Reliance + BSNL lose Revenue Market Share to Airtel + Idea Cellular
Another important parameter to measure the strength of a wireless operator is on the basis of Adjusted Gross Revenue – AGR, which is the first indication of the relative financial strength 😉 All figures are for the end of Dec-2008 quarter. Bharti Airtel has consistently gained in the past 12Continue Reading
Steve Ballmer’s Wired Dream in his speech to US House of Representatives
I normally restrict my coverage in the context of India. However, I found this speech of Steve Ballmer really interesting. American technology was certainly at the heart of the innovation that played the central role in the process. The PC, the Internet, fiber optics: Those things were things that continueContinue Reading
Understanding Indian Toll Free Number Incompatibility
If you are wondering like me why do they mention call 1-800 180 0016 [BSNL / MTNL only], then here is the answer. I was extremely unhappy and thought Toll Free Calling was a mess created by Telecom service providers. No!!! Business Establishments and Corporates establishing the connections are equallyContinue Reading
USO Funds – Rural Wireline Broadband + Mobile Handsets, VAS for BPL Families
There are two different developments on the cash rich USO Fund A/C. BL reports that USO Administrator has launched a scheme to reach rural India by means of Wireline Broadband. USO has signed a deal with BSNL for providing 0.86 mn broadband lines in rural areas. Further, the administrator isContinue Reading
Open Network Platform + Net Neutrality – Google joins Planet Lab
In an effort to maintain Net Neutrality and keep it as an FREE Open Platform, Google has joined the Planet labs initiative and have launched Measurement Lab. The goal of Measurement labs is, The goal of M-Lab is to advance network research and empower the public with useful information aboutContinue Reading
Bharti Airtel Vs Reliance Communications Vs Idea Cellular – Analysts Take
Now that we have results from all the 3 listed cellular companies and Research Reports pouring in from various brokerages, I wanted to compare what Research Analysts think of these 3 companies post Q3 FY 09 results and the Conference Call with the management. Before we discuss the analyst ratings,Continue Reading
Reliance GSM Mobile Customer Experience Launch beats Expectations
The Reliance Communications management including Anil Ambani himself had lot of self praise about the nationwide launch of Reliance GSM Mobile services in India. The nationwide GSM / EDGE services was launched on Dec-30th, 2008 thus taking the bouquet of GSM offering across PAN India. Here is an excerpt fromContinue Reading
Reliance Communications – Lackluster Q3 – ARPUs Down 8% QoQ
Reliance Communications announced its Q3 FY09 results this evening had lackluster numbers to report. Lets review the performance of Reliance Broadband and then run through the results. At the beginning of 2008, Reliance had wired up 787K building and providing 1 mn broadband access lines. At the end of 2008,Continue Reading
Bharti Airtel Downplays Reliance Mobile GSM Tariff War
Bharti Airtel’s management dismissed any threat from Reliance Mobile’s GSM Tariff war which includes Free minutes and Low Lifetime Pre-Paid validity cards. Significant number of questions in the Analyst call were related to the tariff war which was downplayed collectively by Akhil Gupta, Manoj Kohli and Sanjay Kapoor. Mr. SanjayContinue Reading