The Executive strategy team at Idea Cellular acquired capacity bands, citing two reasons: 1. They wanted to be competitive in their leadership circles and offer best services. 2. In the non-leadership circles, they were able to acquire spectrum by spending a modest Rs. 5-7bn, which enables them a good hedge for small spends.
On 2500MHz ecosystem, Idea Cellular said that since now China has allocated 2500MHz, the deployment is expected to be fast. Additionally, they want Continue reading What was Idea’s idea behind procuring 2500 MHZ Spectrum ?
Pure Play Wireless Operator, Idea Cellular’s Voice RPM expanded 2.9% QoQ as the company did not increase discounts in the first half of the quarter. Idea’s tactics seem to have backfired as VLR subscribers declined and minutes fell 1.1%. Thus Idea’s sequential voice revenue growth at 1.8% trailed Airtel’s 2.9% the major cash cow for the Wireless Business in India.
Wireless Broadband Performance
Idea’s data revenues grew 4.3% qoq, continuing Continue reading Idea’s Voice Cash Cow Under Pressure, 27 Mn Broadband Subscribers
Pure Play Wireless Operator, Idea Cellular believes that wireless internet penetration at less than 31%, mobile data will be the next big opportunity for operators. Current data expansion phase is similar to the 2006‐2010 voice expansion phase wherein telecom operators improved coverage and dropped prices to accommodate a substantial jump in subscribers, leading to revenue growth. Idea believes there are only 4‐5 serious operators in the data space including Reliance Jio and with non‐top 3 players Continue reading Indian Mobile Data entering phase of 2006-2010 Voice Business – Idea
Idea Cellular, the master of Just in Time expansion and execution analogous to the Java compilers running your Android Apps is in deep trouble when it comes to 4G LTE Mobile Data Networks.
In the last 8 years, Idea Cellular improved its revenue market share mostly banking on 2G Voice and 2.5G EDGE Data services from 9.3% to 18.1%. During the same period, market leader Airtel’s market share grew to 30.8% from 28.1%. Idea’s market share Continue reading Did Idea Cellular Fumble on 4G LTE ? Can it make a Comeback like in 2G Voice ?
Idea Cellular’s CEO, Himanshu Kapania hosted Analyst meet and here are the key takeaways.
Idea Cellular’s spectrum needs are more discretionary now unlike in 2014/15 and hence feels no pressure to invest in 2016 auctions; 700Mhz is not economically feasible at proposed price. Given large supply of spectrum across bands, Videocon deal didn’t make economic sense and market is overly concerned with potential impact of Reliance Jio, Continue reading 700Mhz Spectrum Pricing Not feasible Economically – Idea Cellular CEO
A key question I’m always asked is whether Airtel should have launched 4G even before to give it more time. The strategy behind Airtel’s 4G LTE launch was to pre-empt Reliance Jio. It launched commercial 4G operations in August-15 across 296 towns. Airtel has subsequently increased its footprint (is an ongoing process). The launch has been backed by heavy marketing to educate Continue reading Did Airtel, Vodafone, Idea Undermine 4G-LTE Which Reliance Jio embraced ?