Bharti Airtel Minutes Factory Under Pressure as market Doesn’t Digest Higher Tariffs – Q3 – FY2012 Update
India’s Leading Wireless Service Provider which is known for the Minutes Factory Model came under pressure for the quarter ending Dec-2012. Call volumes have shrunk 1% in six months from 221,560 bn minutes to 219,152 bn minutes – we can infer that this is due to tariff hikes. Mobile ARPU at Rs 187 and MOU at 419 down 1%. Thsi can be attributed to the fact that either Airtel’s subscribers made fewer calls, or they used SIMs of competitors to make calls. This clearly highlights that although all operators announced tariff hikes, some, like Idea and Uninor, focussed more on capturing traffic growth and subscriber net additions and not tariff hikes.
Revenue Strategy: Bharti Airtel carefully devised a strategy Read more
2G Scam Supreme Court Verdict is 100% Right. Foreign Media / WSJ – Don’t You Dare Question it in the Name of FDI
The Supreme Court Judgment is remarkable as it brought to light the Lobbying and Pimping Corporates do in the High Corridors of Power. Now The Wall Street Journal Quotes
Court’s ruling also effectively adds a new layer of uncertainty to an already unpredictable regulatory environment. New Delhi has become infamous for changing the rules in the middle of the game
Dear Mr. WSJ editor, before taking sides, analyze the situation in which investments were made. Unitech a Realty Firm hired a Corporate Pimp Read more
Who along with AT&T are Waiting for Telecom License in India and Suffered due to A. Raja’s Scam ?
It was nothing short of a Fist to Fist fight with so called Secretaries in the DoT to obtain the list of Telecom Operators who have been waiting for Licenses or Who unsuccessfully bid during A. Raja’s Corrupt Telecom Regime.
- AT&T Global Network Services – Application Date 01-Oct-2007. The American Telecom Giant was cheated due to cut of being advanced to Sept-25-2007, by A. Raja then Telecom Minister. Americans should lobby hard and put pressure on Indian counterparts to let AT&T compete in Indian Telecom sector.
- JSW Power Trading Company – Steel company with complete shady background. This was the company which came with the Public Issue of Jindal Vijayanagr Steels and later went into Loss for decades. Re-named the company as Read more
2G Spectrum Scam – Supreme Court Quashes A. Raja’s Allotment – List of Telecom License Allottees
Over the past 2 years we have been writing about the Telecom Spectrum Scam right under the nose of Distinguished Prime Minister of India Dr. Manmohan Singh and his former colleague A. Raja the Master Mind 
Here is the list of License Allottees From Serial Number 51 to Serial Number 173 [PDF] all allotted by A. Raja now in the comforts of Tihar Jail
Implications of the Ruling:
- Telecom Minister Kapil Sibal’s Zero Loss Theory goes down the toilet drains. Is he still fit to occupy his Chair and make decisions for the crucial Telecom Policies and Sector ?
Idea Cellular – Results Review + Incumbents Lose Outgoing Traffic to Low Cost New Entrants
Idea Cellular reported its results for Q3-FY2012. Here is a brief excerpt from the same.
- Idea reported ARPU of Rs 159/month, an increase of 2.6% qoq, and MOU increased 1.4% qoq to 401. Idea Cellular now has an enviable Subscriber base of 106 Mn
- VAS as a percentage of revenues was 13.7% up from 13.2% in 2QFY12 and helped to drive the strong non-voice RPM
- Prepaid churn continues to stay at high levels of 10.7%
- Wireless capex for the quarter was Rs9 bn, taking the 9MFY12 capex to Rs33.7 bn
- 3G Update – Idea gained some traction in adding 3G Subscribers with the launch of their 3G Smart phones and having 2.25m active 3G
subs (750k in 2Q) with incremental data ARPU of Rs 79.
Here are some Management Views, Read more
You Recommend / Demand – TRAI / Government Listens – Finally
WE all know that from Top to Bottom most Government Officials are lethargic and not at all innovative. They just don’t treat citizens as customers that’s where the lacuna begins. Now that Anna Hazare has been pro-active calling for “Citizens Charter”, TRAI has come up with the same for Telecom Companies.
Apart from this I had been observing the exponential growth of Complaints against Telecom Operators on private Websites because consumers are frustrated. I wrote to the National Telecom Policy Panel as well as Copied the same to the TRAI, DoT etc. It is indeed nice to see our recommendation [PDF] being accepted as TRAI has mandated all the Telecom Companies to setup a Web Based Complaint Registering and monitoring System.
Other two recommendations Read more
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