独家
Airtel-Google合作集中在一个共享的愿景:Gopal Vittal
“我们所做的在过去的两年里,实际上迫使近8000万用户从功能手机智能手机。还有一个跳进ARPU每次功能手机用户升级到智能手机。所以,我们将继续看,”Vittal说。
谷歌投资300美元mn, Airtel的贡献将会是什么?是企业生态系统如何受益因为瑞来斯已经与微软,我们(旅馆)已经与谷歌吗?
我们的策略保持不变。智能手机访问而言,我们总是提到我们正在研究工作在电池贷款玩家降低单价,通过能力目标的现金支持和激励装置。我们也工作在设备制造商和电子商务的球员。当然,我们有一个预测数据模型,预测升级。所以,在那种程度上,我们的策略保持不变。我认为我们共享一个共同目的驱动的智能手机访问。
第二部分是关于云。云生态系统是一个快速增长的生态系统。我们与世界各地的几家公司合作推动客户到云上,特别是在我们的中小型企业,以及一些我们的企业客户。这将继续加速通过这种伙伴关系。
Airtel的投资是什么呢?
Airtel已经投入25亿美元的资本支出,实际上这将继续向多个领域分配资本,无论是家庭宽带、数据中心,或者我们的5 g网络。这将大幅启动数字议程。这就是我们将会翻倍。
你如何避免利益冲突,因为谷歌也投资于你的竞争对手?你将如何利用资本支出的数字议程?
我们的伙伴关系与加强我们已经从事了一个decade-specific三大领域——火数字生态系统设备,网络和云应用。野心是极大地点燃这些数字资产。当然,除此之外,我们将继续积极投资于发展中5 g宽带和驾驶开车回家一段时间。
可以给一些清晰的利益冲突从其他云服务提供者的角度来看,你提供的,我相信AWS也是合作伙伴。与谷歌的股份公司,你将如何管理利益冲突?
有绝对零冲突,因为我们正在跨越多个玩家。跨多个玩家,我们将继续在各领域,因此其设备是否工作在设备,无论是电子商务的球员,设备制造商,同样在云上,跨几个超级标量我们工作,我们正在建设数据中心的所有超级标量。这绝对是零的利益冲突从他们的角度看问题
你有不愿谈论任何手机补贴。你现在更加开放的目标基础上,对手机补贴更多吗?
我们一直坚持;我们并不热衷于补贴游戏。这是明确的。但同样的,我们要在市场上竞争。所以,只要它需要做,有一个动力,我们开发了软件能力目标成设备为了很聪明和最小化的经济成本。
通过我们的数据模型,我们有能力预测谁会升级到基于30到40的设备属性。和我们现在有高成熟度预测三到五个月的升级在一段时间内,几乎80%的概率。这是我们将使用部署在这些有针对性的激励措施,如果必要的话。
我们可以看到Airtel越来越活跃在驾驶甚至投资于这些数字公司合作的未来?
我们在非常具体的领域与早期创业公司,我们感兴趣的,这取决于我们战略的重点所在。通过加速器项目,我们能够与公司合作,去了解他们,给他们鼓励,让他们成功,然后在一段时间内我们可以继续投资于他们。
在这笔交易有排他性,特别是在设备方面,谷歌推出一个设备(JioPhone下)你的竞争对手?
不,没有排他性。我们更愿意工作在整个生态系统。当涉及到软件中,我们将使用现有的安卓功能。但与此同时,我们不是开发任何独家设备之类的,需要一种不同的能力集,我们宁愿工作在每一个球员,无论是设备制造商或电子商务参与者提供智能手机访问。
有什么计划捆绑设备吗?
我们也曾与飞行员在放贷。因此,降低单位价格与价值的供应商,我们已经做了很多的飞行员。我们也有软件能力确保我们监测的EMI支付这些设备。还有第三个功能,我们使用设备的球员之一为升级提供有针对性的激励是基于我们的情报的客户可能会升级。这些是Rs 1000年和500年之间,非常重要的牵引。
会有更多的与谷歌的合作?
事实是,我们有能力有限稀释。这是一个更多的战略投资,这是基于两个公司的共同愿景,这数字生态系统以及如何重塑。
会有任何改变当前智能手机程序和对政策的任何更改之前吗?
