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India’s telecom scene rings in mixed signals in 2024-25

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MUMBAI: The Telecom Regulatory Authority of India (TRAI) has released its annual performance indicators report for 2024-25 and the numbers show a curious mix of gains, drops and digital twists in India’s ever-buzzing telecom space.

India added 14.7 million internet users over the year, nudging the total base to a hefty 969.1 million by March 2025, a modest growth of 1.54 per cent. Of these, a dominant 944.12 million are broadband surfers, up 2.17 per cent, while the slow-lane narrowband crowd shrank 17.66 per cent to just 24.98 million.

Wireless users are spending more. Average revenue per user (arpu) for wireless shot up 16.89 per cent to Rs174.46 a month. Prepaid arpu jumped sharply from Rs 146.37 to Rs 173.84. Postpaid users, though, spent less, their arpu dipped to Rs180.86 from Rs 184.63.

Talk time also climbed. The average subscriber chatted for 1,000 minutes a month, up from 963 the previous year. But again, the prepaid crowd did the heavy lifting, their usage rose to 1,047 minutes, while postpaid users spoke less, clocking just 503 minutes.

The total number of telephone subscribers in India edged up marginally to 1,200.80 million, a limp 0.13 per cent rise. But while wireline made a surprising comeback with a 9.62 per cent jump (now at 37.04 million users), mobile telephony lost ground. Wireless subscribers fell by 1.74 million, a 0.15 per cent dip with a sharper 8.5 million drop for mobile-only users (excluding 5G FWA). Overall wireless teledensity slipped to 82.42 per cent.

Interestingly, rural areas clung on rural subscriptions rose 0.15 per cent to 534.69 million. But rural teledensity inched down from 59.19 to 59.06 per cent. Urban teledensity, meanwhile, dropped more steeply from 133.72 to 131.45 per cent.

India’s mobile data addiction shows no signs of slowing. Wireless data users grew 2.87 per cent to 939.51 million, and total data consumed soared to 2,28,779 petabytes, a 17.46 per cent rise. Revenues from this data deluge? A cool Rs 2.15 lakh crore up 15.49 per cent from last year.

Telecom’s gross revenue hit Rs 3.72 lakh crore, up 10.72 per cent. while adjusted gross revenue (agr) rose 12.02 per cent to Rs 3.03 lakh crore. Pass-through charges, however, slid 1.31 per cent to Rs52,879 crore.

Spectrum usage charges (suc) and licence fees went up too by 13.02 and 12.02 per cent, respectively. Access services, basically what we all use made up a commanding 83.65 per cent of agr.

It’s not just telecom that got a review. The broadcasting scene had its own drama. India had 918 satellite TV channels licensed by the Ministry of Information and Broadcasting as of March 2025, with 908 available for downlinking. But pay DTH is losing fans, subscribers dropped to 56.92 million from 61.97 million a year ago, while Doordarshan’s free DTH carried on as usual.

In radio, the number of operational private FM stations stayed flat at 388 across 113 cities. But a shuffle at the top saw six channels from Digital Radio (Delhi, Mumbai and Kolkata) merge into South Asia FM Ltd. The number of private radio operators is now 33, down from 36.

Meanwhile, community radio keeps spreading its voice. The grassroots network now boasts 531 stations up from 494 the year before.

The Indian telecom space is talking, streaming, and spending more, but it’s also shifting gears. Data is king, mobile’s golden days might be levelling off, wireline’s having a mini-renaissance, and DTH seems to be heading the way of the landline.

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Netflix celebrates a decade in India with Shah Rukh Khan-narrated tribute film

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MUMBAI: Netflix is celebrating ten years in India with a slick anniversary film voiced by Shah Rukh Khan, a nostalgic sprint through a decade that rewired how the country watches stories. The campaign doubles as both tribute and reminder: streaming did not just enter Indian homes, it quietly rearranged them.

Roll back to 2016 and television still dictated schedules. Viewers waited weeks, sometimes months, for favourite films to appear on prime time. Family-friendly filters narrowed options further, and piracy often filled the gaps. Then Netflix arrived, softly but decisively, carrying a catalogue of international titles rarely seen in Indian theatres and placing them a click away. Old blockbusters and new releases suddenly coexisted on the same digital shelf.

The platform’s real inflection point came in 2018 with Sacred Games, a breakout series that refused to dilute India’s grit for global comfort. Audiences embraced its unvarnished tone, signalling readiness for stories that did not need box-office validation or censorship compromises. What followed was a steady procession of relatable narratives. Competitive-exam anxiety fuelled Kota Factory. College relationships unfolded in Mismatched. Everyday pressures, not grand spectacle, proved bankable.

