Airtel Pre-Paid Night Unlimited Voice / Data Pack

India’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

Read 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

Read 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

Read 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

Read more

Airtel Hikes Mobile Charges for 3% to 100% RPM Impact

Airtel IndiaIndia’s Largest Cellular Service Provider, Bharti Airtel hiked voice call tariffs across the board so as to have a net gain RPM impact between 3% to 100%. The following chart shows how tariffs have increased in August / September represented by circle name, old tariff followed by new tariff, the change and the impact

  • Chennai Tariff Voucher of Rs69, tariff validity 28 days, local calls to mobile no. @ Rs0.30/min Tariff Voucher of Rs85, tariff validity 28 days, local calls to mobile no. @ Rs0.30/min The pack was discontinued, and now reintroduced at a higher fixed monthly cost RPM impact of 14%
  • Chennai Tariff Voucher of Rs97, tariff validity 28 days, local calls to own network@ Rs0.10/min – Tariff Voucher of Rs115, tariff validity 28 days, local calls to own network@ Rs0.10/min – The earlier pack was discontinued, and now reintroduced at a higher fixed monthly cost RPM impact of 18%, impact will reduce with increasing usage
  • Delhi Combo pack of Rs46, validity 28 days

    Read more

Airtel Advantage 199 Plan Tariff Hiked

Airtel Mobile is increasing voice tariffs for post-paid customers under one of its per-minute billing plans, Advantage 199, with effect from 8 Sep. This is in-line with our thesis of expected ARPM increases going forward.

Adhering to TRAI guidelines, Bharti Airtel has informed its customers that it will raise tariffs on the Advantage-199 plan. Under this plan, per-minute on-net local and STD rates will be raised to 60 paise from the current 50 paise. Rates for calls to

Read more

How Airtel, Vodafone, Idea, Reliance Optimize their Voice Networks ?

Indian Telecom Saga is still about 2G Voice as operators strive to bring in the most interior rural parts on to the telecom network. Apart from expanding the number of cell sites, the operators have alternative methods to boost capacity. These include usage of 3G network, fluid ICR agreements and vertical expansion. The following 4 Methodologies are Widely used by Airtel, Vodafone, Idea and Reliance to optimize and enhance the Voice Services in India

Vertical expansion – Cell sites can be expanded vertically by adding

Read more

Improving Voice Good for A-Vo-Id, Reliance Jio Challenge from Data in Medium Term

Improving Voice Business India - Headwinds from DataWe expect sustained improvement in the Indian wireless industry’s fundamentals as basic scale economics of the business catch up and both the scope and intensity of competitive pressure reduce. The A-Vo-Id group is very well-positioned to benefit from this theme and expect sustained market share gains for these company over the next few years. We also believe that incremental regulatory developments should be in favor of the industry as spectrum pricing and allocation start falling in sync with

Read more

Mobile Industry Views on RPM Increasing + 3G Data + National Roaming

Mobile Industry in IndiaAll telcos expect RPM to inch up marginally in 1Q as everyone is curtailing free minutes/freebies, which is pushing the implied RPM up. Going forward, we expect competitive intensity to further decline as we expect some of the smaller telcos to further reduce their footprint and close operations in a few more circles. This would likely lead to continued MOU shift in favor of larger telcos, like Bharti, Idea, etc

3G Data growing slowly and steadily – Expect continued data increase (off low base) led by improving 3G coverage and increasing smartphone penetration. However, we do not expect any Indian telcos to show a hockey stick increase given limited capex investments and only 5 MHz spectrum per operator. Based on our meetings, we believe larger telcos are seeing a temporary slowdown in addition of new subs given the court order on

Read more