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Reliance Communications Q1-FY13 Concall: Data Will Be A Rs 37000 Crore Business In 4-5 Yrs

Reliance communications' conference call has begun, with the company mostly focusing on the growth in its data business. In its results, it claimed 4 million active 3G users, and 24 million data (2g + 3g) users. Read about the results here. 1240 hrs: Concall begins at 1240 hrs, instead of the announced timing of 1230hrs. Indian standard time. 1242 hrs:  Revenue per minute is amongst the highest in the industry at 43 paise per minute 1243 hrs: Global and enterprise business unit contributes 36% of RCOM's business. "CAPEX intensity is behind us". 1244 hrs:  Gurdeep Singh, the new CEO of RCOM's wireless business is on his first concall. Lets hope they give Non voice contribution to overall revenue is 23%. Positive about data grown. Data market is 7000 crore, and is expected to grow to 37000 crore in the next 4-5 years, and around 60% of incremental industry revenues. RCOM is targeting to lead this growth. RCOM's network is build for the internet. 3G network has the capactity to deliver 31mbps across. Have deployed end to end internet protocol enabled elements across network, an "ethernet superhighway". Featurephones will become redundant. Smartphones will grow to 80% of the market by 2015. relationship with 35000 small and large enterprises, and large fibre network across the country. Focusing on making available 3G and HSD devices, and has introduced feature rich 3G and CDMA tablets. There has been an explosive growth in the tablet market in India. RCOM has launched a new android tablet, priced at…

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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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