Airtel, Vodafone, Idea to divide market into Voice vs Mobile Data to counter Jio

divide-telecom-marketAirtel, Vodafone and Idea [A-Vo-Id Operators] have come up with a very clever strategy to counter Reliance Jio Infocomm’s Mobile Data revolution. A-Vo-Id lobby will split the Indian Telecommunications services market based on Voice Vs 3G/4G Mobile Data. Justifying their stand, they put up an argument that 2G phones still dominate. Of the approximately 1 billion connections, there are 750m/200m/50m 2G/3G/4G handsets. [We estimate there are 65 Mn 4G handsets expected to reach 100 Mn by end of 2016] The 4G market will move to bundled plans whereas 2G/3G will remain unbundled.

Annual subscriber additions in India is about 75 Mn. A-Vo-Id lobby further assumes Continue reading Airtel, Vodafone, Idea to divide market into Voice vs Mobile Data to counter Jio

India’s Biggest Telecom Spectrum Auction – Tepid Demand

indias-biggest-telecom-spectrum-auctionIndia’s and possibly World’s Biggest Telecom Spectrum Auction will go live on Oct 1st, 2016 amidst tepid demand from existing Indian operators. Global Telcos give it a miss due to fresh memories of Spectrum Scam and constantly changing policies with motive of massive corruption. The spectrum bands put to auction include 700MHz, 800MHz, 900MHz, 1800MHz, 2100MHz, 2300MHz, and 2500MHz, constituting a total of 2,355MHz of spectrum, with the largest chunk in the most sought after 700MHz band suitable for 4G and 5G Wireless Broadband.

Barring few circles, we expect most of the spectrum to be sold at current Continue reading India’s Biggest Telecom Spectrum Auction – Tepid Demand

RJio’s Big bet on Jio Broadcast for Live Streams AR/VR

jio-broadcast-nextgen-trendContent is King” was a phrase popularized by Bill Gates former Chairman & Chief Software Architect of Microsoft Corp. However, changing tastes of a billion citizens has led to the rise of local content becoming more important than ever.

India trials its neighbor China in the Internet Revolution by at least 5 years. Taking a leaf out of Chinese saga we know that Weibo & WeChat are playing ever-growing roles in the social aspects of people’s lives and empowering users to create their own content, which is seeing a rise of KOLs – Key Opinion Leaders. While the threshold for being an internet celebrity is Continue reading RJio’s Big bet on Jio Broadcast for Live Streams AR/VR

Rise & Rise of Google Cloud Computing Platform

google-cloud-platform-billion-dollar-businessGoogle argues that its cloud infrastructure is already design’ed for enterprise grade scalability (the pitch being “You can run on Google“), reliability and security and that it has the best fiber network in the industry. Google argues that if engineers were making the choice of cloud infrastructure, most would choose Google Cloud Platform – GCP given capabilities such as lightning-fast VM loading times, flexible per-minute pricing, simple and fast configuration, superior container-centric services and second-to-none machine learning and analytics functions such as BigQuery (which Google argues is superior to AWS). Google argues that its Google Compute Engine infrastructure can technically do anything that Amazon Web Service or Microsoft’s Azure can do. It is just that the Software Architects and Engineers need to be smart as it is not a direct Continue reading Rise & Rise of Google Cloud Computing Platform

Jio Silences Airtel / Vodafone / Idea Cash Register with Free Unlimited Calling

Jio DisruptiveTariff StructureThe much awaited Jio Tariffs have taken the industry by storm. It could well disrupt the industry as cheaper data and free unlimited calls have sent telecom captains into tizzy and massive anxiety. Bundling of free voice along with data service offering was not at all a surprise to us. However, we are not sure whether free voice (which would be VoLTE) would be billed any data or Continue reading Jio Silences Airtel / Vodafone / Idea Cash Register with Free Unlimited Calling

Jio Launch – Mobile Data ARPU Decline Inevitable, Subs / Volume Growth Tepid

Mobile Data ARPU Delcine IndiaThe 800 pound gorilla, Reliance Jio Infocomm’s entry will shake the Mobile Broadband Data Market in India at a much faster pace than it had in the past when Challengers [Aircel, DoCoMo, Uninor, etc] entered the Voice market in India and expect it to repeat but at much faster pace in the Mobile Data War.

Airtel’s data ARPU is Rs 200 and Idea’s data ARPU is Rs 150 – today, 20-25% overall subscribers of these companies are data subs. If data upgrades takes place Continue reading Jio Launch – Mobile Data ARPU Decline Inevitable, Subs / Volume Growth Tepid

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