Airtel Q1 FY26: ARPU Growth, Capex Cuts & Real WiFi Strategy Explained | Gopal Vittal Insights

In this video, I dissect Bharti Airtel's Q1 FY26 earnings call and explain CEO Gopal Vittal’s key strategic insights on ARPU repair, smart capex discipline, and Airtel’s WiFi strategy.

We explore why Airtel has slowed down new BTS deployments, how it's shifting focus to postpaid monetization and fiber-first broadband, and why it believes UBR (Unlicensed Band Radio) is not viable in dense urban markets — contrary to Jio’s hype.

📌 Covered Topics:

ARPU repair and tariff compression

Postpaid growth and premium customer targeting

Capex optimization and fiber-centric rollout

Why Airtel prefers FTTH over 5G FWA and UBR

Strategic contrast with Jio and Vodafone Idea

🔍 Includes a KPI tracker from Q1 FY24 to Q1 FY26 to support the discussion.

📺 Stay tuned for the next video on UBR challenges in 26 GHz band and TEC’s new specifications.

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Видео Airtel Q1 FY26: ARPU Growth, Capex Cuts & Real WiFi Strategy Explained | Gopal Vittal Insights канала Parag Kar