Airtel Pre-Paid Night Unlimited Voice / Data Pack

Airtel Night unlimited Talk PlansIndia’s Leading Wireless Operator, Airtel has decided to make the right use of Unused Spectrum and Network at Night.

Airtel launched Night Unlimited Calling pack at just Rs 7 / Month where in you can make Local Calls to any Airtel Mobile and talk for unlimited time between Midnight 00:00 to 06:00 Hours every day.

In order to develop taste for Indians towards Data Services, you can surf and browse as much as you want on Airtel 2G GPRS Data network with the (more…)

How Airtel Pre-Paid Tariffs Changed in Jan-Feb 2014 ?

Airtel PrePaid Mobile TariffsOur recent channel checks suggest that operators across circles continue to withdraw / reduce discounted / free minutes; however, the pace appears to have slowed. While we also picked up increasing instances of rising discounts (i.e., a reduction in RPM), the overall trajectory still remains with an upward bias on realisations. Our discussions with retailers also indicated that commission levels have remained stable over the past 6-8 months (possibly indicating this cost may not be squeezed any more).

Airtel India Increased tariffs across 16 Circles in Pre-Paid Segment leading to higher RPM while it had to offer Discounts to Competition to maintain the Average MoU Traction in 6 Circles where it reduced tariffs (more…)

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 (more…)

Airtel, Vodafone, Idea Consolidate at Top Position at the cost of CDMA Operators in 2013

GSM incumbents led by Airtel, Vodafone and Idea Cellular have regained the market share after seasonal weakness – in line with historical trends. On a structural basis CDMA / PSU operators have found it difficult to defend their market share despite 10-11% industry growth. Healthy execution and strong brand positioning, we believe, would drive market share gains for top 3 operators (Airtel, Vodafone and Idea). We believe Idea Cellular – as a pure-play wireless operator – will be the biggest (more…)

Why Airtel Acquired Loop Mobile in Mumbai ? 3G in 900MHz

Loop MobileAirtel has announced acquisition of Loop Mobile, an incumbent in Mumbai circle, for Rs7bn. Airtel will pay Rs3bn and acquire Rs4bn of Loop’s debt.

Loop Mobile is one of the 2 incumbent operators in Mumbai (Vodafone is the other) with ~3m subscribers, ~Rs150 ARPU and 5.5% revenue market (more…)

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