Broadband in India
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
Airtel India’s Data revenue growth continues to be strong though data pricing in India remains amongst lowest in the world. Management highlighted that weakness in data pricing has to be seen in the context of changing customer behavior. More and more subscribers are going for data and the decline inContinue 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
China Mobile is bang on Target to operate the World’s Largest TD-LTE network with over 700,000 4G BTS serving Mobile Broadband across China. China Mobile [CM] got a shot in the arm as the regulator delayed FD-LTE licensing and put forth a requirement that all 4G smartphones need to supportContinue Reading
Every time spectrum comes for auction in India, uncertainty increases for operators. The spectrum auction earlier this year saw an unexpected contest for 1,800 spectrum as the entry of pure 4G players required incumbent operators to add 4G spectrum selectively. Since then, the most interesting trend has been robust dataContinue 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
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