Indian Mobile Operators Revenue + Subscriber Market Share
Here is a quick peek into the market share[MS] of various mobile companies in India at the end of Dec-2009. Read Subscriber MS as SIM based MS.
- Bharti Airtel – Subscribers – 22.6% while Revenue is the highest at 29.1%, saw a decline of 1.1% in the Dec quarter.
- Reliance Communications – Subscribers – 17.9% and Revenue of 15.2%
- Vodafone India – Subscribers – 17.4% and Revenue of 20.8% managed to buck the trend and gain 0.3% revenue market share.
- BSNL – Subscribers – 12% and Revenue of 9% is unable to arrest the downfall. Witnessed 0.5% decline in QoQ of revenue market share
Wireless Connections @ 500mn – Tata DoCoMo’s Per Second Billing Magic Continues
If you are from the Advertising & Marketing background, then you’ve gotta to love how Tata DoCoMo changed the entire marketing strategies of all the Wireless Operators in the second largest Market in the world [in terms of subscriber numbers] Tata DoCoMo continues to lead the number of Wireless Connections sold in India for the fourth consecutive month. It is a commendable job by a new operator [ most additions are on GSM and not in Tata Indicom, CDMA] The number of Wireless Connections added by Tata DoCoMo in the last 4 months are as follows – August – 3.41 mn, Sept-4.0 mn, Oct-3.86mn, Nov-3.32mn. TCS’ Ramadorai has already dropped the bombshell Read more
Wireless Operartors Revenue + Subscriber Market Share – Airtel Leads
With inputs from TRAI on Adjusted Gross Revenues of wireless operators directly from 2G Wireless Services and no gimmick [RCom's bundling of proprietary handsets, etc] Bharti Airtel commands a whopping 33.3% revenue market share at the end of Sept-2009. Vodafone India ranks second with 20.4% followed by Idea Cellular with 12.1% which has pipped Reliance Communications out of the top 3 – 12.0% [ If RCom is really competitive, it should make it Revenue Market share rise to atleast 15% within the next 12 months as their GSM network is fully stabilized and underutilized]
We are into a new era of holding multiple SIMs where subscriber Read more
GSM Operators acquire highest customers in October-2008
GSM Operators in India added a record number of mobile subscribers in October-2008. According to data released by COAI, they added 7.3mn. If we assume RCom’s GSM net adds were the same as last month then the addition will be around ~8 mn subscribers. The GSM subscriber base in India is a whopping 241 mn. [Excludes RCom GSM]
Bharti Airtel continues to lead the GSM pack with record number of additions. The company added 2.7 mn subscribers in Oct-2008. Airtel now has a GSM market share of 33.2% with 80 mn subscribers.
Vodafone India achieved a new milestone by adding its highest subscribers in a single month – 2.1mn. Vodafone has a 23.5% GSM marketshare with 56.7 mn subscribers. Vodafone launched its services in MP and Bihar, thus extending its services in 20 out of 22 circles. It captured 14% and 18% of net adds in Orissa and Assam, where it launched its services in August and September, respectively.
Idea Cellular also achieved a new milestone by adding highet subscribers ina single month – 1.2mn. Idea has 31.5 mn subscribers [excludes Spice subscribers of 3.6 mn] and is closing the gap with state owned BSNL which has almost stagnated its growth and has a subscriber base of 39 mn. Idea launched services in Bihar.
Aircel added 781,000 subscribers ans now has a subscriber base of 14.6 mn.
Tata Teleservices/Indicom Mobile out of Top 5 Operators
At the end of August 2008, Indian Telcos reached a big milestone of serving 300 million wireless subscribers. The big news is that Tata Teleservices focused on providing CDMA cellular services has slipped out of the Top 5 ranks and Idea Cellular is the new entrant.
Bharti Airtel has consolidated is position in the 2G Wireless services controlling a fourth of the Indian market. Expect intense competition from Vodafone India in the next two quarters as it expands its service launches in Category – C circles.
The Top 5 Wireles Service Providers in India and their subscriber numbers at the end of August 2008 are as follows.
- Bharti Airtel with 74 mn subscribers
- Reliance Communications with its GSM and CDMA operations has a combined subscriber base of 54 mn subscribers
- Vodafone India with 52 mn subscribers
- BSNL the biggest loser during the best times of subscriber additions has 38mn subs
- Idea Cellular pipped the mammoth Tata group company Tata Teleservices / Indicom to have 29mn subs. Add 3.5mn Spice Tele subs to it [ Spice acquired by Idea]
Keep up the great show.
GSM Operators Rock amidst Inflationary Pressure in Indian Economy
In spite of the Inflationary pressure prevailing in the Indian Economy, GSM Wireless Operators continue to add record users though the m-o-m growth has tapered now, at least in case of Bharti Airtel.
As usual, Reliance Communications numbers are not yet available and assuming the same number of adds as in previous month, GSM Operators now have ~226 mn mobile subscribers 
55% of the net additions came from Category – B and Category – C circles. [No iPhone effect in the metros yet 
]
Bharti Airtel added 2.7m subscribers taking the total tally to 74.77m. Vodafone added 1.8m and is the second largest GSM operator with 52.75m subscribers. Vodafone also launched its service in Orissa last month. Idea Cellular operational in just 12/22 circles managed to add close to 1m subscribers taking its total tally to 29.27m BSNL with abundant spectrum and network is unable to add more subscribers and could manage to get just 0.5m taking its total subscribers to 38.49m
I am making some calculated guess on how the top 5 GSM operators will add subscribers over the next 6 months.
- Bharti Airtel is likely to add 16m subscribers and end FY09 with around 90m subscribers.
- Vodafone to add another 12mn and close FY09 with 64m subs
- Idea Cellular is likely to add around 8m subs and close the year with 37m subs
- BSNL will likely accelerate its growth and add around 6m subs over the next 6 months takings its tally to 44m
- Reliance GSM operations may get kicked off in late December coinciding with Dhirubhai’s birth anniversary and may end the FY with 14m subscribers
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