Technology

How Private Cloud Differs from Traditional on-premise Computing ?

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Private Cloud vs Traditional HardwareMany users describe private cloud as having an Amazon AWS-like environment within their own data center. This is where software developers/engineers can easily and quickly request and receive application infrastructure, just like they can on Amazon AWS. The difference is that the underlying servers, storage and network is wholly owned and dedicated to the organization instead of rented through AWS or other public cloud vendors. A private cloud can be within the organization’s own physical data center or owned, dedicated (not shared like public cloud) and managed by a third party.

Compared to a traditional computing infrastructure, private clouds require five main components: IaaS software

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Alipay / WeChat – Tenpay – Leaders in Chinese Online / Mobile Payments Market

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Chinese Mobile Online Payment LeadersOnline payment is the basic infrastructure of internet finance. In China, online payment is essential for the development of the e-commerce market, as consumers need to complete the entire purchase process through online third-party payment services.

Launched in 2004, Alipay is now the largest third-party payment service provider in China, taking a 47.6% market share in the third-party payment market of China in 3Q15, according to iResearch. In April 2015, Alipay disclosed monthly active users (MAU) at 270 mn, from 190 mn in Oct 2014, with an average of 45 mn daily transactions. We estimate that Alipay has around 500 mn annual active users.

Alipay has established partnerships with

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How OTT Videos NetFlix / YouTube Red Disrupting Pay TV Market ?

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OTT Videos Disrupting PayTVNetflix is one of the pioneers in stimulating on-line subscription video on demand (SVoD) consumption in the United States. The recent launch of Netflix services across 130 new countries (including Singapore, Hong Kong, and Taiwan) has generated interest amongst investors on the potential impact of Netflix on traditional video ecosystem.

Broadband infrastructure is critical for delivery of quality OTT services online. Netflix states that a minimum speed of 3 Mbps is needed to watch SD quality videos, 5 Mbps is needed for HD quality and 25 Mbps for ultra HD services. Overall broadband infrastructure

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How eCommerce Impacted Logistics Business in India?

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eCommerce Logistics IndiaECom Express is a logistics company catering to the needs of e-commerce industry, which is growing at a fast pace in India. The company was launched in early 2013 focused on providing the last mile delivery services to the eCommerce companies. ECom Express started with 311 employees in 35 cities. It has grown to 653 delivery centers in 180 cities with 15,000 employees and 450,000 Shipments/day. 90% of the staff are delivery people.

Logistics is a relatively large part of cost for eCommerce players and they intend to rationalize it. However, ECom Express believe that the quality of services in terms of timely delivery, reliability and lower product returns are key factors for eCommerce player to select a logistics company and not necessarily pricing. ECom Express is confident that given the quality of its services and its ability to delivery products to even less-accessible areas places it well in the market. The company

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India moves to become an IoT Economy

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IoT Economy IndiaIoT – Internet of Things brings together a complete set of technologies (sensors, wireless systems, computing, storage, system integration) for use cases like bringing economies of scale, reducing complexity of business, ability to know different assets and their health, and predictive maintenance.

According to the Secretary of the Department of Electronics and Information Technology (DeitY), the government had released a draft policy on IoT, which is at the consultation stage. The government is adopting a Public Private Partnership (PPP) model for this. Under different programs, the government is partnering with and helping start-ups, mentoring them to develop innovative breakthrough

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Flipkart Vs Amazon Vs Snapdeal Performance in Festival 2015

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eCommerce IndiaWe’d like to compare the eCommerce strategies of the Big 3 in India during the recent festival season.

Instead of a single Big Billion Day sale last year, Flipkart held this year’s sales over 5 days between October 13-17. Flipkart sold products worth Rs. 20bn (c. $300mn) this year (vs 6bn sold last year), with a total of 8 mn units being sold, compared to 2.7million units being sold last year. The company saw 150mn visits over five days in comparison to 40mn traffic registered last year. Mobile remained the highest selling product registering $200mn worth mobile sales (vs $60mn sold last year) with 250 mobile phones sold every minute during the 5 day sale. Flipkart clocked 5million app downloads over the course of the sale.

Amazon held its Great Indian Festive Sale overlapping the Flipkart sales (over October 13-17). While Amazon did not share specific

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Insanity of VC Funding in Indian Internet Startup Eco-System

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Insanity of VC Funding IndiaThe contrast between the exuberance in through-the-cycle private equity funding in the India internet industry and the sobering realities hitting valuations of listed India-focused internet firms is stark. For the listed entities like MakeMyTrip competition from similar/different business models, price and/or marketing aggression, low barriers to entry, easy funding for competitors/substitutes etc., – all of which are impacting metrics of these firms and their valuations. The public/stock market, it seems, wears a lens for scrutiny quite different from the private side.

The internet space critically need examination that if the ‘winnability’ of business models is premised primarily on price competitiveness, deep funding

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Bharat Matrimony.Com IPO & Online Match Making Industry

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India’s largest online matrimony site Bharat Matrimony has filed its draft red herring prospectus (DRHP) to float its initial public offer. The company is looking to raise Rs 3500 mn ($54 mn) with issuance of 1.66 mn shares through a fresh issue along with partial exit from existing PEs/founder’s family. The proceeds will be used for 1) advertising and business promotion activities (Rs 1500 mn: spread over 3 years); 2) Purchase and development of office premises in Chennai (Rs 344 mn); 3) Repayment of overdraft facilities (Rs 287 mn) and 4) Procurement of hardware/software for a centrally controlled contact center (Rs 174 mn).

The online matchmaking industry is still at a nascent stage and accounts for approximately 4% of marriages in India. The online matchmaking industry in

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BSNL Tower De-merger to Help 4G-LTE Operators

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Telecom Towere Business IndiaThe Government is planning to hive off BSNL’s tower business into a separate subsidiary with estimated valuations of cUSD3.8bn. BSNL has a total of c60,000 towers with a good mix of towers in rural and urban markets. Furthermore our industry analysis suggests these towers have good fibre connectivity as well. With all telcos focussing on enhancing data coverage, BSNL’s focus on the tower business via a separate subsidiary will increase tower supply to the sector and key beneficiaries in our view will be 4G entrants.

One of the challenges for 4G entrants has been network coverage given their dependence on the 2.3 GHz spectrum. We highlight coverage issues can be resolved in two ways: (a) adding sub1 GHz spectrum and (b) adding more towers.

With not much clarity on possible auctions of spectrum

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Why Just Dial Search Plus Launch Delayed ?

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Justdial Search PlusAccording to Just Dial management, the delay in the launch of Search Plus has arisen because the company is working on a better user interface and plans to launch the product when it is fully ready. Monetization remains a secondary focus; the primary focus is on driving usage and transactions on the platform once it is formally launched in Sep-2015. The company plans to launch its services and host an analyst meeting after the launch.

According to management, the top 11 cities have shown revenue growth of 20-22% yoy, primarily volume-led, and the revenue growth in non-top 11 cities has been upwards of 70% yoy. Management believes that non-top 11 cities start with a low yield (revenue per campaign) but that moves up significantly over a period of time as

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