With aggressive push by Reliance Jio in the past one year, 4G- LTE accounted for nearly 40% of the data subscriber base and 80%+ of data usage in India in the June 2017 quarter. LTE accounted for nearly 81% of the total wireless data consumption of 4.3 bn GB duringContinue Reading
Reliance Jio Infocomm is a grand experiment in extreme capitalism; an experiment where a company, backed by the balance sheet and cash flow strength of the parent’s Oil & Gas business, has unleashed what we call brute force of capital with business strategy which can draw parallels with the operationsContinue Reading
Technology has revolutionized the way we connect with the world. It has enhanced our convenience, which can be attributed to the Internet. The Internet services have, in short, opened up a window to endless opportunities. This online access is only possible if you have a broadband connection or a dataContinue Reading
With the launch of Reliance Jio Infocomm’s Unlimited Calling Plan, entire Telecom industry is gearing to match Jio in offering the same. Jio took a lead over the rest of the industry by directly logging on to the superior 4G Mobile Data and VoLTE Network. Industry interactions suggest that theContinue Reading
5 Years after launch of 3G Mobile Broadband Services, adoption by consumers is far from satisfactory. Smartphone penetration levels, 3G/4G penetration levels, data volumes per subscriber and the pricing of data of data per MB along the pricing curve are therefore the key drivers behind revenue growth market-by-market. Smartphone andContinue Reading
Pure Play Wireless Operator, Idea Cellular believes that wireless internet penetration at less than 31%, mobile data will be the next big opportunity for operators. Current data expansion phase is similar to the 2006‐2010 voice expansion phase wherein telecom operators improved coverage and dropped prices to accommodate a substantial jumpContinue Reading
A key question I’m always asked is whether Airtel should have launched 4G even before to give it more time. The strategy behind Airtel’s 4G LTE launch was to pre-empt Reliance Jio. It launched commercial 4G operations in August-15 across 296 towns. Airtel has subsequently increased its footprint (is anContinue Reading
Vodafone believes 2G, 3G and 4G will co-exist in India for years to come and believes multiple networks can help address the needs of all strata of customers and is cost efficient. Management highlighted past failure of a 3G-only network. Vodafone is increasing its own 3G network footprint from nineContinue Reading
Idea Cellular management hosted a conference call today to provide update on data business and 4G in particular. As part of data network expansion [3G + 4G], Idea will deploy 30-35K BTS in FY16 against our forecast of 20K BTS. This should impact capex forecasts favorably, and sure enough, managementContinue Reading
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