close

Analysis

TeleAnalysis writes analytical stories on the telecom industry. It analyses the Indian as well as global telecommunication industry, the mobile phone industry, smartphone industry and the communication industry as a whole. It also does analysis on various digital platforms, social media, the impact of social media on human lives and how it is affecting the human race on a broader perspective. Basis various analysis that we do in TeleAnalysis, we come out with periodical reports and studies around the communication industry. Our analytical stories have found mention in multiple of respected and influential publications, both domestic as well as international.

Analysis

How Mukesh Ambani Stopped Customer Churn With Jio Prime

Jio-Prime-Emrollment-new

RIL Chairman Mukesh Ambani, on 21 February, announced that it has acquired 100 million customers since launch and launched a new scheme called Jio Prime. Acquiring 100 million customers in just 170 days is no small feat, in fact, it was the fastest pace any operator added customers in such a short period.

According to Ambani, Reliance Jio added 7 customers every second through out that 170 days, and the pace surpassed the customer acquisition speed of internet biggies like Facebook or WhatsApp.

However, these mammoth customer number in such a short period was possible, simply because Ambani offered his services free of cost to the customers. So it was no big achievement to have that number of customers who are on-boarded free to the network.

But analysts earlier felt that once Jio starts charging for its services, customers may not like to stick to Jio and there would be huge drop-out of customers from the Jio network. Some earlier reports also suggested that most of the Jio users are considering a Jio as their secondary number. Means, these customers will always have their primary connection, be it of Airtel, Vodafone or Idea, or some other, and use Jio services as a standby, and as long as it is free.

However, the same may not be case anymore with the launch of Jio Prime, despite it being a paid service.

How Jio Prime Changes The Game
During its 100 million customer celebration, Mukesh Ambani also announced that from 1 April Jio services will not be offered free. It will be charged and customers will have to pay for it. And this had been the long standing demand of the industry as well as other operators that Jio should not offer services for free, which is directly affecting the financial health of, one, the industry and, two, the operators. The telecom services industry, led by its association COAI, and spearheaded by top three operators – Airtel, Vodafone and Idea – had been complaining about Jio’s services being free and even knocked the government’s door asking for a redressal and to create a level playing field.

Jio on 21 February forced them to shut their mouth and not crib anymore. It launched its new service offering through a scheme called Jio Prime. The Jio Prime asks the customers to register for the prime membership by paying a fee of Rs99. Once you are a Prime member, you can avail all the existing services, that were earlier offered free, by paying a monthly charge of Rs 303.

What exactly does this mean?
To a Jio customer, it means the services still remain free, almost. You use two things on a smartphone – one, make voice calls, and two, use data for all other purposes – be it surfing, social media, gaming, texting, ‘whatsapping’ and all others.

Anyways, the voice calls are free on Jio. That means you can make free voice calls to any network absolutely free. This is not free with any other operator, yet. That takes care of one of your prime needs – making calls. Second, by paying Rs 303 under Jio Prime scheme you get unlimited data consumption for the entire month. To be more precise, a customer gets 1 GB of free 4G data per day. That means 30 GB of free 4G data a month. And it costs just Rs 303 or Rs 10 per GB. No other operator matches this rate. The closest cheapest operator is BSNL that offers 1 GB 4G data at Rs 36.

It means with Jio Prime both the needs a customer is sorted, that too with a recharge of Rs 303.

Why Customers Won’t Quit Jio
During the free period, Ambani said, Jio customers consumed 100 crore GB of data per month, or 3 crore GB a day. This free offer of data has made consumers addicted to data consumption. If addiction is an exaggerated term, then they, for sure, have realized the value of data. And customers would not shy away from this anytime soon, or never. The hunger will, in fact, grow.

So, it may possible, that the existing Jio customers would like to stick to the operator as they will be getting 30 GB of data for the monthly price. It may also possible that they will not dump their other number, be it from Airtel, Vodafone or Idea.

That apart, tariff plan under the Jio Prime scheme is simple as against that of other operators. Customers are still confused which plan should they buy that give them best value for their money. In Jio Prime, they know they will get 30 GB of 4G data for Rs 303.

Challenges for Jio

Jio, for sure, is not going to walk in a park in the coming times. Though there is high probability that its customers will not move out of its network, Mukesh Ambani, however, can not be complacent, which, the businessman he is, will not be. The big challenge of Jio network is its voice network. A phone does not remain a phone if it can not make a call, which has been an issue with the new operator. Most of the cases, when someone switches off his Jio services or connects to other data network, Jio’s voice network does not work properly. At times, does not work at all.

