Indian Government Must allocate More 3G Spectrum

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Along with relatively inferior 3G spectrum, high population density in India and relatively less amount of spectrum with each operator is also likely to necessitate higher number of towers. Indian telecom operators own very low amount of 3G spectrum, resulting in a need for higher number of towers due to spectrum scarcity. Telecom operators in … Read more

3G and 4G proliferation to Drive tenancies and number of towers

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The telecom operators have paid large-sums for acquiring 3G and BWA licenses. We believe they will focus on rolling out 3G / BWA services relatively quickly to start getting returns on their investments. Currently, operators are installing 3G/BWA equipments on their current tenancies, which is called loading. Operators have to pay an amount over and above the standard rates to install these equipments. Loading is likely to be the near-term revenue growth driver for tower companies as 2G-ready sites get upgraded to make them 3G/4G-ready.

However, loading alone would not help to roll out seamless coverage since 3G and 4G spectrum is relatively inferior at 2100 MHz and 2300 MHz. To roll out coverage for these services, telecom operators

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Airtel 40 Mbps VDSL Broadband in Hyderabad

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Looks like Hyderabad is the city leading the internet revolution in India. Idea Cellular has introduced WiFi Broadband in Hyderabad at a differential tariff compared to rest of India. And now Airtel has launched 40 Mbps DSL broadband at unbelievable prices. In line with their data usage and requirements, Airtel customers can now choose from … Read more

Idea Wi-Fi Broadband Plans – PostPaid

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Idea WiFi customer you get the flexibility to choose from postpaid or prepaid broadband plans. Enjoy unlimited usage with postpaid plans or flexibility to use data as and when required with long validity prepaid plans. Enjoy unlimited usage with every plan and Speed Upto 2 Mbps download speed for bundled data. After Bundled Usage, Speed … Read more

Growth in Mobile Payemnts in China

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According to iResearch, the growth of mobile payments in China is likely to be driven by, The country’s expanding mobile internet economy. iResearch revealed that the scale of China’s mobile internet economy reached RMB97.6b as of 2012, up 148% YoY, much higher than the 46% YoY growth of the desktop-based internet economy during the same … Read more

Smartphone penetration – China higher than US!

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U.S. market research firm Nielsen recently released a report summarizing mobile consumption trends across major countries. In terms of smartphone penetration, the countries with relatively high smartphone penetration included South Korea (67%), China (66%), Australia (65%), Italy (62%) and the U.K. (61%) and the U.S. (53%). We note that China according to this report boasts … Read more

Will Reliance Communication Survive the Telecom Shakeout ?

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Reliance Communications is set to benefit from the overall improving sector dynamics, as ARPMs, data volumes rise, competitive intensity reduces and capex under control. There is still a lot of time for spectrum renewal for Rcom, with only 7 circles coming up for renewal in Dec 2015, and others thereafter. Moreover, the excess spectrum charges … Read more

OnMobile Global – Banking on International Business

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OnMobile’s international revenue grew an impressive 7% QoQ and contributed ~64% of revenue in F3Q13, with Latin America accounting for the majority share (~25% of revenue). Businesses in Europe and Africa have also demonstrated strong revenue growth, albeit at a lower base. Last quarter, the company secured two major contracts for RBT in Europe (in Spain and Turkey), which are expected to go live in the next two to three quarters.

The domestic business revenue has been declining for the last eight quarters, largely due to regulatory issues affecting the industry, including the TDSAT order on VAS requiring the operators to receive confirmation from customers for usage of VAS within 24 hours of activation.

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