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

India’s largest integrated Telecommunications service provider Airtel has bid for Videocon’s spectrum in six circles in the 1800MHz band, thereby significantly strengthening its 4G footprint to 19 circles from 15 earlier. It has bid at a price of Rs 44bn, which seems higher than the March 2015 auction price ofContinue 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

Consolidation in the e-commerce sector seems to be picking up pace, with 21 mergers/acquisitions in 2015 versus 9 in 2014. The industry could see more such transactions going forward, as fresh funding declines. However, we still see pockets of growth for Indian e-commerce, primarily in the mobile software, gaming andContinue Reading

The Competition Commission of India – CCI has cleared the merger of MTS Sistema with Reliance Communications Ltd. This merger will future-proof RCOM’s 4G LTE play in the most efficient 800/850 MHz spectrum band, acknowledged as the best-in-class standard for data services. With MTS’ merger into RCOM, RCOM will haveContinue Reading

Increasing instances of e-commerce companies scaling back operations due to limited funding availability highlight that all is not well in the start-up world. We expect lower PE/VC funds availability to manifest in three ways: (1) shutdown of companies with high cash-burn amid lack of fresh funding, (2) acquisition of weakContinue Reading