Telecom Carriers need to continue to focus on improving performance and capacity to improve retention and drive down the cost per bit. We see VoLTE as a critical tool for carriers to significantly improve voice performance and capacity while reducing cost. For mature markets, we believe wireless carriers will lookContinue 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

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

Mukesh Ambani managed Reliance Jio Infocomm’s network roll-out is clearing the air that this will not be a small-scale, niche network but a geographically spread, large-scale rollout. Though media reports indicated RJio roll out to happen with 45,000 towers connected, our sources inside Reliance have indicated a definite 30,000 towersContinue 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