Asia-Pacific National Telecom
Asia-Pacific National Telecom
National Telecom company intelligence covers national telecom operators, mobile network groups, fixed-line carriers, wholesale connectivity providers, and incumbent infrastructure companies in Asia-Pacific, with enough context for readers to understand how these organisations build, operate, finance, regulate, and sell the infrastructure that supports digital markets.
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Latest from Asia-Pacific National Telecom
62 articles
Asia-Pacific National Telecom
Telkom Says InfraNexia Has 90% of Its Network Assets. What Customers Need Next
Telkom said its 30 September deed had consolidated more than 90% of its network infrastructure assets at PT Telkom Infrastruktur Indonesia (TIF), which operates as InfraNexia. Its August plan defines a separate legal effective date and says customer contracts in scope move with…
Asia-Pacific National Telecom
Vodafone Idea: The Sanction Letters Have Not Yet Been Signed
India's third-largest mobile operator has converted most of what it owes the state into promises it can keep later. What it has not yet done is put borrowed money in an account. As of mid-September 2026, the Rs 35,000 crore bank facility meant to fund Vodafone Idea's network…
Asia-Pacific National Telecom
Fault by the entity: the 2,145-call ledger behind Optus's pooled $12 million penalty
Australia's communications regulator did not fine "Optus" for the November 2023 collapse that cut off emergency calls. It recorded 2,145 failed emergency calls against four named legal entities — and the distribution between them is the part of the record that a single…
Asia-Pacific National Telecom
One Mailbox, Three Autonomous Systems: The Control Surface Behind NEXGENET's Registry Footprint
A Myanmar local internet registry concentrates administrative, technical and abuse accountability for three autonomous systems and two differently named customer organisations on a single generic role entity — while one of the sponsored ASNs has been invisible in the global…
Asia-Pacific National Telecom
China Tower's 1H2026 profit grew on depreciation, not on operations
China Tower reported a 30.1% rise in attributable profit and a 44.3% higher interim dividend for the first half of 2026 while revenue, EBITDA and operating cash flow all fell. The bridge between those two directions is a smaller non-cash charge, and the cash statement does not…
Asia-Pacific National Telecom
Indus Towers: Control Is Settled, the Cash Is Not
Vodafone Group is out, Bharti Airtel holds about 51%, and shareholders have approved a Rs 14 dividend. But the economics of India's listed tower operator still run through a credit-stressed tenant's payment behaviour, and the accounts show where the mechanism can break.
Asia-Pacific National Telecom
Airtel's FY26: record operating cash flow, a 34% cut in net debt, and a mobile core that barely grew
Bharti Airtel's financial year to March 2026 reads less as a growth story than as a balance-sheet one. Consolidated revenue reached Rs 210,973 crore, up 22.0% year on year, and EBITDA Rs 121,268 crore at a 57.5% margin, 300 basis points higher ([Q4 FY26 press…
Asia-Pacific National Telecom
Vodafone Idea: The Orders Are Placed; the Towers Are Not Yet Standing
India's third-largest mobile operator has spent two years converting a payment calendar into time. The June 2026 quarter shows what the borrowed time has bought so far: ₹9,000 crore of equipment ordered, ₹1,930 crore of capital deployed, and a ₹35,000 crore bank facility still…
Asia-Pacific National Telecom
Vodafone Idea: The Bill Was Rewritten; the Bank's Signature Has Not Arrived
The Indian state has rescheduled most of what Vodafone Idea owes it to the 2030s and written the rest down. The Rs 35,000 crore bank facility meant to pay for the network is still a sanction in prospect, not money in the account. The operating numbers have only just stopped…
Asia-Pacific National Telecom
Optus: two planned changes, one failure path
In November 2023 a scheduled software upgrade on an international peering network preceded the collapse of a national carrier's core. Twenty-one months later, a routine overnight firewall upgrade at a single exchange blocked emergency calls for more than fourteen hours. The…
Asia-Pacific National Telecom
Axiata grew more valuable by owning less of what earns
Axiata Group Berhad reports its best leverage in years and a doubled dividend, but the two operators that now supply most of its upstream cash are one-third stakes shared with a co-controlling partner, and its 2023 Nepal exit still lacked host-regulator recognition in 2026.
Asia-Pacific National Telecom
Vodafone Idea's Binding Constraint Is a Creditor That Is Also Its Largest Shareholder
The Indian state owns 48.99% of Vodafone Idea and is, at the same time, the company's largest creditor. With bank borrowings down to Rs 211 crore, the network the operator can actually build now depends on whether operating cash flow can carry an announced Rs 45,000 crore…
Asia-Pacific National Telecom
Vodafone Idea: A Rescue Booked in Obligations, and a Spectrum Bill That Has Already Restarted
India's largest shareholder in Vodafone Idea holds that stake because the company owed the Indian state money. In April 2025 the Government of India converted about ₹36,950 crore of Vodafone Idea's outstanding spectrum payment dues into equity at a face value of ₹10 a share, with…
Asia-Pacific National Telecom
Optus's 2023 outage: separating penalties from proof of repair
The emergency-call enforcement case shows why restoring connectivity, accounting for affected callers and paying a penalty require different evidence. The 2024 announcements establish historical findings, not a verdict on present compliance.
Asia-Pacific National Telecom
Huawei sets out 'Nvidia of ICT' ambition
Huawei chairman Guo Ping says the company wants to become the "Nvidia of ICT", putting computing and connectivity at the centre of its AI strategy.
Asia-Pacific National Telecom
Australia pledges stronger telecom resilience after Optus outage
The 76-minute disruption affected some emergency calls, renewing scrutiny of whether recovery systems remain usable when a network fails.
Asia-Pacific National Telecom
Optus apologises after outage disrupts emergency calls
Optus's 76-minute outage disrupted emergency calls, showing why restoration and caller follow-up must be handled separately.
Asia-Pacific National Telecom
Telkom targets more external sales for InfraNexia
Telkom wants outside customers to provide a larger share of InfraNexia's revenue as it separates the fibre business and expands wholesale sales.
Asia-Pacific National Telecom
Telstra launches 5G slice for Microsoft Teams
Telstra is prioritising Microsoft Teams traffic on a dedicated 5G slice for business sites that need more predictable video-call performance.
Asia-Pacific National Telecom
SoftBank completes Japan HAPS trial ahead of 2027 service
The trial connected ordinary smartphones through a high-altitude platform over Japan as SoftBank works towards commercial HAPS services from 2027 onward.