Broadband in India
Even though Airtel & Reliance Jio Infocomm are in cut throat race to rollout and stabilize their 4G LTE networks, let us theoretically move ahead to discuss how their Multi Band Spectrum War Chest can be used to upgrade network to LTE-A(dvanced) few years from now, at least in “A”Continue Reading
Bharti Airtel India’s leading Integrated Telecommunications service provider has made steady progress on 4G/LTE and initiated 4G rollout in 23 cities. Airtel’s first mover advantage has the following implications – (a)Dilute value proposition for Reliance Jio 4G by being the first to launch 4G and let Airtel have a leadContinue 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
Two Years ago I wrote that the War of Google Vs Microsoft is shifting towards the Convergence space bundled with Cloud Services. Time has finally arrived where Microsoft has partnered with 10 Million HotSpot service providers across 130 countries to offer Free Microsoft WiFi for all Individual & Business UsersContinue 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
Google plans to launch a Wi-Fi first wireless MVNO in the US later this year under the brand Project Fi, with Sprint and T-Mobile US as partners and create a Meta Network [Network of all Heterogeneous Networks]. Support for multiple carriers to get “best of both” coverage. A Wi-Fi firstContinue Reading
Mr Rajan Mathews, Director General, Cellular Operators Association of India (COAI)told in an Analyst meet that telecom companies paid for the spectrum was definitely on the higher side by all estimates. However, after the recent auctions in multiple bands, clarity has emerged on the long‐term scenario, (2) the auction willContinue 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
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