\"\"By Anandita Singh Mankotia, ET Bureau
\n
NEW DELHI: The top three GSM operators - Bharti Airtel<\/a>, Vodafone<\/a> India, and Idea Cellular<\/a> - saw their combined revenue market share erode by 90 basis points in the July-September quarter as increases in their effective call rates drove some users, mainly rural ones, away to smaller rivals, say analysts.
\n
Bharti
Airtel<\/a>, India's largest telecom operator, reported the maximum fall of 45 basis points, while Aircel was the biggest gainer, adding 34 basis points to its revenue market share (RMS), brokerage HSBC<\/a> wrote in a note to clients.
\n
\nAll the three telecom operators have been cleaning up the discounted minutes on their networks to achieve a better rate per minute. Consequently, Bharti recorded a 4% increase in voice realisation per minute over the last year, while Idea clocked an improvement of 8.3% due to clamping down of free minutes.
\n
\nBharti
Airtel<\/a>'s revenue market share at the end of the September quarter was 30.45%, followed by Vodafone<\/a>'s at 23.09% and Idea's at 15.87%. While Vodafone lost 31 basis points, Idea's market share came down by 33 basis points.
\n
\n\t\n\t\t\n\t\t\t
\n\t\t\t\t\"\"<\/td>\n\t\t<\/tr>\n\t<\/tbody>\n<\/table><\/div> Debt-ridden Aircel led the pack of gainers followed by the state-run Bharat Sanchar Nigam, whose revenue market share improved by 30 basis points, while Reliance Communications<\/a>, the Anil Ambani<\/a> headed telecom operator, expanded its share by 26 basis points.
\n
\nThe top-three telecom operators have been banking on growth in the voice rates and data revenues to regain revenue market share in the successive quarters.
\n
\nThe trend in the second quarter also seems to be in line with the
Idea Cellular<\/a> CEO Himanshu Kapania's prediction that the effective rise in tariffs would start to play out in the successive quarters.
\n
\n\"Essentially, the top three have kept tariffs up, while the smaller players have reduced tariff. As expected the three are focusing on quality revenue,\" Prashant Singhal of E&Y said, adding this was only a temporary phase.
\n
Hemant Joshi<\/a> of Deloitte<\/a> Haskins and Sells attributed the dip in revenue market share to \"seasonality\", when the rural population makes fewer calls.
\n
In an analysis of the telecom sector's quarterly performance,
Rajiv Sharma<\/a> of HSBC<\/a> has noted that \"one of the reasons for the divergent RMS\/traffic between incumbent and smaller players came from the meaningful rural exposure of incumbent operators\".
\n
\n\"These results suggest that the dual SIM phenomenon is not completely over,\" the report added, indicating that users, mainly cost-sensitive rural ones, switch to operators offering lower call rates or more discounts the moment the one they have been using takes away call offers.
\n
\nThe RMS trends also seem to be broadly in line with traffic trends as smaller players recorded marginal traffic growth versus a sharp decline in minutes recorded by incumbent operators.
\n
\nBharti Airtel recorded a 3% quarter on quarter dip in voice traffic on its network, while wireless revenue for the sector declined by 1.7%.\n\n<\/body>","next_sibling":[{"msid":26448599,"title":"Tax dispute: Vodafone, government in constant dialogue for possible solution","entity_type":"ARTICLE","link":"\/news\/industry\/tax-dispute-vodafone-government-in-constant-dialogue-for-possible-solution\/26448599","category_name":null,"category_name_seo":"industry"}],"related_content":[],"msid":26445631,"entity_type":"ARTICLE","title":"Airtel, Vodafone, Idea lose revenue market pie","synopsis":"The top three GSM operators - Bharti Airtel,\nVodafone India,\nand Idea Cellular - saw their combined revenue market share erode by 90 basis\npoints in the July-September quarter.","titleseo":"industry\/airtel-vodafone-idea-lose-revenue-market-pie","status":"ACTIVE","authors":[{"author_name":"Anandita Singh Mankotia","author_link":"\/author\/479231328\/anandita-singh-mankotia","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479231328.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479231328,"author_name":"Anandita Singh Mankotia","author_seo_name":"anandita-singh-mankotia","designation":"Editor","agency":false}}],"Alttitle":{"minfo":""},"artag":"ET Bureau","artdate":"2013-11-27 04:00:44","lastupd":"2013-11-27 09:55:41","breadcrumbTags":["Vodafone","Anil Ambani","HSBC","Airtel","industry","Bharti Airtel","Idea Cellular","Reliance communications","Deloitte","Rajiv Sharma","Hemant Joshi","Bharti Airtel India"],"secinfo":{"seolocation":"industry\/airtel-vodafone-idea-lose-revenue-market-pie"}}" data-authors="[" anandita singh mankotia"]" data-category-name="Industry" data-category_id="18" data-date="2013-11-27" data-index="article_1">

