Mobile in India
Airtel Voice RPM declined due to higher competitive intensity in a few circles. Recently, competition increased from leading players as opposed to smaller players in the past. In the medium-to-long term, voice RPM needs to rise though there may be quarterly fluctuations. The management was very clear in stating thatContinue Reading
Reliance Jio’s launch will accelerate consolidation leading smaller telcos to exit market overtime. Currently the top 3 telcos have 70% of total market share with remaining 8-9 telcos sharing the remaining 30% market share. The key value proportion of smaller telcos to consumers has been cheaper offerings than larger telcosContinue Reading
Vodafone believes 2G, 3G and 4G will co-exist in India for years to come and believes multiple networks can help address the needs of all strata of customers and is cost efficient. Management highlighted past failure of a 3G-only network. Vodafone is increasing its own 3G network footprint from nineContinue Reading
TRAI has ordered maximum penalty of Rs200k per quarter per circle on every parameter that the telco fails to meet the minimum benchmark, payable to the government. There are 18 parameters and the worst-case annual penalty for any telco is insignificant at Rs0.32bn. From January 1, TRAI has imposed RsContinue Reading
Google has been known to do things, not in a traditional way and continue to innovate at a faster pace than the rest of the Bleeding Edge Tech Industry. However, Google I/0 2015 in my opinion has been a total disappointment as I didn’t see anything with WoW Factor orContinue Reading
Vodafone sees scope for further market growth. India remains a young market, with 50% real penetration. The top 3 operators are taking market share overall, (ca90% of market revenue increase), and also Vodafone sees towers (Indus) as a source of value. Vodafone is of the view that post the recentContinue Reading
After the run away success of the 2015 Mega Telecom Spectrum Auction in 800, 900, 1800 and 2100 band, telecom tariff hike has become inevitable for Telecom Operators to expand their Network and maintain their balance sheet in black. Since the incumbents do not have major renewals of the typeContinue Reading
The Telecom Regulatory Authority of India (TRAI) has reduced Termination Charges (TC) for all calls originating from and terminating to Wireless networks to INR0.14 per minute from INR0.20 per minute. In 2009, the Call Termination charges were revised from Rs 0.30 / Minute to rs 0.20 / Minute. As largerContinue Reading
Plain Vanilla Wireless Operator with the Just in Time to Market Strategy, Idea Cellular registered a revenue growth of 21.6% yoy, a combination of 18.1% yoy voice volume growth but with a decline in Voice RPM from 36.2 Paise/ Min to 35.6 Paise / Minute on the back of aggressiveContinue Reading
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