Telecom Services    
SECTOR | 23 Sep 2020
ICICI Securities Limited
The rollout of postpaid tariff by the new operator has multiple ramifications for it as well as the incumbents. The plans, while at similar tariff levels of incumbents (except for base tariff that is 20% cheaper than Airtel's offering), largely have the benefits of three major OTT (Netflix basic, Amazon Prime and Hotstar VIP) subscription as the key attraction, apart from family packs and international roaming in higher plans. We see the offering having potential to drive at least some churn from incumbents, unless they match the OTT offers. Matching of the offering, on the other hand, could result in...
ICICI Securities Limited released a Sector Update report for Telecom Services on 06 Oct, 2020.
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