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分析师预计6月季度“低调”电信公司在降低新增用户数
“我们预计第一季度FY22是柔和的季度新增用户数和顺序ARPU增长在电信公司,”该报告称。
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BSNL名字六个官员被迫退休
强制退休的军官派是印度电信服务(其)干部分批从1988年到1992年。
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分析师曾预测“低调”6月季度电信公司由于缓慢的智能手机销量在封锁,免费充电电信公司为低收入用户流感大流行期间,帮助他们保持联系和温和的新增用户数。
J M金融在其报告中表示,虽然低,预计“柔和的活动”ARPU(每用户平均收入)类别和整合的SIM卡,类似于1 qfy21时期——它仍持谨慎态度的顺序使用指标下降。这一点,考虑到“第二Covid波在印度已经影响了专业/中等收入类别,谁开的大部分数据使用”。
“我们预计第一季度FY22是柔和的季度新增用户数和顺序ARPU增长在电信公司,”该报告称。
在其分析中,大部分的用户除了发生在2021年6月,全国开始解开。
“我们预计Jio / Bharti在Q1 FY22添加800万/ 200万用户,而我们期望垂直注入逻辑(沃达丰的想法)700万年报告用户损失,由合并低ARPU用户和其他网络用户损失,观察ARPU增长”将是“低调”。
无线的季度收入预期是相对“温和”的智能手机销量疲软拖累的受到局部的封锁,公司发放的免费充电的金字塔底层用户和一个整体用户添加适量,据假如。
所以用户除了而言,它说,Jio与500万年预计将超过Bharti补充道,虽然Bharti的用户基础是假定为平面顺序。
Jio的表现将部分受到的全面影响JioPhone关税在2021年2月推出。
沃达丰的想法,它预期的萎缩约400万用户基础和ARPU下降。
印度工业信贷投资银行证券”在其报告中预计Q1FY22收入增长对电信业“慢”,尽管额外的一天。它引用了降低用户补充道,特别是4 g客户、延迟充电和SIM整合。
依赖Jio收入将增长较快(3.8%环比)得益于Q4FY22新增用户数量强劲和持续牵引JioPhone,报告说。
Bharti的顺序移动的收入增长1.5%,维尔蘸1.4%,它指出。
运营商的成本应该受益于较低的用户购置成本和其他费用。
“净利润Bharti RJio会受到更高的摊销和利息成本的影响对光谱买了3月21日拍卖”,印度工业信贷投资银行证券说。
IIFL证券也预计4 - 6月是一个软季度电信公司,第二波之后锁定Covid导致降低智能手机出货量和用户的增加,和考虑到福利延长低收入用户的电信公司。
J M金融在其报告中表示,虽然低,预计“柔和的活动”ARPU(每用户平均收入)类别和整合的SIM卡,类似于1 qfy21时期——它仍持谨慎态度的顺序使用指标下降。这一点,考虑到“第二Covid波在印度已经影响了专业/中等收入类别,谁开的大部分数据使用”。
“我们预计第一季度FY22是柔和的季度新增用户数和顺序ARPU增长在电信公司,”该报告称。
“我们预计Jio / Bharti在Q1 FY22添加800万/ 200万用户,而我们期望垂直注入逻辑(沃达丰的想法)700万年报告用户损失,由合并低ARPU用户和其他网络用户损失,观察ARPU增长”将是“低调”。
无线的季度收入预期是相对“温和”的智能手机销量疲软拖累的受到局部的封锁,公司发放的免费充电的金字塔底层用户和一个整体用户添加适量,据假如。
所以用户除了而言,它说,Jio与500万年预计将超过Bharti补充道,虽然Bharti的用户基础是假定为平面顺序。
Jio的表现将部分受到的全面影响JioPhone关税在2021年2月推出。
沃达丰的想法,它预期的萎缩约400万用户基础和ARPU下降。
印度工业信贷投资银行证券”在其报告中预计Q1FY22收入增长对电信业“慢”,尽管额外的一天。它引用了降低用户补充道,特别是4 g客户、延迟充电和SIM整合。
Bharti的顺序移动的收入增长1.5%,维尔蘸1.4%,它指出。
运营商的成本应该受益于较低的用户购置成本和其他费用。
“净利润Bharti RJio会受到更高的摊销和利息成本的影响对光谱买了3月21日拍卖”,印度工业信贷投资银行证券说。
IIFL证券也预计4 - 6月是一个软季度电信公司,第二波之后锁定Covid导致降低智能手机出货量和用户的增加,和考虑到福利延长低收入用户的电信公司。
Analysts have predicted a \"muted\" June quarter for telecom companies due to slow smartphone sales amid lockdowns, free recharges given by telcos<\/a> for low income users to help them stay connected during the pandemic and moderate subscriber additions.
