Jio’s strategy of FREE Unlimited Calling appears to be motivated by a desire to accelerate 4G-handset adoption in the market, rapidly build up user base, and impact the profitability of incumbents voice being their cash-cow, accounting for >70% of revenues. We expect industry voice yields (VRPM) would now see continuous dilution, driven by increase in share of 4G smartphone users, who would likely enjoy cheaper effective call rates from all the service providers.
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After the initial impact on VRPM, revenues and margins from tariff adjustments aimed at retaining the high ARPU subs, we see limited risk to the voice revenues of incumbents, based on the Read the Full Article
IBM long regarded as a sleeping giant took a deep plunge with initiatives which are a combination of Analytics, Cloud Computing, Social, Mobile and Security,and combined have been growing “double-digits” over the past few years. They have readied enviable Software Stacks to enable Enterprises to go Digital with high RoI by 2020.
IBM Watson uses machine learning and deep learning algorithms to make predictive analysis that’s “evolves” or “learns” with every new bit of information. Watson also has natural language processing (NLP), as well as speech and image recognition built Read the Full Article
The Indian SmartPhone market which is currently the 3rd Largest Globally and mostly dominated by the Android Platform devices is controlled by Samsung at Higher and Mid end, followed by Micromax leading in the at Mid and entry level segment of SmartPhones.
One of the key reasons for Samsung’s success in India is the depth of portfolio at various price-points catering from mid-range to high-end top of the line feature packed phones. This makes Samsung a natural replacement phone for any consumer upgrading. In our view, a “High quality product” is Samsung’s key proposition in the market. Samsung is looking to create a new high-end market with more diversified curved/flexible display form factors. This should be Read the Full Article
The growth of Artificial Intelligence (AI) and Machine Learning has recently accelerated due to: 1) access to faster, cheaper computing power, 2) easier application development due to the release of various open source software frameworks, and 3) increased capabilities of AI due to new techniques such as deep learning. Due to
these innovations, we believe an AI arms race may be breaking out, with large tech companies racing to monetize their unstructured proprietary data sets ahead of the competition.
We see two key areas: 1) Big Data. AI can mine immense, non-standardized data sets and categorize and provide insights on the data. We believe that hyperscale Read the Full Article
Alibaba started as an eCommerce Company. Since 2009, senior management has set a goal of transforming Alibaba into a data company. Its data ecosystem is built to collect, process, and utilize all types of user data to improve the customer experience and facilitate commerce. In the last two years, it has successfully become a mobile commerce company that connects digital commerce, media, and entertainment. The foundation is set to transform Alibaba into a leading data commerce company that leverages big data / cloud computing to upgrade all of its businesses, ecosystem partners, and customers.
In the last two years, Alibaba has successfully become an mCommerce (mobile commerce) company, in our view. The success of its mobile transition Read the Full Article
Indian Internet / eCommerce Companies are focusing on Consumer Loyalty / Spend and Retention, as opposed to primary focus on GMV (Gross Merchandise Value) earlier. We believe this may be a function of limited availability of capital, leading companies to focus on cash generation. Post government regulations that curtailed discounts, companies seem to have done away with the same; most discounts being seen online are being offered by sellers/brands themselves. Amazon has established clear Lead on Website and narrowing the lead with Flipkart on Mobile App.
Customer recall, retention and loyalty are key metrics monitored by companies now, as opposed to an overwhelming focus on GMV earlier. While standard MAUs and app installs are also tracked, orders from repeat customers, and frequency of ordering Read the Full Article