INTERNET PENETRATION

Why dropshipping is the new favourite of e-commerce town
Growing alongside e-commerce, dropshipping is gaining traction among entrepreneurs and small businesses looking for online trade, creating new opportunities for third-party logistics players and digital marketers.

Pay-TV revenue to decline by 1-3% in FY26 due to subscriber churn: ICRA
Indian pay-TV industry revenue is expected to decrease by 1-3% in FY2026. This is due to subscribers moving to OTT platforms and DD Free Dish services. Subscriber base decline will be partially offset by higher ARPU through bundled and premium content. Increased content costs and network investment will reduce margins.

Creative local content, regional uptake driving short-form video demand: CFO ShareChat
In an interview with PTI, Charan said the company is on the brink of being EBITDA (earnings before interest, taxes, depreciation and amortisation) positive at a consolidated level. Mohalla Tech is the parent entity of the social media app ShareChat and the short video app Moj.

India's digital economy to account for one-fifth of GDP by 2029: Report
India's digital economy is expanding at twice the pace of its overall economy and is set to comprise 20% of the GDP by 2029, as per a report by Prosus and ICRIER. India's ranking as the third most digitised nation highlights its successful adoption of technologies and digital infrastructures.

India’s digital economy expanding at twice the speed of overall economy: report
Per the ‘State of India's Digital Economy (SIDE) 2025’ report, the digital economy will account for a fifth of the economy by 2029. India ranks as the third most digitised nation globally, after the US and China. Yet, among the G32 countries, India ranks 11th in AI research and 16th in AI infrastructure.