不,我认为没有从根本上改变。但这是一个竞争激烈的市场。对我们来说,最重要的是采用更快的智能手机,我认为这一目标保持不变。我们所做的在过去的两年里实际上迫使近8000万用户从功能手机智能手机。还有一个跳进ARPU每次功能手机用户升级到智能手机。所以,我们将继续看。
谷歌交易:Airtel想出更好的智能手机绑定提供4 g迁移
然而,专家说,Airtel将不得不依赖其硬件合作伙伴,使整体设备的承受能力,也就是挑战时供应链问题是坚持在全球层面。
![\"Airtel-Google](\"https:\/\/st.etb2bimg.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
<\/figure>Bharti Airtel<\/a> is already investing in $2.5 billion in capex, and will continue to allocate capital towards several areas such as home broadband, data centers, and 5G networks<\/a>. Bharti Airtel<\/a> chief executive (SA) Gopal Vittal<\/a> talks on smartphone strategy, 5G<\/a> applications, and partnership with Google<\/a>. Edited excerpts.<\/em>Google is investing $300mn, what will be the contribution of Airtel? How is the enterprise ecosystem getting benefited here because RIL already has a tie up with Microsoft, we (Airtel) already had a tie up with Google?
<\/strong>
Our strategy remains unchanged. As far as smartphone access is concerned, we always mentioned that we are looking at working across a battery of lending players to bring down unit prices, by capabilities to target cash backs and incentives into a device. We are also working across device manufacturers and e-commerce players. And of course, we've got a predictive data model that predicts upgradation. So, to that extent, our strategy remains unchanged. I think we share a joint objective to drive smartphone access.
The second part is about cloud. The cloud ecosystem is a rapidly growing ecosystem. We're partnering with several companies around the world to drive customers onto the cloud, particularly in our small and medium businesses, as well as some of our enterprise customers. This will continue to accelerate through this partnership.
<\/div><\/div>And the third area is around the network. We're looking at a whole bunch of applications on 5G, which I think over the next two to three years will rapidly scale up in India. Companies like Google will provide us the capability to develop and partnership cutting edge applications using software to really reshape customer experience.
What will be Airtel\u2019s investment?
<\/strong>
Airtel is already putting in $2.5 billion capex, and that will continue to actually allocate capital towards several areas, whether it's home broadband, data centers, or our 5G networks. This will fire up our digital agenda dramatically. And that's where we will double down.
How do you avoid conflict of interest since Google is also invested in your competition? How will you utilize capex for your digital agenda?
<\/strong>
Our partnership is really related to strengthening what we've already been working on for over a decade-specific to three broad areas- to fire up the digital ecosystem devices, networks and cloud adoption. The ambition is to dramatically fire up these digital assets. In addition to that, of course, we will continue to invest aggressively in driving home broadband and driving in developing 5G over a period of time.
What will be Airtel\u2019s investment?
<\/strong>
Airtel is already putting in $2.5 billion capex, and that will continue to actually allocate capital towards several areas, whether it's home broadband, data centers, or our 5G networks. This will fire up our digital agenda dramatically. And that's where we will double down.
How do you avoid conflict of interest since Google is also invested in your competition? How will you utilize capex for your digital agenda?
<\/strong>
Our partnership is really related to strengthening what we've already been working on for over a decade-specific to three broad areas- to fire up the digital ecosystem devices, networks and cloud adoption. The ambition is to dramatically fire up these digital assets. In addition to that, of course, we will continue to invest aggressively in driving home broadband and driving in developing 5G over a period of time.
<\/div><\/div>As far as the question on conflict of interest of Google goes, we partner with several companies, just as Google partners across several companies. You do need a multi-pronged approach to drive adoption of digital, it's a complex problem. And our partnership is really focused on driving mutually agreed objectives with a shared vision.
Can give some clarity on the conflict of interest from the perspective of other cloud service providers that you provide, I believe AWS is also a partner for you. With Google getting a stake in the firm, how will you manage conflict of interest?
<\/strong>
There is absolutely zero conflict because we are working across multiple players. And we will continue to work across multiple players to in all areas, so whether its devices working across devices, whether it's ecommerce players, device manufacturers, similarly on the cloud, we work across several hyper scalars, we are building data centers for all of the hyper scalars. So there is absolutely zero conflict of interest from their perspective
You have kind of shied away talking about any handset subsidies. Are you now more open towards handset subsidies more on a targeted basis?
<\/strong>
We have always maintained; we are not keen on a subsidy game. That is clear. But equally, we are going to be competitive in the market. So, wherever it needs to be done with, there's an incentive to be given, then we have developed the software capability to target it into a device in order to be really smart and minimize the economic cost of that.
Through our data models, we have the capability to predict who is likely to upgrade to a device based on 30 to 40 attributes. And we now have high sophistication to predict the upgrade over a period of three to five months, and almost an 80% probability. So this is something that we will use to deploy in terms of those targeted incentives if it's required.
Can we see Airtel becoming more active in driving those partnerships by even investing in such digital companies in future?
