Messages

796

3G / HSPA / EVDO / Why Telcos will not Bid for 2100 MHz in 2015 Auction ?

« on: February 25, 2015, 05:29:48 PM »

In our view, telcos would acquire 2100 MHz spectrum to fill in their coverage gaps as no operator has pan India 3G spectrum. With the exception of Vodafone, we see less possibility of telcos looking to acquire 10 MHz of 3G spectrum in a circle.

Given that the defense is looking to free 3 bands of 2100 MHz (15 MHz) in coming months, we believe that telcos would be in better position to acquire 2100 MHz in the next auction round where we would see adequate 2100 MHz supply. Furthermore, as winning
price in this auction would be likely taken as reserve price for the next round, it would make sense for telcos to less aggressive in this auction. We note that on this round, spectrum in only 17 circles (and not pan India is being auctioned).

The risk which top 3 telcos face of not acquiring 3G spectrum in this round is that if some other telco acquires 3G in 17 circles then it would alter the competitive environment in the market. So to avoid such a scenario, existing telcos may look to acquire 2100
MHz in this round.

797

4G / LTE / 800 MHz LTE: Is it worth the gamble?

« on: February 25, 2015, 05:26:35 PM »

Government is looking to auction the unsold 800 MHz CDMA spectrum. In our view, the reserve price of this spectrum is not cheap. As the contiguous 800 MHz spectrum could be used for LTE, we expect some telcos to bid for this. However contiguous spectrum is only present in 4 circles ? Mumbai, MP, North East and Assam. Amongst all telcos, we believe Bharti/R-Jio may likely look to acquire some 800 MHz.

In our view, telcos may think of bidding for non-contiguous spectrum if they could realign that spectrum post auctions and make it contiguous. We consider this as a risky move and remain unsure if telcos may consider this strategy. Furthermore, after government
announces spectrum trading/leasing agreements, telcos may look to lease the 800 MHz spectrum from existing CDMA telcos in India

In our view, limited availability of 800 MHz LTE smartphones could be a deterrent for telcos to bid aggressively

798

SmartPhones & Apps / Which Analytics to use for Mobile Apps ?

« on: February 25, 2015, 05:16:38 PM »

Out Engineers have tested the Following Mobile Apps and Endorse the Analytics Platforms as Following,

Applicasa
Ad4Perf
App Annie
iMobiTracking
UmberSystems
AppViz
ByteMobile
ATInternet
Flurry
Pre-Emptive
Distimo
Bango

We internally use the following App developer Tools,
Facebook/Parse, Xcode, Appery.io, Mobile Roadie, TheAppBuilder, Good Barbert

799

SmartPhones & Apps / Most Popular Ad Platforms / Services for Apps

« on: February 25, 2015, 05:15:25 PM »

We'd like to present the Most Popular Ad Platforms / Services for Mobile Apps for Developers to Monetize their skills.

Ad Platforms
VDOPIA
Qriously
Dstillery
Fiksu
Liftoff
Byyd
Conversant

Advertising Services
AdMob
Millennial Media
Archer
iAD
Hipcricket
Ripple
Mojiva
InMobi

Advertising Agencies
Publicis
Eagle Eye
Merkle 5thfinger
Acision
Amobee
Carat
GroupM
Iconmobile
Miva

800

SmartPhones & Apps / Best Consumer vs Enterprise Apps in 2014

« on: February 25, 2015, 05:06:43 PM »

Here is the List of Best Consumer vs Enterprise Apps in 2014 across Android and iPhone App Stores

Best Consumer Apps in 2014
Games
Candy Crush Saga
Follow The Line
Rock Hero
FarmVille
Entertainment
Netflix
Hulu Plus
MTV
Pandora
Health & Medical
Feed Baby Pro
Doctor on Demand
My Diabetes
Lose It!
Media & Video
Ringtone Maker
Video Kik
YouTube
Cartoon Network Video

Best Enterprise Apps in 2014
Finance & Tax
Checkbook Pro
Chase Mobile
PayPal
Easy Currency Converter
Office & Presentation
Google Slides
Microsoft Office Mobile
Adobe Reader
Image Editor
Communication
Teamspeak 3
Skype
Outlook.com
Good
Storage
Dropbox
Google Drive
Folder Downloader
Amazon Cloud Drive

801

Technology / What Should be the Drone Flying Regulations ?

