It requires no big brainier to tell as mobile data gains scale and penetrates relatively lower-income subscribers, it will start cannibalizing voice revenues. We expect this cannibalization of voice by data to start materializing during FY16. In this backdrop, incumbents need to increase their investments to build quality data-ready networksContinue Reading
Idea Cellular has reported a blended ARPU increase of about Rs12 over the last year (from the Sep-13 quarter to the Sep-14 quarter). We estimate that data contributed about Rs10 to the incremental ARPU, i.e., more than 85%. Data continues to grow at a very strong pace, admittedly from aContinue Reading
Idea Cellular’s pure wireless revenue growth was 8.9% qoq and 15.7% yoy. Reported standalone revenue growth was lower at 7.3% as non-mobility, non-service revenues declined meaningfully qoq. Such revenues include handset sales and external revenues from long distance services and leasing owned towers.Continue Reading
Plain Vanilla Wireless Operator, Idea Cellular is bullish on data growth and data revenue growth. Its current 3G utilization rates stand at 20% to 40% across circles. Idea’s focus is to increase the utilization rate by driving up the volumes. Realization will be the focus when utilization is ~60% toContinue Reading
Idea Cellular CEO, Himanshu Kapania hosted Analyst Call to discuss FY 2013-14 results. One of the Grey areas of this call is Himanshu does lot of repetitive work by talking on what is already sent out & uploaded on Idea website. Responding to a question on if they see launchContinue Reading
© 2007-2022