India Wireless Telecom Market June 2011 – Idea set to overtake Reliance to become No.3 mobile operator

Source: TRAI
India mobile subscriber base touched 851.70 million in June 2011 …
·        Indian wireless telecom market ends June 2011 with subscriber base of 851.70 million with addition of 11.41 million, monthly growth rate of 1.36%
·        Overall mobile teledensity stands at 71.11% (Urban – 155.96%, Rural – 34.58%)
·        Urban to rural subscriber ratio is 66.00% to 34.00%
·        According to VLR data, India had 594.77 million active mobile subscribers. Hence, actual wireless teledensity in India is 49.66% by June 2011
·        Indian wireless telecom industry growth is gradually slowing down. In the quarter ending June 2011, India added 40.11 million mobile subscribers which is significantly lesser compared with quarters ending March 2011 (59.40 million), December 2010 (64.48 million) and September 2010(52.20 million)
·        More importantly, during first quarter of 2011, only 20.79 million new active mobile subscribers were added. This means 1 one every 2 new wireless subscribers was inactive
Top 5 mobile telecom players account for 82.8% of overall subscriber base ….
·        Bharti Airtel has maintained its leadership position with 25.3% market share in India
·        Idea has largest proportion of active mobile users at 92.48%
·        Top 5 players in Indian wireless telecom industry accounts for 82.8% market share in terms of active subscriber base
·        Airtel (18.58%) added highest amount of subscribers in June 2011 followed by Reliance (18.44%), Vodafone (18.34%) and Idea (11.86%)
·        Reliance is facing tough competition from Idea for 3rd place as gap between their market share has come down to just 0.1%. If trend continues, Idea would become No.3 mobile player in India in next couple of months

U.P. (East) continues at the top as Tamil Nadu beat Andhra Pradesh for 3rd position ….
·        U.P. (East) with 49.38 million active mobile subscribers is an undisputed leader followed by Maharashtra with 48.11 million active mobile users
·        Tamil Nadu with robust subscriber addition of 1.11 million during June 2011 overtook Andhra Pradesh to become 3rd largest wireless telecom market in India.
·        At the end of June 2011, Tamil Nadu had 45.83 million active mobile subscribers compared to Andhra Pradesh with 45.21 million
·        Bihar with 40.71 million active wireless telecom users remains at 5th spot. Notably, it has added 1.12 million new mobile users during June 2011, highest in the country.

Number of mobile connections in the world are expected to touch 7.4 billion by 2015 while data services revenue would touch $552 billion

Source: Gartner
Worldwide mobile connections are expected to touch 5.6 billion by 2011, growth of 11% over 2010
·    Driven by strong growth in emerging markets such as India and China, worldwide mobile connections are expected to increase  by 11% to reach 5.6 billion by 2011
·    It is expected that mobile connections would witness steady growth in coming years to reach 7.4 billion by 2015. This would translate into CAGR of 8.2% during 2010-2015

Mobile data services revenues are expected to reach $314.7 billion by 2011, an increase of 22.5% year on year
·    Factors such as increasing adoption of smartphones by mobile customers coupled with improved speed of data mobile networks led to rise mobile data usage worldwide
·    As a result, global mobile data services revenues is expected to witness strong growth of 22.5% during 2011 to reach $314.7 billion
·    Mobile data services revenues would grow at a CAGR of 16.5% during 2010-2015 to reach $552 billion by 2015
·    Factors such as overall increase in mobile connections, rising adoption of smartphones due to improved affordability, availability of high speed data networks at cheaper rates and expanding market of mobile content & applications are key growth drivers for mobile data services industry
·    Apart from mobile data tariff plans , quality of service and reach of service network; mobile data customers are increasingly focusing on issues such as clarity and the transparency in billing by communications service providers (CSPs)

Why Virender Sehwag is the greatest test cricket opening batsman of all time?

ICC is selecting the greatest test team of all time in July 2011...
ICC has nominated following opening batsmen as possible contenders: Geoffrey Boycott, Sunil Gavaskar, Gordon Greenidge, Desmond Haynes, Jack Hobbs, Len Hutton, Hanif Mohammad, Virender Sehwag, Herbert Sutcliffe and Victor Trumper