« on: February 25, 2015, 04:46:45 PM »

The US FAA (Federal Aviation Administration) proposed rules for commercial drone usage, applicable to civil drones weighing 25kg and below. On the positive side, the rules clearly define the usage scenario for commercial drones including

Limiting flights to daylight time and to visual-line-of-sight operations, and away from bystanders
Maximum flying speed of 100mph (160kph) and an altitude of 500ft
The operator must be at least 17 years old and obtain special certificates.

We believe the new regulations satisfy the requirement of major commercial applications such as oil & gas inspection and agriculture. On the other hand, the new rules: Bar an operator from dropping any object from the drone and rule out commercial drone usage for home delivery.

Although the FAA?s regulations are negative for the adoption of drones in the home delivery market, there are still wide areas of
applications for drones to explore such as recreation, industrial inspection & land survey, natural disaster & humanitarian relief and wireless communication. We believe the FAA?s restrictions on home delivery reflect its safety concerns, especially after recent accidents such as a small drone crashing into the White House on 26 January 2015

802

5G / Wi-Fi / 70 Mn Wireless Broadband Subscribers at End of 2014

« on: February 25, 2015, 10:44:13 AM »

The total hi-speed wireless broadband subs base in the country expanded to 70 mn at end-December 2014 from 40.27 mn at end-December 2013, a healthy growth of nearly 75%.

We note that the top-3 incumbents' share of hi-speed wireless broadband subs in India (3G + EVDO + LTE; phones + dongles + routers) has gone up to 67.7% at end-December 2014 from 51% at end-December 2013. Incumbents? share of incremental subs was nearly 90%, validating our argument earlier in the note that accelerated data adoption is one of the key factors driving sustained RMS gains for the incumbents.

803

5G / Wi-Fi / RCOM vs Idea vs Airtel Mobile Data Operating Metrics

« on: February 24, 2015, 12:51:43 PM »

Data traffic on RCom's network increased 16% Q/Q and 83% Y/Y. The weak non-voice revenue growth despite high data growth points to meaningful decline in data realizations. Interestingly, RCom?s non-voice India revenues of INR 11.6 billion is lower than Idea's data revenues of INR12.6 billion despite the fact that total data traffic on Idea's network is about 46.1 billion MB, which is just 60% of total data traffic on RCom's network (about 76.4 billion MB).

RCom's India non-voice revenues of INR11.6 billion is half of Airtel?s India data revenues of INR21.4 billion. However, total data traffic of 77.3 billion MB on Airtel's Network is almost equal to RCom's data traffic of 76.4 billion MB. Even assuming that all non-voice revenues are from data, it suggests that RCom's realized rates (on data) are at significant discount to the other large players.

804

4G / LTE / What is Significance of 800Mhz Spectrum for Mobile Broadband?

« on: February 21, 2015, 05:18:11 PM »

Telecom Spectrum in the 800 Mhz band has been efficient in the CDMA, EVDO Broadband and now Mobile Broadband / 4G LTE.

• 800 Mhz is very well suited for deploying 4G LTE Networks - High Coverage Area
• We have quite a few 4G deployments across the globe powered by 800 Mhz band
• The 800 Mhz band has very high propagation characteristics, suitable for countries like India with concrete jungles
• Well developed Mobile Handset eco-system for the 800 Mhz band, unlike the 2300 Mhz
• Lower Capital Expenditure - Deploy fewer BTS

805

4G / LTE / What is Reliance Jio Infocomm's Free Wi-Fi Jionet Gameplan ?

« on: February 20, 2015, 04:25:39 PM »

New entrant Reliance Jio Infocomm is introducing free WiFi service under Jionet brand in Kolkata, Gujarat & Delhi etc

Reliance Jionet will focus on gaining traffic market share by offering free WiFi initially. As a late entrant and an operator with 2300 MHz, we think that getting subscribers on its WiFi would be core part of its strategy. The company may look to monetize data overtime by charging for higher usage and for content. We expect more - free WiFi hotspot launches by R-Jio as it comes closer to its launch.

