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OnMobile Q3FY12 Concall: 3G Will Take Time; Direct To Consumer; Telcos vs OEMs; Airtel Africa

We were reporting on the OnMobile Q3FY12 concall live. For the results, click here. Notes from the concall: 11:03 am: The India part has decreased in terms of (revenue) contribution, and a part of that is relfected in terms of a change in scope for a very large customer of ours. In the emerging markets, LatAm, SEA, AsiaPac, we're extremely happy on that. In the North America market, very large customers have been launched in the last one or two quarters. In terms of organizational changes, in terms of the OnMobile 2020 plan: we've had a board change, with Harit Nagpal coming on board, who has extreme depth in the market, in terms of consumer marketing and brand building, as we move towards direct to consumer business. Amit Rastogi: (Introduces himself) Praveen Kumar: Financial info being shared. Q&A begins 11:11 am: (In Latin America) we would get 15-20% adoption rate over the course of the contract, and it is now around 5%, which is higher than 1% that it was when we took over. There is an upside. The contract requires us to deploy 15-20 products, whereas we have only deployed 2-3. 11:13 am: There has been no change in pricing in the LatAm market. The ARPU to Onmobile is significantly higher, around 3-3.5 times of that in India. 11:14 am: Will be investing in large projects in North America and Africa, but it will be significantly lower in terms of investment required (as compared to LatAm). 11:15 am: Four…

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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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