Pure Play Wireless Operator, Idea Cellular believes that wireless internet penetration at less than 31%, mobile data will be the next big opportunity for operators. Current data expansion phase is similar to the 2006‐2010 voice expansion phase wherein telecom operators improved coverage and dropped prices to accommodate a substantial jumpContinue Reading
Vodafone India’s Mobile Data [3G] revenue grew by meager 4% to INR23.9bn. This explains the weak data absorption, which is worse than Idea’s 7% and Airtel’s 10% growth. This is led by 13.5% data volume growth, largely offset by a sharp 8% data pricing fall in line with industry’s dataContinue Reading
Idea Cellular management hosted a conference call today to provide update on data business and 4G in particular. As part of data network expansion [3G + 4G], Idea will deploy 30-35K BTS in FY16 against our forecast of 20K BTS. This should impact capex forecasts favorably, and sure enough, managementContinue Reading
Airtel’s Mobile Data traffic growth of ~18% qoq was much better than that seen in past two quarters while pricing decline accelerated to 4.7% qoq; data usage/sub jumped 8% qoq to 706MB. Although churn rate increased 80bps qoq to 3.3%, company attributed this to focus on acquisition of rural subscribersContinue Reading
We wanted to Analyze which Technology in Mobile Internet / Data will dominate in India – 3G vs 4G ? The backdrop for this question is the aspirations and affordability of masses in India as we read YoY that Maruti Alto, which is an 800 CC car is still theContinue Reading
Armed with acceptable quantum of liberal Spectrum in 900Mhz band and 2100Mhz band, Airtel, Vodafone & Idea Cellular – the Incumbents Lobby have gotten far more aggressive than they reveal it on the Analyst Call. I had an opportunity to speak to Infratel & Indus Tower Executive from which IContinue Reading
3G mobile Data revenues in India for incumbents are incremental to Voice revenues initially because initial 3G adopters are relatively high-income subscribers whose telecom bill is a very small proportion of their total disposable income. These subscribers maintain their voice consumption despite incremental data usage (largely for entertainment and continuousContinue Reading
Idea Cellular is doing a better job of monetizing 3G as its revenue per 3G base station is c34% higher versus Airtel (despite having more metro centric presence Airtel has only 4% higher 3G subscribers versus Idea).Continue Reading
Plain Vanilla Wireless Operator Idea Cellular reported a whopping 103% yoy and 13% qoq growth in data revenues to Rs14 bn in Q4FY15. Data revenues formed 16.9% of wireless service revenues for 4QFY15, up from 10.1% in 4QFY14. Market leader Airtel which has adopted different strategy reported Data revenue growthContinue Reading
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