<\/strong>
We work with early stage startups in very specific areas, which are of interest to us, depending on where our strategic focus lies. Through the accelerator program, we are able to work with the startups, get to understand them, give them a leg up, make them succeed, and then over a period of time we can continue to invest in them.
Is there any exclusivity in this deal, particularly on the device side, Google launching a device (JioPhone Next) of your competitors?
<\/strong>
No, there is no exclusivity. We prefer to work across the ecosystem. When it comes to software, we will use existing Android capabilities. But at the same time, we are not developing any exclusive device or anything like that requires a different kind of capability set. And we would much rather work across every player, whether it's device manufacturer or e-commerce player to provide smartphone access.
Is there any plan for bundling the device?
<\/strong>
We've also worked with the pilots around lending. So, bringing down the unit price with the value vendors, we have done multiple pilots on this. And we also have the software capability to make sure that we're monitoring the EMI that is paid out for those devices. There's a third capability where we work with one of the device players to provide a targeted incentive for an upgrade based on our intelligence of which customer is likely to upgrade. So these are between 500 Rs 1000 and that again, has seen very significant traction.
Will there be more tie-ups like the one with Google?
<\/strong>
The fact is that we have limited ability to dilute overall. So this is a more strategic investment, which is based on two companies that have a very shared vision of where this digital ecosystem is going and how to reshape.
Will there be any changes to the current smartphone program and any changes to the policy you had before?
<\/strong>
No, I think nothing fundamentally changes. But it's a competitive market out there. For us, the most important thing is to actually drive faster smartphone adoption, I think that goal remains unchanged. We've done well over the last two years to actually drive almost 80 million users from feature phones on smartphones. And there is a jump in ARPU every time a feature phone user upgraded to a smartphone. So that is something that we will continue to look to do.
Can give some clarity on the conflict of interest from the perspective of other cloud service providers that you provide, I believe AWS is also a partner for you. With Google getting a stake in the firm, how will you manage conflict of interest?
<\/strong>
There is absolutely zero conflict because we are working across multiple players. And we will continue to work across multiple players to in all areas, so whether its devices working across devices, whether it's ecommerce players, device manufacturers, similarly on the cloud, we work across several hyper scalars, we are building data centers for all of the hyper scalars. So there is absolutely zero conflict of interest from their perspective
You have kind of shied away talking about any handset subsidies. Are you now more open towards handset subsidies more on a targeted basis?
<\/strong>
We have always maintained; we are not keen on a subsidy game. That is clear. But equally, we are going to be competitive in the market. So, wherever it needs to be done with, there's an incentive to be given, then we have developed the software capability to target it into a device in order to be really smart and minimize the economic cost of that.
Through our data models, we have the capability to predict who is likely to upgrade to a device based on 30 to 40 attributes. And we now have high sophistication to predict the upgrade over a period of three to five months, and almost an 80% probability. So this is something that we will use to deploy in terms of those targeted incentives if it's required.
Can we see Airtel becoming more active in driving those partnerships by even investing in such digital companies in future?
<\/strong>
We work with early stage startups in very specific areas, which are of interest to us, depending on where our strategic focus lies. Through the accelerator program, we are able to work with the startups, get to understand them, give them a leg up, make them succeed, and then over a period of time we can continue to invest in them.
Is there any exclusivity in this deal, particularly on the device side, Google launching a device (JioPhone Next) of your competitors?
<\/strong>
No, there is no exclusivity. We prefer to work across the ecosystem. When it comes to software, we will use existing Android capabilities. But at the same time, we are not developing any exclusive device or anything like that requires a different kind of capability set. And we would much rather work across every player, whether it's device manufacturer or e-commerce player to provide smartphone access.
Is there any plan for bundling the device?
<\/strong>
We've also worked with the pilots around lending. So, bringing down the unit price with the value vendors, we have done multiple pilots on this. And we also have the software capability to make sure that we're monitoring the EMI that is paid out for those devices. There's a third capability where we work with one of the device players to provide a targeted incentive for an upgrade based on our intelligence of which customer is likely to upgrade. So these are between 500 Rs 1000 and that again, has seen very significant traction.
Will there be more tie-ups like the one with Google?
<\/strong>
The fact is that we have limited ability to dilute overall. So this is a more strategic investment, which is based on two companies that have a very shared vision of where this digital ecosystem is going and how to reshape.
Will there be any changes to the current smartphone program and any changes to the policy you had before?
<\/strong>
No, I think nothing fundamentally changes. But it's a competitive market out there. For us, the most important thing is to actually drive faster smartphone adoption, I think that goal remains unchanged. We've done well over the last two years to actually drive almost 80 million users from feature phones on smartphones. And there is a jump in ARPU every time a feature phone user upgraded to a smartphone. So that is something that we will continue to look to do.