Month: May 2014

MakeMyTrip – Business Verticals Review and Outlook

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MakeMyTrip Business Verticals MakeMyTrip (MMT) offers a comprehensive suite of travel and travel-related services and products. The company’s two primary lines of business are air ticketing and hotels & packages. Additionally, it provides rail and bus tickets, car hire, and ancillary travel services, e.g. travel insurance and visa processing.

Air Ticketing Business
The air ticketing business is primarily targeted at domestic travel within India and international travel to/from India. Over FY10-F13, MMT’s domestic air travel transactions have increased at 29% CAGR to 3.4m, whereas international travel transactions have risen at a 39% CAGR to 0.35m. MMT has real-time access to inventory of all major (full-service and LCC) domestic airlines

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Broadband Development Under NaMo – DoT Secretary

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Mr M. F. Farooqui, Secretary, Department of Telecom met Analysts and was very optimistic in his views about the Telecom sector messed up by Sonia Gandhi led Congress Government in the last 10 years. Policy making, as well as implementation, is likely to be quicker under the new government, and decisions can be expected to be loud and clear, as per Mr Farooqui.

Broadband Bonanza likely to happen as Mr. Farooqui pointed out,

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Google Play Store – Billion Dollar Business

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Google Play Billion Dollar BusinessGoogle Play traction is finally becoming material for Google’s financials, driven by: 1) growth in the Android smartphone and tablet installed base, 2) improving Google Play app availability, discovery and monetization, 3) a growing media content library (and more content likely in the future), and 4) improving payments and technology infrastructure. While Android adoption has not contributed much to revenues so far, we expect Google Play gross sales to more than double in 2014 to $9bn, and Google Play to

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Connected Cars Powered by 4G a Reality with GM

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General Motors(GM) announced pricing options for the new OnStar 4G LTE service. The service, which rolls out next month, first provides users with a three month or three gigabyte trial period, whichever comes first. Pricing for most data packages are comparable with AT&T’s 4G LTE services, with a 3GB monthly plan costing $30 and a 200MB plan costing $10 (enough for ~13hrs of internet usage). Current OnStar advisory services subscribers will receive a $5 monthly discount on plans less than 1GB.

Why Connected Cars ?
We are heading into an era of Inevitable

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List of All the IaaS from Amazon Web Services(AWS) Cloud Computing

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List of All Amazon Web Service Cloud OfferingsAmazon has pioneered Cloud computing by bringing infrastructure-as-a-service on a global scale to emerging start-ups, corporate enterprises and the public sector. Historically, Amazon Web Services (AWS) provided application developers with access to an innovative IT infrastructure platform on an as needed (or for rent) basis. Amazon’s offerings have expanded in both the infrastructure-as-a-service (Amazon Cloud Compute or EC2) and platform-as-a-service (more value-added applications/features) categories.

For a new project that we’ve undertaken we are going to use Amazon Cloud Offering and during the feasibility research we listed all the IaaS (Infrastructure as a Service) offered by Amazon Web Services for Scalable Cloud Computing and here we are sharing the same with our readers as

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Impact of Internet Advertising on Agencies / Other Industries

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Impact of Digital Advertising on Other IndustriesWe previously discussed on How Internet Advertising has Disrupted Traditional Marketing channels such as Paper / TV / Radio. Today, we’ll highlight the impact of Digital A&M on Agencies and other industries.

Impact on Media Owners
The move to online significantly lowers the barriers of entry for new potential competitors. Clearly, the most famous examples involve exciting tech-based start-ups — the Google’s, Facebook’s, Netflix’s of this world. We would also argue that the move by selected larger media conglomerates to own media channels in international markets (e.g. Discovery with Eurosport/SBS) is also perhaps a symptom of the same trend.

This is not a challenge for 100% ad funded media companies, but it is for those media companies that enjoy a dual stream of monetization in an analogue world, (e.g. print newspapers/magazines). For example, a regional newspaper may be able to defend a regional classified model online – this has

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How Digital Advertising & Marketing Disrupted Print / TV & Set to Overtake Offline Budgets ?

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Digital Marketing Advertising Distupting Older ModelsAs the Internet goes mainstream and customers spend more and more time online, marketing dollars continue to migrate to digital channels. This trend is not new and from the earliest days of the commercial Internet, unsophisticated banner ads and then search advertising gained traction and turned into large markets. Over time, Internet Advertising began to cannibalize offline marketing spend in areas such as print, radio, TV and other mediums, although offline marketing continues to dominate the marketing budget and digital channels make up well less than 50% of marketing and advertising spend.

As we look forward, we see a landscape that will ultimately drive digital marketing to be the primary channel, indeed in some countries in Europe and Asia, this is already the case where various

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Why Apple Wants to BUY Beats Electronics / Music ?

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Why Apple wants to BUy BeatsSilicon Valley Innovator Apple Inc is reportedly in talks to acquire Beats Electronics LLC for a potential price of $3.2 billion. Beats is a leading provider of high-end headphones, portable speakers, and subscription-based digital music services. If this deal were to occur at the price reported in the press, it would represent Apple’s largest acquisition to date.

In July 2012 Beats bought MOG, which is viewed in the industry as very valuable, and introduced Beats Music streaming in Jan. While we estimate that current subs are only ~500K, the service reviews have been pretty good. We think if it is preloaded on iPhones that it can solve the low subscriber part of

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Where has SaaS Succeeded ? Where Saas Needs Effort to Move to Cloud?

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SaaS on Cloud SuccessToday, every company is a software company (recent Forbes article) and software is eating the world (entrepreneur Mark Andreessen). The demand for software applications is being driven by the business owners [BO], who historically relied on their internal IT departments who have often failed to deliver on software development projects in a timely or satisfactory manner. These Business owners were first to latch onto SaaS. SaaS not only takes advantage of the ubiquitous web-based client, but is run as a service by the vendor, enabling customers to immediately have access to new capabilities with little up-front investment . These benefits, among others, have enabled SaaS as a category to take share from traditional on-premise software. This ability of SaaS applications to keep up with the requirements of faster-moving business owners have parallels to drivers of cloud infrastructure adoption including agile development.

The ownership of software development is driving

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What is Korea’s Mobile Handset Distribution Act ?

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Kora Handset Distribution ActIN Korea, the Handset Distribution Act is scheduled to be implemented from Oct 1. Basically, the Act aims to prevent discrepancies in handset prices for end-users. Same handsets could have different pricing largely due to the subsidies provided by telcos and handset makers. With this Act, telcos and handset makers will have to provide the regulators with the handset subsidy amount, which will prevent telcos and handset makers providing illegal subsidies.

We view the Act will be a positive for the overall telco sector in that the telcos will not be able to engage in cut-throat subsidy competition. However, in relative terms, we expect SKT to have more to

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