Spectrum Usage Charges - SUC for 2300mhz spectrum will be raised from the current 1.0% to 4.0- 4.5%. TRAI says it will be difficult to bifurcate revenue for 1800mhz and 2300mhz, which may allow operators to benefit from the SUC differential between 2300mhz and other bands, which are charged at a SUC of 5%. This should impact Reliance Jio, which has the largest portfolio of 2300mhz spectrum, and Bharti Airtel to a less degree.
On Net Neutrality
TRAI and DOT officials indicate there is no clarity on how to regulate OTT operators and create a level playing field. Further, recently released consultation papers, which could provide certain application companies? stronger wherewithal to promote its products and services, are contradictory to current regulations.
