Tariff hikes which started as baby steps in Oct and Nov 2012 have now spread wider and are bolder. Wireless Operators have hiked mobile Call Tariffs across the board by reducing Minutes in the Minutes Pack or other benefits like Validity, SMS or Talktime on STD Packs. Airtel and VodafoneContinue Reading
Idea Cellular Management in an Investors call said that revenue growth for Idea will remain strong over the next 12 – 18 months despite regulatory concerns. Pricing power has returned to to incumbents with increase in minutes market share and increased contribution from non-voice revenues. Idea’s Analytics team probably expectsContinue Reading
At the beginning of this quarter, Reliance Communications took a daredevil step from the incumbent pack and introduced the Simple Reliance Tariffs forcing others to have a re-look at their Tariff plans and thus began a full fledged Mobile Tariff War. I then told that Simple Reliance is a greatContinue Reading
This has come as a surprise to me and most of the analysts in the call that Reliance Communications booked revenues by sales of proprietary CDMA handsets as Wireless Revenues. JeeZ!!!! This means actual Wireless Services Revenues far below competitors ? Since Tata Indicom is unlisted, we don’t know aboutContinue Reading
Yesterday at the Analyst call, Bharti Airtel executives denied to cut call tariffs. However, shortly after they announced Airtel Freedom Plan which is the Biggest Marketing Gimmick by Bharti Airtel. Airtel is clearly worried about two competitors – Reliance Communications and Tata DoCoMo and hence the new tariff plan. AirtelContinue Reading
The management of Bharti Airtel hosted Analyst call this afternoon and continued to reaffirm their stand that Tariff cut is uncalled for by them. Mr. Akhil Gupta said, As seen time and again, STRONGER Player do emerge winner even though they suffer in short term. Lost to new operators willContinue Reading
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