~Later~
Idea Cellular reported its Quarterly results yesterday. Idea like Vodafone is stuck in just the Wireless Business. The company reported ARPU of Rs161, down 13% YoY and 4.2% QoQ and ARPM of Rs 0.41. Minutes of use per subscriber declined 0.3% YoY however the shocking thing was the increase inContinue Reading
It was January of 2008 that I had asked RCom, Airtel, etc on why were they not aggressive on Data plans. Today I am very delighted to hear from Mr. Syed of Reliance Communications that the company is riding the Data / Broadband Wave which now contributes ~20% of theContinue Reading
As the Valley innovates stronger platforms with fabulous business models have emerged and this time it is all about Social Connectivity in the context of Facebook or similar platform, but for now lets assume Facebook. I am a reasonably good analyst in placing bets in the IT & Telecom sectorContinue Reading
Mukesh Ambani maybe the richest and the most powerful businessman in India. However, he is a miserable failure in the context of Telecom business. Mukesh subsequently gave control of the same to his younger brother and you know what the current fate of Reliance Communications is. Reliance Industries, the OilContinue Reading
Now that the incumbents have started rolling out 3G Plans across selected cities, the cost of 3G Access for a customer is very very expensive compared to the ARPU of < Rs 200 [National Average]. However, the main targets of 3G service during the initial launch is only premium customersContinue Reading
The Nokia Forum has announced that the Symbian OS will be cremated by Dec-12 paving way for a Nokia and Microsoft partnership to work. It is evident to me that Steve Ballmer injected the deadly Microsoft Virus into the Nokia and scheduled its termination like Cancer disease. Stephen Elop, CEOContinue Reading
The first National Telecom Policy was written in 1994 and subsequently changed as the New Telecom Policy in 1999 and amended in 2004. With the 2G Wireless Spectrum Scam at the helm of affairs in Parliament, Supreme Court, CBI, the Government will unveil India’s National Telecom Policy 2011 shortly. AprilContinue Reading
The Minister of Communications and IT, Kapil Sibal held a roundtable with all the Telecom Operators in India. Here is a brief excerpt on who said what in the meeting and eventually we will analyze what was the tone of the Telecom Minister – Kapil Sibal. 2G / 2.5G SpectrumContinue Reading
The TRAI has released its recommendation on Spectrum pricing as analyzed by an expert group. The Full text of the recommendation is here. The main takeaways are – Based on the spectrum allocated beyond 6.2Mhz and the balance period of the license in those markets, Operators will have to shellContinue Reading
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