Mobile in India
Early Trends after the introduction of All India Mobile Number Portability is in-line with my expectation – CDMA and BSNL will be the biggest losers. Operators launched competing plans for Number Portability. Surprisingly it is Vodafone which has captured the most number of Port-Ins followed by Idea with its aggressiveContinue Reading
Bharti Airtel reported Dec-2010 quarterly results for its Multinational Operations in India, Africa and other countries. Here are excerpts of the Results & the conference call concluded just a while ago. Airtel has 1.42 Mn broadband subscribers with an ARPU in this segment of Rs 934 [ Pure Broadband ARPUContinue Reading
Sorry for the late post but life is turning into a hell with Governance Deficit and Paralysis of Policies headed by one of the Weakest Prime Minister’s in our History. In the Conference Call hosted on the 25th of Jan, Idea Cellular Management expressed their unhappiness over the Government’s reluctanceContinue Reading
Not too long ago, the year 2008 went down in the history as year of sub-prime crisis. Just as the Spectrum Scam intensified with the stepping down of A. Raja, Goldman Sachs Sr. Banking Analyst and Director Tabassum Inamdar pushed the report on the concerns about Banks financing to IndianContinue Reading
The long delayed Mobile Number Portability went live in Haryana on the 25th of November. After 2 weeks into effect, there hasn’t been much churn and this can be attributed to the fact that Haryana represents a small number of mobile users. About 2% of prepaid users and 4%?5% postpaidContinue Reading
Ratan Tata is no doubt one of the best CEOs of India Inc. I am deeply touched by generous contributions to the victims of Taj Group Employees after 26/11, which no CEO has ever done. However, when it comes to Telecommunications, Ratan Tata / Tata Group for some reason neverContinue Reading
I hate to write about Dirty Political , Bureaucrats, Lobbyists, Businessmen and Journalist’s doing shady deals. However, the 2G Spectrum Scam of India which I wrote about almost 2 years ago is now at the center stage. I am doing nothing new here but linking to the Original Wiretap andContinue Reading
Bharti Airtel reported Sept-10 quarterly results and as expected financial sheet was not good looking. However, you have to overlook the financial for the next 2 or 3 quarters and look at the actions by management, really especially in Africa where it has operations in 16 countries. Excerpts from theContinue Reading
Idea Cellular – Pure Play 2G Wireless Operator reported a weak and a worse quarter, ending Sept-30. I don’t BUY the seasonality argument as pitched by management and other analysts as Telecom is the most affordable essential service [once upon a time luxury] the rural folks have. Telcos must deviseContinue Reading
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