I feel that Virender Sehwag is the best opener among all the nominees for following reasons:
Commanding test average of 53.43
·    Virender Sehwag scored his 7,694 runs in 87 tests at an commendable average of 53.43 runs per innings
·    No other opening batsman of modern era has better average than him
·    All three players who fared better than him played their cricket before emergence of One Day cricket
Strike rate of 81.91
·    Virender Sehwag changed the way openers should play the test cricket. He has strike rate of 81.91 runs per 100 balls faced
·    No other nominee is anywhere close to this figure to make any sensible comparison
·    Just to provide some clarity, Sehwag’s strike rate of 81.91 is greater than ODI strike rate of all the other nominees
Only opener to score two triple hundreds
·    Virender Sehwag is the only test opener in the world with two triple centuries, 319 against South Africa and 309 against arch rivals Pakistan
·    It took only 530 and 531 minutes, respectively, for Sehwag to make these massive scores. Len Hutton took 797 minutes while Hanif Mohammad made with 970 minutes at the crease
Highest number of double hundreds by the opener
·    Virender Sehwag scored 6 double centuries till date as a test opening batsman
·    While Len Hutton and Sunil Gavaskar scored 4 doubled centuries each in their career
·    This shows tendency of Virender Sehwag to make bigger scores more frequently compared with other nominees
Fastest double and triple centuries
·    Sehwag features 5 times in the top 10 fastest double centuries of all time. His slowest double hundred came in 227 balls speaks lat about his devastating style of batting
·    While both his triple centuries came in quick time in 278 balls and 364 balls, respectively
·    Needless to say that none of other nominees feature in either of these lists
Highest runs in a day
·    Virender Sehwag ranks 1st in terms of most runs scored in a day by the opening batsman among all the nominees
·    He scored 284 runs against Sri Lanka in 2009
·    2nd and 3rd rank goes to none other than Viru with scores of 257 and 228 runs in a single day
Highest runs in a calendar year
·    Among all nominees, Sehwag ranks 1st and 2nd with scores in excess of 1,400 during 2008 and 2010
·    He scored 1,462 in 2008 while1,422 in 2010
·    Only Sunil Gavaskar could offer some competition to great Sehwag with 1,407 in 1979 and 1,310 runs in 1983

Conclusion
·    Sehwag in not only one of most gifted opening batsman of all time but he is the greatest opener in the history of test cricket
·    One must notice that he is playing in an era where demanding versions such as ODI and 20-20 cricket are occupying significant time of calendar year for the cricketer
·    Due to his devastating style of batting, on many occasions he has sealed the result of test match in the first session itself
·    Sehwag plays the game in most positive manner in which batsman’s role is to score runs and not to spend minutes. He plays for a win and not for a draw!
·    Most importantly, while all other nominees are not active cricketers, Sehwag is still playing. This can take him to the levels where “nominee list” could become just a formality!
Source for Statistics: ESPN Cricinfo

Global spend on gaming to reach $112.2 billion by 2015, at a CAGR 10.8%

Source: Gartner
Worldwide spend on gaming to reach $74.4 billion in 2011...
·        Global spending on gaming ecosystem is likely to touch $74.4 billion by 2011, an increase of 10.4% over 2010
·        Robust consumer demand for gaming would result in overall gaming spend to rise at an CAGR of 10.8% during 2011-2015 to reach $112.2 billion
·        Emergence of newer platforms such as social networking gaming and mobile gaming are likely to be key growth drivers for the industry

Online gaming is expected to grow at 24.2% during 2011-2015….
·        During 2011, gaming software would continue to remain largest segment in gaming ecosystem with 60% market share followed by hardware (24%) and online gaming (16%)
·        By 2015, online gaming would expand its market share to 25% mainly due to decline in share of software gaming to 50% while hardware segment would continue to have 25% market share
·        Revenue model for gaming industry is expected to experience strategic shift from subscription based to ‘freemium’ model
·        In freemium model, games are offered at the free of cost to customers while revenue is generated primarily from advertising (both in-game advertising and display advertising) and in-game microtransactions

Mobile Number Portability (MNP) in India: Gujarat leads with more than 1 million porting requests by May 2011

Source: TRAI
MNP porting requests in India crossed 10.57 million by May 2011….
·    MNP requests in India increased from 8.54 million in April 2011 to 10.57 million in May 2011, an increase of 23.7% in a month
·    As a result more than 1.8% of total active mobile users in India submitted request for change in mobile service provider since November 2010
·    Mobile Number Portability (MNP) allows customer to change its service provider without changing the mobile number
·    Considering the fact that on an average 15 million new wireless subscribers are added in India, MNP has not been a game changer for the industry
Gujarat has highest number of porting requests while Haryana has highest proportion….
·    Gujarat with 1,052,582 people wanting to change their mobile operator has highest porting requests followed by Rajasthan with 825,432 and Karnataka (794,865)
·    Haryana with 4.4% mobile subscribers requesting change in wireless telecom service provider  experienced highest proportion of churn in India
·    Gujarat came 2nd with 3.0% churn followed by Karnataka with 2.6%
·    Among larger mobile telecom markets, Bihar and U.P. (East)  experienced lesser churn rate at 0.6% and 1.1%, respectively

