reports
- Chris Hoare
EM Telcos Jio targeting doubling in size and 1m monthly adds for FWA ...
What's New: At Reliance Industries’ AGM last week, Jio announced 2 key things, and did not announce a 3rd: What was announced: 1. A doubling of Jio’s profitability in 3-4 years 2. Target of 1m FWA adds per month What was not announced: 1. A time line for Jio IPO Our thoughts and implications for the Indian & Global telco markets below
- Chris Hoare
Indonesian Telcos Q2 24 review: Continued margin expansion from XL an...
Indonesian telcos returned to a more sustainable pace of revenue growth, with EBITDA ahead of topline for XL and Indosat again. As a result, Indosat recorded its highest ever EBITDA margin whilst XL’s margin remained well ahead of guidance. For Telkomsel, enterprise accelerated with strong Indihome net additions but was marred by continued mobile revenue share dilution (although easing) as peers grabbed shares in ex-Java.
- Chris Hoare
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