India Telecom
The Republic of India is known as the “Largest Democracy” in the World but when it comes to lucrative sectors such as the Telecommunications / Military / Defense, etc it is the oligarchy that prevails, wins and runs the nation. TRAI the so called Indian Telecom Regulator is a parasiteContinue Reading
The TRAI of India met the captains of the Indian Telecommunication companies on the pricing issue post the Jio launch which has disrupted the Voice & Data market completely. Demands of Leading Telcos in meeting with the TRAI officials are as follows.Continue Reading
The extension of promotions by Jio were a negative for Airtel, Idea Cellular and Vodafone Lobby as incumbents would have expected some of their customers using free Jio services to start paying them once the free services of Jio concluded; however with free services from Jio continuing for one moreContinue Reading
Idea Cellular has a higher rural exposure than other larger telcos. Since the rural consumers have greater usage of plain 2G Voice, Idea will be more vulnerable in case the trend of unlimited voice plans pick up (Airtel followed Jio in launching unlimited packages). Reliance Jio has further highlighted theContinue 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
Airtel, Vodafone and Idea Cellular the A-Vo-Id Telecom Lobby in India continued to add subscribers amidst launch of Reliance Jio 4G Network. A-Vo-Id operators are focusing more (for subscriber adds) on rural areas and Jio’s initial focus is likely to be on urban areas where offtake is likely to beContinue Reading
Vodafone has primarily focused on enhancing its 4G footprint. With its significant acquisition of spectrum in 2500MHz, 2100MHz, and some in 1800MHz, it has 4G coverage in 17 circles, which cover 91% of its revenues and 94% of mobile‐data revenues. Vodafone has faced capacity issues of late, and this additionContinue Reading
India’s and possibly World’s Biggest Telecom Spectrum Auction will go live on Oct 1st, 2016 amidst tepid demand from existing Indian operators. Global Telcos give it a miss due to fresh memories of Spectrum Scam and constantly changing policies with motive of massive corruption. The spectrum bands put to auctionContinue Reading
Uber-Didi isn’t the only Car Deal of China that needs to be noted as we move into convergence of devices and services. In a cross border deal across the Atlantic, Verizon acquired Fleetmatics which is a step toward its three-pronged connectivity + platforms + solutions strategy. The US$2.4bn acquisition ofContinue Reading
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