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Last week, Vodafone India admitted that it’s in talks with Idea Cellular, third largest telco by market share, to merge its business interest. Although still at early stage, ET carried details article on how this could unfold in coming days, making V+I the biggest entity holding 43% of RMS. Apparently, both Vodafone and Idea participated in recent spectrum auctions and bid separately and won airwaves, which we believe could be the most challenging aspect of M&A. Jio’s entry and esp. the tariff plans caught both of them off the guard, and if Industry veterans believed, V+I would be in better position to challenge both Bharti and Jio.  We came across an interesting article on Vodafone’s India adventures for past one decade, and it appears that M&A is not new for Vodafone’s India unit. Let’s wait and watch!

We followed few other stories across the globe. AT&T, who was trailing AirGig technology since September last year, is in talks with utility pole companies to tap ‘Broadband over Power lines’ to provide better 4G (and 5G) coverage in SF Bay area. Although it’s not clear how this would be better than existing FTTP approach, we believe AT&T is trying to utilise ubiquitous utility poles, who could also provide better indoor and street coverage, than traditional Marco cells.

In meanwhile, Verizon (and others US Telcos) are upgrading Small Cells and Stadium DAS Infrastructure for this year’s Super Bowl games. Read more about it here.

(Image Credit: Purvi Joshi from Flickr)










Atul Deshpande

The author Atul Deshpande

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