In its note, J M Financial said while it expects \"subdued activity\" in the lower ARPU<\/a> (Average Revenue Per User) category and consolidation of SIM -- similar to 1QFY21 period -- it remains cautious of a possible sequential decline in usage metrics. This, given that the \"second Covid wave in India has impacted the professional\/ middle income category, who drive the bulk of the data usage\".
\"We expect Q1 FY22 to be a muted quarter in terms of subscriber additions and sequential ARPU growth across telcos,\" the report said.
In its note, J M Financial said while it expects \"subdued activity\" in the lower ARPU<\/a> (Average Revenue Per User) category and consolidation of SIM -- similar to 1QFY21 period -- it remains cautious of a possible sequential decline in usage metrics. This, given that the \"second Covid wave in India has impacted the professional\/ middle income category, who drive the bulk of the data usage\".
\"We expect Q1 FY22 to be a muted quarter in terms of subscriber additions and sequential ARPU growth across telcos,\" the report said.
<\/div><\/div>In its analysis, bulk of the subscriber addition happened in June 2021, post the start of unlocking across the country.
\"We expect Jio\/Bharti to add 8 million\/2 million subscribers in Q1 FY22, while we expect VIL<\/a> (Vodafone Idea<\/a>) to report 7 million subscriber losses, driven by both consolidation in the lower ARPU subscribers and subscriber losses to other networks,\" it said observing that ARPU growth would be \"muted\".
Wireless revenues for the quarter are anticipated to be relatively \"tepid\" dragged down by sluggish smartphone sales which were hit by localised lockdowns, free recharges doled out by companies for the bottom-of-the-pyramid subscribers and an overall moderation in subscriber additions, according to a report by Emkay.
So far as subscriber addition are concerned, it said, Jio is expected to outpace Bharti with 5 million adds, while Bharti's subscriber base is assumed to be flat sequentially.
Jio's outperformance would be partially driven by the full impact of JioPhone<\/a> tariffs launched in February 2021, it said.
For Vodafone Idea, it anticipated a contraction of about 4 million in subscriber base along with a decline in ARPU.
ICICI Securities<\/a>' in its report expected Q1FY22 revenue growth for telecom sector to be \"slow\" despite an additional day in the quarter. It cited lower subscriber adds, particularly 4G customers, delayed recharges and SIM consolidation.
\"We expect Jio\/Bharti to add 8 million\/2 million subscribers in Q1 FY22, while we expect VIL<\/a> (Vodafone Idea<\/a>) to report 7 million subscriber losses, driven by both consolidation in the lower ARPU subscribers and subscriber losses to other networks,\" it said observing that ARPU growth would be \"muted\".
Wireless revenues for the quarter are anticipated to be relatively \"tepid\" dragged down by sluggish smartphone sales which were hit by localised lockdowns, free recharges doled out by companies for the bottom-of-the-pyramid subscribers and an overall moderation in subscriber additions, according to a report by Emkay.
So far as subscriber addition are concerned, it said, Jio is expected to outpace Bharti with 5 million adds, while Bharti's subscriber base is assumed to be flat sequentially.
Jio's outperformance would be partially driven by the full impact of JioPhone<\/a> tariffs launched in February 2021, it said.
For Vodafone Idea, it anticipated a contraction of about 4 million in subscriber base along with a decline in ARPU.
ICICI Securities<\/a>' in its report expected Q1FY22 revenue growth for telecom sector to be \"slow\" despite an additional day in the quarter. It cited lower subscriber adds, particularly 4G customers, delayed recharges and SIM consolidation.
<\/div><\/div>Reliance Jio<\/a> revenue will grow relatively fast (3.8 per cent quarter on quarter) as it benefits from strong subscriber additions in Q4FY22 and continued traction for JioPhone, the report said.
Bharti's mobile revenue is seen growing at 1.5 per cent sequentially, and VIL's dipping by 1.4 per cent, it noted.
Operators' cost should benefit from lower subscriber acquisition cost and other expenses.
