Jio 4G & DeMonetisation – Double Edge Sword Attack on Airtel, Vodafone, Idea Lobby

demonetisation-impact-on-wirelessThe cash crunch in the economy, driven by the government’s recent demonetisation of old Rs500 / 1,000 notes will impact telecom operators on several fronts. The move will impact prepaid subscriber recharges more (~80% of sector revenue and 95% of subscribers) as these are largely in cash. Industry channel checks suggest that there has been a sharp 20-50% drop in prepaid recharges since the demonetisation announcement as subscribers Continue reading Jio 4G & DeMonetisation – Double Edge Sword Attack on Airtel, Vodafone, Idea Lobby

Cracks Appear in Vodafone’s India Operations

vodafone-india-operations-cracksVodafone India’s results suggest some company specific factors at play while also serving to highlight some cautionary aspects pertaining to the Indian wireless industry. Several metrics appear subdued relative to peers, be it mobile subscriber adds, data subscriber adds, EBITDA margins voice usage, all of which reflects in softening ARPUs and slowing revenue growth.

Vodafone has specifically called Continue reading Cracks Appear in Vodafone’s India Operations

A-Vo-Id operators Subscriber addition continues amidst Jio Launch

Mobile Voice Business IndiaAirtel, Vodafone and Idea Cellular the A-Vo-Id Telecom Lobby in India continued to add subscribers amidst launch of Reliance Jio 4G Network. A-Vo-Id operators are focusing more (for subscriber adds) on rural areas and Jio’s initial focus is likely to be on urban areas where offtake is likely to be through dual SIMs given urban tele density is already >100%. We believe, looking at the incumbents sub data, Jio’s free period offer doesn’t appear to have impacted their net adds.

Reliance Group President has announced that it has crossed Continue reading A-Vo-Id operators Subscriber addition continues amidst Jio Launch

What was Idea’s idea behind procuring 2500 MHZ Spectrum ?

idea-spectrum-in-2500mhz-bandThe Executive strategy team at Idea Cellular acquired capacity bands, citing two reasons: 1. They wanted to be competitive in their leadership circles and offer best services. 2. In the non-leadership circles, they were able to acquire spectrum by spending a modest Rs. 5-7bn, which enables them a good hedge for small spends.

On 2500MHz ecosystem, Idea Cellular said that since now China has allocated 2500MHz, the deployment is expected to be fast. Additionally, they want Continue reading What was Idea’s idea behind procuring 2500 MHZ Spectrum ?

Fixed / Mobile Convergence – Airtel Feels Heat before Jio FTTH Triple Play Launch

airtel-jio-fixed-mobile-convergenceAnybody tracking the Indian Telecommunications sector can say that Sunil Mittal lost sight of India when he went for acquisition in Africa and other countries as Indian market threw lots of surprises. Worst nightmare for Mittal is his entire Revenue model in Voice being under threat as Reliance Jio wants to offer FREE Voice Calls forever. Airtel is also severely lagging in offering huge Mobile Data Bundles compared to Jio. Airtel not only neglected but turned clod shoulders towards its DSL Broadband Subscribers for over a decade now – No F***ing innovative offerings nor upgrade in Infrastructure to offer higher speeds barring few areas of only Metro Cities [Forget Tier II and Tier III] where FTTH was laid.

To date, all the Indian telcos have had Continue reading Fixed / Mobile Convergence – Airtel Feels Heat before Jio FTTH Triple Play Launch

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