Bharti, Reliance ARPU static
After continuous drops in the past few quarters, ARPU of Airtel and Reliance remained stable in the quarter ended June 30.
Bharti’s wireless ARPU remained stable at Rs 441 in the first quarter compared with Rs 442 in the previous quarter.
Reliance Communications reported a marginal growth in wireless ARPU to Rs 379 in the quarter compared [...]
Reliance bids for Sri Lankan GSM licence
Reliance Communications has bid for a mobile licence in Sri Lanka to become its fifth GSM mobile operator.
Other bidders include Malaysia’s Maxis and Singapore’s SingTel.
Bids for the licence closed on Friday. Sri Lankan media quoted the country’s telecommunications regulatory commission (TRC) director general, Kanchana Ratwatte saying that the response has been good and over 10 [...]
Reliance GSM services by March ‘07
Business Standard reports that Reliance Communications may launch its GSM services in Delhi and Mumbai by March 2007. It expects the 1,800 MHz spectrum to be allocated by October.
The company has also roped in JM Morgan Stanley (JMMS) as financial advisor for a proposed re-organisation.
Even though the exact details for the reorganistaion were not available, [...]
Qualcomm: GSM favouring spectrum policy behind Reliance GSM
One of the supposed reasons behind Reliance’s GSM entry is the high royalty fee it has to pay to Qualcomm. It is said that the royalty payout increases cost of handsets, which may not be viable in price-sensitive rural markets where the next round of mobiles growth is expected.
“The royalty on the chipset charged from [...]
Analyst’s views on Reliance moving to GSM
Moneycontrol has a interview with Susanta Mazumdar of UBS, who believes that the discount between the prices of RCoVL and Bharti Airtel on the bourses will narrow down by 2008-09.
With regards to discount, it would be unfair to compare in 2007 because RCoVL is a year or two behind Bharti in terms of profitability and [...]
More on Reliance GSM
Reliance Communication’s decision to start GSM services has created quite a stir in the industry. It is likely to have upset the strategies of not only its competitors but also its partners like Qualcomm.
The comments on my earlier post regarding cross-leverage of spectrum for CDMA and GSM are worth reading.
If Reliance does play the GSM [...]
Reliance seeks GSM spectrum
Close on the heels of defense authorities agreeing to vacate 45 MHz quantity of spectrum by year-end, a crucial input for further growth of telecom services, CDMA operator Reliance Communications has approached the government seeking 4.4 MHz spectrum in 1800 MHz frequency to start GSM services in the country.
Last week, Reliance Communications had applied for [...]
RCoVL to merge 9 arms
Reliance Communication Ventures will merge its nine subsidiaries with itself and will be rechristened as Reliance Communications. It will be headquartered in Mumbai.
The ADAG companies, which will be amalgamated with RCoVL, are Reliance Infocomm (the CDMA business), Reliance Communications Infrastructure (the equipment arm), Reliance Communications Solutions (RCS), Reliance Software Solutions (RSS), Reliance Communications Technologies (RCT), [...]
Reliance bidding for Egyptian company
Step aside Orascom, India’s largest CDMA operator Reliance is now eyeing the Egyptian mobile market.
The company has formed a consortium with Egypt-based Arab Computer Manufacturing Co, a subsidiary of Mohammad Kharafi and Sons Co, and is among the 11 bidders that have been shortlisted by Egypt’s National Telecom Regulatory Authority for the country’s third mobile [...]
Reliance clocks higher usage than Airtel
ET reports about an equity research report comparing Reliance Communication Ventures Ltd (RCoVL) and Bharti Airtel Ltd by JM Morgan Stanley and UBS Securities
The two global firms said that RCoVL had a higher average minute of usage (MOU) in the March 2006 quarter but a lower share of overall wireless subsciber additions and a lower [...]
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