Airtel,沃达丰,想法失去收入市场派

排名前三的GSM运营商Bharti Airtel,沃达丰印度和想法细胞——的收入市场份额总和侵蚀7 - 9月当季90个基点。

辛格Anandita Mankotia
  • 更新于2013年11月27日09:55点坚持
Anandita辛格Mankotia等

新德里:排名前三的GSM运营商-Bharti Airtel,沃达丰(Vodafone)印度和知道细胞——的收入市场份额总和侵蚀90个基点7 - 9月当季的增加有效话费一些用户,主要是农村的,规模较小的竞争对手,分析人士说。

Bharti附近的旅馆印度最大的电信运营商,报道的最大下跌45个基点,而Aircel是最大的赢家,添加34个基点至其收入市场份额(RMS),经纪公司汇丰银行在给客户的报告中写道。

所有的三大电信运营商一直在清理贴现分钟他们的网络来实现更好的速度每分钟。因此,Bharti记录语音意识到每分钟增加4%在过去的一年,虽然想法达到8.3%的改善由于压制的免费分钟。

Bharti附近的旅馆的收入市场份额的季度为30.45%,紧随其后沃达丰(Vodafone)和想法的支持率分别为23.09%和15.87%。沃达丰失去了31个基点,想法的市场份额下降了33个基点。
负债累累的Aircel领导群赢家其次是国营的Bharat Sanchar Nigam说,其收入市场份额提高了30个基点,信实电信,安尼尔•安巴尼电信运营商,26个基点扩大份额。

