India Telecom
Idea Cellular reported its results for Q3-FY2012. Here is a brief excerpt from the same. Idea reported ARPU of Rs 159/month, an increase of 2.6% qoq, and MOU increased 1.4% qoq to 401. Idea Cellular now has an enviable Subscriber base of 106 Mn VAS as a percentage of revenuesContinue Reading
WE all know that from Top to Bottom most Government Officials are lethargic and not at all innovative. They just don’t treat citizens as customers that’s where the lacuna begins. Now that Anna Hazare has been pro-active calling for “Citizens Charter”, TRAI has come up with the same for TelecomContinue Reading
India’s Largest Cellular Traffic carrier Bharti Airtel with 174 Million connections took the dare-devil step to arrest the falling Telecom tariffs by a 20% hike to 1.2 Paise/ Second, thus putting an end to 1 Paise / Second call regime few months ago; other operators quietly followed. Effective Today, AirtelContinue Reading
Before I write about the M&A in Indian Telecom, I’d like to write a little more on the evolution of Wireless Data / Broadband services. Investment Bankers and Strategists at Telecommunication companies are pitching that Data as the next Big driver for the sector, especially with the advent of cheaperContinue Reading
Reliance / RIL LTE / 4G the $8Bn Project has sent feelers that it will disrupt the Indian Data / Broadband services market with mere Rs 10 / GB tariffs when rolled out next year. But will this disrupt the Voice Telephony ? RIL’s LTE / 4G Strategy – RILContinue Reading
India’s telecom regulator – TRAI, under severe pressure from Corporates and Politicians has flip flopped several times on the pricing of the Spectrum. Here are 3 different View of TRAI / Government on the Telecom Spectrum May – 2010 – TRAI Links the price of Telecom Spectrum in excess ofContinue Reading
The National Telecom Policy 2011 draft calls for Wireless Spectrum Re-farming. The policy has proposed enactment of a separate Spectrum Act to deal with all issues connected with wireless (spectrum) licenses and their terms and conditions including re-farming/withdrawal of allotted spectrum, spectrum pricing, cancellation or revocation of spectrum license, exemptionsContinue Reading
Indians are basically fond of Assets more than building businesses that can generate cash flow at the end of the day. This is consistent with the Digital Age Asset – Spectrum. I took a Top Down approach to study what is the Total Wireless Spectrum Available and how is itContinue Reading
3G Service providers are struggling to survive with poor take-off and adding to their woes is Headless Government’s stand to cancel Roaming arrangements. From media reports and letters from CEOs of Telcos to the Government gives us a sense that Government is determined to cancel 3G ICR arrangements. What doesContinue Reading
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