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41
Web 2.0 / How IndiaMart Earns ?
« Last post by wiredlife on July 27, 2020, 03:25:43 PM »
For IndiaMart.Com, the top 10% paying suppliers out of the 133,000 total subscriptions accounted for 43% of the total revenues. To ensure customer retention, the company continues to offer discounts ranging between 5-10% to few customers while extending the subscription plans for a month or two for few others. ARPU’s are likely to be under pressure in the near term.

Management said that cash collections were down to just ~30% of monthly pre-lockdown (INR 600-650mn) in April but now were up to ~65% of pre-lockdown levels (~INR 400mn). In July, management expects to be at least at the same levels as of June (if not better).

Traffic Pointers
The Company indicated that while one third of the traffic from pandemic affected industries such as hospitality, fashion, automobile etc. has severely been impacted, another one-third of the traffic from industries such as essential goods & services (sanitation, safety, healthcare and food etc.) had been extremely strong, especially in the months of May and June. The remaining one-third traffic from other industries has been stable. At present buyer traffic on a weekly basis presently is at all time high. Overall, the company expects strong buyer traffic trends may lead to incremental suppliers joining its platform.
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FTTH Broadband / JioFiber FTTH Subscriber Base Touches 1.14 Million
« Last post by wiredlife on July 27, 2020, 02:10:06 PM »
Reliance JioFiber the FTTH Offering from Reliance Jio Infocomm has touched 1.14 Million at the end of April 2020. It was 1.08 Million at the end of March 2020.

All other wired / landline broadband ISPs lost subscribers and Jio was the only one to add 50K subscribers during lock down.

With slower than expected ramp-up so far, we further moderate our fibre-to-the-home (FTTH) subscriber assumptions to 1.6mn/2.5mn subs by FY21/22F (earlier 2.9mn/4.1 mn); however, we note that the company is targeting to connect 50mn homes and small businesses over the next three years if the company becomes aggressive on FTTH roll-out as we expect work from-home to gain traction in the post-COVID-19 era
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Technology / HealthTech - Disruptive Startups in India
« Last post by wiredlife on July 25, 2020, 07:28:30 PM »
HealthTech is solving problems around unstructured, fragmented, and inaccessible data, as well as creating real-time health data that can be vital to many industry players such as insurers and healthcare providers.

List of HealthTech Startups in India

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Web 2.0 / AgriTech Startup Disruptors in India
« Last post by wiredlife on July 25, 2020, 07:17:34 PM »
AgriTech is an enabler to agriculture data creation, deep analysis using advanced algorithms, as well as end usage by players across the agriculture value chain.

With new technologies that focus on data collection and analysis, these innovators are becoming valuable assets for data deprived financial services industry.

List of AgriTech Startups in India


If you know of more Startups in this, please e-mail the same to feedback @ dslindia dot com
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Technology / List of Neo Banks + Digital Only Bank Startups
« Last post by wiredlife on July 25, 2020, 04:21:50 PM »
The Fintech Revolution in India has began and here is the First List of NeoBanks (means new bank which offers cutting-edge, fully digital banking services ) Neo Banks are Over The Top Banks which do not have any RBI Banking License but offer any of the Banking Services as they tie up with one of the Traditional Bank.


If you know of a Neo Bank that we have missed, please e-mail the same to feedback @ DSLIndia Dot Com and we will update this list.
46
3G / HSPA / EVDO / Supreme Court - A Strict Teacher for Telcos
« Last post by wiredlife on July 21, 2020, 05:33:52 PM »
After asking telcos to make reasonable upfront payment and come up with a roadmap for AGR repayments in its last hearing, the SC has noted that a repayment timeline of 20 years is a very long period. SC has asked telcos to come up with a reasonable time period. For the timelines, TTSL has sought 7-10 years repayment while Bharti / VIL have sought 15 years (VIL initially requested for 20 years and later reduced the time frame). However, the government has maintained its stance for a 20-year repayment period as telcos could go bankrupt in case of an extension failure.

