high-speed connectivity to communities that have historically lacked quality broadband options.”

    “We’ve made tremendous progress, and this new funding underscores the credit market’s belief in our strategy and reaffirms the strength of our execution,” Combes said.

    Beyond private funding, nearly $300 million in public broadband grants and subsidies have been secured by Brightspeed to date, the ISP stated.

    The company, which leverages XGS-PON technology to deliver multi-gig speeds, remains focused on building fiber “quickly and efficiently, bringing future-proof fiber connectivity to as many homes and businesses in our footprint as possible,” Combes stated.

    “We are delivering results at scale and remain committed to maintain our strong build momentum,” he said.

    Currently, Brightspeed services are across 530 communities, the ISP’s release stated, with a network platform capable of serving over 7 million homes and businesses. BBCMag

  • Alibaba’s new AI data center expedites South Korea’s effort

    Alibaba’s new AI data center expedites South Korea’s effort

    Alibaba Group Holding Ltd. plans to launch a second data center in South Korea by the end of June, according to a Thursday statement. The facility will support cloud computing and artificial intelligence services for local businesses.

    The new site is part of Alibaba’s 380 billion yuan investment in AI and cloud infrastructure announced earlier this year. A data center is a secure facility housing servers and networking equipment to process and store large volumes of data.

    Alibaba said growing demand from South Korean firms for scalable computing and AI tools drove the expansion. The first South Korea center went live last year, and this follow-up aims to boost capacity for applications such as e-commerce, machine learning and enterprise software.

    The move underscores Alibaba’s effort to extend its cloud footprint beyond China. Analysts note that regional data hubs can reduce latency and comply with local regulations on data storage. South Korea’s fast-growing digital economy makes it a strategic market for cloud providers.

    Based on the one year price targets offered by 38 analysts, the average target price for Alibaba Group Holding Ltd is $159.54 with a high estimate of $189.16 and a low estimate of $101.94. The average target implies a upside of +40.58% from the current price of $113.49.

    Based on GuruFocus estimates, the estimated GF Value for Alibaba Group Holding Ltd in one year is $110.76, suggesting a downside of -2.41% from the current price of $113.49. Yahoo Finance

  • Weeks after Musk’s xAI deal, EU says it looks at the firm’s setup

    Weeks after Musk’s xAI deal, EU says it looks at the firm’s setup

    The European Union said it was seeking more information from Elon Musk’s X about changes to its corporate structure, months after the social media platform was bought by xAI in a $33 billion deal.

    “We are following closely changes in the corporate structure of X, as we would changes in any other designated platform,” a spokesperson for the European Commission, the EU’s executive arm, said.

    Before its summer recess in August, the regulator could announce a fine on X for alleged infractions under the DSA, though delays are possible, Bloomberg reported.

    Any firm found in breach of the DSA faces a fine worth up to 6% of its global turnover, and repeat offenders may be banned from operating in Europe altogether.

    Earlier this month, X highlighted a disclaimer to its blue checkmark in an attempt to head off a possible hefty fine from EU antitrust regulators.

    The Commission issued preliminary findings under the DSA in July last year that X violated rules on deceptive design, especially by turning the blue checkmark into a paid verification, assigning false credibility to users. Reuters

  • Global access is cut off amid a major internet outage in Iran

    Global access is cut off amid a major internet outage in Iran

    Iranians are largely cut off from global communications after their Internet went down, the London-based NetBlocks organisation that monitors cybersecurity said.

    “Metrics show Iran has now been offline for over 12 hours as authorities impose a nation-scale Internet shutdown,” the non-profit organisation posted on X early on Thursday.

    On Wednesday, Netblocks posted that live network data showed Iran is in the midst of a near-total national Internet blackout. The blackout followed a series of earlier partial disruptions and came amid escalating tensions with Israel after days of back-and-forth missile strikes. The Malaysian Reserve