Idea Cellular management hosted a conference call today to discuss the recently concluded spectrum auction. The company successfully renewed its crucial 900-spectrum in key circles. Airtel and Vodafone both extended their 3G spectrum footprint to 21 and 16 circles respectively, and have surpassed Idea on revenue coverage under own 3G.Continue Reading
In India, Mobile Data Service is already substituting traditional revenue streams like SMS, with data use per sub increasing 316%, vs a decline of SMS sent per subscriber by 34%, over the past 2 years. With the upcoming launch of LTE on a large scale, incumbent operators [Airtel, Vodafone, Aircel]Continue Reading
Four years into the commercial launch of 3G in India, we have tried to analyze the impact of 3G on relative market shares of 3G versus non-3G operators in this note. For our analysis, we have looked at the cumulative change in revenue market share (based on operator-wise gross revenuesContinue Reading
The Indian Telecom Regulator TRAI, in a bold move has recommended auctioning 15-20 MHz (3-4 blocks of 5 MHz each) of 2100 band spectrum [3G Spectrum] in the upcoming auctions along with 900 and 1800 spectrum. TRAI expressed strong disagreement with not auctioning 2100 spectrum at all or auctioning aContinue Reading
The A-Vo-Id Lobby led by Airtel has resorted to am onslaught on VoIP [Skype, Viber, etc] consumers by deciding to charge for Voice & Video Traffic separately at a much higher rate than prevailing 3G / 2G mobile data rates violating the Net Neutrality unilaterally. The fine print suggests thatContinue Reading
The Telecom Regulatory Authority of India – TRAI hosted an Open House discussion on valuation and reserve price of the upcoming auction of 2100MHz spectrum band. This event was part of TRAI’s consultation process before finalizing its recommendation to the Department of Telecommunications (DoT) over the next few weeks.Continue Reading
In our view, operators will look to expand their 3G footprint wherever possible in the forthcoming 900MHz Spectrum Auction. The key factor here would be to check if the operator already holds 3G spectrum in the 2100Mhz band. If so, their incentive to bid for 900Mhz could be lower. TheContinue Reading
Idea Cellular has reported a blended ARPU increase of about Rs12 over the last year (from the Sep-13 quarter to the Sep-14 quarter). We estimate that data contributed about Rs10 to the incremental ARPU, i.e., more than 85%. Data continues to grow at a very strong pace, admittedly from aContinue Reading
Indian Telecom Tower companies indicated a perceptible pick-up in 3G and 4G tenancies after the spectrum auctions in February 2014. Besides, rentals have been steady and there has been no discount offered to Reliance Jio Infocomm. The pace of 3G site additions have picked up and monthly demand was upContinue Reading
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