mobile-subscribers

Time Spend on Mobile / Tablets Increase, Apps the Catalyst

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Mobile Time Spend Share IncreasingTime spent consuming digital media on mobile is gaining traction at the expense of time spent on the traditional desktop. This trend is not new, but when looking at the numbers, it is clear that this shift has been swift and unrelenting. In their 2Q earnings reports, GOOGL, FB, LNKD, YELP, GRUB, Z, EVDY and others, highlighted the robust growth of the mobile channel and the strategic importance of their respective apps.

Since August 2013, mobile has continued to gain widespread use as the platform for digital media consumption. Although mobile now accounts for 60% of time spent consuming digital media, consumers have adopted mobile as the forum for

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Telecom Mergers & Acquistions – Rationality Returns to Sector

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India Telecom Mergers AcquistionsThe Telecom Ministry released M&A norms which had been approved by the Empowered Group of Ministers (EGoM) in December 2013. The ministry has retained most of the guidelines and reduced the equity lock-in period of the new entity (in case of M&A) to one year from three years earlier.

Key highlights of Indian Telecom M&A guidelines
If an acquired company holds spectrum which had been assigned against the entry fee paid (not acquired through auction), the resultant company at the time of merger will have to pay the government the differential between the entry fee and the market determined price of spectrum from the date of approval of such arrangement on a pro-rata basis for the balance period of validity of the licence. No separate

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Airtel, Idea, Vodafone Lead Mobile Subscriber Addition in Oct

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Mobile Subscribers in IndiaThe Cellular Operators Association of India (COAI), the GSM operators lobby, reported net additions of 4.3mn to the GSM subscriber base in October 2013 vs 4.4mn in the previous month. Airtel, Vodafone and Idea added 1.5mn, 1.2mn and 1.1mn subscribers respectively, followed by Aircel (0.5mn additions) and Videocon (0.2mn). Uninor had a flat subscriber growth (MoM).

The incumbents again represented the bulk of the additions, in line with their recent performance. The three operators combined represented 88% of the additions in the previous six months amongst the operators represented by COAI. Bulk of Bharti’s additions came

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GSM subscriber base grew strongly in September 2013 led by Airtel, Vodafone, Idea

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The GSM industry added 4.4mn subscribers (net) during September 2013 led by the incumbent operators— Airtel, Idea and Vodafone (3.6mn combined). All private operators added subscribers, with Idea leading the way with net additions of 1.2mn.

The incumbents represented 81% of the additions, significantly higher than their GSM market share, which reflects the continued consolidation in the industry. We note that since January 2012, the top three players (Bharti, Vodafone India and Idea) have been able to increase their

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Broadband Subscribers Reach 15.05 Mn + Wireless 867.80 Mn

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Broadband Subscribers in India reached 15.05 mn at the end of March-31-2013, as per the Data Released by Govt of India. State owned BSNL & MTNL together control over 65% of the DSL broadband Market in India. The Top five Broadband Service Providers in terms of market share (based on subscriber base) are: BSNL DataOne … Read more

Churn Declines Quality of Subscriber Base Improving

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The churn level in the Indian Wireless Industry has started to decline sharply, in line with our expectations, driven by – Stricter subscriber verification norms set by the regulator in November 2012. Hike in the prices of SIM cards by distributors (as indicated by our checks) to cover up for the declining volumes, thus discouraging … Read more