Broadband in India
Data continues to be a key driver for tower demand and management suggested 3G and 4G network deployments have almost doubled on a year to year basis. The company suggested that most of the 3G/4G deployments were via the loading route and for the next 6-12 months telcos are expectedContinue Reading
If we compare the spectrum availability, data usage (DOU) per subscriber and data penetration of the Indian Telcos with those in China / South Korea will tell if Indian operators have have adequate spectrum for a 3G/4G roll-out over the medium term. Indian telcos have 178 MHz of liberalizedContinue 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
3 Months Ago I was the first to write that Airtel’s 4G LTE Strategy is to sabotage the hype surrounding Reliance Jio Infocomm and since then the management has taken giant strides to launch 4G LTE in 300 Cities across India. One of our users tried Airtel 4G continuously forContinue Reading
Spectrum is the key commodity for Telecommunication services. Indian operators’ spectrum holding has improved in the last two years as the government has made available fresh spectrum. The top 3 incumbents (Airtel, Vodafone, Idea) and Reliance Jio have bought bulk of this spectrum. Bharti Airtel is currently the best placedContinue 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
The management of Idea Cellular in the past had dismissed any threats from 4G-LTE Mobile Data Services. However, in the latest Call, the management took a sharp “U” turn and said Idea is and was an ROI focused company and based on its observations in the past few months itContinue Reading
China Mobile has finally caught up with competitors in providing high speed mobile data services to smartphone users. Using the TD-LTE network, users have reported 10x performance increase compared to CM’s legacy TDSCDMA (3G). The TD-LTE network is also increasingly ubiquitous, covering 96.7% of test locations in three Tier 1Continue Reading
The Department of Telecom’s (DOT) Net Neutrality panel recommendations has taken a balanced view, in our opinion. Key recommendations of the panel are as under, Tariff plans offered by telcos / internet service providers must conform to net neutrality OTTs (Over the top) providing SMS/international VOIP services do not needContinue Reading
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