The Republic of India is known as the “Largest Democracy” in the World but when it comes to lucrative sectors such as the Telecommunications / Military / Defense, etc it is the oligarchy that prevails, wins and runs the nation.
TRAI the so called Indian Telecom Regulator is a parasite organization run on ideas contributed by intellectuals outside it and all that TRAI does is try to maintain veto power. In the recent Interconnect Usage Charges revision consultation paper, we Continue reading Interconnect Charges – Indian Telecom Oligarchy makes way for Jio, victimizes Airtel / Vodafone
The TRAI of India met the captains of the Indian Telecommunication companies on the pricing issue post the Jio launch which has disrupted the Voice & Data market completely.
Demands of Leading Telcos in meeting with the TRAI officials are as follows. Continue reading Post Jio Launch – Demands of Incumbents with TRAI
The extension of promotions by Jio were a negative for Airtel, Idea Cellular and Vodafone Lobby as incumbents would have expected some of their customers using free Jio services to start paying them once the free services of Jio concluded; however with free services from Jio continuing for one more quarter, the expected recovery is delayed. Jio’s free service put pressure on all existing operators and is driving industry consolidation. Smaller operators with low revenue market share, low data investments, low margins and Continue reading How Jio Launch Disrupted entire Indian Telecom Industry ?
Idea Cellular has a higher rural exposure than other larger telcos. Since the rural consumers have greater usage of plain 2G Voice, Idea will be more vulnerable in case the trend of unlimited voice plans pick up (Airtel followed Jio in launching unlimited packages). Reliance Jio has further highlighted the launch of affordable VoLTE mobile handsets at price points of less than Rs 2,000 targeting the mass rural consumers.
Idea’s exposure to high-end urban consumer Continue reading Can Idea Cellular combat Jio / Airtel’s Free Voice onslaught ?
Vodafone India’s results suggest some company specific factors at play while also serving to highlight some cautionary aspects pertaining to the Indian wireless industry. Several metrics appear subdued relative to peers, be it mobile subscriber adds, data subscriber adds, EBITDA margins voice usage, all of which reflects in softening ARPUs and slowing revenue growth.
Vodafone has specifically called Continue reading Cracks Appear in Vodafone’s India Operations
Airtel, Vodafone and Idea Cellular the A-Vo-Id Telecom Lobby in India continued to add subscribers amidst launch of Reliance Jio 4G Network. A-Vo-Id operators are focusing more (for subscriber adds) on rural areas and Jio’s initial focus is likely to be on urban areas where offtake is likely to be through dual SIMs given urban tele density is already >100%. We believe, looking at the incumbents sub data, Jio’s free period offer doesn’t appear to have impacted their net adds.
Reliance Group President has announced that it has crossed Continue reading A-Vo-Id operators Subscriber addition continues amidst Jio Launch