NEW DELHI: Fight for mobile subscriber<\/a> is expected to remain intense going forward, irrespective of tariff changes in the country with Vodafone Idea<\/a> looking to arrest subscriber loss and aggressive push from both Bharti Airtel<\/a> and Reliance Jio<\/a>, Kotak said in a note. “Bharti的表现把关税上调2019年12月被完美的几乎所有参数包括用户添加顺序ARPU /收入增长和增量EBITDA利润率和营运指标如平均数据和语音的使用改善了遥遥领先的行业,”科塔克说。 新德里:争取移动用户预计将保持强烈的未来,无论国家关税的变化沃达丰的想法想逮捕用户损失和积极推动的Bharti Airtel和依赖Jio科塔克在一份报告中说。 NEW DELHI: Fight for mobile subscriber<\/a> is expected to remain intense going forward, irrespective of tariff changes in the country with Vodafone Idea<\/a> looking to arrest subscriber loss and aggressive push from both Bharti Airtel<\/a> and Reliance Jio<\/a>, Kotak said in a note.
Airtel’s catch-up with Jio on network coverage as well as capacity to enhance
customer experience seems to be yielding results, as it seems to gain a quality subscriber base, Kotak said.
\"Bharti’s performance post the tariff hikes in December 2019 has been impeccable on almost all parameters including subscriber additions, sequential ARPU\/ revenue growth and incremental EBITDA margins and its operating metrics such as average data and voice usage have improved as well ahead of the industry<\/a>,\" Kotak said.
Morgan Stanley<\/a> said that Airtel has been winning in the marketplace in overall data subscriber additions with 24 million vs 13.6 million additions by Jio and 7.4 million additions by Vodafone Idea<\/a> during the last five months.
\"We think the driver here could be Airtel's increasingly ambitious go-to-market strategy, which could continue in the coming months,\" Morgan Stanley<\/a> said.
Telcos added 8.1 million mobile broadband subscribers in October 2020 compared to 9.5 million additions in September 2020.
As per Trai<\/a>'s October data, Airtel added 4.2 million data subscribers,vs. its 2QF21 monthly average of 4.9 million, while data subscribers of Vodafone-Idea (Vi) increased marginally, by 0.6 million vs. its 2QF21 monthly average of +1.1 million.
Jio added 2.2 million mobile broadband subscribers. Morgan Stanley said that Jio's wireless broadband subscriber additions were in line with its monthly addition run rate of 2.3 million in 2QF21 but were much lower than its monthly addition run rate of 3.8 million YTD.
Analysts said that Jio will try to grab users by re-launching JioPhones<\/a> early next year and rolling out a low-cost smartphone in partnership with Google later.
<\/p>Read also<\/h4>
![](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
<\/a><\/figure>Airtel outpaced Jio on user adds for 3rd straight month; Vodafone Idea lost 2.7 mn in October<\/a><\/h5><\/div>
<\/a><\/figure>JioFiber growth slower than anticipated; Airtel broadband sees marginal growth in Oct: Analysts<\/a><\/h5><\/div><\/div><\/div>
Jio's total broadband subscribers stood at 406 million as of October with 57% wireless data subscriber market share, as per Trai<\/a> data.
\"In fact, in FY21TD, Bharti has added 21.5mn MBB subscribers, or ~48% of the total MBB additions for the industry<\/a>, while Jio has added 18.8mn or ~42% the total MBB subscribers,\" JM Financial said in a note.
