AIRCOM ?

[commonman 228]

Aircel offers very good services in many circles and there are dedicated Aircel customers. If RCom users are also migrated to same experience, if would be a better experience for them. So churn out ratio may come down. 

[LTE4G 195]

1 hour ago, commonman said:

Aircel offers very good services in many circles and there are dedicated Aircel customers. If RCom users are also migrated to same experience, if would be a better experience for them. So churn out ratio may come down. 

Yes ! I still have two Rcom 4G connections which are latching to Aircel towers from quite some time and network has improved drastically as compared to rcom.

So users who use mobile for telephony (voice communication) only & are not heavy users will never shell ₹149/- for unlimited voice for 28 days as they can sustain outgoing connectivity for more than two - three months by way of paid voice calls using ₹149 talk time (full talk time voucher) or even top up with so called "chota recharge" ₹10/- etc. to keep outgoing enabled.

Basically Jio is eyeing Data segment only - as for voice user, 4G or 2G doesn't make any difference as long as connectivity and coverage is good.

Edited April 21, 2017 by LTE4G

[KanagaDeepan 1,084]

16 hours ago, LTE4G said:

Basically Jio is eyeing Data segment only - as for voice user, 4G or 2G doesn't make any difference as long as connectivity and coverage is good.

That is why I don't have much hope on ChoRCom. ChoRCom 2G's voice call quality is very very horrible, that even the pathetic BSNL's 2G voice calls are much better. Reg coverage, ChoRCom's 2G GSM was a very very BAD joke.

 

I agree that Jio is NOT a threat to ChoRCom's 2G voice business. They are already giving dirt cheap 2G voice calls for years. But NOW they are NOT alone. Even BSNL, Airtel, Vodafone and Idea have started giving better voice plans (NOT DATA) to their 2G / 3G users. They have better coverage and great voice call clarity as well.

 

Among Telcos, Whoever may be the loser, at last customers are going to be the winners.

[SUDYEcaZ 67]

so further 3 million users left RCOM in March 17

Bringing total down to 84 Million (VLR 81% Feb)

Aircel subscriber March 17 at 90 Million (VLR 61% Feb)

 

Assuming merger formality to be completed in few months (Total Subscriber around 170 Million, 122 Million as per VLR)

Combined entity still distance 4th(or may be 5th by the time merger gets completed),

With Huge debt and no key selling point(Probably except for AIRCEL strong n/w down south), combined entity is going to closed/sold soon

 

Jio is a threat to everyone. Teleco's need to make profit to stay in the game. Teleco's need high ARPU customer. Customer having ARPU of less than 50 is in true sense liability (loss making customer). Having 100 Million voice customer with ARPU of 50 means monthly revenue of 500 Crore. yearly revenue 6000 Crore.. Make 200 million of such customer yearly revenue is just 12000Cr..Pan India Telco cant survive with such low revenue. So if someone is saying that RCOM/AIRCEL combo will survive with just 2G services....they are completely wrong.

 

Edited April 28, 2017 by SUDYEcaZ

[commonman 228]

15 hours ago, SUDYEcaZ said:

so further 3 million users left RCOM in March 17

Bringing total down to 84 Million (VLR 81% Feb)

Aircel subscriber March 17 at 90 Million (VLR 61% Feb)

 

Assuming merger formality to be completed in few months (Total Subscriber around 170 Million, 122 Million as per VLR)

Combined entity still distance 4th(or may be 5th by the time merger gets completed),

With Huge debt and no key selling point(Probably except for AIRCEL strong n/w down south), combined entity is going to closed/sold soon

 

Jio is a threat to everyone. Teleco's need to make profit to stay in the game. Teleco's need high ARPU customer. Customer having ARPU of less than 50 is in true sense liability (loss making customer). Having 100 Million voice customer with ARPU of 50 means monthly revenue of 500 Crore. yearly revenue 6000 Crore.. Make 200 million of such customer yearly revenue is just 12000Cr..Pan India Telco cant survive with such low revenue. So if someone is saying that RCOM/AIRCEL combo will survive with just 2G services....they are completely wrong.

 

Also add MTS users. Combined entity would also use the RCom 4G & 3G and Aircel 4G & 3G networks. RCom voice on its 3G network and also on Aircel 3G network is better than Airtel at least in North East circles and parts of East.

Edited April 29, 2017 by commonman

[commonman 228]

On 21/04/2017 at 5:55 PM, LTE4G said:

Basically Jio is eyeing Data segment only - as for voice user, 4G or 2G doesn't make any difference as long as connectivity and coverage is good.

Voice quality does change between 3G and 2G networks. The combined RCom and Aircel has 3G licence in most of India.

[SUDYEcaZ 67]

58 minutes ago, commonman said:

Also add MTS users. Combined entity would also use the RCom 4G & 3G and Aircel 4G & 3G networks. RCom voice on its 3G network and also on Aircel 3G network is better than Airtel at least in North East circles and parts of East.

Agree that combined entity will hold 3 or 2nd largest spectrum pool. But where r the paying customers ? Most of RCOM sub GHz spectrum will be up for renewal in few years. Aircel after so many years is still in losses 

[LTE4G 195]

1 hour ago, commonman said:

Voice quality does change between 3G and 2G networks. The combined RCom and Aircel has 3G licence in most of India.

I agree. What I meant was voice users are not network conscious as long as connectivity is good whereas for data users switching from 4G to 3G or 2G makes a hell of a difference.

45 minutes ago, SUDYEcaZ said:

Aircel after so many years is still in losses 

After the advent of Jio, all telecom companies are running in loss - including Jio.  (at present)

Edited April 29, 2017 by LTE4G

[SUDYEcaZ 67]

ICRA downgrades RCom credit rating on weak biz outlook

Following pressure on earnings of Reliance Communications, ICRA today downgraded credit rating of the company for debts that it has raised.

