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From a high level, Google’s advertising business is built on top of two primary data assets – the explicit search queries that its users type into its search engine and cookies of users that it leverages to target non-search advertising (e.g, display ads). However, when comparing Google with Facebook asContinue Reading

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VC Circle hosted India Internet eCommerce Forum in Mumbai and here are the key takeaways from the meet. Horizontal vs Vertical Online Retailing in India Vertical specific platforms will have enough time (2-4 years) before it will start facing competition from the Horizontals. While eventually consolidation will set in, theContinue Reading

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IAMAI (Internet and Mobile Association of India) recently estimated that the number of mobile internet users will likely reach 213mn by mid-2015 implying a 55% YoY growth. In our recent interactions, most internet companies have indicated a sharp increase in share of mobile traffic over the last 12 months –Continue Reading

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Taxiforsure (TFS) is a taxi aggregator and provides taxi hailing service to customers in different cities in India. The fundamental difference in approach for Taxiforsure vs it competitors Olacabs and Uber is that TFS focuses on aggregating fleet operators vs individual drivers by other companies. As per Raghu, Co-founder TaxiForSureContinue Reading

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Vodafone India’s 3Q confirms sector’s healthy trends – sustained minutes growth, flat voice rev/min & strong data uptake. Traffic grew 6.5%yoy (5%yoy for Airtel) with flat voice rev/min. Idea, in contrast, had reported stronger mins growth (18% yoy) but with a 6% yoy decline in voice rev/min. Vodafone’s Blended ARPUContinue Reading