Category: mobile
Tata DoCoMo Gaining Traction – Reality Check on the Street
Tata DoCoMO launched its GSM service in Mumbai this month with heavy ad spend (print media/hoardings) focusing mainly on per second billing. Tata DoCoMo’s offer of 1p/sec is an ongoing plan and not an introductory offer. We visited some of its retail outlets in Mumbai to gauge the response, took…
Airtel Special 5 – A Great Gimmick
It appears that Bharti Airtel is facing stiff competition from new GSM operators and of course state owned BSNL which has the best plans for heavy mobile phone users. Airtel is banking on a Great marketing gimmick of Special Five. The catch in this Special 5 is all the 5…
BSNL CellOne Adds 1.62 mn customers in July – Turnaround ?
BSNL CellOne has added 1.62 mn customers in July-09 up 81% MoM from 897,000 in June-09. BSNL used to be the Wireless and Wireline market leader 2 years ago but the company lost to competitors due to Political interference. However,with increasing criticism from Indian public and the need to take…
MTNL’s 3G Failure – Value Destructive
MTNL has had so far on its 3G platform and the poor subscriber mix of the company. We agree that driving ARPU is the only available recourse in saturated metros, but in our view, the subscriber mix at MTNL is not suitable for 3G services and provides limited possibilities for…
DoT may be forced to cancel license fee waiver in rural areas
With the tiff between the finance ministry and the Department of Telecommunications (DoT) getting bitter over the jurisdiction, the latter may withdraw its decision to waive license fees for fixed-line service operators in rural regions. Earlier, DoT had favored rolling out services in rural areas and had even amended the…
Reliance to Offer Videos with Ads
Reliance Communications (RCom), one of India’s leading telecom operators, has formed a partnership with UK-based 3rd Space Services to offer video content having embedded advertisements on its mobile platform. As per the agreement, 3rd Space Services will offer mobile video content to RCom. Along with world’s leading sporting content. It…
Revenue + ARPU + Penetration of Wireless Companies
We did an analysis on how Telcos will expand and serve in the near future. Out study suggests that South India has relatively low penetration and above average ARPUs, and represents the best opportunity for near-term growth for telcos in the near term. This helps explain why several new entrants…
3G Spectrum to Get Pricey + More Players
The tussle between the Department of Telecommunications (DoT) and the finance ministry on pricing of the third generation (3G) spectrum may result in both the ministries taking a middle path. According to the 3G policy released by the DoT prior to the elections, the reserve price for pan-India 3G spectrum…