Vodafone India CEO Sunil Sood and CFO Thomas Reisten in an analyst call said that they are comfortable with the current market circumstances. Since Jio started charging for its services, Vodafone has retained its high value mobile broadband customers and has seen a lower rate of revenue decline inContinue Reading
Vodafone India’s results suggest some company specific factors at play while also serving to highlight some cautionary aspects pertaining to the Indian wireless industry. Several metrics appear subdued relative to peers, be it mobile subscriber adds, data subscriber adds, EBITDA margins voice usage, all of which reflects in softening ARPUsContinue Reading
Vodafone believes 2G, 3G and 4G will co-exist in India for years to come and believes multiple networks can help address the needs of all strata of customers and is cost efficient. Management highlighted past failure of a 3G-only network. Vodafone is increasing its own 3G network footprint from nineContinue Reading
Vodafone sees scope for further market growth. India remains a young market, with 50% real penetration. The top 3 operators are taking market share overall, (ca90% of market revenue increase), and also Vodafone sees towers (Indus) as a source of value. Vodafone is of the view that post the recentContinue Reading
Vodafone India’s 3Q confirms sector’s healthy trends – sustained minutes growth, flat voice rev/min & strong data uptake. Traffic grew 6.5%yoy (5%yoy for Airtel) with flat voice rev/min. Idea, in contrast, had reported stronger mins growth (18% yoy) but with a 6% yoy decline in voice rev/min. Vodafone’s Blended ARPUContinue Reading
There is a strong industry collaboration between operators, handset vendors and component makers to accelerate TD-LTE momentum. One must note that the focus is on multi-mode solutions, given the majority of operators will launch TD-LTE as an adjunct to another service. LG Electronics noted that it has worked closely withContinue Reading
The Results of 1800MHz Spectrum Auction 2012 are as I had expected – Failure in Delhi, Mumbai, Karnataka etc. Other important highlights of the Auction are as follows, Of the 18 circles that saw bids, the winning price did not exceed the reserve price for 17 circles, means Demand wasContinue Reading
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