What does the mobile opportunity look like in India?
Among the 1.2 bn Indian, there are 900 mn mobile phone connections (with some people carrying more than one). Out of these far around 120 mn Indians are only online - through fixed line and mobile combined.Plenty of VAT-services at present are being run by independant companies. These VAT services can be anything from health advice to English leaning - often very rudimentary delivered via SMS. In all cases, however, the incumbent telcos operate as gatekeepers for both actually presenting the service and running the billing relationship. Telcos dictate the conditions and often fail to pay the negotiated kick-backs to their partners for 6 months or more.What does a possible future scenario look like when many of these mobile devices become internet enabled where services can run freely as apps? Points for discussion: