Will Voice Over LTE takeoff as OTT Apps Threaten Telco Revenues ?
Voice over LTE or VoLTE may be launched within 2014. In particular, AT&T and Verizon are keen to move voice traffic currently occupying 2G/3G spectrum. As a reminder, before VoLTE is launched, all voice calls currently drop down to either 2G or 3G network, using a technology called Circuit SwitchedContinue Reading
Idea Cellular see double-digit growth in Voice, OTT Threat to Long Distance Calls
The management of Idea Cellular reiterated that it expects double-digit growth in the voice business as industry is still at ~62% VLR penetration, which offers strong growth opportunity in the voice business. However, one should note that IDEA’s FY14E traffic growth decelerated to 9% vs 17% in FY13, due toContinue Reading
Mittal’s Bharti Infratel & Ambani’s Reliance Jio Strike Nash Equilibrium in Indian Telecom
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
Spectrum Auction Pipeline and Mobile Operators Bid Strategy
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
Why Paired Band Spectrum Makes Less Sense in an Era of Mobile Broadband Apps ?
Internet has evolved to send a much greater proportion of traffic down to the user relative to the amount of traffic sent back up to the Networks. The rapid rise in demand for high-bandwidth applications, such as online video and gaming, have accelerated the proportion of downstream traffic on theContinue Reading
How SmartPhone App is Changing the Restaurant / Dining Industry ?
This is an excerpt of the Business Analysis done for a Fine Dining Restaurant which wanted to give a whole new experience for their customers using the mobile paltform. The restaurant industry is seeing a major impact from smartphones within several key segments like pizza, fine dining, home delivery andContinue Reading
Qualcomm SnapDragon, Mediatek, Intel – The Processors Powering Your 3G / LTE SmartPhones – MWC 2014
At the MWC 2014 Barcelona, Qualcomm maintains its leadership with Snapdragon 800 at Tier 1 OEMs, has added 64-bit / octa-core to its 600 series and has 15 of the 22 featured TD-LTE devices by China Mobile in their early stages. Qualcomm also rounded out its mid-tier portfolio with aContinue Reading
TRAI Favors LTE / Data Operations in 800Mhz Spectrum Auction
Indian Telecom Regulator, TRAI has released its recommendations on reserve price for auction of spectrum in the 800 MHz band. Key recommendations are as follows, The pan-India reserve price of 800MHz is Rs26.85bn per MHz ~18% higher than the current price of 1800MHz ( Price Discovered in Feb-2014 1800Mhz Auction)Continue Reading
TRAI on more 3G & 800MHz Spectrum Auction, Roadmap for Sector
Dr Rahul Khullar, Chairman, Telecom Regulatory Authority of India (TRAI), met some institutional investors and analysts, to share the regulator’s views on Indian telecom sector post the recent round of spectrum auctions. The regulator took credit of the recently concluded auction by saying Average spectrum holding of telecom operators inContinue Reading