Bharti Airtel had reported India mobile data revenues of Rs 1,325 crore for the quarter ended March 31, 2014, up 89.2% YoY.This accounted for 11.1% of Airtel's total mobile revenues for the quarter which was at Rs 12,083.5 crore, up 11.6% YoY. Here are some notes from Airtel's investor conference call: - 3G vs 4G services: Bharti Airtel Managing Director and CEO (India and South Asia) Gopal Vittal mentions that 3G will be the leading contributor to incremental data growth in the next three years, since the device ecosystem is far more developed in 3G than 4G services. Over a period of time, the same will happen to 4G. However, it is a factor of how fast the device ecosystem grows. For instance, a TD-LTE handset is currently available for about Rs 50,000, however with the network China Mobile is planning on TD-LTE, its possible that we could see a $100 device in the next 18 months itself. But by then, 3G device will probably be available at $35 to $40. Vittal believes that both technologies will co-exist over the next three years, but 3G will be more mass market while 4G will probably be more niche and more for high value customers. - On 1800 MHz vs 2300 MHz for 4G: Airtel will be using the recently acquired 1800 MHz spectrum to provide more coverage and the existing 2300 MHz spectrum to provide more capacity with hotspots to users. - On regularity clarity: There is some element of regularity clarity for the…
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