Category: mobile
Protect Revenue Market Share – Airtel
Bharti Airtel in a conference call has said that protecting revenue share leadership and driving further cost efficiencies remain the wireless segment strategy. The company manages revenue market share at a district level across 600+ districts in the country. The company believes that it can protect its revenue market share…
Vodafone 50% of subs have migrated to new tariffs
Vodafone Essar’s growth becomes more impressive when seen in the context of its revenue breakup. The three metro circles, where traffic is less seasonal, contribute 26% to Vodafone’s revenues vs. 17% for Bharti and 10% for Idea, which implies Vodafone-Essar may have gained the least from the seasonal uptick in…
Aircel – VAS + PAN India Rollout – Top Priorities
Aircel management has told us that it is focused on value-added services and completing pan-India rollout with a target of 100m subscribers by 2012. Management expects tariff pressure to continue for 6-9 months before stabilising; consolidation unlikely until mid-2011. Aircel plans to expand to 100m subscribers by 2012 (currently 31m)….
Trend reversal in Wireless MoU
We forecast wireless revenues for GSM incumbents (Bharti/Idea) to grow 1-3%qoq aided by strong traffic growth though rev/min decline will be sharp at 3-4p. The encouraging traffic trend is also likely to limit EBITDA margin pressures which mean overall EBITDA to remain flat. Slight appreciation in Rupee will support performance…
Understanding the IMEI Number Enforcement
In a bold and commendable move in the interest of National Security, we back the Government of India for strictly enforcing the IMEI Number compulsion on handsets making it easier for law enforcement agencies to investigate in crime situation. What is IMEI Number ?It is a 15 Digit Unique Number…
How the VAS Market Stacks Up ?
Here is how the Mobile / Cellular Value Added Services Market Stacking up in India. Delivery Platform is SMS: Entertainment – SMS, CallBackRingTone , Wallpapers, Quiz and Jokes Alerts and News – Cricket Alerts, News, Astrology, Banking Info and Travel alerts Commerce – Mobile banking, Ticketing, Travel bookings Social VAS…
Uninor’s tariffs – Competitive, not disruptive
Uninor today announced launch in 7 circles – TN, Kerala, Karnataka, AP, UP (East), UP (West) and Bihar with distribution comprising 1000 exclusive distributors and 210k retail points. With this, only Etisalat-Swan are yet to launch among the new entrants with strategic partners. Uninor has announced plans for subs with…
Top 4 Factors for Consolidation in Wireless Industry
We believe the following four factors are the drivers of consolidation in the Indian Wireless / Telecom industry. Ongoing Tariff War – We expect tariff pressures to continue. While we believe the price floor may not erode beyond 10%, we expect average prices to decline c25%, as the gap between…