In order to keep the Jio Prime members stick to the network, and for Mukesh Ambani to celebrate next 100 million customers, the operator, has to work tirelessly to maintain the voice network in a robust stage.

read more
Analysis

Exiting India Decision Not Taken Lightly : Telenor CEO Sigve Brekke

telenor-sigve-brekke-corruption

This morning Airtel announced that it is acquiring Telenor India, the Indian arm of Norwegian telecom major Telenor. However, this was not a happily taken decision for the company, laments the Group CEO Sigve Brekke.

“The decision to exit India has not been taken lightly,” said Brekke on the development.

The company that came to India in 2008 has been doing losses since its entry to the world’s most competitive market. And the competition got more fierce with the entry of Reliance Jio as a new telecom operator that has forced many operators to consolidate. To sustain the pressure Telenor India needed huge and regular investments. However, the group did not find putting more money to the loss-making firm anymore.

“After thorough consideration, it is our view that the significant investments needed to secure Telenor India’s future business on a standalone basis would not have given an acceptable level of return,” says Brekke.

For FY 2016, Telenor India’s revenue was reported at 6 billion Norwegian currency (NOK) compared to FY 2015′ revenue of 5.59 billion NOK, which is an increment of just 3%. This increment, however, was due to higher interconnect fees, says the company. The related loss in FY 2016 was at 7.3 billion NOK.

Airtel will completely take over the company and the acquisition will be completed within 12 months, both the companies said in a statement.

The acquisition includes the complete ownership of Telenor India’s spectrum, licenses and operations, its employees -around 4,500, and its customer base of around 44 million.

As part of the agreement, Airtel will take over outstanding spectrum payments and other operational contracts, including tower lease. Telenor services are commercially available in six telecom circles in India (Andhra Pradesh, Bihar & Jharkhand, Gujarat, Maharashtra, UP East and UP West), and the company also has spectrum in Assam.

From 1st quarter 2017, Telenor Group will discontinue its India operations as a business unit and stop reporting about the same.

read more
Analysis

What To Expect From Mukesh Ambani’s Announcement Today

jio-100-mn-customers

Reliance Industries has informed its Chairman Mukesh Ambani is going to make some announcements today. Industry and media in particular and public in general become too excited whenever RIL says there’s a Mukesh Ambani’s announcement. Whenever there was a such announcement, the public as well as the industry wait for it in bated breath and with equal curiosity – the public expecting some telecom freebies and offerings, and his industry competitors start to calculate how its going to impact them.

So what will Mukesh Ambani’s announcement include today? We do not know what he will announce today but here are some anticipated announcements.

Jio 100 Mn Customers

We are sure this makes a part of Mukesh Ambani’s announcement today. In fact Ambani is expected to open his remarks with this announcement that Reliance Jio had acquired 100 million customers. We are privy to one of his presentation slides that says ‘We dreamt it, we did it’. And the company ‘celebrates 100 million digital life’ in just 170 days.

Free Offers Extension

We do not believe Reliance Jio to extend the free services beyond 31 March, 2017. However, at the same time, he is not going to create a situation where customers, say this 100 million, would dump Jio SIM and go back to their old loyal service provider – be it Airtel, Vodafone or Idea, or any other. It is expected he may announce some lucrative tariff plans so that the customers still remained glued to his data plans. He may offer some freebies along with his data plans. For example, yesterday Jio and Uber forged a partnership where Uber users can pay using JioMoney. While doing that, the company said, it will come up with some incentive plans for both JioMoney and Uber users. However, the details about the incentives are not announced. Ambani might add this to his speech today.

Jio LYF Feature Phone

Well, he may finally announce the LYF 4G feature phone today. TeleAnalysis had broke the story that Jio is planning to bring a 4G feature phone, could be named LYF Easy, and will price it below Rs 1500. This has been doing the rounds for quite some days, but it seems the time has come. This could be one announcement today. Mukesh Ambani had always maintained that his company’s goal is to reach out to the masses of the country, and an affordable 4G feature phone could enable him to achieve that.

The objective of bringing 4G feature phones is to offer VoLTE capability in the low-cost phones. These phones will have VoLTE capability so that the users can make free voice calls, the main priority of that kind of user, and the most lucrative offer from Jio.

In India feature phones still contribute close to 70% of phone sales and the price starts from Rs 500 and goes upto Rs 4000. However, 80% of the feature phones of below Rs 2000 are not capable of anything beyond voice calls and text messages. The biggest deterrent for data consumption is the lack of an access device, and affordability is the prime reason why 70% of Indians still buying feature phones. With the launch of features phones that are 4G compatible can surely change the dynamics of data business for operators.

