India Telecom
Bharti Airtel reported Sept-10 quarterly results and as expected financial sheet was not good looking. However, you have to overlook the financial for the next 2 or 3 quarters and look at the actions by management, really especially in Africa where it has operations in 16 countries. Excerpts from theContinue Reading
Idea Cellular – Pure Play 2G Wireless Operator reported a weak and a worse quarter, ending Sept-30. I don’t BUY the seasonality argument as pitched by management and other analysts as Telecom is the most affordable essential service [once upon a time luxury] the rural folks have. Telcos must deviseContinue Reading
New Telecom Operators with the Weakest Business Case are under fire from various corners. For instance, Etisalat DB is unwilling to even start its operations [Company full of Question Marks and Indian Government’s unwillingness to investigate the funding pattern] while Uniinor a JV of Telenor & Unitech is under fireContinue Reading
The DoT has leaked to the media that some of the new entrants have approached the DoT to surrender license and spectrum in some or all of the circles. Etisalat DB, Loop, S Tel are the likely players. This means their will be an end to the 2G wireless spectrumContinue Reading
Just a quick press – if newspaper reports are to be believed, Tata Teleservices a big admirer of ZTE and Huawei Network Gears has struck a deal with Nokia Siemens Network for deploying 3G network in India. Why is this so important ? I remember that DoT having instructed allContinue Reading
Just a while ago, in a conference call the Management of Bharti Airtel confirmed that if 3G Spectrum is allotted to them by Sept-2010, as promised by the Government during 3G & BWA Auction, Airtel will roll out services before the CY 2010. Even though Bharti Airtel fell short ofContinue Reading
Bharti Airtel announced its results for quarter ending June-2010. Its Profits are down by 32% on a YoY basis to Rs 16.8 Bn. Wireless Tariff war in India has hit the bottom-line as well adding to its woes is the 23 days of African Operations. Bharti Airtel has shifted itsContinue Reading
After a long time, almost gap of 2 quarters I am back to participating in Conference Calls, though may not be consistent with all Telcos as my pre-occupation with other projects. Excerpts from Idea Cellular call with Mr. Sanjeev Aga CEO and Mr. Akshay CFO [My comments, if any, appearContinue Reading
Indian Wireless Connections net-adds for Jun 2010 stood at 18.1m, ~11% higher than 16.3m in May 2010. Net-adds of incumbeant operators (Bharti, RCom, Vodafone, TTSL, Aircel) were largely stable. Aggregate subscriber base stood at 630m (+49% yoy), as at end- Jun – 2010. Amongst the new operators, Uninor is gainingContinue Reading
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