~Later~
The extension of promotions by Jio were a negative for Airtel, Idea Cellular and Vodafone Lobby as incumbents would have expected some of their customers using free Jio services to start paying them once the free services of Jio concluded; however with free services from Jio continuing for one moreContinue Reading
Reliance Jio Infocomm is a grand experiment in extreme capitalism; an experiment where a company, backed by the balance sheet and cash flow strength of the parent’s Oil & Gas business, has unleashed what we call brute force of capital with business strategy which can draw parallels with the operationsContinue Reading
Twitter continues its push into live video with the launch of Periscope Producer API, a new tool for sharing live video aimed at larger media firms and broadcasters. The API will allow creators to connect their equipment to Twitter in order to stream live video directly to its network. TheContinue Reading
In the Indian Telecom industry, Data and Voice markets differ in elasticity. Voice is demand constrained with fixed time availability, and service differentiation is difficult. For data, demand will be driven by screen size, resolution, and speeds. Users are also likely to spend more time on data. By end-2017, JioContinue Reading
The business model due to digital media is not changing but is expanding its reach. The US$35b FMCG market would also be influenced by the digital media. There are 350mn internet users today and these are likely to increase to 650mn users by 2020. Of these, 250mn users are likelyContinue Reading
With the extension of free trial to Mar 2017 and recent announcement of incremental investment of Rs300 bn in the telecom venture, Jio is clearly not pulling any punches. This forces incumbent telcos to speed up 4G rollouts as sunsets on 2G networks which are a drag on the preciousContinue Reading
Idea Cellular has a higher rural exposure than other larger telcos. Since the rural consumers have greater usage of plain 2G Voice, Idea will be more vulnerable in case the trend of unlimited voice plans pick up (Airtel followed Jio in launching unlimited packages). Reliance Jio has further highlighted theContinue Reading
The TRAI has issued another consultation paper on Net Neutrality which is an extension of past restrictive regulatory actions (for telcos) such as prohibition of discriminatory tariffs for data services and recommendations on provisioning of free data. The consultation discusses several critical issues such as the core principles of netContinue Reading
Snapchat has successfully gained popularity amongst millennials. The company is finally set to debut IPO as early as March 17, valuing the firm at between USD20-25b. Lately, we are observing an interesting trend. Facebook appears to be testing Snapchat–like features on several of its properties to compete with Snapchat. OfContinue Reading
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