JM Financial said that despite the overall subscriber losses, Vodafone Idea has added 3.1 million mobile broadband subscribers FYTD (~7%). \"However, the MBB additions for VIL could reverse, if it is not able to undertake necessary capex due to absence of funds.\"
Motilal Oswal said that Vodafone Idea's market share in terms of both gross\/active subscribers fell 30bp\/20bp MoM to 25.4%\/27.1% in October. \"We attribute the continuous loss of subscribers to its weak network capabilities and speculation around business continuity (given its massive outstanding AGR dues).\"
JM Financial added that most of the MBB subscriber additions are on smartphones with very limited Jiophone additions. \"...and we expect the MBB subscriber addition to remain strong on the back of Ed-tech and WFH.\"
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争取移动用户可能仍然强烈;Airtel驱动行业复苏:分析师
Airtel的追赶Jio在网络覆盖能力增强
客户体验似乎产生结果,因为它似乎获得高质量的用户基础,科塔克说。
“Bharti的表现把关税上调2019年12月被完美的几乎所有参数包括用户添加顺序ARPU /收入增长和增量EBITDA利润率和营运指标,如平均数据和语音的使用改善了之前行业,”科塔克说。
“我们认为这里的司机可以Airtel越来越雄心勃勃的市场推广的策略,这将继续在未来几个月,“摩根士丹利(Morgan Stanley)说。
电信公司增加810万移动宽带用户在2020年10月比950万年增加2020年9月。
按火车的数据,10月Airtel增加420万用户数据,vs。2 qf21每月平均490万,而数据用户Vodafone-Idea (Vi)小幅增加,到060万年与2 qf21每月平均+ 110万。
Jio添加220万移动宽带用户。摩根士丹利(Morgan Stanley)说,Jio的无线宽带用户添加符合月度之外运行速度为230万2 qf21但远低于其月度运行速度为380万年初至今。
分析师表示,Jio将试图抓住用户重新打造JioPhones明年年初,推出低成本智能手机与谷歌合作。
Jio总宽带用户站在4.06亿年10月57%的无线数据用户市场份额,按火车数据。
“事实上,在FY21TD, Bharti增加了21.5 mn面交用户,或黑带大师~总数的48%增加行业,而Jio增加了18.8 mn或黑带大师~ 42%总用户,“JM金融在一份报告中称。
JM金融表示,尽管总体用户损失,沃达丰的想法增加了310万移动宽带用户FYTD (~ 7%)。“然而,维尔可能逆转的面交的增加,如果不能进行必要的资本支出由于缺乏资金。”
Motilal Oswal说,沃达丰(Vodafone)想法的市场份额方面的总/活跃用户下降30 bp / 10月20基点妈妈25.4% / 27.1%。“我们属性连续失去用户其脆弱的网络功能和投机业务连续性(鉴于其巨大的杰出的AGR会费)。”
JM金融黑带大师还说,大部分的新增用户数在智能手机上Jiophone增加非常有限。“…和we expect the MBB subscriber addition to remain strong on the back of Ed-tech and WFH."
Airtel’s catch-up with Jio on network coverage as well as capacity to enhance
customer experience seems to be yielding results, as it seems to gain a quality subscriber base, Kotak said.
\"Bharti’s performance post the tariff hikes in December 2019 has been impeccable on almost all parameters including subscriber additions, sequential ARPU\/ revenue growth and incremental EBITDA margins and its operating metrics such as average data and voice usage have improved as well ahead of the industry<\/a>,\" Kotak said.
Morgan Stanley<\/a> said that Airtel has been winning in the marketplace in overall data subscriber additions with 24 million vs 13.6 million additions by Jio and 7.4 million additions by Vodafone Idea<\/a> during the last five months.
\"We think the driver here could be Airtel's increasingly ambitious go-to-market strategy, which could continue in the coming months,\" Morgan Stanley<\/a> said.
Telcos added 8.1 million mobile broadband subscribers in October 2020 compared to 9.5 million additions in September 2020.
As per Trai<\/a>'s October data, Airtel added 4.2 million data subscribers,vs. its 2QF21 monthly average of 4.9 million, while data subscribers of Vodafone-Idea (Vi) increased marginally, by 0.6 million vs. its 2QF21 monthly average of +1.1 million.
Jio added 2.2 million mobile broadband subscribers. Morgan Stanley said that Jio's wireless broadband subscriber additions were in line with its monthly addition run rate of 2.3 million in 2QF21 but were much lower than its monthly addition run rate of 3.8 million YTD.
Analysts said that Jio will try to grab users by re-launching JioPhones<\/a> early next year and rolling out a low-cost smartphone in partnership with Google later.
<\/p>Read also<\/h4>
<\/a><\/figure>Airtel outpaced Jio on user adds for 3rd straight month; Vodafone Idea lost 2.7 mn in October<\/a><\/h5><\/div>
<\/a><\/figure>JioFiber growth slower than anticipated; Airtel broadband sees marginal growth in Oct: Analysts<\/a><\/h5><\/div><\/div><\/div>
Jio's total broadband subscribers stood at 406 million as of October with 57% wireless data subscriber market share, as per Trai<\/a> data.
\"In fact, in FY21TD, Bharti has added 21.5mn MBB subscribers, or ~48% of the total MBB additions for the industry<\/a>, while Jio has added 18.8mn or ~42% the total MBB subscribers,\" JM Financial said in a note.
JM Financial said that despite the overall subscriber losses, Vodafone Idea has added 3.1 million mobile broadband subscribers FYTD (~7%). \"However, the MBB additions for VIL could reverse, if it is not able to undertake necessary capex due to absence of funds.\"
Motilal Oswal said that Vodafone Idea's market share in terms of both gross\/active subscribers fell 30bp\/20bp MoM to 25.4%\/27.1% in October. \"We attribute the continuous loss of subscribers to its weak network capabilities and speculation around business continuity (given its massive outstanding AGR dues).\"
JM Financial added that most of the MBB subscriber additions are on smartphones with very limited Jiophone additions. \"...and we expect the MBB subscriber addition to remain strong on the back of Ed-tech and WFH.\"
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