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 Plug the Net Neutrality Loophole, it appears TRAI has specifically left the Gap with power on deciding in its own Continue reading 4G-LTE New Entrants & Free Intranet Content Offering
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 of Rs 30bn.
Videocon has contiguous spectrum in six circles (Gujarat, Madhya Pradesh, Haryana, UP(E and W) , and Bihar). In MP and Haryana, Bharti already has spectrum Continue reading Airtel Strengthens 4G LTE Footprint ahead of Reliance Jio Launch
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 that their goal is to increase both revenue growth as well as market share and to this end current voice prices are unsustainably low. They also said that they were disappointed that voice prices have eroded substantially Continue reading Airtel Voice RPM Down + 900Mhz for LTE in Future
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 an ongoing process). The launch has been backed by heavy marketing to educate Continue reading Did Airtel, Vodafone, Idea Undermine 4G-LTE Which Reliance Jio embraced ?
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 of Reliance Jio which will kick-off operations with around 75,000 LTE Towers when it launches next year. Airtel has spectrum in 900Mhz suitable for 3G and is branded as Airtel 3G Platinum while the 2100Mhz 3G is simply branded as Airtel 3G. 3G rollout also results in higher voice quality as voice from smartphones is Continue reading Airtel 3G / 3G Platinum / 4G LTE Pan India Coverage by Q1-2016
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 for a week in Mumbai Region and files that Airtel 4G speed averages 4x of 3G, coverage remains patchy and more (capex) needs to be done. Aitel 4G speed unsurprisingly, is Continue reading Airtel’s Go 4G Strategy Begins Well in 300 Cities