‘We bagged big deals from top operators in North America’
Revenue Growth in FY 2011-12 The top 2 customers are BT and ATFT. Rest of the world which includes India, Asia, Africa, Australia, and New Realand has grown by 48%.
Reasons for Growth Growth has been faster for service providers vis-a-vis equipment players. For service providers, the business is either through direct partnership or through network vendors. Large telcos are looking at both network and IT services together as they are focusing on enterprise in a big way. The customer sees the difference as we cater to both network and IT services and this has helped us in increasing our revenues.
We are doing global sales transformation for one of the telcos. We have bagged multi-year and multi-million deals from an European telco for unified ticketing system. We are doing multi-million and multi-year orders for tier-1 operators in North America for customer care and mediation for 4G (IT and network combined). We are also doing 3G and LTE device certification for a tier-1 and other North American telcos.
M2M is becoming big and we have invested in this technology last year by forming M3 (M cube). This is a joint effort by Tech Mahindra, Mahindra Satyam, and Mahindra F Mahindra. Tech Mahindra brings core telecom expertise in both networks, platforms, and OSS/BSS.
Mahindra Satyam brings vertical expertise like BFSI, manufacturing, health, education and Mahindra F Mahindra is focusing on automotive and telematics. We are seeing a lot of M2M traction in North American markets and even the Indian telcos are going for it.
New Revenue Opportunities
We have made investments in LTE (lab in Noida), M2M (lab in Pune), cloud (lab in Pune and Hyderabad), and customer experience center in Dallas. There is a big opportunity in big data both for global and Indian operators. There is lot of vendor consolidation opportunity in Europe. IT and network opportunity is also becoming big.
We work closely with Microsoft and some of the technology partners. With a technology partner, we have launched telco-in-a-box which comes pre-integrated with Microsoft CRM and convergent billing so that MVNOs, tier-2 and -3 operators can launch their operations fast.
Key Trends in FY 2012-13
In developed economies like North America, the focus is on monetization of LTE services for enterprises. Here, the focus is on network and IT domain. M2M, enterprise mobility, cloud, and other advanced services are becoming big. The focus is on vendor consolidation and rationalization. The focus is also on integrating testing across network and IT.