Mobile in India
Chinese Mobile & Internet Giant, Tencent after integrating its GDT advertising platform for PC and mobile has been successful for performance-based advertising services. Initial trends on mobile performance-based advertising (i.e., mobile QZone, official accounts on WeChat) have been encouraging with substantially higher click-through rate and cost per click.Continue Reading
Deep Pocket Challenger in the Indian Telecommunications industry Mr Mukesh Ambani led Reliance Jio Infocomm is attempting to do what has not been seen before in any market and seems impossible – be a 4G LTE player without owning a legacy 2G / 3G network. Admittedly, this is a criticalContinue Reading
It requires no big brainier to tell as mobile data gains scale and penetrates relatively lower-income subscribers, it will start cannibalizing voice revenues. We expect this cannibalization of voice by data to start materializing during FY16. In this backdrop, incumbents need to increase their investments to build quality data-ready networksContinue Reading
Chinese companies are best known for replicating products from the West or Japan. However, the trend is fast changing as they build the Baidu’s, Alibaba’s and now Xiamoi. Xiamoi really caught our attention as they have no ordinary business model but have started executing on the vision – “Devices &Continue Reading
Facebook stated that video views grew >50% between May and July of this year and now exceed one billion views per day , with 65% viewed on mobile (YouTube is likely near 7bn/day and growing ~20% y/y). This follows comments by the company in late June that video views hadContinue Reading
MTS India’s Data ARPUs have grown 12.4% to INR 321 while data subscribers grew by 8.5%. To compete with 3G data offerings of incumbents, MTS MBlaze has launched 3G Plus network with data speeds of up to 9.8 mbps and deeper in-building penetrations. With licenses in the most efficient, 800Continue Reading
MakeMyTrip (MMYT) launched in 2000 focused on Airlines Ticket Booking both the non-resident Indian (NRI) inbound traffic as well as the Indian domestic traffic. Since then it has ventured into IRCTC Railway Ticket Booking as well as Selling Hotels & Tour Packages. Excerpts from Management’s Interaction is as follows,Continue Reading
Tencent recently launched a new version of Wechat , enabling several new functions including in-app search, peer-to-peer payment , QR code auto recognition, and expanded iPad compatibility.Continue Reading
Amazon is another Engineering company like Google which I kind of know about “internally” lot more than what is said / talked about in the global media. I had bumped into one of the Princeton P.hDs working @ Amazon while I was @ Microsoft in Seattle. Amazon’s e-commerce then wasContinue Reading
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