The other elements that could be a part of Mukesh Ambani’s announcement today would be around his plans for Jio Payments Bank which is expected to be launched anytime in this month or before March.

The company has informed that he will make his speech at 1.30 Pm today. Ever since his firm Reliance Jio entered to the telecom business, any and every such announcement has created flutters in the industry and ruffled few feathers among his competitors.

You can watch RIL Chairman Mukesh Ambani’s announcement here.

read more
AnalysisNationalNews

Reliance Jio Impact : Its Blood Everywhere

reliance-jio-impact

Telecom operators, all big three, as well as industry watchers believe the Reliance Jio impact on the financial health of these firms in Q3 is the beginning – Q4 could be worse.

When Reliance Jio launched its services in early September, and offered everything – voice, data, video – for free, the industry reaction was like ‘Let’s see!”. When the free offerings were extended to another three months from December 2016 to March 2017, the industry started feeling the heat. And when the quarterly results were out post Jio’s first 3 months of free offerings, the industry was bleeding and the top 3 operators, profusely. There was blood everywhere – voice, data and video. And there are no signs of a stoppage as of now.

The Indian telecom industry has seen many ups and downs in the past and was affected by many disruptions – from liberalization of policies to multiple multi-billion dollar scams – during the journey. But nothing has had as fast and as precise impact as caused by the re-entry of Reliance Jio, the multi-billion dollar startup of Mukesh Ambani, India’s richest man.

Look at these statements.

“As a result of this current industry upheaval, the standalone revenue dropped to an unforeseen level,” said Idea Cellular, country’s third largest operator.

“We have also entered discussions with the Aditya Birla Group about an all-share merger of Vodafone India and Idea,” said Vitorio Collao, CEO of Vodafone Group, the parent company of India’s second largest operator.

This (Jio) has led to an unprecedented year on year revenue decline for the industry, pressure on margins and a serious impact on the financial health of the sector.” This comes from Gopal Vittal, the CEO of India’s largest operator -Bharti Airtel.

And if the top three operator of world’s fastest growing telecom market is referring to one particular disruption, then this is no joke – as was being perceived during the initial days.

Jio Impact On Idea
Since 2007, when the Aditya Birla Group telco went public, it has never witnessed a financial loss. For the first time in 10 years Idea posted a net loss of Rs 386 crore in Q3 of 2017 compared to a profit of Rs 90 crore a quarter ago. In revenue terms also, the firm saw a degrowth and posted revenue of Rs 8663 crore compared to Rs 9300 crore in Q2.

“The Indian mobile industry witnessed an unprecedented disruption in the quarter of October to December 2016, primarily due to free voice & mobile data promotions by the new entrant in the sector,” Idea attributes the loss to.

On Voice :The company, in its own words, said, it was forced to reduce voice rates by 10.6% and offer it at 29.6 paisa per minute compared to 33.1 paisa a quarter ago. But the company was still worried as the ‘lure of free offerings resulted in lower than normal volume.’

On Data :The impact, however, was harsher on the firm’s data business. The company dropped its data rate by 15.2%, but the Jio impact was such that still 5.5 million mobile data users opted out of its data plans, what the company claims as ‘happened for the first time.’ And the data ARPU dropped to Rs 111 from Rs 130 a quarter ago.

Jio Impact On Vodafone India

Vodafone India’s revenue dropped by 1.9% during the Q3 compared to Q2 of 2017. Sequentially the Q2 revenue was up by 5.4% compared to Q1. This huge drop, Vodafone said, was because of ‘heightened competitive pressure following free services offered by the new entrant.’ The company does not offer a break up of its net profit region wise.

On Voice :The company’s voice revenue also declined by 3% in Q3 compared to 2.7% up in the previous quarter. Vodafone blamed this on the new entrant’s (Reliance Jio) low ICU. The company also said it had reduced its voice rates by 4% in this quarter.

On Data :Look at the impact on data business. Vodafone India’s data revenue dropped to 0.6% in October-December quarter from 16% in the previous quarter. This brought down the company’s data user base to 65 million from 70 million a quarter back. Like Idea, this British company has also reduced its data pricing by 11% during this period to fend off the competition.

Jio Impact on Airtel

Airtel is the largest operator in the country and perhaps the only operator to sustain the ‘predatory’ practices of Reliance Jio. Experts also believe that the Sunil Mittal led firm can successfully withstand all pressures from the new entrant. However, it was not entirely immune to Jio’s onslaught.

In Q3 2017, the company’s net income plunged to a new low – 54.5%. The company posted a net profit of Rs 503 crore in Q3, 2017 compared to Rs 1108 crore for the same period a year ago. If we make a quarter on quarter comparison, the Airtel Q3 shows even more troubled picture – a drop of 65.5% compared to the previous quarter. In Q2 2017, company’s net profit was Rs 1460 crore.

