Big Rush Towards – Cloud & Connectivity
The proliferation with increased functionality of cheaper consumer devices we are seeing a mix shift across all consumer electronics. Consumers no longer need to buy a high end PC to use sophisticated applications software (spreadsheets, database queries, tax preparation, etc), or buy a high end tablet to view premium contentContinue Reading
VoIP Vs VoLTE – How Airtel / Reliance Jio can Fend Off Competition from OTT Apps ?
In the last few weeks we have covered enough about OTT Apps and its disruption to the entire Telecom industry. However, during course of my research on VoLTE, I found out that OTT Apps are not at the same level of Advantage as VoLTE Apps which Telecom Operators will bindContinue Reading
WhatsApp Gets Hotter after Facebook Acquisition
Facebook’s acquisition of Instagram nearly two years ago was its first large deal, the announced acquisition of WhatsApp last month for $19bn in cash and stock is clearly its biggest bet to date which everybody is watching keenly. Given the size of the transaction and the perceived low switching costsContinue Reading
Microsoft Office App Download – Tops Apple / Android App Store – Negative for Microsoft Surface Tablet ?
Microsoft’s Office Apps have been at the top of the free download category on Apple’s App Store. Microsoft Office Mobile also ranked as the second-most-popular app for free download under the Productivity category on Android Play Store. Microsoft CEO, Satya Nadela announced that Office would be available on “all devices”,Continue Reading
Mobile Broadband Growth – Boon for Bharti Infratel
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
How LinkedIn earns Quarter of its Revenues form Advertising ?
Internets Largest Professional Networking company, LiknedIn derives a quarter of its revenues from Marketing Solutions which is expected to touch $450 Mn by end of 2014. LinkedIn continues to evolve and enhance its solutions for marketers. The initial focus on directly sold premium CPM-based sponsorships and guaranteedContinue Reading
Tata DoCoMo a Strategic Fit for Merger / Acquisition by Vodafone
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
Will Airtel, Vodafone and Idea Cellular Block WhatsApp / OTT Apps Voice Traffic in India ?
Mark Zuckerberg, CEO of Facebook delivered at Mobile World Congress said that WhatsApp was worth more than the $19bn Facebook paid for. He gave limited insights on how he intends to monetize WhatsApp but ruled out monetizing customer data. WhatsApp is scheduled to launch voice service on top of itsContinue Reading
How OTT breaks down Subscriber Scale advantage for Airtel, Vodafone & Idea ?
OTT (Over The Top) SmartPhone Apps such as Line / WhatsApp / Viber / WeChat can potentially change the advantage on operator scale, as it can be implemented across operators. Traditionally, scale was generated by subscribers within a network. The bigger the subscriber base, the more attractive an operator becomesContinue Reading