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RCom: In Talks For “Tenancy”; 2.1M Active 3G Users; VoD Plan; Claims 20% Tablet Marketshare

Reliance communications (RCOM) is in talks for 'tenancy', company executives confirmed on its earnings conference call yesterday. Responding to a specific question on whether they see the entry of Reliance Industries in the wireless broadband space as having a positive or negative impact on them, company executives said they support the entry of any responsible player - without naming any in particular - which grows the business pie, especially on data. "We can only benefit in accelerating the data revolution if some responsible players come in. Given the fact that spectrum is limited - in 3G you have 5 MHz, and in LTE you have a smaller footprint of 5 (Mhz), I think everybody is going to be responsible in the data play. On the tenancy side, if there are tenancies coming in, that will be a net benefit for us. There have been reports that RCOM is in talks with RIL for tenancy. Remember that the company has one of the largest optical fibre networks in the country, and has both GSM and CDMA spectrum. 2.1M Active 3G Subs; Claims 20% Tablet Marketshare The company also disclosed that it has 2.1 million active 3G subscribers, which it says is a substantive increase over last quarter, when it reported 2 million (active and inactive) total 3G subscribers. It did not comment on how many total 3G subscribers it currently has, or on GPRS and Data Card customers. Data and VAS are a key focus are for RCOM, with non-voice revenues…

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Founder @ MediaNama. TED Fellow. Asia21 Fellow @ Asia Society. Co-founder SaveTheInternet.in and Internet Freedom Foundation. Advisory board @ CyberBRICS

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