Revenues for Airtel India in the Q3 2017 rose marginally to post Rs 18013 crore, an increment of 1.8% over Rs 17694 crore posted in the same period previous year. The company said the slowdown in mobile revenue growth primarily due to free voice and data offering by a new operator.

On Voice :During ths quarter Airtel’s ARPU hs comedown to Rs 172 compared Rs 188 a quarter ago. Like Idea the operator has also reduced its voice rates and offers it at 29.42 paisa per minute in Q3 compared to 32.42 paisa during the previous quarter.

On Data :In Data business also, the firm saw a hit because of free offerings from Reliance Jio. Total data consumers saw a decline of 12.4% during this period and data ARPU has come down to Rs 175 in Q3 from RS 201 a quarter back. The Jio effect has also forced Airtel to drop its data rates during the qarter. By end of December Airtel’s data rate per MB was 17.97 paisa compared to 20.08 paisa at the end of September.

Telecom operators, all big three, as well as industry watchers believe the Reliance Jio impact on the financial health of these firms in Q3 is the beginning – Q4 could be worse. These operators fear, if Reliance Jio continue to extend its free offerings beyond March 31 of 2017, as there are rumors doing the round, the industry would see more bloodshed, though from one side, in coming days.

read more
AnalysisNationalNews

Airtel FIR : Guess Who’s Behind The ‘Malicious Campaign’

airtel-fir

Country’s largest operator Bharti Airtel has filed an FIR (first information report) against unknown persons for running a malicious and fraudulent campaign against it. The Airtel FIR seeks immediate action from the authority.

The police complaint filed by the operator said it received an email from a person named ‘Santosh Chaturvedi’ with a subject line ‘Oppose Airtel from misleading consumers’ on 1 February. Subsequently the operator received around 3000 such mails from an email ID (info@techaajkal.com) asking people to avoid Airtel.

“As a responsible and reputable organisation since the email was received by one of our employees, the matter was reported internally for preliminary investigation,” Airtel wrote in the police complaint.

Both documents, the FIR and the Email, were reviewed by TeleAnalysis.

airtel_fir_avoid_petition

The email, asking to sign a petition, appeals the readers to ‘Avoid AVoId’ where the ‘AVoId’ stands ‘Airtel(A), Vodafone(Vo) and Idea(Id)’. In the content of the email, the email sender, subtly suggests these three operators are fleecing it whereas he feels empowered by Reliance Jio.

airtel_FIR_petitio_change

On clicking the ‘sign the petition’, the link takes to a page of of Change.org and it shows one ‘Santosh Chaturvedi’ has started the campaign to avoid these operators. The petition at the Change.org site also talks about how operators like Airtel, Vodafone and Idea are ‘misleading the Indian consumers’ and ‘keeping India and Indians in the dark ages and slowing down the growth of knowledge in this country’.

At the same time the petition says ‘Jio jas started a free voice movement’ in India and operators like Airtel, Vodafone and Idea (AVoId) are ‘pressurizing regulatory authorities like TRAI to stop this movement for the growth of India.

“And all this because they have not invested in upgrading their networks. For years, they have been making crores by charging for calls and not allowing rural India to access the internet by keeping the costs high. Now when there is a new entrant ready to change the industry, these companies, instead of competing, are calling the cheaper offers predatory. They first formed a cartel and tried to block voice calls from and to their networks, trying to make the consumers who could have got free calls, pay,” the petition says.

The petitioner Santosh Chaturvedi claims to be a ‘journalist and average Indian’ and his Twitter account says he is an HR professional.

The email Id from which he has sent the email to Airtel reveals that this ‘Santosh Chaturvedi’ is associated with two seemingly news portals – www.techaajkal.com and www.nesroompost.com.

Airtel-FIR_Email_snapshot

TeleAnalysis failed to reach him as he was not in his office by the time we went online.

In an interesting coincidence, the Airtel FIR also says that the domain name of the email ID, (info@techaajkal.com) has a digital certificate registered in the name of ‘shailendra@vaishnaviit.in and this email ID is also linked to another domain name (mail.jiohomedelivery.com).

Airtel, in its own internal investigation, found that this email ID belongs to one Shailendra Jha, who also linked to (mail.jiohomedelivery.com) is sending these malicious mails and is involved in ‘illegal, dishonest, unlawful and fraudulent activities.’