What is Reliance Jio's Offering ?
Free Wi-Fi available only in selected areas of Kolkata
Initially offering unlimited data for free, subject to fair usage policy
Free Wi-Fi av ailable in 17 locations across Ahmedabad, Baroda and Surat

806

3G / HSPA / EVDO / Highest Monthly Net Ads for GSM Operators in FY 2015

« on: February 20, 2015, 01:59:43 PM »

GSM net-adds surged to 8.9mn in Jan-15 from 8.2mn in Dec-14; Bharti saw an increase of over 1mn net adds m-o-m, while Voda reported 0.3mn increase. This was partly offset by m-o-m decline in Idea?s and Uninor?s net adds, by 0.35mn each. On a combined basis, Top-3 [BVI] contributed 6.8mn (78%) to overall Jan net-adds, compared to 5.8mn (71%) in Dec. [Note: BSNL/RCOM/TTSL are yet to report their GSM net-adds for Jan]

Airtel's net-adds were its highest after nearly four years. Idea/Voda reported net-adds of 2.2mn/1.8mn in Jan. Among regional telcos, Uninor reported c.30% m-o-m decline in net-adds, driven by lower-adds in all but two of its six circles. Bihar and UP-East were the best performing circles?they together accounted for 30% of January net-adds.

807

Technology / eComExpress - Courier for the eCommerce Industry

« on: February 19, 2015, 05:32:08 PM »

Ecom express has Dominant share of air within eCommerce logistics: 90-95% of total eCommerce goods shipped within the country go via air, and this could remain high at 70%.

Overall market for last-mile delivery would be Rs1,450cr with top 5 players accounting for 80% of the total market. In all, 1 million parcels are shipped daily.

Key factors for growth are scale and reach, service level, cost, reliability. 3PL players fare better than established courier companies and logistics arms of eCommerce companies in most of the above factors except reach. Existing large players like Blue Dart have substantial revenues coming from mail, making this a lower priority for Ecom express.

Ecom express delivers over 100k packages every day and aims to grow to 200k over next year. Average revenue per package shipment would be Rs85 while direct cost works out to be Rs60-65 per package.

Over longer term with scale logistics, costs could come down to 6-12% of gross merchandise value, as per company. Ecom express states that it needs an average of 150-200 packages daily in any city to achieve break-even.

Return rates vary from 5 to 20%but average 8-10%. Cash is remitted in 3-7 days for large eCommerce vendors of Ecom Express.

808

Web 2.0 / Why Jack Ma Invested in Paytm ?

« on: February 19, 2015, 04:08:25 PM »

Paytm has over 20 million mobile wallets and aims to reach a total of 100 million with over 1 million merchants by 2016. Total unique users per month are 350 million and the platform sells approximately 90 million items per month.

Currently it has ~16k merchants on its platform. Some of the key online merchants include Makemytrip, Uber, Dish TV, Bookmyshow etc. 85% of its traffic is organic and 80% of its orders are on mobile. As per management, the current run rate of orders is 20 million per month with cumulative 25 million customers and a total GMV run rate of US$600m. Within marketplaces 60-70% of its sales come from fashion
and electronics account for a small percentage of total sales.

Revenues from merchants come in 3 buckets: a) marketing fee, b) payment charges, and c) logistics costs which is a pass through element. As per management, its competition is more from the likes of marketplaces models like Snapdeal and less from Flipkart.

809

Technology / Indian eCommerce Shoppers to Hit 100Mn by 2017

« on: February 18, 2015, 04:41:39 PM »

Rocket Internet India CEO Heavent Malhotra believes Indian eCommerce market could grow to 3x in next 2 years as online shoppers increase from 35m to 100m. Further as the overall base of online shoppers grows significantly, the cost of user acquisition will continue to come down over coming years. The market and consumer expectations have moved beyond price which is increasingly becoming a hygiene factor and differentiating factors would be better choice, faster delivery and brand positioning in the minds of consumers.

Rocket Internet India has a portfolio of 7 companies and it aims to be the market leader in the respective segments. Overall market is too dynamic and very hard to predict as last 3 years it has grown far beyond its expectations. Within fashion, the key factor would be mix of private brands over time. Currently Jabong has approximately 20% of its business coming from private brands.

One of the key drivers has been mobile as it now accounts for 60-70% of revenues for many key internet platforms from less than 2-3% 2 years ago.

810

SmartPhones & Apps / How Hike Managed to become Number 2 behind WhatsApp ?

« on: February 18, 2015, 04:27:24 PM »

Hike is an instant messaging service launched in Dec-2012. Within two years, the total number of users has crossed 35 million already and Hike has emerged as a clear number two after Whatsapp in India.

Hike has used several innovative ways to acquire users, retain them and build a strong case for continued engagement over time. Some of the initiatives include optimizing the app for lower speed and making it more efficient, including stickers in a local context state wise for India, provision for sending messages even while users are offline, provision for putting passwords on messages.