It is interesting to note that the Times of India ranks low within offline readership in India [Leading English daily ranks eighth in terms of physical readership] but leads in total app downloads versus Hindi/regional language dailies. This possibly throws some light on how individual behavior relating to content consumption differs between big and small cities. We believe the same may apply to online content as well. A key enabler of higher online engagement (especially in smaller cities and villages) may be the Continue reading Localised Content Case gets Stronger as Internet Penetration Rises
The cash crunch in the economy, driven by the government’s recent demonetisation of old Rs500 / 1,000 notes will impact telecom operators on several fronts. The move will impact prepaid subscriber recharges more (~80% of sector revenue and 95% of subscribers) as these are largely in cash. Industry channel checks suggest that there has been a sharp 20-50% drop in prepaid recharges since the demonetisation announcement as subscribers Continue reading Jio 4G & DeMonetisation – Double Edge Sword Attack on Airtel, Vodafone, Idea Lobby
Vodafone India’s results suggest some company specific factors at play while also serving to highlight some cautionary aspects pertaining to the Indian wireless industry. Several metrics appear subdued relative to peers, be it mobile subscriber adds, data subscriber adds, EBITDA margins voice usage, all of which reflects in softening ARPUs and slowing revenue growth.
Vodafone has specifically called Continue reading Cracks Appear in Vodafone’s India Operations
Airtel, Vodafone and Idea Cellular the A-Vo-Id Telecom Lobby in India continued to add subscribers amidst launch of Reliance Jio 4G Network. A-Vo-Id operators are focusing more (for subscriber adds) on rural areas and Jio’s initial focus is likely to be on urban areas where offtake is likely to be through dual SIMs given urban tele density is already >100%. We believe, looking at the incumbents sub data, Jio’s free period offer doesn’t appear to have impacted their net adds.
Reliance Group President has announced that it has crossed Continue reading A-Vo-Id operators Subscriber addition continues amidst Jio Launch
The Executive strategy team at Idea Cellular acquired capacity bands, citing two reasons: 1. They wanted to be competitive in their leadership circles and offer best services. 2. In the non-leadership circles, they were able to acquire spectrum by spending a modest Rs. 5-7bn, which enables them a good hedge for small spends.
On 2500MHz ecosystem, Idea Cellular said that since now China has allocated 2500MHz, the deployment is expected to be fast. Additionally, they want Continue reading What was Idea’s idea behind procuring 2500 MHZ Spectrum ?
At the Alibaba Computing Conference in Hangzhou, the company unveiled partnership with the Hangzhou government city management and AI-enabled AliCloud ET, showing BABA’s leadership in computing and data-enabled intelligence.
Jack Ma delivered an opening speech, highlighting that technology innovation Continue reading Alibaba from Commerce to Cloud AI with ET