Global OTT spending deferral
Large global OTTs are deferring bandwidth and messaging spend, impacting B2B revenue growth.
BHARTIARTL / Q2-FY24 / risks
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Bharti Airtel · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
medium
5G monetization uncertainty
5G usage is inflated by free unlimited data; real incremental ARPU from 5G remains unproven.
Tax dispute from Supreme Court order
Supreme Court disallowed deduction for license spectrum usage royalty; company made provisions but further legal recourse is uncertain.
Competitive tariff dynamics
Management unable to commit to tariff hike timing; unilateral increases may not be followed by peers.