Musk's Starlink races with Chinese rivals to dominate satellite internet
Elon Musk's Starlink faces growing competition from China's SpaceSail and Jeff Bezos's Project Kuiper. China is rapidly expanding its low-Earth orbit satellite network, posing a strategic challenge to Musk's dominance in satellite internet for remote areas and national security purposes.
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Before Elon Musk enters Indian space, he plans to hit the road route
Elon Musk is poised to enter the Indian market with Tesla, following years of delays due to high import duties and regulatory challenges. The company is now hiring in India, signaling its imminent entry, as the Indian EV market still offers vast untapped potential.
Three altcoins that could outperform Bitcoin in 2025
Bitcoin remains a strong market player, but new altcoins like MIND of Pepe, Solaxy, and Best Wallet are emerging with significant potential. Each of these projects offers innovative solutions and real-world applications, making them appealing to investors looking beyond traditional cryptocurrencies.
Nokia bags Airtel contract to expand 5G Fixed Wireless Access devices for high-speed internet
Bharti Airtel has partnered with Nokia and Qualcomm to expand 5G Fixed Wireless Access (FWA) and Wi-Fi solutions across India. The move aims to enhance high-speed internet access, especially in areas with scarce fiber connectivity, by leveraging Nokia's 5G FWA outdoor gateways and Wi-Fi 6 access points.
Mobile phone tariff declined 94 pc since 2014: Jyotiraditya Scindia
Mobile phone tariffs in India have decreased by 94% since 2014, with significant drops in call and internet data costs. Union Communication Minister Jyotiraditya Scindia stated that this has been beneficial despite recent increases due to investments in 5G. There are now 116 crore mobile phone subscribers and 97.44 crore internet users.
Union Budget: Ethernet switch duty cut to recharge telcos' data centre, broadband plans
Reliance Jio, Adani Group, Google, Facebook, and Microsoft may benefit from reduced costs in setting up data centres and broadband expansions following the government's proposal to halve basic customs duty on carrier-grade Ethernet switches. This move is expected to support India's growing data centre market and rural broadband initiatives like BharatNet by making technology deployment more affordable.
From startups to giants: Dubai’s role in the Middle East’s projected $50 billion e-Commerce boom
Dubai’s digital ecosystem is pivotal to the Middle East’s e-commerce revolution, with the market set to soar to $50 billion by 2025. What’s fuelling this surge, and why is Dubai the ultimate launchpad for Indian businesses seeking global expansion? Discover the dynamics of AI-powered retail, government-backed incentives, and a tech-savvy consumer base, as this emirate rewrites the e-commerce playbook.
Telecom startups see growth from helping broadband expansion in rural India
Telecom startups are targeting rural India with 5G and 6G, using AI-driven solutions to improve broadband access and customer retention for ISPs. Aprecomm, partnering with major ISPs, aims to capitalize on low broadband penetration, while Nokia emphasizes fixed wireless access for remote areas. AI helps predict network issues and improve customer experience, a key differentiator in the competitive market.
Maha Kumbh: No call drops, seamless internet at mega festival with record teledensity
Telecom service providers are working to ensure seamless connectivity for the 40 crore attendees at the Maha Kumbh Mela in Prayagraj. Measures include additional optical fibre, new towers, and disaster management centres. Enhanced mobile networks and digital payment facilities aim to improve communication and safety for visitors.
Lure of diversification, higher returns and global exposure driving Indian investors to US markets: Subho Moulik
Subho Moulik, CEO of Appreciate, explains the increased interest of Indian investors in US markets, emphasizing diversification, higher returns, and advanced sector opportunities like AI and biotech. He highlights the importance of strategic risk management and regulatory frameworks. Moulik also discusses emerging trends, market opportunities, and the role of AI in transforming investment strategies.
Data centre demand in India to be 450 MW IT in 2025
India has experienced significant growth in data center demand, with 407 MW IT capacity absorbed and 191 MW added in key cities, driven by increased cloud computing, AI, and e-commerce. Experts predict 450 MW demand and 600 MW supply in 2025. Tier-II and Tier-III cities are also seeing rising edge data center demand due to 5G and mobile usage.
Mukesh Ambani raises oil-to-data bet. What it means
Mukesh Ambani has made public plans to build the world's largest data center in Jamnagar, Gujarat with a capacity of 3 gigawatts, tripling India's total data capacity. This move highlights Reliance Industries' shift towards becoming a deep-tech company and supports India's AI technology infrastructure needs.
India's data centre market to grow 21% to reach 3,400 MW by 2030
India is rapidly emerging as a global data centre hub and is projected to see an estimated demand of over 450 megawatt (MW) IT capacity across major cities in 2025, while supply addition is expected to reach 600 MW IT, according to a report on Friday.
Top Samsung exec points to trust deficit for Chinese smartphones in AI era
Samsung's CEO JB Park raised concerns about the trustworthiness of Chinese smartphone brands in handling private data for AI tasks. Despite fierce competition from Apple and Chinese brands in diverse price segments in India, Samsung aims to integrate AI across its product range. The company is also enhancing its rural service network to boost consumer experience.
Online learning least popular, OTT content most accessed by internet users in India: Report
Online learning remains the least popular activity among users, with only 3% engaging in it. Instead, communication, social media, and OTT streaming services dominate usage. Rural areas drive growth, and the gender gap in internet usage is narrowing.
Public Wi-Fi companies back Trai call to cap data rates under PM-WANI
Public Wi-Fi hotspot providers under the PM-WANI scheme support the telecom regulator's recommendation for a price ceiling but seek more incentives to expand affordable internet services. The lack of significant progress in achieving hotspot milestones is attributed to resistance from telcos and ISPs, and low demand due to inexpensive mobile data packages.
India's internet user base to surpass 900 million by 2025 driven by rural growth: Report
India's internet landscape is projected to reach over 900 million users by 2025, with rural India driving much of this growth. Challenges include lack of internet access and awareness, while content consumption shifts to digital platforms. Indic languages and AI tools are becoming increasingly significant.
Amazon to acquire Axio; Infosys Q3 results
Amazon adds digital lending platform Axio to cart. This and more in today’s ETtech Top 5.
India to have over 900 million internet users in 2025: report
India is set to have over 900 million internet users by 2025, with a majority from rural areas, according to the IAMAI and Kantar report. Despite a slowing growth rate, rural regions now account for 55% of users. OTT streaming apps are the top activity, with digital commerce and payments also seeing significant rural participation.
Direct-to-cell satcom tech unlikely to disrupt telco business: JM Financial
Direct-to-cell satellite communications, led by Elon Musk's Starlink, won't soon disrupt Reliance Jio or Bharti Airtel's mobile broadband businesses due to its nascent stage and reliance on telcos' 4G spectrum. Satellite internet services are also costlier than Jio and Airtel's home broadband plans, making market penetration difficult in price-sensitive India.
E-commerce leads India’s salary surge, but market consolidation and gig economy challenges loom
India's ecommerce sector is experiencing rapid growth, driving demand for talent and becoming the nation's leading paymaster. Internet penetration and smartphone ownership are key factors influencing this trend. However, market consolidation could limit job creation, and gig economy roles offer low social security compared to traditional retail.
India Ratings and Research upgrades outlook for retail apparel sector, forecasts recovery in FY2025-26
Ind-Ra forecasts a recovery in the retail apparel sector in 2HFY25 and FY26, driven by improved consumer financial health, higher disposable income, and increased clothing demand due to more auspicious wedding days and favorable monsoons, particularly benefiting organised and fast fashion segments.
Significant growth opportunities in India because of under-penetration in most sectors: Report
India emerges as a promising market with significant growth potential in various sectors due to low product penetration. Factors such as a younger population mix, rising income levels, and changing consumption patterns are expected to drive demand. India's strong economic fundamentals and demographic advantages ensure sustained growth and investment opportunities.
Netflix, Amazon, and Google invest big in CDNs to meet growing data demands in India's Tier-2 cities
Exponential growth in data consumption driven by OTT platforms, ecommerce websites, and government services is prompting companies like Netflix, Amazon, Meta, Google, Cloudflare, and Akamai to invest in content delivery networks in smaller Indian cities, addressing the demand for high-performance CDNs amidst increasing internet penetration and booming digital economy.
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