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 ARPUsContinue Reading
Anybody tracking the Indian Telecommunications sector can say that Sunil Mittal lost sight of India when he went for acquisition in Africa and other countries as Indian market threw lots of surprises. Worst nightmare for Mittal is his entire Revenue model in Voice being under threat as Reliance Jio wantsContinue Reading
India’s and possibly World’s Biggest Telecom Spectrum Auction will go live on Oct 1st, 2016 amidst tepid demand from existing Indian operators. Global Telcos give it a miss due to fresh memories of Spectrum Scam and constantly changing policies with motive of massive corruption. The spectrum bands put to auctionContinue Reading
The 800 pound gorilla, Reliance Jio Infocomm’s entry will shake the Mobile Broadband Data Market in India at a much faster pace than it had in the past when Challengers [Aircel, DoCoMo, Uninor, etc] entered the Voice market in India and expect it to repeat but at much faster paceContinue Reading
The Indian telecom industry had clocked a robust triple digit data volume growth in FY14 and FY15 with proliferation of smartphone shipments and 3G adoption leading to spurt in number of subscribers and data usage per customer. However, data volume growth is already tapering as the pace of smartphone penetrationContinue Reading
The Government has announced that Spectrum Usage Charge (SUC) will be a weighted average rate of individual rates for different bands, including 3% for spectrum won in the 2016 auction. The change is positive for Bharti, since telcos having 2300MHz that carries just 1% rate will benefit from its inclusionContinue Reading
The Government is likely to announce the Largest Telecom Spectrum Auction in the History of India in the next couple of months. Notice Inviting Applications is not out yet and sources in DoT indicate a delay of Month. Of all the spectrums auctioned – 800 Mhz, 900 Mhz, 1800 Mhz,Continue Reading
4G new entrants like Reliance Jio may look at leveraging intranet based data offerings in an attempt to take market share. At present telcos monetize data connectivity and charge for data usage. 4G entrants may disrupt the traditional data business model, leveraging intranet-based data offerings. Despite Expert Recommendations to PlugContinue Reading
With respect to the Indian mobile consumer spend, the three factors coming to the fore in the India telcos is important to take notice of as the competitive intensity increases. ARPU & Subscribers Growth – Most of the subscriber addition in India is largely coming from the lower ARPU subs,Continue Reading
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