To port or not to port for VodafoneIdea customers

To port or not to port - For VodafoneIdea customers

  • Total voters
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  • Poll closed .
I don't think any of us should even worry about is bankruptcy as it is not going to happen. Nor is it going to be nationalised.

It is government that will take it out of troubled waters as it is more important to government that the company itself that Vodafone idea survive.
Just enjoy whichever connection is best.
In my village, Only VIL have 900Mhz.Haryana.
And it is great for those having latest phones with proper support.
 
Kick933 said:
I don't think any of us should even worry about is bankruptcy as it is not going to happen. Nor is it going to be nationalised. It is government that will take it out of troubled waters as it is more important to government that the company itself that Vodafone idea survive.
Click to expand...

Time will tell, hope better sense prevails on the Govt. because the SC has cut telecom companies no slack. Nobody can afford to lose an operator with 300+ million subscribers and 1000s of crores owed to the Govt., banks and debtors. And a duopoly of Jio and AIrtel is not in customer interest.

I don't have much sympathy for these operators because they played a legal game with the Govt in the courts and lost. My sympathy is for the customers of VIL and banking system which is reeling from regular shocks the latest being Yes Bank.
 
Many people have mentioned that VIL services in some locations are excellent. But that is the present has anyone factored in what could happen, difficult since no viable options are seen on the horizon & not enough info is available to us. But if the future does not look bright what will happen to QoS. That's what is important, I guess current customers will have to decide & act accordingly. BTW there's still 1 hold out in my hse, not moving out of sheer lethargy & BS handed out by Vodafone store 4 days ago😏
 
Kick933 said:
I don't think any of us should even worry about is bankruptcy as it is not going to happen. Nor is it going to be nationalised.

It is government that will take it out of troubled waters as it is more important to government that the company itself that Vodafone idea survive.
Just enjoy whichever connection is best.
In my village, Only VIL have 900Mhz.Haryana.
And it is great for those having latest phones with proper support.
Click to expand...
No offence , but you need to come out of your dreams. Just look at balance sheet of vil of last qtr and then comment. Already vil has paid 6330 crore from its liquid cash of 10k crore and now they are left with 3000 crore cash. Can you imagine a big telco is just sitting with 3000 crore cash for its pan India operations. While you as a user might not see this but we as analyst see everything happening from numbers prospective. Promoters will not infuse money until they see their good money remaining good in future and turning bad. Vodafone idea has gone to a point of no return. Mark this comment and we shall discuss in near future on its collapse. Govt is just mitigating the onus/blame of vil collapse from its head. Govt doesn’t want to get bad name of its collapse as 280mn users are currently blaming govt only for its poor health. Govt wants to show that it did whatever it was possible to prevent vil from shutting down. Now two possibilities will happen in next court hearing, either court will grant some payment timelines(forget 20 yrs and all, can be few yrs from now that’s it) or it will straight away reject it. In both the possibilities vil collapse is imminent. If they can’t infuse money to make network comparable to jio or Airtel then forget that even currently 280 MN customer will stay for yrs to comes let alone increasing the customer base from here. Now if they can’t increase the customer share then how will they be able to pay for AGR dues and spectrum fees from 2022. Starting year 2022 they have to make close to 15000crore every year with amount not going down till yr 2040. Tariff hikes in 20, 40,50 will not work. They need 250 Rs/gb kind of tariff hikes to survive, so much is the payment burden they have. So forget it. Better port out now or you all will crowded once vil shut shop suddenly one day.
 
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Just to clarify,I am also an investor with considerable sums invested in VIL.So, I am also having a look at the numbers.
And to clarify further,Maintaining a PAN-India network along with needed consecutive upgrades for integration is a very expensive task.
If you had a look on the cost associated with maintaining the network,the biggest hog is now out which was SUC and related dues.
And I am not more worried about VIL but worried about the domino effects which will almost hit our economy bad enough for recession if it happens at this moment.
It is precarious to handle so big port out proccess of its massive customer base.
None of our networks have enough spectrum to handle this massive influx.
I just want to say humbly that It is best for all if nothing go wrong.
 
Actually all parties including customers are between a rock & a hard place. At the end of the day it's the customer who will be holding the can, irrespective of what any one thinks. Currently there are too many things on the plate for the authorities. We have to factor that in. I invest in the stock markets but luckily I never ventured in the telecom space as I was always suspicious of their operations.
 
@cooltexas60s : I'm interested in your perspective as number-crunching analyst, I am noob so beware :

Q1) What went wrong with VIL from yr 2015-16 when Jio made its entry in the scene, number-wise? ,like both airtel and voda had infra/capabilities/experience/status of BIG guys in international space to launch 4G/FTTH has they have done now and could have competed the heat from JIO?

Q2) They must have had lots of well-qualified analyst and market research team why they could tap into Indian market as to what it wants, I feel JIO went with model rather than waiting for demands lets infuse the demand in the market , why VIL/airtel didn't tap into this?
(I personally feel had JIO not entered into the space they would have been chargin 220/GB data, also same for braodband/fiber lines)

Q3) I Get spectrum ain't cheap and all the license hooplas around it but what about fiber services?Just like now they have rolleod out fiber plans ( I can uinderstand NIXI and lack of IX peering for small ISP but VIL/Airtel guys were big honchos )

You all can chump in your answers
 
@Realme
1)Vodafone and airtel spent it's profits on stock buybacks and thier overseas ventures without investing adequate capital for the infrastructure.
Not having bleeding edge infra is hurting them in the long run but jio has single vendor (samsung) cutting edge infra which allows them have less operating expenditure compared to the incumbents (Running 4G only network also helps alot)
2)I think incumbents did expect agressive pricing from jio but did not expect the one year free service which hampered thier revenue and by that time jio has infused demand into the market.
3) Regarding Jiofiber I expected similar aggressive strategy but RIL wanted to get rid of thier debts so they went with this pricing.
It's not just that VIL and Airtel are reason for high prices in ftth market, it's just demand and the anticipation of jio fiber arrival.
 
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