India Telecom
With inputs from TRAI on Adjusted Gross Revenues of wireless operators directly from 2G Wireless Services and no gimmick [RCom’s bundling of proprietary handsets, etc] Bharti Airtel commands a whopping 33.3% revenue market share at the end of Sept-2009. Vodafone India ranks second with 20.4% followed by Idea Cellular withContinue Reading
I undertook a joint study with an associate of mine on the distribution and allocation of 2G Wireless Spectrum in India across all Circles and all operators. The main motive of the study was of course to figure out viability of wireless broadband for various operators. However, I thought I’llContinue Reading
This has come as a surprise to me and most of the analysts in the call that Reliance Communications booked revenues by sales of proprietary CDMA handsets as Wireless Revenues. JeeZ!!!! This means actual Wireless Services Revenues far below competitors ? Since Tata Indicom is unlisted, we don’t know aboutContinue Reading
RCom quietly announced its results yesterday [if you run a company and have bad results to announce, do so on a holiday, only if you are worried about huge SELL OFF in your stock] and the numbers look way too ugly. Employees at the Wireless division must be singing Queen’sContinue Reading
Yesterday at the Analyst call, Bharti Airtel executives denied to cut call tariffs. However, shortly after they announced Airtel Freedom Plan which is the Biggest Marketing Gimmick by Bharti Airtel. Airtel is clearly worried about two competitors – Reliance Communications and Tata DoCoMo and hence the new tariff plan. AirtelContinue Reading
The management of Bharti Airtel hosted Analyst call this afternoon and continued to reaffirm their stand that Tariff cut is uncalled for by them. Mr. Akhil Gupta said, As seen time and again, STRONGER Player do emerge winner even though they suffer in short term. Lost to new operators willContinue Reading
India’s leading integrated telco, Bharti Airtel’s winning streak of QoQ growth in Revenue / Net profit, Market share etc has come to an end – Courtesy: Disruptive Telecom Tariffs by New GSM Operators 🙂 Quarterly Net profit is down 7.5% on a QoQ basis from Rs25,646 mn to Rs 23,716mn.Continue Reading
Business Standard set fire the speculation that Google may bid for Wireless Broadband Access / WiMax Spectrum in India. The reason why Google is considering this bid is that it does not want to be an ISP for sure. Google is more concerned about delivering Data Services / Apps onContinue Reading
Late this afternoon, I decided to be present in the Idea Cellular Analyst Call, this is my first time since I wanted to know their underlying tone on 3G and nothing else. Here is an exceprt from the call and my comments if any appear in [brackets]. Mr. Sanjeev AgaContinue Reading
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