4G new entrants like Reliance Jio may look at leveraging intranet based data offerings in an attempt to take market share. At present telcos monetize data connectivity and charge for data usage. 4G entrants may disrupt the traditional data business model, leveraging intranet-based data offerings. Despite Expert Recommendations to PlugContinue Reading
India’s largest integrated Telecommunications service provider Airtel has bid for Videocon’s spectrum in six circles in the 1800MHz band, thereby significantly strengthening its 4G footprint to 19 circles from 15 earlier. It has bid at a price of Rs 44bn, which seems higher than the March 2015 auction price ofContinue Reading
Airtel Voice RPM declined due to higher competitive intensity in a few circles. Recently, competition increased from leading players as opposed to smaller players in the past. In the medium-to-long term, voice RPM needs to rise though there may be quarterly fluctuations. The management was very clear in stating thatContinue 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
The management of Bharti Airtel will attempt acceleration of India capex in FY16 by an additional $200-400m. Airtel will have enough capacity (~120,000 BTS in 3G or 4G Coverage Pan India. Currently, it has 62,000 3G BTS and an estimated 20,000+ 4G BTS) by Q1-2016, leaving it comfortably ahead ofContinue Reading
3 Months Ago I was the first to write that Airtel’s 4G LTE Strategy is to sabotage the hype surrounding Reliance Jio Infocomm and since then the management has taken giant strides to launch 4G LTE in 300 Cities across India. One of our users tried Airtel 4G continuously forContinue Reading
Airtel’s Mobile Data traffic growth of ~18% qoq was much better than that seen in past two quarters while pricing decline accelerated to 4.7% qoq; data usage/sub jumped 8% qoq to 706MB. Although churn rate increased 80bps qoq to 3.3%, company attributed this to focus on acquisition of rural subscribersContinue Reading
Bharti Airtel India’s leading Integrated Telecommunications service provider has made steady progress on 4G/LTE and initiated 4G rollout in 23 cities. Airtel’s first mover advantage has the following implications – (a)Dilute value proposition for Reliance Jio 4G by being the first to launch 4G and let Airtel have a leadContinue Reading
Reliance Jio Infocomm has acquired spectrum in 800MHz band (in 10 service areas) in the recently concluded spectrum auction in order to solve its 4G conundrum by providing cost-effective coverage on LTE. Though technologically it is feasible to offer LTE services with just 2×1.4MHz spectrum, to offer a meaningful LTEContinue Reading
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