Tag Archives: india-telecom-strategy

Interconnect Charges – Indian Telecom Oligarchy makes way for Jio, victimizes Airtel / Vodafone

The Republic of India is known as the “Largest Democracy” in the World but when it comes to lucrative sectors such as the Telecommunications / Military / Defense, etc it is the oligarchy that prevails, wins and runs the nation.

TRAI the so called Indian Telecom Regulator is a parasite organization run on ideas contributed by intellectuals outside it and all that TRAI does is try to maintain veto power. In the recent Interconnect Usage Charges revision consultation paper, we Continue reading Interconnect Charges – Indian Telecom Oligarchy makes way for Jio, victimizes Airtel / Vodafone

Akash Ambani’s Jio 4G Feature Phone Strategy – A Tariff War or Platform War ?

Akash Ambani, Chief Strategy Officer at Reliance Jio Infocomm has selectively dropped hints of the forthcoming 4G VoLTE feature Phone Launch sending shivers down the spine of Airtel and Vodafone executives.

When is the Launch of Jio Basic / Feature Phone ?
Timing of launch depends on the market segment Jio is planning to target. If target market is urban low-end, launch may be any time. However if target market is Continue reading Akash Ambani’s Jio 4G Feature Phone Strategy – A Tariff War or Platform War ?

Airtel, Vodafone, Idea to divide market into Voice vs Mobile Data to counter Jio

divide-telecom-marketAirtel, Vodafone and Idea [A-Vo-Id Operators] have come up with a very clever strategy to counter Reliance Jio Infocomm’s Mobile Data revolution. A-Vo-Id lobby will split the Indian Telecommunications services market based on Voice Vs 3G/4G Mobile Data. Justifying their stand, they put up an argument that 2G phones still dominate. Of the approximately 1 billion connections, there are 750m/200m/50m 2G/3G/4G handsets. [We estimate there are 65 Mn 4G handsets expected to reach 100 Mn by end of 2016] The 4G market will move to bundled plans whereas 2G/3G will remain unbundled.

Annual subscriber additions in India is about 75 Mn. A-Vo-Id lobby further assumes Continue reading Airtel, Vodafone, Idea to divide market into Voice vs Mobile Data to counter Jio

Tata DoCoMo a Strategic Fit for Merger / Acquisition by Vodafone

Vodafone Takeover of Tata DoCoMoNow that we have a clear Spectrum Policy (Auction is the only way), Mergers & Acquisition is something that will come in the limelight along with interconnect fees as the new Government takes over. In this backdrop, incumbent Vodafone is already exploring Merger / Acquisition with Tata DoCoMo which is strategically the best fit in the new entrants. Continue reading Tata DoCoMo a Strategic Fit for Merger / Acquisition by Vodafone

Indian Telecom Voice $30Bn Market, Mobile Data Game just Began – Himanshu Kapania

Himansu Kapania - CEO Idea CellularHimanshu Kapnia, CEO Idea Cellular was at the Morgan Stanley 15th India Summit and he shared his perspectives on the Indian Telecom – Voice and Data Markets.

On Indian Telecommunications Voice Market

How do Top 3 Airtel, Vodafone, Idea Compare with Rest of Industry and Potential New Entrants on Financial / Business

The Indian Wireless Industry went into turbulent times with the entry of new players leading to massive Price aggression in 2G Voice Business. To satiate Data / Internet demand Government auctioned the 3G & BWA spectrum and we had new operators entering the sector with investments though have not yielded enough market share gains for any of the challengers to have a viable business model.

What is the new Operator’s Strategy and What are they Fighting For ?
At some point and in some circles new operator can become the fourth largest operator in a more normal market structure (say 6 players per circle ) An exit at this point means foregoing the daredevil step they took and massive loss of investments. If carefully executed, perhaps there is light at the end of the tunnel, atleast in some circles and then command a premium during their eventual exit by means of Continue reading How do Top 3 Airtel, Vodafone, Idea Compare with Rest of Industry and Potential New Entrants on Financial / Business