Indian Telcos act as a gateway to a vast customer base, and are now capable of offering multiple intelligent services like bundled billing, granular data analysis and sharp reduction in customer acquisition costs for their partners.
Telcos can bundle offerings for various consumer and enterprise needs resulting in the best deal for all parties. They will also be able to offer multiple choices to consumers for each use case like cloud services (Azure, AWS and Google Cloud) or collaborative working (Teams and Slack) etc. The global leaders offering software as a service will look to differentiate their go-to-market strategy by partnering with Telcos.
Airtel has wireless telecom, home broadband, DTH and enterprise businesses. These are subscription-oriented and Airtel is able to derive some synergies both in the retail and enterprise side as some customers take multiple subscriptions.
Vodafone Idea predominantly operates in the consumer wireless space. It has small presence in home broadband and the enterprise business. But these initiatives don’t contribute meaningfully to revenue.
