Kolkata: Bharti Airtel<\/a> appears to be better placed than Reliance Jio<\/a> to grab Vodafone Idea<\/a>’s (Vi) feature phone users<\/a> – who make up nearly 56% of the telco's 271 million user base -- and boost revenue share in coming months, said analysts. Bharti Airtel似乎比信实Jio更好地抓住沃达丰的想法(Vi)的功能手机用户,占近56%的电信的2.71亿用户基础,增加收入份额在未来几个月,分析师说。 加尔各答:Bharti附近的旅馆似乎是更好的比依赖Jio抓住沃达丰的想法(Vi)功能手机用户——谁占近56%的电信的2.71亿用户基础,增加收入份额在未来几个月,分析师说。 Kolkata: Bharti Airtel<\/a> appears to be better placed than Reliance Jio<\/a> to grab Vodafone Idea<\/a>’s (Vi) feature phone users<\/a> – who make up nearly 56% of the telco's 271 million user base -- and boost revenue share in coming months, said analysts.
This, they said, is since Vi’s feature phone users won’t have to burn any extra cash on a 4G handset to switch to Airtel, which they would have to spend for migrating to a 4G-only network like Jio’s.
“Vi has been losing customers in the feature phone segment, and Airtel is better placed than Jio to grab incremental market share as Vi’s 2G customers can migrate to Bharti at no additional investment,” Goldman Sachs said in a report.
Vi’s user base has plunged nearly 34% -- from around 408 million at the time of the merger in August 2018 – amid continuing concerns around network quality and coverage vis-a-via, Jio and Airtel.
Analysts said that the slowing down of user additions in the September quarter is likely to deter Reliance Jio from hiking tariffs. In such a scenario, they foresee more customer losses and a possible acceleration in Vi’s market share erosion in favour of Airtel and Jio. Jio added 7.3 million net users -- compared to Airtel’s near 14 million -- which the telco attributed to the impact of Covid-19 on the recharge cycles of the migrant population.
<\/p>Read also<\/h4>
![](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
<\/a><\/figure>Active users' tally: Jio gains 2.5 million subscribers in July as Airtel, Vodafone Idea slip<\/a><\/h5><\/div>
<\/a><\/figure>Jio fastest mobile network with 19.3 mbps download speed; Vodafone tops in upload: Trai<\/a><\/h5><\/div><\/div><\/div>
Ratings agency Fitch estimates both Airtel and Jio will gain revenue share at loss-making Vi’s expense, and jointly control upto 80% of the telecom market, from around 70% now. “Vi could lose 50-to-70 million subscribers in the next one year”.
To be sure, though, Deutsche Bank said that despite Vi losing customers, “the trend appeared to be slowing,” adding that the company (read: Vi) also suggested such losses had largely stemmed in recent months. Gross user adds, it said, was the problem after Vi largely stopped brand advertising in the last two years while it undertook network integration, and matters got exacerbated by Covid19 hurting take-up.
The German bank added that the sector regulator, under new chairman P D Vaghela, “is listening to all operators and seems to have a mandate to ensure three private operators remain in the market, which is encouraging”.
Some analysts expect Vi to raise tariffs as early as Diwali, saying the telco needs to take the lead with its weak balance sheet, and also since Jio and Airtel, are unlikely to do so, given their better competitive positioning. Others don’t see any meaningful tariff hikes happening anytime soon.
“A healthy 2Q without price hikes for Bharti means Vi is alone in choppy waters,” IIFL Securities said in a note. This, it said, may suit the market leaders, and with the Jio-Google duo likely to launch a low-cost smartphone<\/a> soon, tariff hikes may be unlikely for another 12 months.
Goldman Sachs though underlined the need for a price hike, saying without one, sequential revenue growth for Bharti and Jio would stagnate at around low-single digits.
