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Jio Evolution – Preview + Welcome + Happy New Year Offer

April 5th, 2017 Comments off

Reliance Jio Infocomm, the ultimate Challenger to the incumbents in the Indian Telecom Industry have had a series of offers which are best analysed as follows.

The saga started with Jio’s preview offer which was about “we are completely unsure of our product and need to seed LYF VoLTE handsets so that third-party VoLTE handset launches accelerate; hence, won’t charge. From there it rolled out Jio’s welcome offer which was about “we are still unsure of our product quality at a larger scale and there is very little customer-level feedback to expect mass sign-ups” hence, won’t charge.

From there, the management rolled out Jio’s happy new year offer which was perhaps about “we are confident of our data Read more…

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Airtel gets 44 MHz 4G LTE Spectrum + 44 Mn Subscribers in Telenor Takeover

March 24th, 2017 Comments off

Airtel will acquire Telenor India’s operations in all seven circles, wherein Telenor will transfer all of its assets and customers to Airtel. Interestingly, Airtel is not making any cash payment nor is it taking on Telenor’s Rs 18-19 bn debt (which Telenor will be repaying). Airtel will take over Telenor India’s spectrum liability to DoT (c. Rs. 16bn), and other operational contracts, including tower leases.

Airtel will get access to 43.4MHz of spectrum in the 1800MHz band (4G LTE capable). We note that at the end of 2016, Telenor India had a total of 44mn subscribers. Telenor India’s services will continue as normal until completion of the transaction, post which its customers will be transferred to Bharti’s network. We note that out of the 7 circles held by Telenor, in 4 of the Read more…

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Eros Strong FootHold in Mobile Monetization

December 13th, 2016 Comments off

eros-mobile-moviesEros International, the movie producer embraced swiftly partnerships with Telcos for content distribution as well as threw open its own Mobile App and gained commendable traction in monetization.

Recently EROS announced a multi-year deal with Vodafone which will put Eros Now on Vodafone Play. In this newly signed deal, Vodafone Play subscribers will receive access to the Eros Now content in addition to Vodafone’s existing content offering. The available EROS content will be equivalent to the Basic package which includes a more limited offering of TV shows and movies and costs Read more…

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How will Jio’s Free Unlimited Calling impact Airtel / Vodafone / Idea ?

September 22nd, 2016 Comments off

jio-voice-freeJio’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.

Tips: How to Get your Jio 4G VoLTE SIM Activated Within 12 Hours, Guaranteed?

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 more…

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Samsung and Micromax Lead in Indian SmartPhone Market

August 24th, 2016 Comments off

Micromax - Samsung Leaders in Indian SmartPhoneThe 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 more…

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Indians Buy 100 Mn Smartphones in 2015

March 3rd, 2016 Comments off

SmartPhone Shipments in IndiaAs per IDC, smartphone shipments in India grew 15% yoy to reach 26mn units in 4Q15, taking the total 2015 shipment count to 104mn units (+29% yoy). The yoy shipment momentum slowed in 4Q15 as sales via offline channel (which comprises the bulk of smartphone sales) were sluggish. 4G LTE enabled Smartphone volume has picked up significantly. We believe this may be due to increased vendor focus on the online sales channel (driven by online mega sales push by leading Indian e-tailers during the festive season in Oct-Nov) which saw increased competition from local / Chinese vendors alike and heavy discounts from e-commerce players.

In terms of market share, Samsung continued to lead the market with a 27% share (helped by the success of its J-series line-up), followed by Micromax (which witnessed Read more…

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