Revenue market share of Wireless companies in India proves that, Indians are most likely to opt for a GSM connection than a CDMA. RCom’s CDMA and Tata Indicom CDMA have been consistently losing Revenue market share. However, with th launch of Reliance GSM Mobile, the company has been able to achieve a turnaround of 150 bps higher revenue market share for the quarter ending June-09. [According to RCom data and not TRAI]
Airtel and Vodafone are still leading without seeing any effect on their revenue market share. Bharti Airtel’s revenue share at 31% has remained broadly stable in the past four quarters with no material impact from new launches. At the individual circle level too where Bharti has dominant share.
Idea & Vodafone have both improved rev share by 110-140bps in the past year from new launches & sustaining leadership share in incumbent circles.
BSNL and Tata Tele, where rev market share has declined 120-130bps in the past 12 months. BSNL might continue losing given capacity issues whereas Tata should reverse the losing trend with the recent traction Tata DoCoMo GSM launch.