Only 8 out of 300 networks across the world currently provide VoLTE. As VoLTE is in its early days it will be complex, expensive and difficult, and as such, it may be more feasible to look at options via the circuit switch fall-back (CSFB) route. Reliance Jio can provide voice under the CSFB route. There have been limited deployments so far. Only the South Korean telecom market is an exception with VoLTE being widely used because of the availability of fibre across all towers, superior in-building coverage, and significantly higher consumer spending on telcos. Most operators are sticking to the Circuit Switched Fall back ( CSFB) option only as of now for VoLTE.
VoLTE Production in 2300MHz and 1800Mhz
VoLTE offers no obvious benefits except some minor (more…)
Reliance Jio Infocomm‘s 4G LTE and FTTH is a serious threat to hi-speed EVDO based broadband dongles as a natural initial market. The dongle business marries well with the expected USP of Reliance Jio’s service offering – speed. High average usage on dongles (we estimate usage of around 1.5-1.8 GB/month/sub across the estimated EVDO dongle subs base of 8-9 mn in the country), low customer expectations on seamless coverage (versus handset customers), and no need for voice capabilities makes dongles a natural market for Jio to focus on.
EVDO Broadband offerings from Reliance NetConnect, Tata Photon and MTS MBlaze have a lion’s share of the dongle market (more…)
Zomato is the leading restaurant classified site in India. Started in FY09, it is currently present in 13 cities across India and reported revenues of Rs306mn in FY14 (vs. Rs114mn in FY13). Info Edge (INFOE IN) owns 50% stake in the company.
Zomato is present in 41 cities including 14 in India and 27 outside. It has 750 employees in total of which 300 each are in the content and sales teams and 60 in the technology team. Initially the content team develops the profile of restaurants in a city and only after scale is reached in terms of traffic the sales team starts the monetization process. So far, Zomato has reached sufficient traffic to start monetization in 7 of 14 Indian cities and FY14 also witnessed significant (more…)
Reliance Communications (RCom) has already entered into three infrastructure sharing deals with Reliance Jio Infocomm – Inter-city optic fibre for Rs12 bn on-time payment, Tower sharing for Rs120 bn over the tenure of the agreement and Intra-city optic fibre for unspecified amount.
Till the time Reliance Jio’s own network coverage is wide enough, it is possible that RJio makes use of RCom’s network for voice in areas where its LTE network is yet to reach. In our analysis, such a deal (more…)
Google highlighted 1B Android active users (vs. 583M last year), a 236% increase in app installs increased y/y, and Google Play Games is now the fastest growing mobile game network with over 100mn users. Since the last IO, Google has paid out more than $5B to app developers ($2.15bn to Google itself). Android tablet now accounts for 62% of global market share (ex-Kindle), up from 46% last year, while the Android One initiative will provide at scale, high quality and affordable smartphones to the next billion to emerging countries.
Android the OS for Internet Of Things
Google announced the highly anticipated Google Fit Platform, where Fit allows an app to go to Google to get all of users’ (more…)