‘Setback for telcos, big win for tech cos’

Kolkata | Mumbai: The Cabinet’s decision to allow direct spectrum allotments to independent companies for setting up captive private 5G networks is likely to lead to business uncertainty for telcos on enterprise service revenue streams, hit the overall 5G business case and limit their appetite for airwaves in the upcoming auction, top industry executives and analysts said.

Enterprise services are seen as the prime 5G cash engine for the likes of Reliance Jio, Bharti Airtel and Vodafone Idea (Vi), estimated to generate around 40% of overall 5G revenue for telcos, said experts.