Only 10% of Idea Cellular Users Consume More than a Gig of 3G/4G Data

Idea 4G CustomersThe management of Idea Cellular stated that only ~10% of consumers are on packs of >1GB on 3G / 4G LTE networks in a month / 30 day cycle. Hence the higher allowance for high usage packs will not by itself result in sharp ARMB decline.

Idea carries the second highest data traffic in the industry by garnering 20.5% data RMS [Revenue Market Share] in FY16, which is higher than its overall RMS. Its incremental data RMS was 27%. Idea deployed close to 40,000 3G/4G sites in the past year in addition to (more…)

What are Telecom Operators Strategies for “Mobile Data” ?

Airtel Vodafone Data StrategyWe believe the incumbents lobby led by Airtel, Vodafone and Idea are banking on 3G to lead data growth in India over the next five years. They have 2100MHz (3G spectrum) spectrum in their market leadership service areas, enabling them to participate in data growth in their dominant service areas. Over the next 12-18 months, we believe Airtel, Vodafone and Idea are likely to have pan-Indian 3G spectrum, as they are likely to acquire additional 2100MHz spectrum when the government auctions it later in the year.

Also, we think market leaders are likely to deploy their recently renewed 900MHz (liberalised spectrum) for 3G services over the next 3-5 years (more…)

Network Services: Exponential Data Boom for Tata Communications

Tata Communications’ Network Services include dedicated point-to-point connectivity (IPL or NPL), IP-based internet connectivity and multi-location connectivity through Virtual Private Networks (VPN). The network service business derived significant benefits from exponential growth in internet traffic. However, due to significant fall in delivery price, the overall network business managed to report mere 12% CAGR over FY10-14. VPN business (less sensitive to pricing pressure) reaped the benefit of higher penetration of remote infrastructure management and cloud computing and (more…)

Korea Leads in Global 4G / LTEvolution & Data Consumption

Korea Leads the Global LTEvolution4G LTE has led to a big jump in data consumption behaviour as shown in Figure 3, with Korea leading the global curve with ~1 GB/month and ~1.8 GB/month of data usage in 2011 & 2012, respectively, versus the global average of 342 MB/month and 1.3 GB/month. The Cisco Visual Networking Index is forecasting a 30.8% CAGR for 2012-17 in average global traffic per device with smartphones accounting for ~70% of data traffic by 2017.

LTE ARPU lies in its tiered data plans. Unlike Korea’s 3G (more…)