Reliance Jio Delivered Unmatched LTE Backed Wi-Fi Experience at IPL Mumbai

Reliance Jio 4G Speeds UnbeatableReliance Jio Infocomm launched Jio Chat App (messaging /file sharing, audio & video calling app) last month and has already crossed 500,000 downloads. During IPL matches in Mumbai, the company offered free Wi-Fi facility backed by 4G LTE network for over 30,000 spectators at the Wankhede Stadium.

A reader of our Blog has sent in this review along with a screenshot of the Speedtest Result using OOKLA App he performed at the Wankhede Stadium using Reliance Jio Mobile Broadband. The results were quite impressive, clocking speeds of 51Mbps download and 36Mbps upload. It took just half a minute to download a 60 MB video, which typically takes ~4 minutes on (more…)

Microsoft Azure Cloud – Too Late & Shrinking Developer Eco-System

Azure Cloud Late Entrant Microsoft is spending significant time talking about the transition from on-premises to cloud in its business. As part of this, the question is how much demand for the cloud products is transition of existing workloads vs. the building of new workloads. We believe the answer is relatively simple, with Office365 largely being existing workload migration while Azure is new workloads.

The debate in our view is how (more…)

Online Property Classifieds – Penetration in Single Digit

Property Classifieds market IndiaReal estate advertisement market in India (including print, hoardings and online media) was worth ~Rs40bn in FY14. The online penetration is very small, and all online media (real estate classifieds, Google) accounted for only ~Rs3bn (~8%) of the total market.

CommonFloor and Housing.com two new kids on the block – having a very media mind & voice share, are still lagging behind the early entrants in the supply side. We believe that although having access to capital helps, beefing up this part of the business is more about on the ground execution rather than platform, and (more…)

Jabong & FabFurnish Sales / Profit Metrics

Jabong Sales MetricsIn an industry where not much data is available given most companies are unlisted, we have got some details from Rocket Internet which has stake in Jabong (fashion) & FabFurnish (furniture).

Jabong’s Gross Merchandise Value (GMV) rose 136% yoy in CY14 leading to a 136% yoy increase in net revenue. Encouragingly, Jabong indicated that majority of the orders are being placed by repeat customers. FabFurnish’s GMV too rose 125%yoy during the same period. Jabong’s gross loss expanded to Rs1.6bn (+400%yoy), indicating high competition. Capex intensity has risen from 3.7% capex/sales in CY13 to 4.8% in CY14 on investment in IT and infrastructure. Net working capital too rose by ~250%yoy driven by (more…)

Google Mobile Search Queries Exceed Desktop in 10 Countries

Google Mobile SearchSearch Giant, Google indicated that mobile searches now exceed desktop in 10 countries, including the US, and that users have more ability to tune in and tune out of messages (micro-moments) so mobile ad formats have to match user needs.

Google is working hard to provide advertisers new tools to enable positive ROI ad spending and better visibility on ad spend effectiveness, which suggests the company is confident that its ads add value. Google introduced a new reporting dashboard that enables automated bidding across display and (more…)

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