~Later~
3 Months Ago I was the first to write that Airtel’s 4G LTE Strategy is to sabotage the hype surrounding Reliance Jio Infocomm and since then the management has taken giant strides to launch 4G LTE in 300 Cities across India. One of our users tried Airtel 4G continuously forContinue Reading
Spectrum is the key commodity for Telecommunication services. Indian operators’ spectrum holding has improved in the last two years as the government has made available fresh spectrum. The top 3 incumbents (Airtel, Vodafone, Idea) and Reliance Jio have bought bulk of this spectrum. Bharti Airtel is currently the best placedContinue Reading
Airtel’s Mobile Data traffic growth of ~18% qoq was much better than that seen in past two quarters while pricing decline accelerated to 4.7% qoq; data usage/sub jumped 8% qoq to 706MB. Although churn rate increased 80bps qoq to 3.3%, company attributed this to focus on acquisition of rural subscribersContinue Reading
The Government approved spectrum-sharing guidelines as positive for the incumbents. Operators however, would need to find a balance between the costs of sharing (0.5% increase in spectrum usage charges) with the benefits of spectrum sharing (a cost-efficient mechanism to enhance network capacity and quality). Disallowing spectrum leasing is a negativeContinue Reading
The management of Idea Cellular in the past had dismissed any threats from 4G-LTE Mobile Data Services. However, in the latest Call, the management took a sharp “U” turn and said Idea is and was an ROI focused company and based on its observations in the past few months itContinue Reading
China Mobile has finally caught up with competitors in providing high speed mobile data services to smartphone users. Using the TD-LTE network, users have reported 10x performance increase compared to CM’s legacy TDSCDMA (3G). The TD-LTE network is also increasingly ubiquitous, covering 96.7% of test locations in three Tier 1Continue Reading
The Department of Telecom’s (DOT) Net Neutrality panel recommendations has taken a balanced view, in our opinion. Key recommendations of the panel are as under, Tariff plans offered by telcos / internet service providers must conform to net neutrality OTTs (Over the top) providing SMS/international VOIP services do not needContinue Reading
Even though Airtel & Reliance Jio Infocomm are in cut throat race to rollout and stabilize their 4G LTE networks, let us theoretically move ahead to discuss how their Multi Band Spectrum War Chest can be used to upgrade network to LTE-A(dvanced) few years from now, at least in “A”Continue Reading
Exponential growth of e-commerce in India over the last 2 years has created a massive opportunity for courier and fulfillment services in the segment. This has benefited existing courier companies like Bluedart and also led to the emergence of e-tailing focused companies like GoJavas, Delhivery and Ecom Express. They haveContinue Reading
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