In the Indian Telecom industry, Data and Voice markets differ in elasticity. Voice is demand constrained with fixed time availability, and service differentiation is difficult. For data, demand will be driven by screen size, resolution, and speeds. Users are also likely to spend more time on data. By end-2017, JioContinue Reading
The 800 pound gorilla, Reliance Jio Infocomm’s entry will shake the Mobile Broadband Data Market in India at a much faster pace than it had in the past when Challengers [Aircel, DoCoMo, Uninor, etc] entered the Voice market in India and expect it to repeat but at much faster paceContinue 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
Reliance Infotel Broadband, PAN India 4G / LTE licensee of Broadband Wireless Access Spectrum in 2300MHz band has began pilot testing of 4G / LTE Services in Mumbai, Thane, Navi Mumbai, and Panvel regions. We have 100% authentic information that Reliance 4G LTE is being tested at 40 Locations asContinue Reading
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