MTS India / Shyam Sistema Telecom (SSTL) reported revenue of Rs 3.2bn, growth of 6.4% QoQ on the back of 6.8% traffic growth and 8.9% data revenue growth. After the cleanup of inactive subscribers, subscriber base contracted by 8% to 9.04mn while MOUs grew by 11% QoQ. Despite low base,Continue Reading

Vodafone has initiated project spring, an organic capex program targeting 95% of 3G population coverage by 2017. We believe this is quite an achievable target as demand for Mobile Data Service is on the rise. Vodafone’s Mobile Data revenue grew 10.9% QoQ to INR 12.4bn, marginally behind Airtel and IdeaContinue Reading

One thing I love about Google is they don’t do things traditionally and their Out of the Box thinking and implementation leads to Disruption in the market and eventually leads to innovation. Though Google didn’t go all out to commercialize Software Defined Networking [SDN] but they were the first onesContinue Reading