Tata Photon+ TV – Triple Play towards Reality + Content Vs Network
In an interview to IT Magazine in Jan-08, I had said that Triple Play in India was more of Hype as it was mostly restricted to selected few. However, Tata Photo+ TV powered by EVDO based Wireless Broadband network and Apalya / Mimobi TV is worth looking at, though it’llContinue Reading
Wireless Tariff War – Scope for More + Multi SIM a Mass Reality India
At the beginning of this quarter, Reliance Communications took a daredevil step from the incumbent pack and introduced the Simple Reliance Tariffs forcing others to have a re-look at their Tariff plans and thus began a full fledged Mobile Tariff War. I then told that Simple Reliance is a greatContinue Reading
Spectrum Policy – Consensus on M&A + Divergent Views on Trading
The day 2 of Wireless Spectrum Policy, Open House by TRAI saw discussion on M&A, Spectrum Trading and allo9tment of further spectrum for new entrants. You can read proceedings of Day-1 here. Here is an excerpt from the same. Telecom M & A procedure likely to get diluted – ThereContinue Reading
Wireless Spectrum Policy – TRAI Open House
The key discussion points and takeaways from the proceedings of TRAI’s Open House on Indian Wireless Spectrum is as below, Subscriber Number Based allocation ir-relevant – There was near consensus on the subscriber base no longer being the right parameter to be eligible for additional spectrum. Alternatives suggested include trafficContinue Reading
Vodafone India / Essar – ARPU Drops 10% – Facing the Heat
In line with other GSM operators, Vodafone India reported its numbers for the quarter ending Sept-2009. ARPU has dropped to INR 222, a 10% decline compared to previous quarter [INR 247]. ARPM drop was rather sharp at 7% [from INR 0.75 to 0.70] on a QoQ basis compared to AirtelContinue Reading
Wireless Operartors Revenue + Subscriber Market Share – Airtel Leads
With inputs from TRAI on Adjusted Gross Revenues of wireless operators directly from 2G Wireless Services and no gimmick [RCom’s bundling of proprietary handsets, etc] Bharti Airtel commands a whopping 33.3% revenue market share at the end of Sept-2009. Vodafone India ranks second with 20.4% followed by Idea Cellular withContinue Reading
2G GSM + CDMA Spectrum Allocation till Date Vs Subscribers in India
I undertook a joint study with an associate of mine on the distribution and allocation of 2G Wireless Spectrum in India across all Circles and all operators. The main motive of the study was of course to figure out viability of wireless broadband for various operators. However, I thought I’llContinue Reading
RCom Reveals – Wireless Revenues Included Handset Sales – Discrepancy in Revenues Explained
This has come as a surprise to me and most of the analysts in the call that Reliance Communications booked revenues by sales of proprietary CDMA handsets as Wireless Revenues. JeeZ!!!! This means actual Wireless Services Revenues far below competitors ? Since Tata Indicom is unlisted, we don’t know aboutContinue Reading
Reliance Mobile ARPU Drops 24% in Q2- Broadband ARPU Rises
RCom quietly announced its results yesterday [if you run a company and have bad results to announce, do so on a holiday, only if you are worried about huge SELL OFF in your stock] and the numbers look way too ugly. Employees at the Wireless division must be singing Queen’sContinue Reading