Read an article in HBR recently titled “Gandhian Innovation” by C.K. Prahalad and R.A. Mashelkar What captured my eyeballs was that the paragraph talking about how Bharti Airtel was losing money until it decided to change tact from looking at profit margin to looking at revenue as key business ratio. I am suspecting Singtel learnt from their partner, Bharti Airtel and brought it over to Singapore. First with its prepaid business since few years ago(you can note this by looking at Singtel’s prepaid users net adds per quarter or looking at ARPU that keep making new lows.) and now expanding the same strategy to mio TV line of business as well. Starhub looks increasingly fragile to me. Bharti Airtel, 1 cent per min in India…hmmmm
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