Analyzing the iPhone 5S Sales & AAC Impact

Apple sold 9mn+ new iPhones in the first weekend, higher than last September’s 5mn+. Although Apple added China (2mn+ units of iPhone 5 were sold in the first weekend last December) and NTT DoCoMo in the initial launch this year, the 9mn+ shipments were still higher than consensus of 5-8mn, thus being viewed as a positive surprise. (more…)

Airtel Hikes Mobile Charges for 3% to 100% RPM Impact

Airtel IndiaIndia’s Largest Cellular Service Provider, Bharti Airtel hiked voice call tariffs across the board so as to have a net gain RPM impact between 3% to 100%. The following chart shows how tariffs have increased in August / September represented by circle name, old tariff followed by new tariff, the change and the impact

  • Chennai Tariff Voucher of Rs69, tariff validity 28 days, local calls to mobile no. @ Rs0.30/min Tariff Voucher of Rs85, tariff validity 28 days, local calls to mobile no. @ Rs0.30/min The pack was discontinued, and now reintroduced at a higher fixed monthly cost RPM impact of 14%
  • Chennai Tariff Voucher of Rs97, tariff validity 28 days, local calls to own network@ Rs0.10/min – Tariff Voucher of Rs115, tariff validity 28 days, local calls to own network@ Rs0.10/min – The earlier pack was discontinued, and now reintroduced at a higher fixed monthly cost RPM impact of 18%, impact will reduce with increasing usage
  • Delhi Combo pack of Rs46, validity 28 days (more…)

Aircel Mobile Hikes Tariffs Along with Industry

Aircel IndiaAircel Mobile with limited 2G and 3G Cellular Operations across India stopped the undercutting to capture market share and shifted focus to Revenue Market Share. In-line with the rest of the industry Aircel has hiked tariffs in the last two months. Our analytics team tracking the tariff illustrate circle name, old tariff followed by new tariff, the change and the impact.

  • Bihar Combo pack of Rs29, validity 90 days, local & STD calls @ Rs0.02/3 sec Cost of pack Rs29 – validity 90 days – local & STD calls to mobile no. @ Rs0.02/3 sec – local & STD calls to landline no. @ Rs0.03/sec Increased cost of calls made to landline nos RPM will increase for a user with a higher proportion of landline calls
  • Chennai STD pack of Rs27, (more…)

Uninor Tariff Hikes in UP Circle in Aug / Sept

Uninor IndiaChallenger and New Entrant Uninor has also resorted to 2G Voice Call Tariff hike in August / September Quarter. Uninor is no more a PAN India Operator and has operations in limited circles. Here is a brief summary on how the company hiked tariffs in UP(E) and UP(W) circles of India. Here are the details of the Hike which shows circle name, old tariff followed by new tariff, the change and the impact.

  • UP-E Minutes pack of Rs11 – 111 local mins free to own network – validity 5 days Minutes pack of Rs11 – 111 local mins free to own network – validity 4 days Reduced validity RPM impact of 25%
  • UP-E Minutes pack of Rs33 – 99 mins free to local no. – validity 7 days (more…)

Tata DoCoMo Hikes Call Tariff in August / September

The monsoon season is a seasonally weak quarter for the Telecommunications industry in India. However, our Analytics team tracking the Tariffs suggest that Tata DoCoMo has hiked Tariffs between 11% to 142% on various calling packs across various circles in India. Here are the details of the Hike which shows circle name, old tariff followed by new tariff, the change and the impact.

  • AP Seconds pack of Rs22 – 3600 Seconds free to local & STD no. – validity 3 days Seconds pack of Rs22 – 2700 Seconds free to local & STD no. – validity 3 days Reduced free usage RPM impact of 33%
  • AP STD Seconds pack of Rs16 – 2400 seconds free to STD no. – validity 10 days (more…)

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