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Airtel要好Jio净沃达丰想法的功能手机用户:分析师
他们说,这是自六世的功能手机用户不需要消耗任何额外的现金4 g手机切换到旅馆,他们将不得不花Jio等迁移到4 g-only网络。
“六世在功能手机领域失去顾客,和旅馆比Jio抓住增量市场份额Vi的2 g客户可以迁移到Bharti没有额外投资,”高盛(Goldman Sachs)在一份报告中称。
分析师表示,用户添加9月季度的放缓可能会阻止信实Jio远足关税。在这种情况下,他们预见更多客户流失和Vi的市场份额可能加速侵蚀的Airtel和Jio。Jio添加730万网络用户——附近的旅馆的1400万年相比,电信的影响归因于Covid-19充电周期的移民人口。
评级机构惠誉估计Airtel和Jio都将获得收入份额在亏损的Vi的费用,和共同控制高达80%的电信市场,从目前的70%左右。“Vi可以减掉50 - 70用户在接下来的一年”。
不过,可以肯定的是,德意志银行(Deutsche Bank)表示,尽管Vi失去顾客,“这种趋势似乎放缓,”并补充说,该公司(Vi)也建议这种损失在很大程度上是在最近几个月。总用户添加,它说,这个问题在Vi基本上停止品牌广告在过去的两年里进行了网络集成,和质量问题有加剧了Covid19伤害拉紧。
德国银行补充说,该行业监管机构,在新主席P D Vaghela,“听所有的运营商和似乎有授权,以确保三个私人运营商仍在市场上,这是令人鼓舞”。
一些分析师预计Vi提高关税早在排灯节,说电信需要带头的弱的资产负债表,也因为Jio和旅馆,不可能这样做,考虑到他们更好的竞争定位。别人看不出任何有意义的关税上涨在短期内发生。
“健康2 q不涨价Bharti意味着Vi是独自在波涛汹涌的水域,“IIFL证券在一份报告中称。它表示,这可能会使市场领导者,Jio-Google两人可能推出低成本智能手机很快,关税上调可能是不太可能的12个月。
高盛(Goldman Sachs)虽然强调了需要涨价,说没有,顺序为巴蒂电信收入增长和Jio停滞在一位数。
This, they said, is since Vi’s feature phone users won’t have to burn any extra cash on a 4G handset to switch to Airtel, which they would have to spend for migrating to a 4G-only network like Jio’s.
“Vi has been losing customers in the feature phone segment, and Airtel is better placed than Jio to grab incremental market share as Vi’s 2G customers can migrate to Bharti at no additional investment,” Goldman Sachs said in a report.
Vi’s user base has plunged nearly 34% -- from around 408 million at the time of the merger in August 2018 – amid continuing concerns around network quality and coverage vis-a-via, Jio and Airtel.
Analysts said that the slowing down of user additions in the September quarter is likely to deter Reliance Jio from hiking tariffs. In such a scenario, they foresee more customer losses and a possible acceleration in Vi’s market share erosion in favour of Airtel and Jio. Jio added 7.3 million net users -- compared to Airtel’s near 14 million -- which the telco attributed to the impact of Covid-19 on the recharge cycles of the migrant population.
<\/p>Read also<\/h4>
<\/a><\/figure>Active users' tally: Jio gains 2.5 million subscribers in July as Airtel, Vodafone Idea slip<\/a><\/h5><\/div>
<\/a><\/figure>Jio fastest mobile network with 19.3 mbps download speed; Vodafone tops in upload: Trai<\/a><\/h5><\/div><\/div><\/div>
Ratings agency Fitch estimates both Airtel and Jio will gain revenue share at loss-making Vi’s expense, and jointly control upto 80% of the telecom market, from around 70% now. “Vi could lose 50-to-70 million subscribers in the next one year”.
To be sure, though, Deutsche Bank said that despite Vi losing customers, “the trend appeared to be slowing,” adding that the company (read: Vi) also suggested such losses had largely stemmed in recent months. Gross user adds, it said, was the problem after Vi largely stopped brand advertising in the last two years while it undertook network integration, and matters got exacerbated by Covid19 hurting take-up.
The German bank added that the sector regulator, under new chairman P D Vaghela, “is listening to all operators and seems to have a mandate to ensure three private operators remain in the market, which is encouraging”.
Some analysts expect Vi to raise tariffs as early as Diwali, saying the telco needs to take the lead with its weak balance sheet, and also since Jio and Airtel, are unlikely to do so, given their better competitive positioning. Others don’t see any meaningful tariff hikes happening anytime soon.
“A healthy 2Q without price hikes for Bharti means Vi is alone in choppy waters,” IIFL Securities said in a note. This, it said, may suit the market leaders, and with the Jio-Google duo likely to launch a low-cost smartphone<\/a> soon, tariff hikes may be unlikely for another 12 months.
Goldman Sachs though underlined the need for a price hike, saying without one, sequential revenue growth for Bharti and Jio would stagnate at around low-single digits.
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