What India teaches us about monetization. With Shiv Putcha, GSMA Intelligence

India is one of the most fascinating wireless markets and not only because of its size and enthusiastic uptake of wireless connectivity to run most daily activities. India defies most of our deepest ingrained assumptions about how wireless technology should be deployed and marketed, and how to profit from it.

It turns out that despite extremely low ARPUs, initially fueled by aggressive competition, users in India have among the highest data consumption, and operators are profitable. Not only that, ARPUs are rising. Maybe there are lessons to be learned.

We should abandon our preconception of India as a low-revenue, slow-to-innovate, and somewhat boring market. Necessity to adapt to a tough environmental and economic environment has spurred a highly innovative approach to wireless services, that does not require advanced 5G services, VIP access, network slicing—all things for which we now know subscribers have little appetite for even in richer countries.

Our guide to the mesmerizing Indian wireless market is no other than Shiv Putcha, Director, Research and Consulting at GSMA Intelligence, who is based in India, but has spent a long time in the US (I know him since his days at Qualcomm in San Diego), so he has a broad perspective on the local market. We spent little time with the basic metrics of the Indian market and headed for the less advertised features that make India unique and an innovative model that can make us think differently about monetization.

More on Senza Fili at https://senzafili.com

Sign up for the mailing list at https://senzafili.com/senza-fili-mailing-list/ to receive invitations to Sparring Partners events and updates on what we do.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(117)

Who is afraid of data centers? With Mike O’Rielly, MPORielly

Nobody wants data centers near where they live: they use too much power, they bring few jobs, and they are tied to an AI that many people do not understand and fear. Yet we will use AI, and we need da...

10 Okt 36min

Does everybody need fiber? Rural broadband in the US. With Claude Aiken, Nextlink Internet

For years, the assumption in the US – and not just in the US – was that broadband means fiber, and anything else is second class. In rural areas, that assumption is running into two hard limits: the c...

4 Okt 31min

Open-sourcing Open RAN. With Arpit Joshipura, The Linux Foundation

Does Open RAN need further opening? Can open-source facilitate and accelerate the adoption of Open RAN? Yes and yes. The OCUDU project was established on these premises to address common challenges th...

26 Sep 32min

Private networks as a strategic investment. With Maria Lema at Weaver Labs

Private networks sound such a good idea. There is a clear need for venues and enterprises to have better on-premises connectivity to support their operations and services. They can augment much-needed...

18 Sep 35min

Rethinking in-person events in the age of AI and human slop. With Keith Dyer, The Mobile Network

I don’t think I am the only one annoyed by the homogenization of content, driven by a combination of social media, reduced attention spans, AI and human slop, and strict PR and corporate messaging pol...

14 Sep 34min

Does physical AI need private networks? With Gianluca Verin at Apeiroon

Physical AI can impress us with an outstanding performance that rivals or surpasses human capabilities in a few tasks. Over time, AI-driven robots, drones and other devices will expand the range of ta...

4 Sep 35min

Ambition to innovate: Deep tech in Europe and the UK. With Rupert Baines, serial entrepreneur

Innovation in Europe (including the UK) is routinely presented as suffering from all sorts of limitations, with funding and excessive regulation as the top culprits. Yes, things could be much better, ...

30 Aug 34min

Can we make 6G (and 5G) globally affordable? With Mike Short at UK Telecoms Lab and AWTG

6G has to be affordable and resilient, not just for the most advanced, high-GDP markets, but globally. This requires meeting a wide range of requirements, supporting the coexistence of multiple techno...

23 Aug 36min