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Tariff War leads to Highest Ever Monthly Net Adds

The ongoing Tariff war in the Indian Wireless industry has led to Wireless operators adding 16.6m new connections in Oct-09 vs. 14.8m in Sep, the highest ever in the History of Indian Cellular Services. The total mobile subscriber base now stands at a whopping 483 mn. Tata Tele Services Ltd…

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Airtel Turbo Plan – Roaming Rates Slashed

Bharti Airtel appears to be under severe pressure to compete the new operators as well as the Mighty Reliance Mobile which is now being offered to customers on both GSM and CDMA Platform. Bharti Airtel has announced the launch of new plan called Airtel Turbo – Reduced Roaming Rates. Airtel…

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Average Call Duation 58 Seconds

Reliance Wireless President, Mahesh Prasad has revealed the magic number sought after by all the Telecom Analysts in India – The Average Call Duration – 58 Seconds. Now this means Pay Per Second Billing will not be suitable as customer ends up paying Rs 0.60 / call instead of Rs…

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Forget 3G – EVDO [BSNL, Reliance, Tata] is the Way to Go

Time and Again, we have heard your voice that BSNL 3G service is expensive and we agree that it needs to be made more affordable. Until then, users seeking mobility in broadband to work from School or Home or SOHO, can rely on BSNL EVDO or Reliance NetConnect Broadband+ or…

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Uninor Scales Back Rollout – New Operator Weakness Evident

The first signs of Weakness in new Operators is now evident that Uninor [ a JV of Telenor and Unitech Ltd] has confirmed that it will have a focused rollout in majority of 22 circles, while meeting license obligations in all circles. Uninor also said that India capex plans have…

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Explaining 126.97 Wireless Internet Subscribers

TRAI publishes report about the number of internet subscribers on different platforms. We were very surprised about the 126.97 Million Wireless Internet Subscribers number in this report [PDF]. Here is how TRAI explains the number, The Wireless data subscribers of 126.97 million are those who are capable of accessing data…

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Tariff cuts spur subscriber adds + Multiple SIM ownership

GSM mobile subscribers net adds were 10.3Mn in Oct-09 vs. 8.6MM in Sep-09 (excluding RCOM, Tata DoCoMo), up 20% M/M. The net add numbers saw broad-based increase with ~50% increase in net adds for Vodafone and Aircel (except BSNL that declined ~50%). Vodafone India net adds increased 51% to 3Mn,…

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Consolidation is inevitable – No Business Case for new Operators

UBS hosted a 2 day event for the Executives of Indian Telecom Industry. Here are the key takeaways from the meet. The current tariff structure is likely to put pressure on revenue and profitability in the short term. Consolidation is likely to happen in the next 12-18 months New operators…

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