Sunil Mittal echoes our views on new wireless operators in India
Mr. Sunil Mittal, Chairman of Bharti Airtel, speaking at the mobile world congress in Barcelona, echoed our words about the business viability of new GSM players in India. Mr. Mittal said, All new players will collapse within 36 months. These firms will take at least 12 months to build theirContinue Reading
Wireless operators laugh at slowdown
If there is one sector in India that is unlikely to witness slowdown in the next few quarters, it should be Mobile services. As usual GSM subscribers have released their numbers and Bharti Airtel continued to top the charts with 57.41 mn subscribers. Bharti Airtel added 2.25 mn subscribers inContinue Reading
Telecom is no IT/BPO or Retail Business – Look before you leap
This article should have been posted long time ago, sorry for the procrastination. India already has close to 250 million wireless subscribers. At a growth rate of mere 26% YoY by 2010 we will have 500 million subscribers. I really fail to understand the entry of new Telecom operators –Continue Reading
Telecom Battle: Pre-paid cards to Undersea bandwidth
The battle for Telecom supremacy between Bharti Airtel and Reliance Communications has entered a new phase with Reliance Communications [Rcom] lowering entry level mobile service lifetime tariffs to as low as Rs 199, while Bharti Airtel is charging Reliance Communications 10-12 times higher for interim undersea international bandwidth. Rcom loweredContinue Reading
BharatStudent revenues at 30 million in Q3
BharatStudent.com one of the shady web 2.0 social networking sites targeted at the Indian youth has reported revenue of Rs 30 mn for the quarter ended Dec-07. Half of the revenue was from online advertising and the other half from its study abroad programs. The company’s online advertising order bookContinue Reading
Fighting click-fraud hits Google’s bottomline
This post is somewhat irrelevant in the context Telecom and Broadband in India. Since Google is the largest and most complex computational system in the world with the Best Advertising platform, thought of this small post. The “Do No Evil”company’s bottomline was hit due to some tweaks in showing theContinue Reading
Ambani hints end of CDMA + Tech Reliance subsidiary of RCom + Towers Infratel Business
In a conference call concluded just minutes ago, Reliance Communications [RCom] Chairman, Anil Ambani said that by March-08 all CAPEX investments on the CDMA front would be done. Mr. Ambani hopes to end the year FY08 with a CAPEX of $5.2 bn and has a guidance of $6 bn CAPEXContinue Reading
Bharti Airtel Q3 FY2008 Results Insight
Just a while ago I received Bharti Airtel’s results for Q3 FY2008 and here is an excerpt, [ subscriber nos at the end of Dec-2007] It has 55.16 mn Wireless subscribers and 2.1 million Telemedia subscribers [Wireline and Broadband division will henceforth be known as Telemedia because it will alsoContinue Reading
India’s new wireless spectrum policy
After TRAI’s objections to DoT’s stand on spectrum, DoT has quickly changed its stance and quietly adopted TRAI’s recommendations. The following graphs show how GSM mobile operators can claim incremental spectrum, which is linked to subscriber addition in various Telecom circles. Metro Circles: Circle A: Circle B: CDMA operators areContinue Reading