Telecommunications Industry by design is a capital intensive business and with rising Spectrum Prices, the CAPEX is still higher. World over the Telecom industry operates in Lobby or in an oligarchic setup and is no different in India. One thing is certain, everybody from the GSM incumbents to potential entrantsContinue Reading
The DoT has leaked to the media that some of the new entrants have approached the DoT to surrender license and spectrum in some or all of the circles. Etisalat DB, Loop, S Tel are the likely players. This means their will be an end to the 2G wireless spectrumContinue Reading
RCom quietly announced its results yesterday [if you run a company and have bad results to announce, do so on a holiday, only if you are worried about huge SELL OFF in your stock] and the numbers look way too ugly. Employees at the Wireless division must be singing Queen’sContinue Reading
According to figures released by the COAI, the Indian GSM Wireless Subscribers base has touched 288 mn [ 288,363,482] excluding Reliance GSM. GSM operators added a record 10.8 mn subscribers in the month of March-09, the highest ever addition since they began operations in India. Vodafone Essar India added 2.84Continue Reading
Bharti Airtel’s management dismissed any threat from Reliance Mobile’s GSM Tariff war which includes Free minutes and Low Lifetime Pre-Paid validity cards. Significant number of questions in the Analyst call were related to the tariff war which was downplayed collectively by Akhil Gupta, Manoj Kohli and Sanjay Kapoor. Mr. SanjayContinue Reading
At the end of Dec-2008, Indian Wireless subscriber base touched 342 mn [+49.0% yoy]. A whopping 75.5% of the subscribers are on GSM platform while the remaining 24.5% opted for CDMA. 112m wireless subs were added in 2008, 36% more than were added in 2007 (83m). Top Mobile Service ProvidersContinue Reading
If you are a regular reader of this blog, then you are already aware of our coverage on 2G spectrum allocation.However, it is important to note the frequency bands in which Indian Telcos operate. CDMA – 824-844 and 869-889 MHz GSM – 890-915 and 935-960 MHz CDMA / GSM –Continue Reading
You are already aware of the exuberant deal between NTT DoCoMo and Tata Telservices at the time of global economic crisis. Certainly, Tata’s need to be congratulated as they were able to command a 50% premium valuations to India’s leading mobile operator – Bharti Airtel [basis of EV / SubscriberContinue Reading
Bharti Airtel’s Gross Revenues from Wireless Operations in Q2-FY09 [June-Sept] equals combined revenues of BSNL and all the CDMA operators in India [RCom, Tata TeleServices, Shyam and HFCL]. Alternatively, Bharti Airtel’s Revenues also equals to the combined revenues of second and third largest mobile operators [Vodafone India and Reliance Communications]Continue Reading
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