\"Net profit for Bharti and RJio would be impacted by higher amortisation and interest cost towards spectrum bought in Mar'21 auction,\" ICICI Securities said.
IIFL Securities too expects April-June to be a soft quarter for telcos, as lockdowns that followed the second wave of Covid resulted in lower smartphone shipments and subscriber additions, and considering the benefits extended by telcos to low-income users.
<\/div><\/div>
Bharti's mobile revenue is seen growing at 1.5 per cent sequentially, and VIL's dipping by 1.4 per cent, it noted.
Operators' cost should benefit from lower subscriber acquisition cost and other expenses.
\"Net profit for Bharti and RJio would be impacted by higher amortisation and interest cost towards spectrum bought in Mar'21 auction,\" ICICI Securities said.
IIFL Securities too expects April-June to be a soft quarter for telcos, as lockdowns that followed the second wave of Covid resulted in lower smartphone shipments and subscriber additions, and considering the benefits extended by telcos to low-income users.
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Follow and connect with us on Twitter<\/a>, Facebook<\/a>, Linkedin<\/a>, Youtube<\/a><\/div>","NumberOfSentences":{"minfo":"16.0","minfoseo":"16-0"},"AutomatedReadabilityIndex":{"minfo":"14.0","minfoseo":"14-0"},"LastPublishMilliTime":{"minfo":"1626600216966","minfoseo":"1626600216966"},"ReadabilityGradeLevel":{"minfo":"College","minfoseo":"college"},"GadgetsMarkedReviewed":{"minfo":"0","minfoseo":"0"},"HashCode":{"minfo":"2121636376","minfoseo":"2121636376"},"latestnewsflag":{"minfo":"1.0","minfoseo":"1-0"},"NumberOfCharacters":{"minfo":"2994.0","minfoseo":"2994-0"},"NumberOfWords":{"minfo":"469.0","minfoseo":"469-0"},"key":{"0":{"keyid":"1553175","value":"Vodafone Idea","smid":"0","keynameseo":"Vodafone-Idea","keytype":"","keycount":"totalcount","weightage":"100"},"1":{"keyid":"6354504","value":"reliance jio","smid":"0","keynameseo":"reliance-jio","keytype":"","keycount":"totalcount","weightage":"80"},"2":{"keyid":"634808","value":"VIL","smid":"0","keynameseo":"VIL","keytype":"","keycount":"totalcount","weightage":"20"},"3":{"keyid":"6383126","value":"telcos","smid":"0","keynameseo":"telcos","keytype":"","keycount":"totalcount","weightage":"20"},"4":{"keyid":"6487","value":"Reliance Industries Ltd","smid":"0","keynameseo":"Reliance-Industries-Ltd","keytype":"","keycount":"totalcount","weightage":"20"},"5":{"keyid":"4792220","value":"JioPhone","smid":"0","keynameseo":"JioPhone","keytype":"","keycount":"totalcount","weightage":"20"},"7":{"keyid":"46909","value":"ICICI securities","smid":"0","keynameseo":"ICICI-securities","keytype":"","keycount":"totalcount","weightage":"20"},"8":{"keyid":"6354287","value":"bharti airtel","smid":"0","keynameseo":"bharti-airtel","keytype":"","keycount":"totalcount","weightage":"20"},"9":{"keyid":"107848","value":"ARPU","smid":"0","keynameseo":"ARPU","keytype":"","keycount":"totalcount","weightage":"20"}},"authorsplit":[],"similarlytagged":[{"msid":"96569405","stname":"Identify 6 GHz band for mobile applications to improve service quality: Telco group","artsyn":"\u201cWe recommend that the most optimal allocation for the country in the 6 GHz band would be to identify the entire 5925-7125 MHz (1200 MHz) spectrum in the 6 GHz band for mobile applications as this would maximise the economic and societal benefits for the nation,\u201d SP Kochhar, director-general, COAI said, adding that since the band offer both coverage and capacity, it would boost quality of service (QoS) in 5G era.","seolocation":"telecomnews\/identify-6-ghz-band-for-mobile-applications-to-improve-service-quality-telco-group","seolocationalt":"Identify 6 GHz band for mobile applications to improve service quality: Telco group","url_seo":"identify-6-ghz-band-for-mobile-applications-to-improve-service-quality-telco-group"},{"msid":"96530742","stname":"DoT to meet mobile operators to discuss service quality","artsyn":"\"The meeting will be overseen by telecom secretary K Rajaraman,\" an official told ET. 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