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VC Circle hosted India Internet eCommerce Forum in Mumbai and here are the key takeaways from the meet. Horizontal vs Vertical Online Retailing in India Vertical specific platforms will have enough time (2-4 years) before it will start facing competition from the Horizontals. While eventually consolidation will set in, theContinue Reading
IAMAI (Internet and Mobile Association of India) recently estimated that the number of mobile internet users will likely reach 213mn by mid-2015 implying a 55% YoY growth. In our recent interactions, most internet companies have indicated a sharp increase in share of mobile traffic over the last 12 months –Continue Reading
The Telecom Regulatory Authority of India (TRAI) has reduced Termination Charges (TC) for all calls originating from and terminating to Wireless networks to INR0.14 per minute from INR0.20 per minute. In 2009, the Call Termination charges were revised from Rs 0.30 / Minute to rs 0.20 / Minute. As largerContinue Reading
Evey body was caught with a surprise when DoT revealed the earnest money deposits for the 2015 Mega Spectrum Auction as Reliance Jio turned out to be the highest depositor. Mukesh Ambani led Reliance Jio Infocomm already has a) Pan India 4G-BWA Spectrum in 2300 MHz band of 20 MhzContinue Reading
Housing.com moved away from being a classified portal to a transaction-led revenue model business. Even Just Dial, which is a horizontal classified company, has been working to move to a transaction-led business model. Unlike 99 acres, which aims to remain a pure-play classified company, Housing.com expects to evolve into aContinue Reading
Taxiforsure (TFS) is a taxi aggregator and provides taxi hailing service to customers in different cities in India. The fundamental difference in approach for Taxiforsure vs it competitors Olacabs and Uber is that TFS focuses on aggregating fleet operators vs individual drivers by other companies. As per Raghu, Co-founder TaxiForSureContinue Reading
Vodafone India’s 3Q confirms sector’s healthy trends – sustained minutes growth, flat voice rev/min & strong data uptake. Traffic grew 6.5%yoy (5%yoy for Airtel) with flat voice rev/min. Idea, in contrast, had reported stronger mins growth (18% yoy) but with a 6% yoy decline in voice rev/min. Vodafone’s Blended ARPUContinue Reading
Plain Vanilla Wireless Operator with the Just in Time to Market Strategy, Idea Cellular registered a revenue growth of 21.6% yoy, a combination of 18.1% yoy voice volume growth but with a decline in Voice RPM from 36.2 Paise/ Min to 35.6 Paise / Minute on the back of aggressiveContinue Reading
In India, Mobile Data Service is already substituting traditional revenue streams like SMS, with data use per sub increasing 316%, vs a decline of SMS sent per subscriber by 34%, over the past 2 years. With the upcoming launch of LTE on a large scale, incumbent operators [Airtel, Vodafone, Aircel]Continue Reading
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