 

Source :- http://telecom.economictimes.indiatimes.com/news/icra-downgrades-rcom-credit-rating-on-weak-biz-outlook/58546027

[SUDYEcaZ 67]

http://economictimes.indiatimes.com/markets/stocks/earnings/reliance-communications-q4-net-loss-widens-sharply-posts-1st-ever-annual-loss-as-jio-free-offers-hurt/articleshow/58873287.cms
 

Sharp decline in revenue indicates RCOM to be adversely impacted by Jio...

 

Even Global revenue have reduced which tells how mismanaged the company is. Global operations have also reported loss 

Edited May 27, 2017 by SUDYEcaZ

[commonman 228]

Its the effect of their shutting down the CDMA service. RCom survived on CDMA. Without CDMA, they are bound to die.

[LTE4G 195]

They could have come up with reasonable data offers if they really wanted to survive. Anil Ambani thought that they are merging with Aircel so why not take the opportunity to transfer few customers to elder brother (Some backdoor settlement). Otherwise when all the operators (Airtel, Vodafone, Idea etc.) are coming up with new schemes to lure customers Rcom remained stagnant with its 3G/4G pricing as if it does not bother to hold customers.

So Rcom is basically on suicide mission by not offering anything new and neither he wants to hold even its loyal CDMA customers who were upgraded to 4G.

[SUDYEcaZ 67]

http://m.economictimes.com/industry/banking/finance/beleaguered-reliance-communications-banking-on-aircel-brookfield-deal-proceeds-to-avoid-npa-tag/articleshow/58885495.cms

Probably RCOM on verge of collapse if Brookfield deals falls apart 

[coolblue 10]

http://www.businesstoday.in/sectors/telecom/reliance-communications-anil-ambani-on-rising-debt-telecom/story/253570.html

http://telecom.economictimes.indiatimes.com/news/rcom-aircel-merged-wireless-company-to-be-called-aircom/58965183

RCom-Aircel merged wireless company to be called Aircom

NEW DELHI: Reliance Communications' executive Punit Garg on Friday said that the merged wireless company with Aircel will be called Aircom.

He said that RCom can monetize 49 percent tower co stake in future though sale or a listing process, while further debt reduction options will include sale of direct-to-home business.

The executive said that the company can also look at strategic transaction in global or Indian enterprise business.

Reliance Communications on Friday said that it has received time till December 2017 to close its transactions with Aircel and Brookfield and reduce debt from Rs 45000 crore to Rs 20000 crore, aiming at a reduction of 60% or Rs 25000 crore.

RCom has been engaged in discussions with its lenders in order to finalise a debt resolution plan. The lenders on Friday constituted a Joint Lenders' Forum (JLF) to consider and approve the company's plans in this regard as part of which there will be a standstill on company’s debt servicing for next 7 months.

RCom had said that the combined RCom-Aircel entity will enjoy substantial benefits of scale, and CAPEX and OPEX synergies with an estimated NPV of Rs. 20,000 crore. As part of this transaction, RCom’s overall debt will reduce by Rs 14,000 crore, together with the transfer of liability for spectrum instalments of an additional approx. Rs. 6,000 crore.

 

Edited June 3, 2017 by coolblue
added another news source

[SUDYEcaZ 67]

RCOM lost further 1.3 Million users and Aircel Lost around 0.3 Million in April 17

Edited June 14, 2017 by SUDYEcaZ

[SUDYEcaZ 67]

Reliance Jio corners 9% active subscriber base, mostly from smaller telcos 
 

Read more at:
http://economictimes.indiatimes.com/articleshow/59640680.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst

Edited July 18, 2017 by SUDYEcaZ

[LTE4G 195]

Reliance called off Aircel merger.

http://m.economictimes.com/tech/internet/rcom-calls-off-aircel-merger-blames-legal-uncertainties-policy-directives-for-delay/amp_articleshow/60901981.cms

Rectified

Edited October 25, 2017 by LTE4G
Rectification

[KanagaDeepan 1,084]

8 hours ago, LTE4G said:

Reliance called off Airtel merger.

http://m.economictimes.com/tech/internet/rcom-calls-off-aircel-merger-blames-legal-uncertainties-policy-directives-for-delay/amp_articleshow/60901981.cms

You meant AirCel, right?

I wonder what are the options available to them now, especially Aircel...

[praveenwarrier 49]

RIP RCom..!!

[me_saket 73]

So RIMweb seen full jouney of rcom

 

From no 1 CDMA (WLL to full mobility) operator to closure/shut down of CDMA and then GSM/3G.

Edited October 25, 2017 by me_saket

[LTE4G 195]

On 25/10/2017 at 10:27 PM, me_saket said:

So RIMweb seen full jouney of rcom

 

From no 1 CDMA (WLL to full mobility) operator to closure/shut down of CDMA and then GSM/3G.

Rimweb was smart enough to 'port' its forum to Jio in time.

[SUDYEcaZ 67]

AIRCOM never happened...as expected because of lot of legal issues 

RCOM closing down, they have said that only retail voice will be closed, but if one analyse the P/L or balance sheets they really dont have great b2b business either. I just feel they want to be alive till the time TRAI/DOT relax spectrum cap so that Jio can take over the same

Jio may take over Towers and fiber assets via some backdoor deal (remember they already have sharing pact with RCOM)

Proper deal of assets will be bigger challenge as lot of creditors will be now claim left over assets of RCOM.  

AIRCEL may operate in limited circles for few more years before closing down or sellling off subscribers(similar to Tata Docomo)