Idea Cellular 3G Launch in 2011 – Big Bang Coverage Expected
After a long time, almost gap of 2 quarters I am back to participating in Conference Calls, though may not be consistent with all Telcos as my pre-occupation with other projects. Excerpts from Idea Cellular call with Mr. Sanjeev Aga CEO and Mr. Akshay CFO [My comments, if any, appear in Italics]
- Mr. Aga is pleased with the quarterly performance – Margins and Profits are meaningful.
- Big Story – From 6.6 Operators / Circle in Jan-2009, it now stands at 10.6 Operators / Circle on a Nationwide Average. With this one would expect loss in revenue market share for Idea, but they have managed to buck the trend and increase it to 12.6% from 9.8%. In the last 12 months Revenue Market Share has risen by 0.9% and they hope to continue with the Read more
India Wireless Connections at 630 Mn and Rising
Indian Wireless Connections net-adds for Jun 2010 stood at 18.1m, ~11% higher than 16.3m in May 2010. Net-adds of incumbeant operators (Bharti, RCom, Vodafone, TTSL, Aircel) were largely stable. Aggregate subscriber base stood at 630m (+49% yoy), as at end- Jun – 2010.
Amongst the new operators, Uninor is gaining traction with launch in 6 new circles taking the total service availablity to 14 circles and a net add of 1 mn connections in June-10. Uninor’s Operating Metrics and CAPEX plans are available here as a part of Telnor disclosure. Videocon’s net-adds dipped 22% mom to 0.55m.
Idea Cellular’s net-adds jumped 50% mom to 2.1m in Jun ’10, driven by new circles – Mumbai, Bihar, and seven others (where Idea Read more
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