The cash crunch in the economy, driven by the government’s recent demonetisation of old Rs500 / 1,000 notes will impact telecom operators on several fronts. The move will impact prepaid subscriber recharges more (~80% of sector revenue and 95% of subscribers) as these are largely in cash. Industry channel checksContinue Reading
An analysis of the pre-paid mobile tariffs data suggest that operators across circles continue to withdraw discounts/ free minutes. The trend is visible across the board – New Entrants like Aircel, Tata DoCoMo as well as incumbents like Airtel,Vodafone and Idea have shifted their attention to Revenue Market share. TheContinue Reading
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 thisContinue Reading
© 2007-2022