Idea Cellular’s Mobile Broadband Data revenue growth slipped materially. Data revenues grew 45.7% yoy (and 7.2% qoq), sharp deterioration from 80-100% yoy growth levels reported over the past many quarters. Volume growth slowed down to 75.8% yoy while realizations (ARMB) dipped a steep 17% yoy and 4.7% qoq to 22.3Continue Reading
Idea Cellular’s Mobile data revenues were up 9.3% qoq and 61% yoy in 2QFY16. Share of data in mobile revenues increased by 190bps qoq to 19.6% in 2Q. Data traffic or volume growth was 83% yoy, driven by 118% growth in 3G traffic and 47% growth in 2G [EDGE, GPRS].Continue Reading
Idea Cellular management hosted a conference call today to provide update on data business and 4G in particular. As part of data network expansion [3G + 4G], Idea will deploy 30-35K BTS in FY16 against our forecast of 20K BTS. This should impact capex forecasts favorably, and sure enough, managementContinue Reading
The management of Idea Cellular in the past had dismissed any threats from 4G-LTE Mobile Data Services. However, in the latest Call, the management took a sharp “U” turn and said Idea is and was an ROI focused company and based on its observations in the past few months itContinue Reading
Idea Cellular is doing a better job of monetizing 3G as its revenue per 3G base station is c34% higher versus Airtel (despite having more metro centric presence Airtel has only 4% higher 3G subscribers versus Idea).Continue Reading
Idea Cellular management hosted a conference call today to discuss the recently concluded spectrum auction. The company successfully renewed its crucial 900-spectrum in key circles. Airtel and Vodafone both extended their 3G spectrum footprint to 21 and 16 circles respectively, and have surpassed Idea on revenue coverage under own 3G.Continue Reading
Plain Vanilla Wireless Operator with the Just in Time to Market Strategy, Idea Cellular registered a revenue growth of 21.6% yoy, a combination of 18.1% yoy voice volume growth but with a decline in Voice RPM from 36.2 Paise/ Min to 35.6 Paise / Minute on the back of aggressiveContinue Reading
Plain vanilla Wireless Operator, Idea Cellular reported a strong Financial Year 2014 with subscribers base touching 135.8 Mn. Idea Voice traffic grew 8.6% qoq and 9.5% yoy to 157.1 bn minutes. MOU for the quarter was 397 mins/sub/month, +5.6% qoq but down 2.1% yoy. Strong voice volume growth, after threeContinue Reading
Data Traffic for Airtel and Idea Cellular has shown growth of CQGR 18-21% which translates to about 100% YoY. Airtel’s Data per Cell Site / Month has increased from 31 GB to 65 GB and while that for Idea the Data per Cell Site / Month has increased from 20Continue Reading
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