Recent Posts

Pages: 1 ... 5 6 [7] 8 9 10
61
Web 2.0 / What is Revenue + Expenditure of YourStory Media / Blog ?
« Last post by wiredlife on April 01, 2020, 06:12:49 AM »
Most Bloggers would be interested to know the Revenue and expenditure of YourStory Blog / Media ?

Revenue - Rs 19.00 Crore
Sale of Services Revenue - Advertisements - Rs 13.95 Cr
Revenue from Events Rs 3.95 Cr

How Much Expenses of YourStory does in a Year ?
Spent on Employees - RS 9.65 Cr
Event Hosting - Rs 1.78 Cr
Web / Mobile Technology related Spend - Rs 1.37 Cr
Travelling - RS 90 Lak
Freelancer - Rs 78 Lakh
Legal / Professional Charges - RS 2.31 Cr
Business Development - Rs 2.32 Cr
+ Other Expenses Exists. do let us know if you want all the Details of this Company

Net Loss of the Company - Rs 3.68 Cr

Reserves and Surplus with YourStory Media Rs 30.68Cr

How Much Salary Shradha Sharma of YourStory Media Ltd Draws Every Year ?
She took home a Salary of Rs 75 Lak and Holds 85% Shares in the Company
62
4G / LTE / How to Fix Jio 4G LTE Frequent Disconnections ?
« Last post by wiredlife on December 04, 2019, 04:47:41 PM »
The suggested solution for FREQUENT DISCONNECTION works on Android Phone where Jio 4G LTE is in Primary SIM Slot on a Dual SIM Handset.

    Open Dialer on your Android phone.
    Dial *#*#4636#*#*
    Click on Phone Info 1
    Scroll down and under Set Preferred Network Type as LTE/GSM auto (PRL)
    Now Turn OFF Radio & then Turn ON.
    Reboot the phone.
63
3G / HSPA / EVDO / BSNL/MTNL Revival - Waste of Tax Payers Money
« Last post by wiredlife on October 30, 2019, 02:35:56 PM »
Key revival package constituents – (1) administrative allotment of LTE spectrum to BSNL and MTNL; the government to infuse Rs200 bn capital to fund the purchase. The money, anyway, comes back to the exchequer in the form of spectrum sale proceeds and there is no fiscal impact per se.

VRS package for all employees above 50 years of age; we note that BSNL employs 160,000+ employees while MTNL employs 22,000+; total cost of Rs300 bn would be borne by the exchequer; this would be fiscal hit but will likely be spread over a couple of years
as the companies finalize the details and roll out the scheme.

Asset monetization of Rs380 bn by the two telecom PSUs over the next four years; these would primarily be surplus real estate assets, in our view, but could include sale and leaseback of tower and fiber assets as well, and (5) merger of MTNL into BSNL; this would take some time given that MTNL is a listed entity. As a first step, MTNL would be made a subsidiary of BSNL by a likely transfer of the government’s holding in MTNL to BSNL. The merger could face challenges from the two employee unions, as in the past.
64
4G / LTE / Jio the Largest 4G Mobile Data Network
« Last post by wiredlife on October 30, 2019, 02:32:31 PM »
LTE availability – with a score of 80.2%, Bharti has closed the gap considerably versus R-Jio. Jio's score stood at 97.8% in the latest report and it had crossed the 95% mark in Oct 2017 itself. Airtel'sLTE availability stood at 57% in Oct 2017, 38 ppt lower than Jio.
This Network Availability is in 50 Top Urban Conglomerations of India

Vodafone Idea availability score for Oct 2019 stood at around 77%, nearly the same as the Apr 2019 report. This is in line with the company’s stated strategy of prioritizing improved competitiveness in focused Quad A/B markets versus going for coverage expansion. VIL seems to be delivering well – while the coverage/availability metric has not improved, speeds have seen an impressive jump.

Jio is the most consistent network on network speeds and video experience topping the chart on these parameters in 28/42 and 27/42 cities, respectively.
65
5G / Wi-Fi / Revival of BSNL / MTNL Sick Telcos
« Last post by wiredlife on October 27, 2019, 10:13:15 PM »
As a first step, MTNL would be made a subsidiary of BSNL by a likely transfer of the government’s holding in MTNL to BSNL

Key revival package constituents – (1) administrative allotment of LTE spectrum to BSNL and MTNL; the government to infuse Rs200 bn capital to fund the purchase. The money, anyway, comes back to the exchequer in the form of spectrum sale proceeds and there is no fiscal impact per se, (2) VRS package for all employees above 50 years of age; we note that BSNL employs 160,000+ employees while MTNL employs 22,000+; total cost of Rs300 bn would be borne by the exchequer; this would be fiscal hit but will likely be spread over a couple of years as the companies finalize the details and roll out the scheme, (3) sovereign guarantee to Rs150 bn fresh bonds to be issued by BSNL and MTNL, (4) asset monetization of Rs380 bn by the two telecom PSUs over the next four years; these would primarily be surplus real estate assets, in our view, but could include sale and leaseback of tower and fiber assets as well, and (5) merger of MTNL into BSNL; this would take some time given that MTNL is a listed entity.
66
Technology / Jio - IoT , SME and Cloud Services
« Last post by wiredlife on October 23, 2019, 11:23:17 AM »
Jio has mega plans for IoT

