Mobile in India
Reliance Communications is ringing the cash register by offering its OFC network as as well as passive Infrastructure for other Telecom companies. The company has scored a hat-trick – RCom -Etisalat DB in July, RCom – S Tel just a few days ago and today its RCom – Aircel. TheContinue Reading
I must first step back a bit from my stand that new operators had a weak business case [cash flow wise, it appears so, who cares]. However, looking at the recent developments, they are going to disrupt the business case [at least in short to medium term] of even theContinue Reading
If you have been thinking of Airtel Special 5 as cool product, its a Gimmick to survive the competition from new operators. I have already received tip-off from leading Telecom Analysts on Dalal Street about new operators readying to cut throats of incumbents [Yes I mean it, i’ll post itContinue Reading
With increasing pressure in Wireless Voice segment, Telcos are now shifting their attention to data services starting with Broadband where ARPU / Month is ~4 times than Voice. I would like to do a status check on the available Wireless / Mobile broadband technologies in India and their adoption byContinue Reading
Now that we have results of all the Telecom Companies for the quarter ending June-2009, i was curious to see the latest Customer market share Vs Revenue Market share. Bharti Airtel managed to grab the sweet spot. One good strategy about Airtel is Grow consolidate and then back to theContinue Reading
According to NTT DoCoMo’s investor presentation, Tata DoCoMo GSM Wireless services which went live in South India on June 24th has managed to add a whopping 1.8mn subscribers. This represents approximately 50% market share of net-adds, based on Jun-09 figures, in the five Southern circles where TTSL launch GSM inContinue Reading
In order to give a big push to the Indian Wireless industry, then IT & Communications minister, Dayanidhi Maran had tried hard to negotiate between CDMA operators [Reliance and Tata Indicom] and the technology provider – Qualcomm in July-2006. Exactly 3 years later, as Indian operators and customers began toContinue Reading
Last evening I had a chance to dial into Reliance Communications Earnings Call and here is an excerpt from the Sr. Management [ex Ambani]. My comments will appear in Italics. Satish Sheth, Group MD of RCom said – The company has received encouraging response after the end of Customer ExperienceContinue Reading
Reliance Communications reported revenues of Rs 6,145 cr and a PAT of Rs 1,637 cr for Q1 FY 2010. Compared to March Quarter, Revenue Growth is Flat while Profit Growth is 12.5%. The company has surprised us with EBITDA Margin expansion of 100bps, taking it to 39.9%. The company hasContinue Reading
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