Idea Cellular Management in an Investors call said that revenue growth for Idea will remain strong over the next 12 – 18 months despite regulatory concerns. Pricing power has returned to to incumbents with increase in minutes market share and increased contribution from non-voice revenues. Idea’s Analytics team probably expectsContinue Reading
First, my apologies that I couldn’t cover neither Idea Cellular nor Bharti Airtel Results & Analyst Call as I am stuck in Mumbai for some personal work. However, going through the data, I find it interesting to note that Idea Cellular has punched straight into the face of Bharti AirtelContinue Reading
Late this afternoon, I decided to be present in the Idea Cellular Analyst Call, this is my first time since I wanted to know their underlying tone on 3G and nothing else. Here is an exceprt from the call and my comments if any appear in [brackets]. Mr. Sanjeev AgaContinue Reading
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