If we compare the spectrum availability, data usage (DOU) per subscriber and data penetration of the Indian Telcos with those in China / South Korea will tell if Indian operators have have adequate spectrum for a 3G/4G roll-out over the medium term. Indian telcos have 178 MHz of liberalizedContinue Reading
Indian Government has only one option to Tax its citizens – Indirect Tax at Source, as a pathetic 4% Indians pay Income Tax. The new regime under Narendra Modi has hiked the Service Tax by 200bps to 14% [Swach Bharat Cess still a overhang]. Our channel checks on tariff changesContinue Reading
Armed with acceptable quantum of liberal Spectrum in 900Mhz band and 2100Mhz band, Airtel, Vodafone & Idea Cellular – the Incumbents Lobby have gotten far more aggressive than they reveal it on the Analyst Call. I had an opportunity to speak to Infratel & Indus Tower Executive from which IContinue Reading
Idea Cellular is doing a better job of monetizing 3G as its revenue per 3G base station is c34% higher versus Airtel (despite having more metro centric presence Airtel has only 4% higher 3G subscribers versus Idea).Continue 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
Four years into the commercial launch of 3G in India, we have tried to analyze the impact of 3G on relative market shares of 3G versus non-3G operators in this note. For our analysis, we have looked at the cumulative change in revenue market share (based on operator-wise gross revenuesContinue Reading
The A-Vo-Id Lobby led by Airtel has resorted to am onslaught on VoIP [Skype, Viber, etc] consumers by deciding to charge for Voice & Video Traffic separately at a much higher rate than prevailing 3G / 2G mobile data rates violating the Net Neutrality unilaterally. The fine print suggests thatContinue Reading
It requires no big brainier to tell as mobile data gains scale and penetrates relatively lower-income subscribers, it will start cannibalizing voice revenues. We expect this cannibalization of voice by data to start materializing during FY16. In this backdrop, incumbents need to increase their investments to build quality data-ready networksContinue Reading
On a day when the TRAI revised the Minimum Speed on an Internet Connection to qualify it as Broadband to 512 kbps in India, the Executive team at Airtel set a target for Mobile Data Vertical to garner 10 Crore Mobile Data [3G /4G] Subscribers and achieve revenue of RsContinue Reading
© 2007-2022