No one picked up the phone when TeleAnalysis called the number mentioned in the Airtel FIR associated with Shailendra S Jha

“In view of the aforementioned facts and circumstances we strongly believe that Shailendra S Jha in collusion with unknown persons deliberately with ulterior motives for maligning the brand name of Bharti Airtel indulged in illegal activities to cause wrongful loss to our organisation and at the same time wrongfully gain by knowingly and intentionally causing harm to our reputation, malign and damage the reputation of our brand for benefiting our competitor in the Telecom industry,” the Airtel FIR states.

The Airtel FIR demanded a fair investigation and has requested the police department to take appropriate action on the concerned person on immediate basis.

read more
AnalysisWireless

Unlicensed Broadband Radios And The Market Dynamics

unlicensed spectrum band

 

With the rising adoption of smartphones in India and subsequent consumption of data on these devices, the country stares at a herculean task of providing high speed quality service to its consumers. The future of mobile broadband, solely based on currently allocated licensed spectrum, looks bleak. Utilising the potential of unlicensed spectrum holds the key here.

All wireless communication technologies require some kind of airwaves to send and receive data, however not all airwave bands are licensed, thus allowing the operator and others to deploy equipment in such spectrum without having to go through regulatory approvals and pay any license fee for its usage.

In India, among the available unlicensed spectrum bands, the Wireless Planning and Coordination wing (WPC) of Indian government under the ministry of telecom has notified 5.825-5.875 GHz band for outdoor use. However, industry bodies have consistently been demanding the government to release more unlicensed spectrum bands to enable bigger data network deployments offering higher capacities, as the currently available spectrum is too low to enable the Digital India Initiatives or reach the rural hinterland in a cost effective manner.

The Use Case

As broadband becomes ubiquitous and demands rise to be always-connected, telecom service providers go the extra mile to provide their users the best possible experience. Earlier the demand to remain connected was the preserve of some enterprises but with the Indian Government’s Digital India Programme to ensure that Government services are made available to citizens electronically by improved online infrastructure and by increasing Internet connectivity or by making the country digitally empowered in the field of technology, using available wireless technologies has become critical for service providers. Indian government’s ambitious project Bharat Net or NOFN also looks a using the unlicensed airwaves to complement the existing fibre network. These airwaves come handy, particularly, in cases like difficult and hilly terrains, where it becomes difficult to lay fibre.

Wi-Fi hotspots in commercial as well as urban areas to cater to the ever increasing data requirements requires unlicensed spectrum and related equipments or UBRs, as it is difficult for telecom operators and ISPs to deploy more cellular infrastructure due to cost and spectrum resources.

Smart Cities project is one more area where unlicensed spectrum are expected to see demand. A smart city, will be based on the success of internet of things (IOT) as multiple components like utilities, smart parking, lighting, surveillance etc will be done automatically through the help of thousands of sensors. A robust network architecture is required to connect all building blocks of a smart city; and it just can’t solely rely on cellular or 4G network as in emergency situations these tend to be jammed. Backhaul through small cells will form the backbone of the network.

Equipments and radios that work on these unlicensed spectrum bands are called UBRs or unlicensed broadband radios.

Benefits of UBR

Broadband Radio units offer reliable, high-speed and secure wireless connectivity between multiple remote locations through high-capacity wireless point to point and point to multipoint configurations. Radios based on sub 6GHz bands can cover long distance and are also suitable for urban deployments providing non line of sight capabilities. Some vendors provide carrier grade performance with a high data rate which is both stable & reliable. As these radios work in unlicensed spectrum bands, they need to conform to regulatory requirements of governments; In India it is WPC, part of DOT which is responsible for the regulation.

Besides, having smaller footprints to conventional microwave radios, they are easy to deploy and mostly operate on plug & play model. The radios, in most cases, can be deployed within hours and, if required, can be dismantled easily and be redeployed somewhere else with no or little tweaks in the configuration.

The UBRs are being used by government agencies and enterprises for connecting multiple locations with head offices within a secured environment both in private network mode as well as extension of large VPN networks. ISPs and carriers use UBRs to offer high-speed wireless broadband access to their customers where it is not feasible to lay fibre. It is perhaps the most cost effective last mile access technology for broadband.

Challenges

Like licensed spectrum, the use of unlicensed airwaves do have their own challenges, the biggest of which is interference. While government policies regulate the unlicensed band, the solution, however, remains with the selection of right kind of RF technology and the reliability and scalability of the network architecture.

Vendors In Fray

There are multiple global vendors offering different products and solutions for the unlicensed airwaves. Among the international companies who present in India with products in the unlicensed bands are Airspan, Alvarion, Cambium Proxim, Radwin and Ubiquity, with HQs  in China, Russia, Israel & United States. There are a handful of Indian companies also viz. Primatel, Maksat and Vihaan Networks offering products in these spectrum.

