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Uninor Q4-2011 Concall Live: Writes Down NOK 4.1 Bn; Tentative 2012 Outlook

Following Telenor's declaration of financial results, and more pertinently, after India's Supreme Court cancelled 22 of its licenses as a part of the cancellation of 122 telecom licenses issued by the UPA government, CEO & President Jon Fredrik Baksaas will face some tricky questions on its earnings call. We're reporting live the India specific details from the concall, so keep checking this page for more. We've submitted the following questions to Telenor: - What kind of a base price for 2G spectrum in India would you be comfortable with? What price would be a dealbreaker for you? - How many data subscribers do you have and how much is data and VAS as a percentage of mobile revenues for Uninor? The concall: 1:54 PM: Before the Supreme Court verdict, we would have shown this panel with pride: The operation, as it moves forward with a low cost focus, and being competitive on a basic services basis. It is an extremely unfortunate fact that the Supreme Court came out with their ruling. If we take the marketshare of Uninor in the geography, we have a marketshare of 5.5%, and this is according to the TRAI statistics. If we concentrate on the Telenor way of accounting, we have reached 23.1 million customers. We are adding customers at a high rate, in parallel seing competitors being very aggressive, on seeing uninor going down. It was unexpected that all licenses were cancelled for that specific date, and we will do what we can to…

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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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