Recent Posts

31

4G / LTE / Airtel 4G Data Usage Per Customer Highest

« Last post by wiredlife on August 10, 2020, 11:00:18 AM »

In a quarter marred by the lockdown, 2mn 4G subscriber additions and 12% QoQ data volume growth indicate smartphone users’ preference for Airtel 4G LTE network as well. Data volume growth was strong at 12% QoQ, taking data consumption further up to 16.6GB, from 15GB per customer. We believe Airtel's highest-in-the-industry data usage per customer would further drive up ARPU going forward.

In our view, Bharti's ability to garner smartphone subscribers despite its premium pricing will aid revenue market share as this segment has the highest propensity to pay and would benefit operators the most, should tariffs rise or the industry consolidate.

We attribute the 50bps QoQ increase in EBITDA margin to lower subscriber acquisition cost and marketing spends, some of which are likely to resurface.

32

Smart Connected Devices / Oppo Mobile Sales in India

« Last post by wiredlife on August 08, 2020, 04:44:01 PM »

Oppo Mobiles India Pvt Ltd are the owners of Oppo SmartPhones  popular brand in India.

Did you know what is the sales of Oppo Mobiles Pvt Ltd for the year ending March 2019 ?
It is a whopping Rs 217,235 Million which is equivalent to Rs 21,723 Crore. The sales of the company for FY 2018 was Rs 12,048 Crore.

Oppo Mobiles India Pvt Ltd is Run by a 33 Year Old Shan He a Citizen of the People's Republic of China

If Oppo Mobile Smart Phone Sales is about US $3 Bn , guess and read the sales of Xiaomi India Pvt Ltd.

33

Web 2.0 / Olx Classifieds Financial Balance Sheets

« Last post by wiredlife on August 03, 2020, 03:41:40 PM »

Olx India classified sites at the end of FY 2019 had a Total Income of Rs 399 Crore [FY 2018 Rs 179 Crore]

Total expenditure has been RS 365 Cr and Rs 155 Cr for FY 2019 and FY 2018 respectively.

Net Profit has been Rs 22 Cr and Rs 15.59 Cr for FY 2019 and FY 2018 respectively.

34

Web 2.0 / Grofers + Flipkart Focus on Hyper Local Delivery

« Last post by wiredlife on August 01, 2020, 06:22:49 PM »

We have indicated earlier that hyper-local delivery companies are witnessing better unit economics amidst lockdown as also clarified in case of Zomato and Grofers. Most of these players are expecting a sizeable part of this improved unit economics to stay put even after lockdown lifts and is the likely reason for Grofers to pre-pone its plan for IPO. The key metrics to monitor however, would be the trend in delivery costs (and charges) and average take rates in our view.

Flipkart has launched instant hyper local delivery services in Bengaluru to deliver grocery, dairy products and vegetables, mobiles, electronics and home accessories. Bengaluru is generally considered a traffic-heavy city and a quick-delivery pilot here would build a clear picture for Flipkart whether the model can be replicated elsewhere. In our view, the road infrastructure support in Indian cities is not favorable for such models and many companies have in the past tried but failed to create a sustainable business model. Other competitors working on this model include Swiggy Stores, Dunzo (Google-backed) and BigBasket's "Express Delivery" service.

35

Technology / How to Prevent Windows from Opening Excel in Startup ?

« Last post by wiredlife on August 01, 2020, 09:19:27 AM »

In quest for early release, Microsoft started following Google's Software Engineering Policy of having no SDETs. In this process, Microsoft has been shipping untested products which cause difficulties. For example, Windows 10 Professional version opens up more thna a dozen EXCEL blank files on startup, even though EXCEL Program is not in the startup. It is a result of some other DLL calling the program.

The only solution to this is

Go to Settings>Accounts>Sign-in options

Scroll down until you find Privacy, under it, turn off Use my sign-in info to automatically finish setting up my device after an update or restart.

Reference: https://social.technet.microsoft.com/Forums/office/en-US/6f623bde-435b-44ba-997c-c0766c522a37/how-to-stop-ms-word-opening-automatically-at-the-startup-of-computer?forum=Office2016ITPro

36

5G / Wi-Fi / NextGen 5G / IoT to Help Tower Companies

« Last post by wiredlife on July 30, 2020, 09:55:49 AM »

Telecom Infrastructure companies believes that with newer technologies like 5G/IoT requiring denser/ubiquitous coverage, network
investments are bound to see an increase. There could also be opportunities for fiber and active infra sharing going ahead.

