900 MHz spectrum remains a major factor along with the incumbency factor for market leadership in various circles. Idea holds 900 MHz spectrum in 9 service areas covering ~48% of national revenue and ~72% of Idea’s revenue. The following Chart Shows Idea Cellular’s Revenue in Circles of 900MHz
3G News / Data
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
3G Data To Drive Spectrum Demand in Near Future
With none of the operators having pan-India 3G spectrum, there is a clear need for telcos to add 3G / data spectrum. separately the amount of spectrum (mere 5 MHz in 3G) is inadequate for operators in our view, once data demand picks up, although this is likely to take at least 3 years so … 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
DoT orders Airtel to stop 3G services in seven circles, slaps Rs350 crore fine
The Department of Telecom (DoT) ordered Bharti to stop providing 3G services in Kolkata, Maharashtra, Gujarat and four other regions cracking the whip on companies offering 3G services in circles where they did not have permits. The DoT also slapped a fine of Rs50 crore per circle, translating into a total fine of Rs350 crore … Read more