Note: Churn Rate is calculated with respect to active mobile subscriber base at the end of May 2011

India Wireline (Landline) Telecom Market May 2011 – BSNL holds 3/4th of share in continuously shrinking market

India wireline telecom subscriber base touched 34.40 million at the end of May 2011 …
·        Indian landline telecom market ends May 2011 with subscriber base of 34.40 million
·        Due to cord-cutting trend about 0.15 million users disconnected their wireline connections resulting into negative monthly growth rate of -0.44%
·        Overall wireline teledensity stands at 2.88% (Urban: 7.19%, Rural:  1.02%)
·        Urban to rural subscriber ratio is 75.19% to 24.81%
·        Going forward, wireline telephony is unlikely to witness any positive momentum mainly driven by increasing adoption of mobile phones among Indian consumers
·        Landline market is most likely to restrict in corporate & government offices and affluent households
BSNL leads Indian wireline telecom market with 72.3% share of overall subscriber base ….
·        BSNL which is a Public Sector Unit (PSU) leads Indian landline telecom market with 72.3% share
·        MTNL which is another PSU focusing on metro markets of Delhi and Mumbai has 10.0% share
·        Bharti Airtel is the largest private wireline telecom operator with 9.6% market share followed by Tata (3.8%) and Reliance (3.6%) 
Tamil Nadu has highest number of landline users with 9.9% market share in India ….
·        Tamil Nadu has highest number of wireline telecom subscribers with 9.9% share in India
·        Another South Indian state Kerala comes close second with 9.5% share followed by financial capital of India, Mumbai with 8.7%
·        Delhi ranks 4th with 8.3% share followed by Maharashtra at 5th position with 8.2% wireline users
·        Top 5 markets accounts for 44.6% of total Indian wireline subscriber base indicating high degree of imbalance as far as penetration levels are concern

India Mobile Telecom Market May 2011 – U.P. (East) beats Maharashtra to become largest wireless telecom market in India

Source: TRAI
India mobile subscriber base touched 840.28 million in May 2011 …
·    Indian wireless telecom market ends May 2011 with subscriber base of 840.28 million with addition of 13.35 million during May 2011, monthly growth rate of 1.61%
·    Overall mobile teledensity stands at 70.23% (Urban – 154.18%, Rural – 34.13%)
·    Urban to rural subscriber ratio is 66.02% to 33.98%
·    Rural market with growth of 2.15% continue to outperform urban wireless telecom which grew by 1.34%
·    According to VLR data, India had 588.13 million active mobile subscribers. Hence, actual wireless teledensity in India is 49.16% by May 2011
U.P. (East) becomes the largest mobile telecom market in India….
·    Maharashtra lost its status as the largest wireless telecom market to U.P. (East) during May 2011
·    U.P. (East) with 49.27 million active mobile subscribers has taken decisive lead over Maharashtra with 47.86 million active mobile users
·    During May 2011, Maharashtra added 0.79 million mobile subscribers compared with U.P. (East) which added 1.64 million wireless users
·    However, in terms of active mobile subscriber base proportion, Maharashtra still has an edge with 85.11% active users compared with 73.82% for U.P. (East)
·    Andhra Pradesh is 3rd largest wireless telecom market in India followed by Tamil Nadu (4th) and Bihar (5th) 

Top 5 mobile telecom players account for 83% of overall subscriber base ….
·    Bharti Airtel has maintained its leadership position with 25.3% market share in India
·    Idea has largest proportion of active mobile users at 92.33%
·    Top 5 players in Indian wireless telecom industry accounts for 83% market share in terms of active subscriber base
·    Reliance (18.75%) added highest amount of subscribers in May 2011 followed by Airtel (18.35%), Vodafone (18.33%) and Idea (13.49%)
·    Reliance is facing tough competition from Idea for 3rd place as gap between their market share has come down to just 0.3% 


India Mobile Telecom Market April 2011 – Lower growth rates, U.P. (East) and Maharashtra fighting fiercely for leadership