These technology firms offer different technologies serving different requirements in this arena, from low distance low throughput commercial to high throughput, high SLA enterprise and surveillance requirements, with prices offered based on these matrices.

The requirement of telecom operators for their customers and infrastructure, are generally for high capacity, interference mitigation, high reliability & high MTBF equipment which also provides low operating costs. To fulfill the same, they follow stringent criterion for selection and rely on thorough testing of the equipment before selection.

Snapshot of each of these players in India in the unlicensed bands is provided for the reader’s reference.

Radwin: The Israeli firm has been in India since 2005 and offers a comprehensive suite of sub 6 GHz point-to-point and point-to-multipoint solutions. They also have a wireless product for fast-moving vehicles like trains and Metro Trains. The company is currently the leader in this segment and commands a market share of around 45% in carrier and ISP segment in India, addressing both the backhaul and last mile requirements of all the major operators including Airtel, Reliance, Vodafone, Idea, Aircel, BSNL, Sify and Tikona. The company also boasts of other large customers in segments like railways, defence, airports, mining, city surveillance projects.

Ubiquiti: HQ in USA, started in 2005, it is at number 2 with almost 16% market share in India’s Carrier & ISP Segment. The company boasts of its low priced, commercial market products. Its technology platforms focus on delivering highly advanced and easily deployable solutions. ISPs are the main users for this equipment for achieving low cost last mile access.  Operators like Tikona & Vodafone are their customers, though their main focus remains the campus and commercial market where SLAs are less stringent.

Alvarion: This is another firm based out of Israel. This firm is considered to be a WiMAX & Wi-Fi expert and commands around 9% market share in India Carrier & ISP Segment primarily addressing the point to multi point and licensed bands like 3.3Ghz. The company also offers Wi-Fi solutions for smart cities, enterprises, carriers and ISPs. Some of the Indian operators who use Alvarion WiMAX and Radio products include BSNL, Airtel & Aircel. Indian Armed Forces also has some deployments .

Cambium: Headquartered in USA, with a market share of 8% in Carrier & ISP Segment, Cambium Networks is placed at fourth position among UBR solution providers in India. These firm’s core focus areas include scalable and secure Wi-Fi, fixed wireless broadband, point-to-point (PTP) and point-to-multipoint (PMP) platforms. Its radio solutions are used by telcos like Airtel, Idea Cellular, Telenor, and are deployed for enterprises in the sector of oil and gas, mines, ports and city wide Wi-Fi projects.

Maksat Technologies: This Indian firm gives a tough fight to its global competitors and holds a market share of 7% in Carrier & ISP Segment for enterprise business of UBR market in India. The company has its solutions deployed at Defence and other government agencies, large enterprises, carriers and transport operators like metro trains.

Vihaan Networks: This Indian Firm is a part of Shyam Group of Companies. The company manufactures radios in India and also exports to other parts of world. They hold 5% of market share in Carrier & ISP Segment for Enterprise business of UBR market in India. The company’s solutions has majorly been deployed at BSNL.

PraimaTel – Prima Telecom Limited, an Indian firm is a part of telecom division of Suri Group. The company established in 2000 as a distributor of last mile access products, then extended to recognized R&D setup for product design & development in India. They hold 4% of market share in Carrier & ISP Segment, majorly provided its solution to Airtel, Railtel, Aircel & TTSL.

Source : TeleAnalysis

read more
Analysis

Idea Cellular May Topple Vodafone To Become 2nd Largest Telco

idea-cellular-subscriber-base

Idea Cellular may well become India’s second largest telecom operator after market leader Bharti Airtel in terms of total subscriber base and push Vodafone to the third position.

If how soon is the question then the Aditya Birla managed operator, it seems, will make this feat by March, if the current trends are believed.

Let’s see how the current top three operators are stacked. Bharti Airtel is positioned at the top with 263.35 million subscribers followed by Vodafone with 202.79 million. Idea Cellular is placed at No. 3 with 187.68 million.

Basis November subscriber base Vodafone is just 15.11 million ahead of Idea. Now let’s see how Idea is marching towards the goal.

In the month of November India added 10.18 million new mobile subscribers (excluding Reliance Jio) and out of this Idea Cellular alone added 7.43 million or more than 70% of the total additions.

If we consider the operator wise growth over previous month, taking the total mobile subscriber base in to account, then Idea Cellular registered the highest growth. While growth of all other ooperators falls below 1%, Idea grew by 4.12%.

For the last 3 months Idea’s net subscriber additions are 1.91 million, 1.44 million and 7.43 million. And for the same period Vodafone’s net additions were 0.53 million, 1.18 million and 0.89 million for September, October and November respectively.

