Airtel’s Aggressive India Helps Gain Revenue Market Share

Airtel’s aggressive India mobile strategy, started in Apr-2012, is bearing fruit. On the one hand, the company has managed to bring about discipline in the industry on tariffs and costs, while on the other it has managed to reap rich market share dividends (60% share of incremental industry revenues in the first nine months of … Read more

Impact of 3G Roaming License Cancellation on Airtel

The 3G roaming controversy is currently in court, with operators having brought in a stay order on the government’s notices for penalties. The government’s contention is that the 3G network sharing arrangements are illegal and need to be stopped, while operators argue that this was explicitly allowed by the government prior to the auctions in … Read more

Reliance Communication New Business Strategy

Reliance Communications unveiled its new business strategy for the new Financial Year 2013-14. RCom will focus on gaining incremental market share, optimizing its network, improving customer experience – particularly for data customers, optimizing cost structure, and improving branding. Management thinks that pricing power is back with larger telcos as smaller telcos are struggling given rising … Read more

Data Volumes Gradually Rising in India

Airtel and Idea have reported average sequential growth of 20-25% in data volumes in the last two quarters, and the average contribution of non-voice to wireless revenues was 16%. Of this, wireless data (2G/3G data) accounted for close to 6% of revenues. We believe that this will continue to increase as the take-up of 3G … Read more

Indian Government Must allocate More 3G Spectrum

Along with relatively inferior 3G spectrum, high population density in India and relatively less amount of spectrum with each operator is also likely to necessitate higher number of towers. Indian telecom operators own very low amount of 3G spectrum, resulting in a need for higher number of towers due to spectrum scarcity. Telecom operators in … Read more

Will Reliance Communication Survive the Telecom Shakeout ?

Reliance Communications is set to benefit from the overall improving sector dynamics, as ARPMs, data volumes rise, competitive intensity reduces and capex under control. There is still a lot of time for spectrum renewal for Rcom, with only 7 circles coming up for renewal in Dec 2015, and others thereafter. Moreover, the excess spectrum charges … Read more

How’s the Digital life Shaping in Indian Metros ?

Most important behavioral change is that search and browse paradigm is changing from infinite content on the Internet found through search to everything becoming focused on the mobile device. India already has more mobiles than fixed lines. Mobile less about searching than about discovery are what is around you in a very targeted way. Mobile … Read more