How Data Vs Voice Pricing is a Risk to Airtel, Vodafone, Idea ?

Mobile Broadband Vs VoiceMany Mobile apps now offer either voice messaging (Wechat) or straight VoIP functionality (Skype, Viber, Line). While it is difficult to prove a direct linkage between usage of these apps and usage/revenue trends within the traditional telcos, there is at least anecdotal evidence that, on average, rising 3G / 4G penetration rates are usually associated with falling voice minutes of use.

We do not attempt to prove that messaging apps are cannibalizing voice. Instead, we attempt to quantify the cost savings to users (and therefore the voice revenue risk to operators) were subscribers to move their current voice usage over to a VoIP data based pricing model.

Compression ratios for the various CODECs used by VoIP providers vary, but we understand the most frequently used is the G.729 CODEC. Adjusting a minute

Read more

Are Data / OTT Apps Threatening Telcos Revenue Model ?

3G IndiaOne common feature among all the new approaches, though, is the growing awareness that data bandwidth on a mobile network is an intrinsically scarce resource that must be allocated carefully. Indian 3G pricing acknowledges this and all Indian operators are charging on a tiered basis only. Going forward, we believe re balancing of data / access pricing versus voice and SMS pricing packaging will become increasingly important.

Let us examine what could happen to overall pricing for operators if their users were to switch to using over-the-top (OTT) applications, consuming just data. The key, in our view, is to price data in a way that takes into account voice pricing

Read more

Aircel Free Unlimited 3G in Tanjavur, Tamilnadu

Aircel IndiaNew Entrant, Aircel with a stronghold in Tamilnadu is struggling to gain 3G Subscriber Traction.

Aircel has announced it will provide to citizens of Tanjavur, Tamilnadu FREE UNLIMITED 3G between 6.00AM to 9.00AM for 30 days if subscribers sign-up for its 3G Offerings.

How to Activate Free Unlimited 3G from Aircel 3G Morning Plan ?
Just dial *122*456# from your cell and it should be activated in few minutes and then start browsing.

Aircel 3G Morning should in fact

Read more

Mobile Internet – Emerging trend but lacks demand, holds growth of 3G

Majority of Indian urban subscribers access Internet at their homes / offices using a wireline connection. Mobile Internet (2G/3G) is the second most preferred option, ahead of cyber cafes. 33% of the respondents use mobile phones to access the Internet when their first preference is not available. The most popular applications are the less data heavy email, web browsing and social networking.

3G uptake has been lackluster in the urban areas and has little/no subscriber awareness beyond the urban areas. Lack of opinion about quality of 3G/data services of various operators among a large fraction of urban subs also points to the current disinterest for data.

Read more

Where are we on the Mobile Internet ?

State of the Mobile InternetAlmost every year in various kinds of year-ahead predictions about Indian internet, you can find one about mobile internet. So why would 2013 be different?

If we look at the latest Gartner Hype Cycle, mobile internet has already climbed to the ‘Slope of Enlightenment’ and been on its way to mainstream adoption in less than two years. Three years into 3G initiation, operators, platform servicers, hardware providers and content producers have finally accumulated enough users and resources to kick start the entire value chain in 2012 as shown below

Read more