Telecommunications & Technology
Reliance Communications (RCom) has already entered into three infrastructure sharing deals with Reliance Jio Infocomm – Inter-city optic fibre for Rs12 bn on-time payment, Tower sharing for Rs120 bn over the tenure of the agreement and Intra-city optic fibre for unspecified amount.
Till the time Reliance Jio’s own network coverage is wide enough, it is possible that RJio makes use of RCom’s network for voice in areas where its LTE network is yet to reach. In our analysis, such a deal
Google highlighted 1B Android active users (vs. 583M last year), a 236% increase in app installs increased y/y, and Google Play Games is now the fastest growing mobile game network with over 100mn users. Since the last IO, Google has paid out more than $5B to app developers ($2.15bn to Google itself). Android tablet now accounts for 62% of global market share (ex-Kindle), up from 46% last year, while the Android One initiative will provide at scale, high quality and affordable smartphones to the next billion to emerging countries.
Android the OS for Internet Of Things
Google announced the highly anticipated Google Fit Platform, where Fit allows an app to go to Google to get all of users’
BlackBerry device units of 1.6M, up 25% q/q and down 76% y/y missed our arguably optimistic 2.52M est based on Z3 sell-in for Devices rev of $377M.
BlackBerry Messenger – BBM
Management expects another stair step once BBM comes loaded on Nokia Lumias and guided to $100M in BBM related revenue for FY16, from enterprise sales, ads, and some consumer upsell. We believe this is a lofty target as the company struggles to find a sustainable and profitable business model going forward, especially as it likely relies on enterprise users that now total just 10M. On the consumer side, we continue to believe Blackberry likely has a difficult time monetizing its ~85M BBM monthly active user (MAU) total sub base that barely
We have received numerous request from Readers / potential entrepreneurs to make a list of all the Payment Gateways for Online & Mobile Transactions in India. By Popular Readers’ demand, here is the list based on the who was the fast in the Indian market.
At the AGM of Reliance Industries, Mukesh Ambani told that Reliance Jio Infocomm network will be ubiquitous, covering 5,000 cities and towns (90% of urban population) and 215,000 villages “initially”. To put these numbers in perspective, Airtel is present in 5,121 towns and 461,000 villages as of Mar-2014. Thus Reliance Jio’s network coverage at launch is likely to be quite comparable to Airtel / Idea’s in terms of reach (more so in terms of revenue targeting, given the urban markets have
higher ARPU’s and hence account for significant share of revenues). Over the longer term,
Web Computing Giant Amazon’s smartphone (the Fire Phone) represents to us the latest in the shift of Internet companies to compete in smart hardware to not only improve their market shares but also to drive mobile e-commerce.
The long-awaited smartphone (under development since 2011) with a price of US$649 (32GB) without contract. The new phone is equipped with 1) a 4.7-inch display, 2) Qualcomm 4-core CPU and 3) most importantly, 3D camera modules that carry sets of four sensor cams plus 13MP/f2.0 normal cameras.
Amazon’s Game Changing Technology
According to Amazon,
Last month in a conference of Indian Telecommunications progress on 4G-LTE front, Reliance Jio’s B2B executive made a presentation and excerpts from the same are as under.
Mukesh Ambani led Reliance Jio Infocomm (RJio) has laid lot of stress on the fact that fibre connectivity is required [Even in 1999, Mukesh did the same which is now with RCom]. Reliance Jio plans to connect as many buildings with fibre as possible. Over the longer term, RJio’s offering will be a mix of fibre [FTTH], LTE and WiFi. Management explained that chargeable WiFi (not free) will be an integral part of the company’s
Telecommunications and Network Gear Industry channel checks suggest that Reliance Jio Infocomm has completed ~11,000 base station installations nationwide and is possibly targeting 30,000-45,000 base stations by launch. We expect this target to be met by Dec-14 coinciding with the Founder Birth Anniversary on Dec-28, 2014. Rollout is progressing at a pace of 2,500- 3,000 base stations per month (with the monthly pace accelerating). The launch could happen with 30,000-45,000 sites, with rollout obviously continuing post launch. More Importantly, the rollout is well spread out across the country and not concentrated in just the top
Online Computing Giant, Amazon launched Prime Music which provides its Prime members with unlimited, ad free access to more than a million songs at no additional cost to their Prime membership. Amazon Prime membership now includes free 2 day shipping, Prime Instant Video, Kindle Lending Library, and Prime Music, quite a lot of content for $99/year. Prime Music is likely to be featured on Amazon phones, which is expected to be unveiled few hours from now.
In terms of features and functionality
Google’s Online Video Streaming Service YouTube doesn’t disclose any figures about Monthly Views. However, estimates from VidStatsX reveal that worldwide video views on YouTube in May 2014 was 20.8bn, Year-over-year growth in video views is ~100%. The total number of videos available on YouTube was 3.5mn at the end of May, this has been relatively stable year-to-date. The total number of YouTube subscriptions to Top 1000 publishers was 1.4bn at the end of May and