Furthermore, the SC has asked VIL(Vodafone Idea) to secure AGR dues payable. To this, VIL responded saying that the government could retain its INR80b GST dues w.r.t. to the AGR dues and mentioned that it has no assets except spectrum. The government has maintained that it considers spectrum as security and could auction it to secure dues, in case of payment default. In terms of amount, the SC has reiterated that there is no scope of reassessment of AGR dues and the amount calculated by the DoT would be considered as final.

The SC also raised questions on the Rs400bn dues from insolvent telcos (Reliance communications, Aircel, Tata DoCoMo, etc) and said that it would go into the bona fide of these companies to ensure that IBC is not misused to avoid government dues.

Moreover, in maintaining its harsh stance, the SC has mentioned that any proceedings to re-assess the amount would be in violation of the court and could result in contempt proceedings against the entities involved.
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Web 2.0 / JioMart to compete Flipkart / Amazon / Big Basket Every Online Retailer
« Last post by wiredlife on July 16, 2020, 06:42:26 PM »
Mukesh Ambani is planning to accelerate rollout of JioMart given encouraging progress on pilot programs of grocery model with kirana partners and beta version of online platform with consumers across 200 cities.

JioMart is already clocking over 0.25 mn orders/day, comparable to 0.2-0.3 mn orders serviced by BigBasket and Grofers on a daily basis. JioMart is now focusing on increasing its geographical reach, enhancing its delivery capabilities and customer experience and expanding to other product categories including electronics, fashion, pharmaceuticals and healthcare in the near term.

Reliance has also indicated that it has received interest from strategic and financial investors in Reliance Retail, who they plan to induct in next few quarters
48
Cable / DSL Services / How Verizon Leveraged Femtocell to Handle Poor Cellular Networks ?
« Last post by wiredlife on July 13, 2020, 07:17:33 PM »
Poor Cellular Reception was one of the most common problems in the US prior to 2016. Verizon Wireless came up with the novel idea of FemtoCell

The FemtoCell device acts as a Mobile Network Operator / Cellular Service Provider's Mini Base Station and it connects to the Service Provider's Exchange using the customer's DSL / Cable Broadband Connection.

Thus this could solve the last mile wireless signal reception problems in Homes and SOHO where each FemtoCell could service 8 wireless devices.

NOTE: I keep forgetting what this technology is, hence this post is a note to self.
49
FTTH Broadband / Who Owns Data in the Digital Economy ?
« Last post by wiredlife on July 08, 2020, 04:20:28 PM »
An area potentially of great interest to investors is data collection and sharing, which is at the heart of the digital economy.

As part of the government’s effort to build up the digital infrastructure, it’s possible that, as suggested by some industry experts, it may try to lead a data base which encompasses data from various government bodies (e.g., the central bank, the two main financial industry regulators, the Administration of Industry and Commerce, the tax department, Customs and the Court) and leading industry players, i.e., an enlarged version of the “social credit score” system that the government has set up.

In addition, by granting all players access to segments of the data base, the government could help develop the digital economy.  From this perspective, it’s similar to the government’s moves in the past to centralize the telecom network and the gas trunk pipeline network.

Leveling the play field in data access could be a great boon to new entrants and smaller players but negative to the existing leading players that currently enjoy a big data advantage, depending on how access to such a data base is regulated and priced.
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Web 2.0 / Top 3 Tech Trends for Next Decade
« Last post by wiredlife on July 08, 2020, 02:52:39 PM »
Splinternet: China to overtake the US and become the world leader in AI by 2030. Sovereign internets expand. Winners: emerging markets/the East; Losers: developed markets/the West.

Robots & Automation: up to 50% of jobs at risk of automation by 2035. Winners: automation, local production, big data & AI; Losers: humans, global supply chains.

Smart Everything: 500bn connectable devices by 2030 to combat deflationary demographics but at the risk of the death of privacy. Winners: IoT, connectivity, smart cities, ‘big brother tech’; Losers: privacy, offline.

At the same time, we expect unprecedented strides in innovation and “techceleration”. By 2030, global data knowledge will likely be 32x greater than today's level. By the mid- 2020s, we will interact with an online device every 18 seconds, vs. 6.5 minutes today; and there will likely be 500bn connectable devices globally by 2030. Techceleration will unlock economic value, but will challenge governments, privacy and society like never before (source: IBM).

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