Airtel, Vodafone and Idea Cellular operated like a Big Lobby of GSM Wireless service providers without much focus on the market nor offerings. I’ll discuss this in detail on how Airtel and Idea Cellular miserably failed to innovate and take the first mover advantage in my next article. Currently atContinue Reading
Google’s Android smart phone ecosystem growth has exceeded even our highest expectations (70% global smart phone share today vs. 20% in 2010). Android Smartphone shipments grew from 240mn in 2011 to 465mn in 2012, and 900mn by May 2013 [As announced in Google I/O]. The Android tablet ecosystem has beenContinue Reading
Early Trends after the introduction of All India Mobile Number Portability is in-line with my expectation – CDMA and BSNL will be the biggest losers. Operators launched competing plans for Number Portability. Surprisingly it is Vodafone which has captured the most number of Port-Ins followed by Idea with its aggressiveContinue Reading
Bharti Airtel’s management dismissed any threat from Reliance Mobile’s GSM Tariff war which includes Free minutes and Low Lifetime Pre-Paid validity cards. Significant number of questions in the Analyst call were related to the tariff war which was downplayed collectively by Akhil Gupta, Manoj Kohli and Sanjay Kapoor. Mr. SanjayContinue Reading
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