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%Continue Reading
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
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
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
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
Tikona Digital Networks is a wireless broadband provider that operates in the unlicensed spectrum band. The company uses 60MHz of bandwidth in the 2.4GHz band for linking customers to cell sites and an additional 50MHz of spectrum in the 5.8GHz band for backhaul. The company has a presence in 25Continue Reading
Pure Wireless Operator Idea Cellular reported that it has added 1Mn 3G Subscribers in Q1-2013. Total data subs grew by 4.5 mn to 26.2 mn. Some more metrics on Wireless Data Usage of Idea Cellular as below, Average Data Usage by Subscriber – 163MB [Down from 167 MB last Quarter]Continue Reading
India’s third Largest Cellular operator, Idea Cellular just a while ago has launched Wi-Fi based Wireless Broadband services in Hyderabad, Pune, Ahmedabad, Cochin and Vizag. This comes as as surprise as until the recent conference call, management didn’t speak a word about the same. However, looking at the launch IContinue Reading
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