Pan-India 4G network for IoT to connect data from smart sensors in residential, industrial and public resources
Plans to capture ~50% of 2 bn connected IoT devices in 2 years
NBIoT opportunities could translate into Rs 200 bn/year revenue (Not in our assumptions)

Jio SME Cloud
JIOFIBER Fixed-Line Connectivity and Cloud Applications to have plug-and-play technology-enabled tools.
Jio has partnered with Microsoft to enhance the adoption of leading technologies (data analytics, AI, blockchain, IoT)
Partnership to use Jio connectivity for Microsoft’s solution like Azure, Azure AI and Office 365

67
FTTH Broadband / Jio Fiber – to target Hathway/Den/BSNL Broadband Consumers
« Last post by wiredlife on October 23, 2019, 11:16:24 AM »
RJio plans to roll out Jio Fiber across 1,600 cities with target of ~20 mn residences and ~15 mn businesses through FTTH
(and not through cable). RJio’s plans seem aggressive, as total home broadband connections in
India stands at just 18.4 mn till date with only 0.16 mn net additions in last 2 years. Earlier, RJio’s management had agreed
that the last mile FTTH connectivity to homes will require hard work.

FTTH (fiber) penetration is low in India (only 1.2 mn connected homes) – an opportunity. An opportunity for RJio to rapidly
gain market share from:-
- 25 mn Hathway/Den homes
- 10 mn BSNL customers, who may switch for better services at attractive prices

RIL holds 72% stake in Hathway and 78.1% stake in Den Networks. Acquisitions were for (i) last mile connectivity of its GigaFiber and (ii) expediting customer acquisition for GigaFiber (gives access to 30k + LCOs and 24 mn homes in 750 cities). RJio plans to drive penetration in existing Den/Hathway connected homes through infrastructure upgrade, distribution and offering more services using their networks
68
4G / LTE / What is Jio thinking of Interconnect Usage Charges ?
« Last post by wiredlife on October 23, 2019, 10:36:50 AM »
R-Jio's net IC costs continue to decline at a rapid pace. 2Q saw a 23% qoq and 37% yoy decline to Rs6.55 bn. Assuming the trends on net IC movement (reflecting movement in off-net traffic imbalance) continued, R-Jio was looking at a maximum of another 4-5 quarters of being a net IC payer and a cumulative incremental net IC cost of not more than Rs20 bn even if TRAI defers the move to the BAK (bill-and-keep) regime.

In this light, it is surprising that R-Jio continues to term its move as one solely driven by TRAI coming out with fresh consultation on IUC. Having absorbed a cumulative net IC cost of Rs135 bn in the past 12-odd quarters, it is unclear why Jio could not have absorbed another Rs20 bn, worst case, in net IC cost over the next few quarters. Going by the trend, Jio is on course to become a net IC earner in the next few quarters and would have recovered this incremental burden even if the BAK-deferred was only for a period of 2 years.

To be sure, Jio is likely to benefit irrespective of the outcome of the recent consultation on IC.

69
FTTH Broadband / Jio FTTH and Home Automation services
« Last post by wiredlife on May 16, 2019, 10:29:00 AM »
Working on rolling out FTTH in 1600 cities and towns, earlier plan was 1100 cities. Same management of Hathway and Den will continue
Waiting for CCI approval before meaningfully start engaging with Den and Hathway

The tower business has ~0.7mn route km, being increased to ~ 1.1mn route km, of built and under-development fiber
Significant proportion is intra-city and underground
Average age of less than 3 years
Architectured for FTTx and future technologies (5G and beyond)
RJIO has contracted for 50% fiber pair
Other than telcos, ISPs, BPO, large enterprise etc. can be customers of the fiber

Jio Smart Home Services
-Voice Assistant Control your home via voice command
-One stop control of all lighting, curtains, AC & appliances
-Monitor visitors and Secure your loved ones from anywhere
-Monitor elders & kids from anywhere
-Proactive notification of home safety

70
3G / HSPA / EVDO / 3G/4G subscriber additions normalise MoM
« Last post by wiredlife on May 16, 2019, 10:24:25 AM »
After rising sharply to 21m in Jan-19, the sector's 3G/4G subscriber additions normalised to 10m, taking the 3G/4G subscriber base to 532m. 3G/4G subscribers now form 45% of reported industry mobile subscriber base.

Of the 10m additions, we estimate that c.5m additions were from smartphone users and remaining were JioPhone additions.

The reported 3G/4G additions were led by Jio at 8m and Bharti Airtel at 2m. Vodafone Idea added 0.4m 3G/4G subscribers in Feb-19.

Over the past year, Bharti's push on bundled plans is helping the operator gain 3ppt share in 3G/4G smartphone subscribers to 24%.

With India mobile a three-player oligopoly and imminent recovery in sector revenues driven by stability in tariffs and rising data adoption, we remain positive on Jio which will emerge as a leading telco in 2019 and also Bharti, given its strong market-share defence and inevitable turn in revenues
Pages: 1 ... 5 6 [7] 8 9 10