~Later~
At the beginning of this quarter, Reliance Communications took a daredevil step from the incumbent pack and introduced the Simple Reliance Tariffs forcing others to have a re-look at their Tariff plans and thus began a full fledged Mobile Tariff War. I then told that Simple Reliance is a greatContinue Reading
The day 2 of Wireless Spectrum Policy, Open House by TRAI saw discussion on M&A, Spectrum Trading and allo9tment of further spectrum for new entrants. You can read proceedings of Day-1 here. Here is an excerpt from the same. Telecom M & A procedure likely to get diluted – ThereContinue Reading
The key discussion points and takeaways from the proceedings of TRAI’s Open House on Indian Wireless Spectrum is as below, Subscriber Number Based allocation ir-relevant – There was near consensus on the subscriber base no longer being the right parameter to be eligible for additional spectrum. Alternatives suggested include trafficContinue Reading
In line with other GSM operators, Vodafone India reported its numbers for the quarter ending Sept-2009. ARPU has dropped to INR 222, a 10% decline compared to previous quarter [INR 247]. ARPM drop was rather sharp at 7% [from INR 0.75 to 0.70] on a QoQ basis compared to AirtelContinue Reading
With inputs from TRAI on Adjusted Gross Revenues of wireless operators directly from 2G Wireless Services and no gimmick [RCom’s bundling of proprietary handsets, etc] Bharti Airtel commands a whopping 33.3% revenue market share at the end of Sept-2009. Vodafone India ranks second with 20.4% followed by Idea Cellular withContinue Reading
I undertook a joint study with an associate of mine on the distribution and allocation of 2G Wireless Spectrum in India across all Circles and all operators. The main motive of the study was of course to figure out viability of wireless broadband for various operators. However, I thought I’llContinue Reading
This has come as a surprise to me and most of the analysts in the call that Reliance Communications booked revenues by sales of proprietary CDMA handsets as Wireless Revenues. JeeZ!!!! This means actual Wireless Services Revenues far below competitors ? Since Tata Indicom is unlisted, we don’t know aboutContinue Reading
RCom quietly announced its results yesterday [if you run a company and have bad results to announce, do so on a holiday, only if you are worried about huge SELL OFF in your stock] and the numbers look way too ugly. Employees at the Wireless division must be singing Queen’sContinue Reading
Yesterday at the Analyst call, Bharti Airtel executives denied to cut call tariffs. However, shortly after they announced Airtel Freedom Plan which is the Biggest Marketing Gimmick by Bharti Airtel. Airtel is clearly worried about two competitors – Reliance Communications and Tata DoCoMo and hence the new tariff plan. AirtelContinue Reading
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