If we look at circle wise user acquisition Vodafone saw degrowth in 7 circles and low number of new user additions in another 6 circles. This shows increassing customer churn in these circles. At the same time, all 22 circles have seen new user additions for Idea Cellular.

In terms of market share Idea is placed at No. 3 with 23.41% ehile Vodafone is at No. 2 with 25.29%.

If Idea Cellular continues to maintain the subscriber addition rate, in next 3 months, it would not be difficult to acquire another 15 million customers. Interestingly, it could be sooner than that if we take Vodafone’s degrowth in to consideration.

read more
AnalysisNews

Why You Can’t Trust Ringing Bells Clarifying Shutting Down Report

ringing-bells-freedom-251-ashok-chaddha

Though Freedom 251 maker Ringing Bells issued a statement denying the reports that it is not shutting down its business, it leaves us with more doubt than before.

After it was reported that Ringing Bells is seemingly shutting down its current operations and started a new company, the company issued a statement regarding the development at its side.

A company statement admitted that though some of the members of the Ringing Bells management has incorporated a new company named MDM Electronics Pvt. Ltd, its old business is still going good.

“It (Ringing Bells) is very well in the market and is operating as earlier. The MDM Electronics Private Limited is a separate entity distinct from Ringing Bells,” the firm said in a statement.

Earlier this morning TeleAnalysis had reported that the company might have shut shop and started a new company named MDM Electronics. It had also reported that some of the board members including its CEO Dharna Goel have resigned from Ringing Bells board. In the late evening statement the company accepted that the CEO Goel has resigned but one of the Directors Anmol Goel is looking at the affairs at present.

It is interesting to note that though as per Indian company laws a private company has to have minimum of two directors, a Ministry of Corporate Affairs data shows that out of two directors, one has already resigned. The data shows Sumit Kumar (Goel), a director at the firm, has resigned as recent as last month, leaving Anmol as the sole director at the firm.

While the company had Mohit Goel as its managing director since its inception, he is nowhere to be seen in the picture now. The statement that was issued in the evening also did not attribute it to anyone from the company, rather issued as a statement from the ‘spokesperson’.

Mohit Goel, the erstwhile MD of Ringing Bells, however, have joined as a director in the newly formed company MDM Electronics Private Ltd.

One more discrepancy is the company’s website is not active now. While the company is claiming its still getting more interest and requests from consumers, it would surprise all what channels these so called customers are placing their requests or interests. The company had only one channel for consumers to buy or book its device – through online on its website, which is now shut.

 

read more
Analysis

Why The Cisco Vs Arista Fight Is Not Exactly Around Copyright Issue

cisco-vs-arista-conflict

The Cisco vs Arista Networks can be summed up in a line ‘It hurts when your friend fails in exam, but it hurts more when he tops the exam’

cisco-vs-arista-conflict2

The ongoing tussle between networking major Cisco and minnow Arista Networks is more than what meets the eye. And its not just about the alleged copyright violation that Cisco claims the other company has done.

The cause is more human than technical, technological or anything else.

In a lighter note, this tussle reminds me of a dialogue from the famous Indian Hindi movie 3 Idiots, that goes like this.

‘It hurts when your friend fails in exam, but it hurts more when he tops the exam’

That’s precisely what happened with Cisco, in context to Arista Networks in the current copy right violation law suit filed by the former

Arista, that was founded in 2004 entirely by former Cisco executives – Founder Andy Bechtolsheim, CEO Jayshree Ullal, CTO Kenneth Duda, Chief Customer Officer Anshul Sadana, Sr VP Mark Foss and Board Member Charles Giancarlo – is now growing faster than the San Jose based networking behemoth, and of late started snatching loyal customers from the John Chambers headed firm.

To mere mortals like us, it pains. And it pains more when you realise you do not have a control on it. And you then try to find out ways to vent out your frustration. Sometimes you succeed, and in many you fail.

Among the failed attempts, the US Customs department had in November cleared the import of Arista’s products to the country. Cisco had tried to stop imports of Arista’s products to the state dragging the former in a patent litigation case.

The ongoing incident involving the two could be one such case. Cisco, in this case, alleged that Arista infringed its copyright command line interface terms – a kind of instructions written on software and hardware products – which has helped the later to make the terms simple thereby acquiring more customers.

Arista, in the other hand, claims no such copyright is granted in case of such command line instructions, and many company write such instructions on their products.

The San Jose firm has demanded $500 million in damages from Arista for the above violation. The hearing is set for next week.

