Plain Vanilla Wireless Operator, Idea Cellular is bullish on data growth and data revenue growth. Its current 3G utilization rates stand at 20% to 40% across circles. Idea’s focus is to increase the utilization rate by driving up the volumes. Realization will be the focus when utilization is ~60% toContinue Reading
According to Network Gear Manufacturer Cisco, global mobile data traffic may continue to grow at a CAGR of 61% over the next 5 years (67% for Asia Pacific region). This is despite considering that an increasing number of operators are moving away from unlimited data plans to tiered data packages.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
40 Months after the Launch of Airtel 3G Wireless Data Services in India, the company has been able to reach 25% of the coverage it provides on 2G. [We restrict ourselves to Airtel India Coverage] In the last quarter, Airtel saw an acceleration in 3G footprint expansion with the companyContinue Reading
The Telecom Disputes Settlement and Appellate Tribunal (TDSAT) today quashed Department of Telecommunications’ (DoT) penalty on Bharti Airtel, Idea Cellular and Vodafone. The tribunal also allowed intra-circle roaming (ICR) for 3G services. Potentially Highly Corrupt Officials in the DoT had earlier issued notices to operators stating the illegality of providingContinue Reading
Internet has evolved to send a much greater proportion of traffic down to the user relative to the amount of traffic sent back up to the Networks. The rapid rise in demand for high-bandwidth applications, such as online video and gaming, have accelerated the proportion of downstream traffic on theContinue Reading
In less than five years the market for mobile apps has exploded. The longest standing app store, Apple’s App Store, has over 1mn apps available for download, hundreds of thousands of app developers, over 60mn apps downloaded since inception. Growth is being driven primarily by continued penetration of smartphones globallyContinue Reading
The management of Airtel in an Analyst call told that 2G Voice prices are still trending up and there is potential for a 10-20% increase from current levels. In 3Q, there has been a slight increase as per management, with okay volumes.Continue Reading
The government yesterday cleared the auction for 900MHz Spectrum. In Delhi 900 auctions (16MHz on offer), holders Airtel and Vodafone should shut out challengers and each retain their entire 8MHz. It’ll be surprising to see if they reduced their stakes let a new holder take a head start in 900Continue Reading
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