Source: TRAI
India mobile subscriber base touched 826.93 million in April 2011 …
·        Indian wireless telecom market ends April 2011 with subscriber base of 826.93 million with addition of 15.34 million during April 2011, monthly growth rate of 1.89%
·        Overall mobile teledensity stands at 69.19% (Urban – 152.41%, Rural – 33.44%)
·        Urban to rural subscriber ratio is 66.20% to 33.80%
·        According to VLR data, India had 583.22 million active mobile subscribers. Hence, actual wireless teledensity in India is 48.80% by April 2011
Top 5 mobile telecom players account for 83% of overall subscriber base ….
·        Bharti Airtel has maintained its leadership position with 25.3% market share in India
·        Idea has largest proportion of active mobile users at 92.92%
·        Top 5 players in Indian wireless telecom industry accounts for 83% market share in terms of active subscriber base
·        Reliance (19.16%) added highest amount of subscribers in April 2011 followed by Idea (15.97%), Airtel (15.72%) and Vodafone (15.71%)
·        BSNL added only 1.13% of total new subscriber additions while MTNL added just 367 new subscribers indicating serious problems for PSU operators 

U.P. (East) and Maharashtra are having close race for pole position….
·        Maharashtra continued to remain largest mobile telecom market in India with 47.49 million subscribers. However, No. 2 market U.P. (East) has narrowed the gap considerably on the leader with 47.25 million active mobile subscribers
·        U.P. (East) added 1.42 million wireless subscribers in April 2011 which is considerably higher compared with Maharashtra with 1.2 million
·        Tamil Nadu slips to No.4 spot as Andhra Pradesh regained its No.3 position

Gujarat has highest number of porting request while Haryana has highest proportion….
·        Mobile Number Portability (MNP) resulted in 8.54 million porting request in India, 1.46% of total active mobile users
·        Gujarat with 833,672 people wanting to change their mobile operator has highest porting request
·        Haryana with 3.7% mobile subscribers requesting change in wireless telecom service provider  experienced highest proportion of churn in India

Mobile communication devices sales reached 427.8 million in first quarter of 2011 up by 19% driven by Smartphone, Android leads

Source: Gartner
Mobile communication devices sales up 19% while Nokia looses ground…
·      Mobile communication device sales in the world increased by 19% during first quarter of 2011 to touch 427.8 million
·      Nokia leads the market with 107.6 million unit sales followed by Samsung with 68.8 million
·      Although Nokia maintains its leadership position, it has lost significant market with share falling from 30.6% to 25.1%
·      Market share of Top 10 players declined from 71% to 65.8% indicating emergence of strong local competitors coupled with shift in consumer mindset

Android outclassed Symbian to become most widely used Smartphone platform…

·      Smartphone continues to gain popularity with sales of 100.7 million in Q1FY2011 compared with 54.5 million in Q1FY2010, increase of 85%
·      Share of Smartphone on total mobile communication device market increased to 23.6% from 15.2% in the corresponding period


·      During Q1FY2011, Android based Smartphone sales crossed 36.2 million compared with just 5.2 million in Q1FY2010. Rise of whopping 594%
·      Android market share improved from 9.6% to 36.0%
·      Nokia’s Symbian Smartphone operating platform lost considerable ground with market share dipping to 27.4% from 44.2%. Resulting in loss number of slot to Android
·      iPhone sales doubled to reach 16.9 million to grab third position from Blackberry

Indian wireless telecom subscriber base increased by 38.9% during FY2011 - West Bengal fastest growing market


Robust subscriber growth.....
·    India’s wireless subscriber base touched  811.6 million by March 2011 compared with 584.3 million in March 2010, growth of 38.9%
·    Active subscriber percentage is 70.7% which results in active mobile subscriber base of 573.9 million in March 2011
·    Bharti Airtel leads the market with 25.6% share followed by Vodafone (18.6%), Reliance (15.2%), Idea (14.5%), BSNL/MTNL (8.9%), Tata (7.8%) and Aircel (5.3%)
·    In terms of subscriber growth, Uninor topped with 434.5% growth while Aircel (48.8%) and Idea (40.2%) performed impressively. Airtel’s subscriber growth was 27.1%, lowest in the market
West Bengal fastest growing market…
·    Among 22 wireless telecom circles in India, West Bengal posted highest growth rate with 57.6% followed by U.P. (West), Orissa, Gujarat and Bihar (All non-UPA ruled states!!!)
·    Rajasthan is the slowest growing wireless telecom market in India with 27.7% subscriber growth followed by Kerala, Tamilnadu, Mumbai and Andhra Pradesh (All Congress / UPA governed states except Kerala!!!)


Vodafone leads West Bengal mobile telecom circle….
·    Total mobile subscriber base in West Bengal were 39.6 million by March 2011 while active subscriber numbers were 28.2 million which is 71.2% of total
·    Vodafone leads West Bengal mobile telecom circle with 33.4% market share while top 3 players accounts for 73.7% of active subscribers