It has been over 5 years since Mobile Number Portability has been introduced in India. We take a look at the net subscriber gains or losses for various operators. Incumbents Airtel, Vodafone and Idea stand out as the only gainers; Idea remains the biggest gainer with 17 mn net port-ins until end-January 2016. Not surprisingly, RCom, Aircel and Tata Indicom / DoCoMo are the biggest losers. BSNL’s performance is surprisingly respectable.
Idea tops the chart with Continue reading Who Gained in Indian Mobile Number Portability Battle after 5 Years ?
Indian Mobile Companies have shifted focus from gaining subscriber market share to improving profitability. Given the industry consolidation, we expect pricing to improve over the next few quarters. Airtel, Vodafone and Idea [A-Vo-Id]continue to gain or maintain revenue market share while BSNL & Reliance Communications are the losers in this race so far.
On a yoy basis, the overall industry revenue increased 6% in Q4 [March Quarter]. Idea/Airtel/Vodafone grew revenues 12%/10%/8%, respectively, which is higher than the industry growth rate, while Uninor/RCOM/Tata DoCoMo’s revenues declined 18%5%/1%. As illustrated in our previous article, larger telcos will raise tariffs as they have the bargaining power and will likely gain market share as smaller telcos continue to be marginalized. Continue reading New Mobile Operators Fail to Make Impact in Revenue Market – A-Vo-Id Group Maintain Lead
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
With inputs from TRAI on Adjusted Gross Revenues of wireless operators directly from 2G Wireless Services and no gimmick [RCom’s bundling of proprietary handsets, etc] Bharti Airtel commands a whopping 33.3% revenue market share at the end of Sept-2009. Vodafone India ranks second with 20.4% followed by Idea Cellular with 12.1% which has pipped Reliance Communications out of the top 3 – 12.0% [ If RCom is really competitive, it should make it Revenue Market share rise to atleast 15% within the next 12 months as their GSM network is fully stabilized and underutilized]
We are into a new era of holding multiple SIMs where subscriber Continue reading Wireless Operartors Revenue + Subscriber Market Share – Airtel Leads