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Google plans to launch a Wi-Fi first wireless MVNO in the US later this year under the brand Project Fi, with Sprint and T-Mobile US as partners and create a Meta Network [Network of all Heterogeneous Networks]. Support for multiple carriers to get “best of both” coverage. A Wi-Fi firstContinue Reading
Mr Rajan Mathews, Director General, Cellular Operators Association of India (COAI)told in an Analyst meet that telecom companies paid for the spectrum was definitely on the higher side by all estimates. However, after the recent auctions in multiple bands, clarity has emerged on the long‐term scenario, (2) the auction willContinue Reading
While tower industry itself represents a type of outsourcing (where telcos outsource the management of passive infrastructure assets to specialist towercos), we believe a second wave of outsourcing is under way within the tower industry. In an industry conference focused on the Telecom Infrastructure space, we observed that an interestingContinue Reading
India’s Fandango Bookmyshow (BMS) is one of the earliest entrants in the internet space, the company launched its online ticketing platform www.bookmyshow.com in 2007 and subsequently launched the Mobile App as well. Bookmyshow has ~90% market share in the online movie ticketing segment in India. In FY15, 4bn movie ticketsContinue Reading
Idea Cellular is doing a better job of monetizing 3G as its revenue per 3G base station is c34% higher versus Airtel (despite having more metro centric presence Airtel has only 4% higher 3G subscribers versus Idea).Continue Reading
Plain Vanilla Wireless Operator Idea Cellular reported a whopping 103% yoy and 13% qoq growth in data revenues to Rs14 bn in Q4FY15. Data revenues formed 16.9% of wireless service revenues for 4QFY15, up from 10.1% in 4QFY14. Market leader Airtel which has adopted different strategy reported Data revenue growthContinue Reading
Beleaguered Mobile SmartPhone company Blackberry acquired Enterprise Mobility Management file sharing company WatchDox of Israel to bring Dropbox or Box.com type features in-house.Continue Reading
Over the last few weeks, the issue of Net Neutrality has come into focus in India with 1> TRAI (Telecom Regulatory Authority of India) releasing a consultation paper on regulatory framework for OTT services which has a separate chapter on the issue of Net Neutrality. Airtel announcing the launch ofContinue Reading
Vodafone sees scope for further market growth. India remains a young market, with 50% real penetration. The top 3 operators are taking market share overall, (ca90% of market revenue increase), and also Vodafone sees towers (Indus) as a source of value. Vodafone is of the view that post the recentContinue Reading
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