All India Mobile Number Portability Trends
Early Trends after the introduction of All India Mobile Number Portability is in-line with my expectation – CDMA and BSNL will be the biggest losers. Operators launched competing plans for Number Portability. Surprisingly it is Vodafone which has captured the most number of Port-Ins followed by Idea with its aggressive advertising campaign. However, compared to a massive 725 Mn Subscriber base on all India basis, the churn is very very low as I expected upto 5% of subscriber base then. It is not even 1% now so I was awful in this prediction.
Here is the complete Data on Operator, Port-In, Port-Out and Net Gain
- Vodafone 94747 44041 50,706
- Idea Cellular 74978 43011 31,967
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.
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