Vodafone India’s results suggest some company specific factors at play while also serving to highlight some cautionary aspects pertaining to the Indian wireless industry. Several metrics appear subdued relative to peers, be it mobile subscriber adds, data subscriber adds, EBITDA margins voice usage, all of which reflects in softening ARPUsContinue Reading
Over the past 12 months, Indian Telecom Operators have started disclosing Data Revenues and metrics separately to give a sense of the performance of Data Networks in India. Currently, data revenue is being driven by 2G data, as 3G smartphone penetration is still low and 90% of data subscribers areContinue Reading
Before I write about the M&A in Indian Telecom, I’d like to write a little more on the evolution of Wireless Data / Broadband services. Investment Bankers and Strategists at Telecommunication companies are pitching that Data as the next Big driver for the sector, especially with the advent of cheaperContinue Reading
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