Broadband in India
While the Indian telecom Eco-system suffers, neighboring China leaps forward and is all set to enroll over 120 million 4G LTE subscribers by the end of 2014. China Mobile [CM] LTE shipment goal of 100mln in 2014 is achievable due to CM’s strong push and the readiness of the LTEContinue 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
With the increasing penetration of Internet & embracement of IT, every company is transforming into the Digital Age. Banking and digitization are two sides of the same coin. An industry which is dominated by information and where the products and services are in a sense virtual is ideally suited toContinue 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
Everybody is keen to make of Google’s FTTH initiative, with some believing the Google is serious about developing a local market development strategy that would be the basis for a more significant roll-out over time and with others believing the Google is simply attempting to spur greater competition and innovationContinue 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
Idea Cellular CEO, Himanshu Kapania hosted Analyst Call to discuss FY 2013-14 results. One of the Grey areas of this call is Himanshu does lot of repetitive work by talking on what is already sent out & uploaded on Idea website. Responding to a question on if they see launchContinue Reading
Unlike the US and China, where landline and broadband penetration is high, India’s 2013 landline-broadband penetration was 12% / 6%. With limited investments expected by telco operators in these areas, we do not expect penetration to materially improve from these levels. Even PC penetration in India was around 10% inContinue Reading
In the last few weeks we have covered enough about OTT Apps and its disruption to the entire Telecom industry. However, during course of my research on VoLTE, I found out that OTT Apps are not at the same level of Advantage as VoLTE Apps which Telecom Operators will bindContinue Reading
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