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
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-insContinue Reading
With respect to the Indian mobile consumer spend, the three factors coming to the fore in the India telcos is important to take notice of as the competitive intensity increases. ARPU & Subscribers Growth – Most of the subscriber addition in India is largely coming from the lower ARPU subs,Continue Reading
For an investor in Indian Telecom story, he can either choose a Telecom Infrastructure Company or a Service Provider to invest in. Relatively, the tower company can exhibit a stable and consistent growth profile versus the service provider. Data has a long way to go in India and voice usageContinue Reading
Indian GSM subscriber numbers continued its upward trajectory after few months of decline amidst cleanup of inactive and low end consumers by the Telecom Companies. Top 3 GSM operators gained a total of 6.5mn subscribers (ex Uninor) in Feb-13 vs. a gain of 0.4mn in Jan-13. All of the netContinue Reading
Early Trends after the introduction of All India Mobile Number Portability is in-line with my expectation – CDMA and BSNL will be the biggest losers. Operators launched competing plans for Number Portability. Surprisingly it is Vodafone which has captured the most number of Port-Ins followed by Idea with its aggressiveContinue Reading
Here is a quick peek into the market share[MS] of various mobile companies in India at the end of Dec-2009. Read Subscriber MS as SIM based MS. Bharti Airtel – Subscribers – 22.6% while Revenue is the highest at 29.1%, saw a decline of 1.1% in the Dec quarter. RelianceContinue Reading
If you are from the Advertising & Marketing background, then you’ve gotta to love how Tata DoCoMo changed the entire marketing strategies of all the Wireless Operators in the second largest Market in the world [in terms of subscriber numbers] Tata DoCoMo continues to lead the number of Wireless ConnectionsContinue Reading
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 withContinue Reading
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