What Pains The Most

Arista Networks is exactly into the same space where Cisco is the leader, mostly in switching market. It has attacked Cisco where it hurts most – more than 56% of it’s revenue still comes from switching business. And Arista has been consistently gaining market share in that space because of its software defined networking (SDN) technology.

A Crehan Research report says that in the high-speed data switching market, Arista’s share rose to 14.9% from mere 3.4% in last 5 years whereas Cisco lost more than 20% in the same period.

Interestingly, Gartner in its May Magic Quadrant, put only two companies in its leadership positions – Cisco and Arista.

This, too, hurts.

But the John Chambers headed firm has to grow up. Its product and sales strategy has to adhere to demands of the current industry dynamics. For example, Cisco asks $100,000 for a 100G port that Arista sells for just $3000. The difference is huge, and it reflects in customer acquisition too.

While Arista’s business model is entirely on SDN by moving control of the network into software, and controls everything through its proprietary operating system called EOS, Cisco is struggling with its legacy hardware and codes, that seem too expensive.

Nevertheless, the recent conflict plunged to a new low with Cisco Chief John Chambers at one side and, Charles Giancarlo, whom industry felt could be the next chief Cisco, at the other side of the ring.

read more
AnalysisDevices

Top Tech Companies With VR Interests

top-tech-companies-with-vr-interest

Virtual reality or VR is poised to be the next big thing in technology. Although people are already enjoying the fruits of this innovation, mostly through head-mounted displays, these headsets are only the beginning.

As the tech industry continuously evolves, the world may expect more mind-blowing VR innovations in the years to come. Top tech companies are investing heavily in this technology, for a myriad of purposes for both personal and professional use.

Facebook

Facebook has come a long way from simply being a social network into one of the world’s leading companies, which push the boundaries of innovation. It acquired the VR company Oculus two years ago, and allotted at least $500 million to be used for research and development.

Facebook is mainly eyeing the social virtual reality experience, which will be linked to its platform. Mark Zuckerberg recently held a live demo showing how social VR will work for Facebook users. People will be able to meet with friends in a virtual environment and interact as if they’re actually together, doing various activities from simple hang out sessions to official meetings.

Microsoft

Microsoft has committed to this technology as well and released the HoloLens, its first VR headset described by the company as a self-contained, holographic computer. The HoloLens’ top-notch quality for both software and hardware passed very high standards as it’s now used by NASA in space aboard the ISS. It shows how serious Microsoft is when it comes to VR.

Google

Google also proved their capabilities in this tech through the success of Google Cardboard, which began as a standalone project. Now the tech titan has set up a whole department fully committed to this new technology, and it’s reportedly developing a VR version of their mobile OS, Android.

The company is looking at VR for wide scale use such as positional tracking and geographical mapping. These technologies are slated for application in various machines including mobile devices. In fact, Lenovo has partnered with Google’s Project Tango to manufacture smartphones based on virtual and augmented reality.

Apple

Apple, on the other hand, seems to be taking a moment to have a long look at this technology before fully engaging in producing VR devices. Nonetheless, the company has plans of its own, including smart glasses that will connect wirelessly to iPhones. With their latest handset, iPhone 7, having entirely new features like a dual-camera system that shoot as one and a single lightning port for all wired connections as listed by O2, there’s no doubt that Apple isn’t short of innovative ideas either.

Qualcomm

The telecomm equipment and semiconductor manufacturer is also set on conquering the VR landscape. Qualcomm’s latest plans involve heterogenous processors which will manage different functions of a device containing its SoC’s, some of which will be dedicated to virtual reality processing as well as spacial and vision sensors. The installation of exclusive chips will ultimately result in a richer, fuller VR experience.

Samsung

Samsung devices are consistently receiving high ratings from consumers, and items like the Galaxy S7 Edge bundled with Gear VR are faring very well in the market. The South Korean firm’s venture in VR has been relatively smooth thus far and recently proved how useful the innovation is by live streaming the birth of a child to the father through VR goggles when he wasn’t able to be at the hospital in person.

Sony

In terms of VR hardware, Sony is dominating the global market, holding one-third of the share due to the huge number of PlayStation 4 users that are potential customers for a VR upgrade. The competitive pricing relative to quality of its headsets also contribute to the overall appeal of the products.

But even though the Japanese tech firm’s VR presence is in gaming, it has also filed over 360 patents related to this new domain. That said, it has more in store than just providing a new kind of entertainment for PS players.

These are the top companies investing in VR, with many more just slightly behind, all focused on riding the next big wave in tech. Seeing how rapid the pace of advancement in technology, the world will soon get more groundbreaking developments in virtual reality which might someday blur the lines between our two worlds.

 

read more
1 2 3 35
Page 1 of 35