Telenor India / Uninor has 16% 2G Data Subscribers

Uninor India GrowsUninor, the Indian Subsidiary of Telenor is witnessing promising trends in data growth and is now focused on growing data usage. Currently, nearly 16% of its subscribers are active data users, and it plans to continue offering data on the 2G platform as 3G data usage is limited in India.

Telenor India reported revenue of INR 9.3bn, up 8.7% QoQ, led by healthy 13.6% traffic growth on the back of 2.5 mn subscriber additions and a 4.8% MOU increase. MOU has grown 50% over the past 10 quarters, driven by a 27% price cut during the same period. Thus, the company’s strategy has been to drive traffic and improve capacity utilization by undercutting

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Which Game Users Pay & Their Platform Breakup ?

China Gaming ReportTencent today published a report profiling the attributes of paying gamers within the China gaming market. According to the report, client-based games have the highest payment penetration ratio (14.9%), followed by web games (4.8%) and mobile games (2.9%). Male players accounted for the dominant portion of the total paying gaming users, with 78.5%, 76.3% and 85.9% for mobile games, web games and client-based games, respectively. Paying users are mainly young people, with approximately 65% of total paying players being between 15 and 30 years old. Users who have a high school

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Will Internet Economics in US Shift from Content Aggregrators to Carriers ?

US FTTH RolloutToday, most US households have access to one or two wireline broadband providers. This suggests owners of last-mile infrastructure enjoy a favorable competitive position other segments of the video value chain. However, there are four potential rival technologies that could upset the status quo: 1) Fiber-to-the-home (Google), 2) Next Generation Satellite (EchoStar/ViaSat), 3) Fixed Wireless (Dish Network) and 4) Next Generation Wireless (Sprint). In this note, we explore FTTH economics. Verizon FiOS has built fiber to about 15% of US households. In these markets a new FTTH builder would likely achieve 33%

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