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Jio扩展领先Airtel在4月活跃用户
Jio活跃的用户几乎维持在3.79亿年4月,而Airtel和Vi损失了310万和380万活跃用户,减少他们的活跃用户人数分别为3.53亿人和2.22亿人,最新的客户数据的印度电信管理局(火车)显示。
Jio活跃的用户几乎维持在3.79亿年4月,而Airtel和Vi损失了310万和380万活跃用户,减少他们的活跃用户人数分别为3.53亿人和2.22亿人,最新客户数据印度电信管理部门(火车)显示。
活跃,或访客位置寄存器(VLR),火车把每个月的数据显示了许多客户经常使用电信的移动网络。
穆克什Ambani-led Jio提高了其领先苏尼尔Mittal-led Airtel以37.4%的份额活跃用户的地盘,对对手的34.8%。现金拮据的Vi的活跃用户份额进一步下降到21.9%,突显出其较弱的4 g业务和无力承担Jio Airtel在持续金融挣扎,加剧了其漫长等待外部筹资。
分析师表示,六世的资本支出约束和多延迟筹款可能大幅限制其参与下个月的5 g频谱拍卖几圈。日本的野村证券说在这种情况下,“Airtel和Jio的市场份额可能会进一步加速六世的代价,post-5G拍卖,和印度电信市场最终可能作为一个虚拟的双头垄断”。
分析师表示,大幅下降活跃用户的潜在收入挑战未来几个月前信号,特别是对Vi。
预付关税的大幅上涨后去年晚些时候,Jio, Airtel和Vi见过3月和6月季度ARPU强劲增长,这似乎表明市场接受度更高的利率。但Airtel急剧下降和六世的活跃用户现在可以减缓的速度2 g-to-4g转化率和ARPU增长,突显出通胀压力上升的影响。
Airtel Jio在Jan-Mar获得RMS,沃达丰想法停滞不前:分析师
现金拮据的沃达丰(Vodafone)想法的RMS,停滞在第四财政季度,尽管价格上涨,突显出其无法有效地与那些竞争对手竞争,分析师说。
尽管分析师表示,Jio记分卡表明其长期稳定的活跃用户清理的低薪和休眠用户终于结束了。
不过,他们说,Jio用户清理结束可以看到电信开更高的未来新增用户数量,增加Jio领导层在活跃用户随着Airtel的ARPU焦点将预示着该行业的前景关税,尽管六世的市场很可能会继续扩张的挑战。
Jio也巩固了家庭宽带市场的领导。它增加了035万个客户4月份JioFibre服务,使其固定宽带用户560万个。Airtel添加032万个这样的用户,提高其有线宽带用户总数为490万。国营Bharat Sanchar Nigam说有限公司(BSNL)失去了另一个005万个用户和380万用户仍在第三点,突显出其无法有效地对抗Jio和旅馆。
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<\/figure>Mumbai: Telecom market leader Reliance Jio<\/a> held on to its active user base in April 2022, even as nearest rivals Bharti Airtel<\/a> and Vodafone Idea<\/a> (Vi) reported heavy losses on this score. Both Airtel and Vi were stung by a combination of 4G tariff hikes taken last November and costlier entry-level smartphones. Jio\u2019s active user base in April was virtually unchanged at 379 million, while Airtel and Vi lost 3.1 million and 3.8 million active users, reducing their active users count to 353 million and 222 million respectively, latest customer data put out by Telecom Regulatory Authority of India<\/a> (Trai) showed.
Active, or visitor location register (VLR), data put out every month by Trai shows the number of customers regularly using a telco\u2019s mobile network.
<\/div><\/div>\u201cAll operators witnessed active subscriber decline in April, but Jio's was the lowest at 0.1m as it added 0.2\/0.9m subs in both B\/C Circles, unlike Airtel, which lost 0.6\/1.0\/1.8m subs in metro\/A & B circles while Vi\u2019s active user losses were led by A & B-circles,\u201d Jefferies said, analysing Trai data.
Mukesh Ambani-led Jio has boosted its lead over Sunil Mittal-led Airtel with a 37.4% share of the active users\u2019 turf, against the rival\u2019s 34.8%. Cash-strapped Vi\u2019s active user share fell further to 21.9%, underlining its weaker 4G operations and inability to take on Jio and Airtel amid its continuing financial struggles, exacerbated by its long pending external fundraise.
Analysts said Vi\u2019s capex constraints and much delayed fund-raising could sharply limit its participation in next month\u2019s 5G spectrum sale to just a few circles. Japan\u2019s Nomura<\/a> said in such a scenario, \u201cAirtel and Jio\u2019s market share gains are likely to accelerate further at Vi\u2019s expense, post-5G auctions, and the Indian telecom market could end up as a virtual duopoly\u201d.
Analysts said the sharp dips on the active users\u2019 front signal potential revenue challenges in coming months, particularly for Vi.
Mukesh Ambani-led Jio has boosted its lead over Sunil Mittal-led Airtel with a 37.4% share of the active users\u2019 turf, against the rival\u2019s 34.8%. Cash-strapped Vi\u2019s active user share fell further to 21.9%, underlining its weaker 4G operations and inability to take on Jio and Airtel amid its continuing financial struggles, exacerbated by its long pending external fundraise.
Analysts said Vi\u2019s capex constraints and much delayed fund-raising could sharply limit its participation in next month\u2019s 5G spectrum sale to just a few circles. Japan\u2019s Nomura<\/a> said in such a scenario, \u201cAirtel and Jio\u2019s market share gains are likely to accelerate further at Vi\u2019s expense, post-5G auctions, and the Indian telecom market could end up as a virtual duopoly\u201d.
Analysts said the sharp dips on the active users\u2019 front signal potential revenue challenges in coming months, particularly for Vi.
<\/div><\/div>ICICI Securities said the active subscribers dip was impacted by higher 4G tariffs and rise in entry-level smartphone prices, which would \u201cdecelerate the benefits of premiumisation on the average revenue per user (APRU) front\u201d.
Following the sharp hikes in prepaid tariffs late last year, Jio, Airtel and Vi had seen strong ARPU growth in the March and June quarters, which seemingly suggested market acceptance of the higher rates. But the steep declines in Airtel and Vi\u2019s active users could now slow down the pace of 2G-to-4G conversions and ARPU growth, underlining the impact of rising inflationary pressures.
Following the sharp hikes in prepaid tariffs late last year, Jio, Airtel and Vi had seen strong ARPU growth in the March and June quarters, which seemingly suggested market acceptance of the higher rates. But the steep declines in Airtel and Vi\u2019s active users could now slow down the pace of 2G-to-4G conversions and ARPU growth, underlining the impact of rising inflationary pressures.