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, Jio will have capacity to offer 4G LTE data of 4 Bn GB/day and Voice of 14 Bn min/day
India has 124 Mn 4G Smartphones of which Continue reading Why Reliance Jio Priced the Prime Plan at Rs 303 in 4G LTE Data Tariff War ?
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 pace in the Mobile Data War.
Airtel’s data ARPU is Rs 200 and Idea’s data ARPU is Rs 150 – today, 20-25% overall subscribers of these companies are data subs. If data upgrades takes place Continue reading Jio Launch – Mobile Data ARPU Decline Inevitable, Subs / Volume Growth Tepid
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 subscribers even as churn is still at industry leading levels. Data revenue grew 67%/12% YoY/QoQ. Sequential data revenue growth was higher than Idea’s 10%. ARMB fell 4.7% QoQ to 25.6p. Of Airtel’s total customer base, 9.3% is on 3G compared with Idea’s 10.3%. Continue reading Airtel’s 4G LTE a Contrarian Approach to Incumbent Idea Cellular
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 as detailed here.
Reliance 4G LTE Broadband – Initial Coverage Map in Mumbai / Navi Mumbai Area is as below Continue reading Reliance Infotel 4G LTE in Mumbai / Navi Mumbai / Thane / Panvel – Pilot Tests at 40 Locations