India Telecom
Anil Ambani managed Reliance Communications’ 900MHz GSM spectrum in seven circles (Assam, Bihar, HP, MP, North East, Odisha and West Bengal) expires in Dec 2015; RCom would need to renew its current spectrum holdings in these circles in an Auction sometime between now and Dec 2015. RCom holds 6.2 MHzContinue Reading
Indian GSM Mobile Operators premium had touched 110% in Mar-09, highlighting sub quality differential. This probably made running a dual-technology network compulsion for Reliance Communications / Tata DoCoMO. ARPU differential has steadily narrowed since (GSM was 7% higher v/s CDMA in Dec-13). This was largely due to CDMA Subscriber clean-upContinue Reading
MTS India / Shyam Sistema Telecom (SSTL) reported revenue of Rs 3.2bn, growth of 6.4% QoQ on the back of 6.8% traffic growth and 8.9% data revenue growth. After the cleanup of inactive subscribers, subscriber base contracted by 8% to 9.04mn while MOUs grew by 11% QoQ. Despite low base,Continue Reading
For an investor in Indian Telecom story, he can either choose a Telecom Infrastructure Company or a Service Provider to invest in. Relatively, the tower company can exhibit a stable and consistent growth profile versus the service provider. Data has a long way to go in India and voice usageContinue Reading
AS the Battle for Mobile Data heats up beating the worst summer heat, Tower companies are busy striking deals across operators to enable 3G / 4G data services on your handsets. In this backdrop, caught up with a Telecom Network Engineer who explained the design and the key components thatContinue Reading
The recent Spectrum Auction has brought much-needed clarity on the Spectrum Roadmap for Telecom Sector in India. Mobile operators have made significant investments in spectrum in Feb-14 auctions. To monetize this spectrum better, the operators need to increase their footprint geographically and ensure that their network is data-ready. Encouragingly, dataContinue Reading
Now that we have a clear Spectrum Policy (Auction is the only way), Mergers & Acquisition is something that will come in the limelight along with interconnect fees as the new Government takes over. In this backdrop, incumbent Vodafone is already exploring Merger / Acquisition with Tata DoCoMo which isContinue Reading
Sunil Bharti Mittal led Bharti Infratel and Mukesh Ambani led Reliance Jio Infocomm have announced Passive Telecom Infrastructure Sharing agreement [Thanks to Dayanidhi Maran, then telecom minister for legalizing Passive Infrastructure Sharing] which will currently grant Reliance Jio access to Infratel’s Towers and Network Infrastructure. [In future, Airtel could alsoContinue Reading
In the next couple of years, the Government of India must conduct as many as three auctions to ensure smooth functioning of the beleaguered Indian Telecommunications sector. 900 MHz spectrum relating to renewals in 2015 and 2016 in 18 circles along with the remaining 1800 MHz of spectrum. Fresh spectrumContinue Reading
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