Mobile Communications Monitor

Tuesday, September 12, 2006

Reporting Churn

I wonder why the quarterly performance reports on Mobile services compiled by TRAI do not feature subscriber churn figures. I have seen the Standard&Poor industry reports of US Wireless industry and I could easily locate these percentage figures (monthly) for all the cellular operators. It seems to me that only Bharti Airtel is reporting the churn figures in its quarterly reports.
The net subscriber growth could be easily arrived at with more transparency on Churn rates. I wonder if it is not mandated to report churn rate as part of quarterly/monthly reports.

Monday, September 11, 2006

Growth Lies Here

When I started tracking the Indian Mobile VAS space I was looking at the industry growth numbers. While the growth figures were startling I had tough time in reconciling the figures which varied from report to report.

Current Indian VAS Market Size (2005) INR 500 - 600 Crore ~ 6 billion USD
- According to a report, the market size by 2010 is expected to be INR 3000 - 4000 Crore ~48 billion USD. An annual growth rate of 180%!!!
- Another report quotes a figure of 40 billion USD by 2010.
- Gartner estimates the market to be 24 billion USD by 2009.

Are these growth rates realistic when the global VAS market itself is valued at 48 billion USD by 2007? The true numbers lie somewhere in between.

Thursday, September 07, 2006

Mobile Dating and other mobile ideas

The first post on this blog.. Let me start sharing a few of my mobile ideas. These border on the Location based services..

1) Mobile Dating - Depending on one's location and profile, (s)he gets a list of active "willing to date" personalities in the same area. The feature allows an instant chat with the other person.
A brief googling revealed that such a service has been launched in few countries.. Isn't Indian mobile youth community ready for such a service?

2) RouteFinder - You are traveling in a not so familiar city or visiting a new locality. You want to find the route or guide your rick/taxi driver. You search the "MapIt" service. Based on your current location and destination, it suggest the route in a graphical map. The backend or the content derives its inputs from Google maps. A true value added service, methinks.

I tried naming my blog as ComMon - Communications Monitor. I forgot blog names favour first mover approach. :)