Airtel, Vodafone and Idea Cellular the A-Vo-Id Telecom Lobby in India continued to add subscribers amidst launch of Reliance Jio 4G Network. A-Vo-Id operators are focusing more (for subscriber adds) on rural areas and Jio’s initial focus is likely to be on urban areas where offtake is likely to beContinue 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
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
Nokia’s latest report on the state of Mobile Broadband in India suggests that the Indian data market continues to be in a sweet spot backed by – high-end 2G data users are migrating to 3G, 3G/4G device penetration is accelerating on the back of decreasing handset prices, video, audio andContinue Reading
Plain Vanilla Wireless Operator Idea Cellular reported a whopping 103% yoy and 13% qoq growth in data revenues to Rs14 bn in Q4FY15. Data revenues formed 16.9% of wireless service revenues for 4QFY15, up from 10.1% in 4QFY14. Market leader Airtel which has adopted different strategy reported Data revenue growthContinue Reading
Idea Cellular management hosted a conference call today to discuss the recently concluded spectrum auction. The company successfully renewed its crucial 900-spectrum in key circles. Airtel and Vodafone both extended their 3G spectrum footprint to 21 and 16 circles respectively, and have surpassed Idea on revenue coverage under own 3G.Continue Reading
For an investor in Indian Telecom story, he can either choose a Telecom Infrastructure Company or a Service Provider to invest in. Relatively, the tower company can exhibit a stable and consistent growth profile versus the service provider. Data has a long way to go in India and voice usageContinue Reading
The lethargic Indian Telecom Regulator, TRAI has finally started collecting data from operators on the status of mobile / wireless broadband. At the end of 2013, India has total 55.2 Mn Broadband ( > 512Kbps speed) subscribers (~5% of the population) of which a whopping 40.27 Mn Subscribers are usingContinue Reading
ERICSSON ConsumerLab conducted a survey in the age group of 15-50 years interviewing 4000 people across 16 Cities in India. Face to face interviews were also carried out with 200 customer care agents manning call centers for mobile operators across 8 Indian cities. They’ve also mined Twitter, Facebook, Blogs andContinue Reading
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