Language barriers thinned as foreign series arrived with Hindi, Tamil and Telugu dubbing, expanding viewership beyond urban English-speaking pockets. Marketing mirrored the shift. For global releases such as Squid Game, Netflix leaned on regional creators and influencers to localise buzz and make international content feel native.

The library widened beyond fiction. Documentaries stepped out of festival circuits into living rooms. Stand-up comedians found scale. Established filmmakers, including Sanjay Leela Bhansali with Heeramandi, embraced the platform’s long-form canvas. Subscriber numbers swelled to 12.37 million in India, according to Demandsage, and behaviour followed suit. Late-night binges became routine. Friday release rituals loosened. Watch parties turned solitary screens into social events.

Economics demanded adjustment. Early subscription pricing carried a premium aura that deterred many households. Over time, Netflix recalibrated plans to align with Indian spending sensibilities, conceding that accessibility is as critical as content. To extend momentum around marquee titles, the platform also experimented with split-season releases, stretching anticipation and watch time.

The anniversary film, narrated by Shah Rukh Khan, captures the linguistic shift that mirrors the cultural one: from “Netflix pe kya dekha?” to “Netflix pe kya dekhein?” The question moved from recounting the past to planning the next binge. In ten years, Netflix morphed from foreign entrant to familiar fixture, exporting Indian stories abroad while importing global ones home. The remote no longer waits; it chooses, clicks and moves on. In the streaming age, patience is out, playlists are in, and the next episode is always one tap away.

 

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Delhivery chairman Deepak Kapoor, independent director Saugata Gupta quit board

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Gurugram: Delhivery’s boardroom is being reset. Deepak Kapoor, chairman and independent director, has resigned with effect from April 1 as part of a planned board reconstitution, the logistics company said in an exchange filing. Saugata Gupta, managing director and chief executive of FMCG major Marico and an independent director on Delhivery’s board, has also stepped down.

Kapoor exits after an eight-year stint that included steering the company through its 2022 stock-market debut, a period that saw Delhivery transform from a venture-backed upstart into one of India’s most visible logistics platforms. Gupta, who joined the board in 2021, departs alongside him, marking a simultaneous clearing of two senior independent seats.

“Deepak and Saugata have been instrumental in our process of recognising the need for and enabling the reconstitution of the board of directors in line with our ambitious next phase of growth,” said Sahil Barua, managing director and chief executive, Delhivery. The statement frames the exits less as departures and more as deliberate succession, a boardroom shuffle timed to the company’s evolving scale and strategy.

The resignations arrive amid broader governance recalibration. In 2025, Delhivery appointed Emcure Pharmaceuticals whole-time director Namita Thapar, PB Fintech founder and chairman Yashish Dahiya, and IIM Bangalore faculty member Padmini Srinivasan as independent directors, signalling a tilt towards consumer, fintech and academic expertise at the board level.

Kapoor’s tenure spanned Delhivery’s most defining years, rapid network expansion, public listing and the push towards profitability in a bruising logistics market. Gupta’s presence brought FMCG and brand-scale perspective during a period when ecommerce volumes and last-mile delivery economics were being rewritten.

The twin exits, effective from the new financial year, underscore a familiar corporate rhythm: founders consolidate, veterans rotate out, and fresh voices are ushered in to script the next chapter. In India’s hyper-competitive logistics race, even the boardroom does not stand still.

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Meta appoints Anuvrat Rao as APAC head of commerce partnerships

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SINGAPORE: Anuvrat Rao has taken charge as APAC  head of commerce and signals partnerships at Meta, steering monetisation deals across Facebook, Instagram and WhatsApp from Singapore. The former Google executive, known for launching Google Assistant, PWAs, AMP and Firebase across Asia-Pacific, steps into the role after a high-growth stint as chief business officer at Locofy.ai.

At Locofy.ai, Rao helped convert a three-year free beta into a paid engine, clocking 1,000 subscribers and 15 enterprise clients within ten days of launch in September 2024. The low-code startup, backed by Accel and top tech founders, is famed for turning designs into production-ready code using proprietary large design models.

Before that, Rao founded generative AI venture 1Bstories, which was acquired by creative AI platform Laetro in mid-2024, where he briefly served as managing director for APAC. Alongside operating roles, he has been an active investor and advisor since 2020, backing startups such as BotMD, Muxy, Creator plus, Intellect, Sealed and CricFlex through a creator-economy-led thesis.

Rao spent over eight years at Google, holding senior partnership roles across search, assistant, chrome, web and YouTube in APAC, and earlier cut his teeth in strategy consulting at OC&C in London and investment finance at W. P. Carey in Europe and the US.

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