三大电信运营商一直在银行利率增长的声音和数据收入恢复连续季度收入市场份额。

第二季度的趋势似乎也符合知道细胞首席执行官Himanshu Kapania的预测,有效提高关税会连续在季度开始玩。

“本质上,排名前三的让关税,而小公司减少了关税。如预期三个集中质量收入,”安永的Prashant Singhal说,这只是一个临时的阶段。

赫曼特Joshi德勤哈斯金斯和销售收入市场份额下降归因于“季节性”,当农村人口更少的电话。

在电信部门的季度表现的分析,拉吉夫·夏尔马汇丰银行已经注意到“发散的原因之一RMS /交通现任和较小的球员来自于有意义的农村之间接触的现任运营商”。

“这些结果表明,双卡的现象并非完全结束了,”该报告说,表明用户、厂商主要是农村的,切换到运营商提供低话费或更多折扣的那一刻他们一直使用带走了电话。

RMS趋势似乎也大致符合交通趋势小球员记录边际流量增长和急剧下降在几分钟内记录由现任运营商。

Bharti Airtel环比下降3%在其网络语音流量,而无线的部门收入下降了1.7%。
  • 发布于2013年11月27日上午内坚持

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\"\"By Anandita Singh Mankotia, ET Bureau
\n
NEW DELHI: The top three GSM operators - Bharti Airtel<\/a>, Vodafone<\/a> India, and Idea Cellular<\/a> - saw their combined revenue market share erode by 90 basis points in the July-September quarter as increases in their effective call rates drove some users, mainly rural ones, away to smaller rivals, say analysts.
\n
Bharti
Airtel<\/a>, India's largest telecom operator, reported the maximum fall of 45 basis points, while Aircel was the biggest gainer, adding 34 basis points to its revenue market share (RMS), brokerage HSBC<\/a> wrote in a note to clients.
\n
\nAll the three telecom operators have been cleaning up the discounted minutes on their networks to achieve a better rate per minute. Consequently, Bharti recorded a 4% increase in voice realisation per minute over the last year, while Idea clocked an improvement of 8.3% due to clamping down of free minutes.
\n
\nBharti
Airtel<\/a>'s revenue market share at the end of the September quarter was 30.45%, followed by Vodafone<\/a>'s at 23.09% and Idea's at 15.87%. While Vodafone lost 31 basis points, Idea's market share came down by 33 basis points.
\n
\n\t\n\t\t\n\t\t\t
\n\t\t\t\t\"\"<\/td>\n\t\t<\/tr>\n\t<\/tbody>\n<\/table><\/div> Debt-ridden Aircel led the pack of gainers followed by the state-run Bharat Sanchar Nigam, whose revenue market share improved by 30 basis points, while Reliance Communications<\/a>, the Anil Ambani<\/a> headed telecom operator, expanded its share by 26 basis points.
\n
\nThe top-three telecom operators have been banking on growth in the voice rates and data revenues to regain revenue market share in the successive quarters.
\n
\nThe trend in the second quarter also seems to be in line with the
Idea Cellular<\/a> CEO Himanshu Kapania's prediction that the effective rise in tariffs would start to play out in the successive quarters.
\n
\n\"Essentially, the top three have kept tariffs up, while the smaller players have reduced tariff. As expected the three are focusing on quality revenue,\" Prashant Singhal of E&Y said, adding this was only a temporary phase.
\n
Hemant Joshi<\/a> of Deloitte<\/a> Haskins and Sells attributed the dip in revenue market share to \"seasonality\", when the rural population makes fewer calls.
\n
In an analysis of the telecom sector's quarterly performance,
Rajiv Sharma<\/a> of HSBC<\/a> has noted that \"one of the reasons for the divergent RMS\/traffic between incumbent and smaller players came from the meaningful rural exposure of incumbent operators\".
\n
\n\"These results suggest that the dual SIM phenomenon is not completely over,\" the report added, indicating that users, mainly cost-sensitive rural ones, switch to operators offering lower call rates or more discounts the moment the one they have been using takes away call offers.
\n
\nThe RMS trends also seem to be broadly in line with traffic trends as smaller players recorded marginal traffic growth versus a sharp decline in minutes recorded by incumbent operators.
\n
\nBharti Airtel recorded a 3% quarter on quarter dip in voice traffic on its network, while wireless revenue for the sector declined by 1.7%.\n\n<\/body>","next_sibling":[{"msid":26448599,"title":"Tax dispute: Vodafone, government in constant dialogue for possible solution","entity_type":"ARTICLE","link":"\/news\/industry\/tax-dispute-vodafone-government-in-constant-dialogue-for-possible-solution\/26448599","category_name":null,"category_name_seo":"industry"}],"related_content":[],"msid":26445631,"entity_type":"ARTICLE","title":"Airtel, Vodafone, Idea lose revenue market pie","synopsis":"The top three GSM operators - Bharti Airtel,\nVodafone India,\nand Idea Cellular - saw their combined revenue market share erode by 90 basis\npoints in the July-September quarter.","titleseo":"industry\/airtel-vodafone-idea-lose-revenue-market-pie","status":"ACTIVE","authors":[{"author_name":"Anandita Singh Mankotia","author_link":"\/author\/479231328\/anandita-singh-mankotia","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479231328.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479231328,"author_name":"Anandita Singh Mankotia","author_seo_name":"anandita-singh-mankotia","designation":"Editor","agency":false}}],"Alttitle":{"minfo":""},"artag":"ET Bureau","artdate":"2013-11-27 04:00:44","lastupd":"2013-11-27 09:55:41","breadcrumbTags":["Vodafone","Anil Ambani","HSBC","Airtel","industry","Bharti Airtel","Idea Cellular","Reliance communications","Deloitte","Rajiv Sharma","Hemant Joshi","Bharti Airtel India"],"secinfo":{"seolocation":"industry\/airtel-vodafone-idea-lose-revenue-market-pie"}}" data-news_link="//www.iser-br.com/news/industry/airtel-vodafone-idea-lose-revenue-market-pie/26445631">