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 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
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
Idea Cellular believes that LTE is not a threat to its business model and is confident that data prices do not have scope for much reduction from current levels. Idea highlighted that globally there are 5b EDGE customers, 1b 3G customers and 0.1b LTE customers and there is room forContinue Reading
Idea Cellular, third Largest Wireless Service Provider in India on the basis of Revenue Market share has some interesting insights to share. The company has a gap between current (34 paise) and headline (43 paise) voice RPM will continue to narrow as promotional offers keep declining at a faster clipContinue Reading
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