Emergic: Rajesh Jain’s Blog

16 responses so far ↓

• 1 Mobiles in India: Value added services at Broadband Blog // Aug 10, 2008 at 8:48 am

  […] the crap that gets dished out in the media. All in all, it is not the billion dollar industry but a more sedate estimated $200 million dollars. The number of subscribers may be “booming” but the real revenues are not. The mobile […]

• 2 Girish // Aug 11, 2008 at 10:03 am

  What were the triggers which led to the change of rev share in developed markets? How and when will it change in India - 3G and entry of new players, better content, speed, etc., MVNOs, or consolidation in the content aggregation space (better negotiation) or exclusive deals for content with committed volumes? I am only referring to Downloads & Misc.

• 3 KP // Aug 11, 2008 at 10:52 am

  Rajesh is bang on… and I always wondered how this industry didnt look deeper…

  I just want to add another point - I did read on some blog that majority of Indians will access the internet on the mobile phone (which will give rise to another new set of valuation and revenue stream projections) - the truth here is that if you classfiy the majority of ringtone and wallpaper downloads as intenet access (which is again a phenomenon in RURBAN* markets; UP, Bihar etc) I fail to understand how can we ever say these consumers are accessing internet in the real sense.

  RURBAN* - rural(ly) urban

• 4 Rohin // Aug 11, 2008 at 3:25 pm

  Rajesh - what sources/assumptions are you using to arrive at this data? It would help to know.

• 5 raj // Nov 4, 2008 at 6:10 pm

  Great man……….very informative it actually brings lot of things in a single sheet.
  Great work .. keep it up

• 6 muthukrishnan.m // Nov 5, 2008 at 4:57 am

  hai

• 7 Nidhi Shah // Nov 18, 2008 at 1:26 am

  Hi Rajesh

  U have veey well shown the table of VAS Revenues by Category.

  I just had a few doubts regarding the same.

  1)CRBT revenue is 25 RS in table, But on an avg the cost of CRBT is 45 RS.
  2)What does the item “SMS Subs.” mean?

  Besides that what is the source for this penetartion numbers for CRBT, SMS etc

• 8 Best of 2008: Mobile VAS and Data // Dec 26, 2008 at 5:00 am

  […] 08) - Invertising (Sep 08) - Next Mobile Opportunities (Aug 08) - Digital India [1 2] (Aug 08) - India’s Mobile VAS Industry (Aug 08) - News and Content in a Digital World (Aug 08) Presentations - Web 2.0 Summit (Nov 08) - […]

• 9 kamlesh kumar verma // Feb 14, 2009 at 9:57 am

  Dear Sir,
  Please provide complete detail of VAS.
  Regards
  kamlesh
  09336682722

• 10 Rajesh Jangra // Mar 7, 2009 at 12:56 pm

  Dear Sir,
  Please provide complete detail of VAS. I want to use this services here in KArnal (Haryana)

  Regards
  Rajesh Jangra
  919215794386

• 11 Vijay // Mar 9, 2009 at 12:57 pm

  Dear Sir,

  plz send complete VAS revunue deatail. also send me top five company revenue deatails
  actually i just wany learn about this.

  vijay

• 12 vikas // Apr 4, 2009 at 8:46 pm

  Rajesh,

  - The P2A rev is not 15%.
  - The marginal subcribers acquired by mobile operators today are majorly from rural areas where SMS literacy is an issue.
  - Lower call rates than SMS rates has also impacted this table.

  If you can post the updated data.

  Regards,
  Vikas

• 13 vikas // Apr 4, 2009 at 8:52 pm

  Rajesh,

  - P2A revenue is not 15% ( highly optimistic 5-8%)
  - With the mobile operators acquiring the marginal subcribers from rural market, SMS literacy is a major issue.
  - Call rates are lower than SMS rates have also impacted the P2P revenues.

  Would appreciate If you can post the latest data.

  regards,
  VikAS

• 14 Sukumar // Jun 9, 2009 at 8:04 pm

  Hi
  Do you have any updated info on the VAS and GSM industry?
  Can you please share more info?
  You can reach me on my mob +91 98216 27155

• 15 Apple iPhone vs Google Android vs Nokia OVI vs Microsoft Skymarket « Actionable Insights into the World of Indian Startups // Jun 30, 2009 at 5:30 pm

  […] 1. F&^cked Up Economics – The biggest barrier to the Mobile Developer is the huge economic barrier they face. On the Internet, if you are an innovator and come up with a cool innovation, you make 100% of what is due to the service/innovation. On the other hand if you are a VAS provider, it does not matter if you build the ultimate mobile innovation, the laws of this world only entitle you to a 10-30% of the value you create. 70-90% of the revenues in Mobile VAS is pocketed by the operators who are nothing but glorified plumbers. They know how to build the plumbing that carries all the innovations and don’t value innovators enough to give them an equitable partnership. Again, Rajesh Jain has a lot of insight into this in the Indian context in several articles he has written but I like this one India’s VAS Industry. […]

• 16 Ashish Kite // Jul 2, 2009 at 2:13 pm

  Hello Sir,

  I really appreciate your work on VAS and mobile industry. But i would be happy if the sources are also mentioned.

  Thanks,

  Ashish Kite

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