Notes on Indian equities, sectors and economy

3G impact on telco revenue mix

Posted by fairval on December 30, 2009

How 3G changes revenue mix for Telcos

Icra is lately churning out some good reports. A report on 3G shows has this table which shows how data services start contributing significantly more to revenues once mobile companies launch 3G.  From around 15% t0 as high as 35% or so for Docomo.

In India, data is still less than 10% of Telco revenues. The table suggests data revenues can double for Telcos in 3-5 years of 3G launch. Tho havent seen numbers of likely 3G profitability. Most media discussions tend to suggest 3G is unlikely to make money in India either.


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