It’s just a matter of time before telecom companies start investing in expansion and densification of networks. Secondly, there is also a surge in network demand and increased dependence on wireless networks.

New site development activity has picked up and 4G rollout activity is strong. (2) All telecom operators are offered similar tariff structure at a site.

You might be interested in reading about Chinese 5G Infrastructure Rollout http://dslindia.com/how-big-china-5g-infrastructure-deployment/

37

Technology / Do global technology partnerships work ?

« Last post by wiredlife on July 29, 2020, 12:49:07 PM »

Historically, there have been many instances of large technology companies acquiring minority stakes in related or even loosely related companies for strategic reasons. Financial investment gives confidence to the investee company for deeper collaboration.

Microsoft invested USD240mn in the four-year old Facebook with an arrangement wherein Microsoft sold the banner ads appearing on Facebook outside the United States, splitting the revenue. This deal also fizzled out, although Microsoft made financial gains.

Google invested in a Chinese consumer electronics and AI company, Mobvoi, to help it power Wear OS by Google to China. We clearly see that some of the deals achieved their strategic objectives, but many others resulted in financial gains by virtue of stock market listing.

Yahoo! invested USD1bn in Alibaba and handled over its Chinese unit to Alibaba for two seats on the four-member board of Alibaba, not to mention a 35% voting stake in the company. The salience of this deal for Yahoo! is evident from its high stake and board representation. This deal again was a financial success while it did not achieve any strategic objective for Yahoo!

It is possible as technology companies may want to hedge themselves from possible rising protectionism in India by making financial investments.

38

Smart Connected Devices / Google + Facebook - Jio Platforms Deal Analysis

« Last post by wiredlife on July 29, 2020, 12:42:52 PM »

Google’s deal with Jio Platforms JPL also envisages joint development of an entry-level affordable smartphone with optimisations to the Android operating system and the Play Store. Google had introduced a similar Android One program in 2014 in India and then redefined it a few years later, but with only limited success. We believe that slow smartphone adoption by 2G customers is less of an affordability issue and more of a battery, durability and user interface hurdle.

Recent partnerships with Facebook and Google have lent great credibility to Jio's digital offerings, particularly in minds of financial investors. The hypothesis is that considering the scale of businesses run by Facebook and Google, their cutting edge technological and strategic knowhow can help RJio scale up its platform business. In this context, what role does Jio Platforms (JPL) plays from Facebook and Google’s perspective is important.

Facebook’s deal with JPL provides an impetus for Facebook to monetise WhatsApp. Reliance Retail’s new commerce platform, JioMart, will seamlessly enable transaction using WhatsApp from millions of small merchants whom JioMart plans to partner. This transaction ability could help Facebook monetise WhatsApp in India, its largest market by subscribers.

39

SmartPhones & Apps / Top 10 Video Streaming OTT Apps

« Last post by wiredlife on July 29, 2020, 09:52:38 AM »

In the internet ecosystem, leaders create outsized value while other players typically falter, not even generating economic returns. With emergence of high-speed data at globally low prices, Indian consumers got hooked onto such entertainment platforms. However, RJio could not establish leadership in apps as rivals provided better user experience and responded quickly to consumer feedback. Disney + Hotstar (Hotstar) has clearly established leadership with 300mn+ MAU

Here is the list of Top 10 Video Streaming OTT Apps in India

Share of OTT viewers subscribed to the app
Hotstar - 49%
MX Player - 42%
Jio TV - 29%
Amazon Prime - 15%
Netflix - 13%
Son LiV - 9%
Airtel TV 8%
VOOT TV 6%
Zee5 - 5%

Some of the late entrants such as MX Player also garnered sizable market share with a more focused strategy.

40

SmartPhones & Apps / Top 5 Music Streaming Apps in India

« Last post by wiredlife on July 29, 2020, 09:45:23 AM »

Which are the Top 5 Music Streaming Apps in India ?

Gaana retaining the leadership versus JioSaavn in music streaming platform category. Here are the latest market shares of the Top 5 Apps.

Gaana - 30%
JioSavaan - 24%
Spotify - 15%
Wynk - 15%
Google Play Music - 10%