Kolkata: Reliance Jio<\/a>’s lowest net user additions in the October-December period – even though tariffs were 7-20% lower than Bharti Airtel<\/a>’s rates – may deter the Mukesh Ambani-led telecom market leader from increasing rates any time soon, analysts said. “月流失率上升超过1.5%在过去的两个季度是影响Jio净增加,这可能会阻止它在短期内采取关税上涨,"券商Jefferies在一份报告中称等。 加尔各答:依赖Jio新增用户数量的最低净10——尽管关税低于7 - 20%Bharti Airtel的利率——可能会阻止穆克什Ambani-led电信市场领导者在短时间内提高利率,分析师表示。 Kolkata: Reliance Jio<\/a>’s lowest net user additions in the October-December period – even though tariffs were 7-20% lower than Bharti Airtel<\/a>’s rates – may deter the Mukesh Ambani-led telecom market leader from increasing rates any time soon, analysts said.
“The rise in monthly subscriber churn to over 1.5% for the past two quarters is impacting Jio’s net additions, which may deter it from taking tariff hikes in the near term,” brokerage Jefferies<\/a> said in a note seen by ET.
Jio added a net 5.2 million users in the quarter compared with 7.3 million in the September quarter and 10 million in the June quarter of FY21. Its monthly churn rate for wireless subscribers rose from a modest 0.46% in the June quarter to 1.69% in the September quarter and 1.63% in October-December.
Analysts expect Jio to quickly unveil the low-cost Android smartphone with Google<\/a> to retain and upgrade its JioPhone<\/a> users as the telco could be susceptible to further churn in the current quarter when 8-10 million JioPhone<\/a> contracts are scheduled to expire.
JM Financial said Jio’s net subscriber additions continued to be subdued “due to market share losses in incremental mobile broadband subscribers,” indicating that the telco is acquiring fewer new 4G customers than Bharti Airtel<\/a>, which has been gaining the bulk of users leaving Vodafone Idea (Vi).
Jio attributed its low net 4G user additions and higher churn to the continuing impact of Covid-19 and “malicious and motivated campaigns” against the group in some areas, especially in the aftermath of the ongoing farmers’ agitation in Punjab and Haryana.
Shares of Reliance Industries<\/a>, Jio’s parent company, declined 5.4% to Rs 1,939.70 at the close on the BSE, while the benchmark Sensex fell 1.1%.
Jio reported a near 16% on-quarter jump in net profit to Rs 3,291 crore in October-December, helped by strong ARPU growth. Revenue rose to Rs 18,492 crore from Rs 17,481 crore in the previous quarter and Rs 13,968 crore a year ago.
Jio is still streets ahead of its rivals on the subscriber front, with almost 411 million users at December end, compared with 293.74 million for Airtel and 271 million for Vi at September end. Airtel and Vi are yet to report December quarter earnings. Furthermore, over the past few months, Airtel has been adding more mobile phone users than Jio, according to subscriber data collated by the telecom regulator.
<\/p>Read also<\/h4>
![](\"\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
<\/a><\/figure>Jio Platforms Q3 net profit up 15.5% on quarter; user churn rose due to 'malicious' campaign<\/a><\/h5><\/div>
<\/a><\/figure>Reliance doubles down on 5G pledge after record profit<\/a><\/h5><\/div><\/div><\/div>
Analysts are upbeat about the 4% sequential jump in Jio’s average revenue per user (ARPU) to Rs 151, its highest in 12 quarters, saying this was primarily driven by an 8% sequential growth in average wireless data consumption per user per month to about 13 GB.
However, Axis Capital expects Jio’s quarterly ARPU to decline sequentially in the March quarter with the scrapping of interconnection usage charges from January 1. Till end-December 2020, Jio was a net revenue gainer from IUC, which was 6 paise per call minute.
Brokerage CLSA said Jio’s 8.1% sequential growth in operating income or ebitda was “in line” as higher-than-expected ARPU growth had helped offset the impact of lower user additions.
Goldman Sachs expects Jio’s fibre-to-home and enterprise services to drive revenue growth in the near term. The telco’s management told analysts the company is seeing strong traction in its home broadband and enterprise segments, which have scaled up rapidly with services offerings across the country.
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Jio可能维持税率不变生产上升达到净用户添加:分析师
“月流失率上升超过1.5%在过去的两个季度是影响Jio净增加,这可能会阻止它在短期内采取关税上涨,”经纪公司Jefferies在一份报告中称等。
Jio净增加了520万个用户在第三季度和1000万年一季度与730万年相比6月季度FY21。月度为无线用户流失率从适度6月季度的0.46%上升到10 - 9月季度的1.69%和1.63%。
JM金融说Jio净新增用户数持续低迷”由于增量移动宽带用户市场份额的损失,”表明电信收购新4 g客户少于Bharti Airtel,已获得大量用户离开沃达丰(Vi)的想法。
Jio由于其低净4 g用户添加和更高的生产Covid-19持续的影响和对集团“恶意和激励活动”在某些地区,特别是在之后的农民在旁遮普和哈里亚纳邦风潮。
的股票信实工业公司Jio的母公司,收盘下跌5.4%,至1939 .70 Rs在疯牛病,而基准Sensex指数下跌1.1%。
Jio增幅接近16%。今年第一季度净利润在10 - 3291卢比,得益于强劲的ARPU增长。营收增长从17481卢比到18492卢比在前一个季度和一年前13968卢比。
Jio仍遥遥领先竞争对手在用户方面,与近4.11亿用户在12月结束,与2.9374亿年相比为Vi Airtel和2.71亿年9月结束。Airtel和Vi尚未公布12月当季业绩。此外,在过去的几个月里,旅馆已经比Jio添加更多的手机用户,根据用户数据整理的电信监管机构。
分析师看好Jio 4%的连续跳的每用户平均收入(ARPU) Rs 151,最高12个季度,说这主要是由8%的顺序每月每用户平均无线数据消费的增长到约13 GB。
然而,轴资本预计Jio顺序的季度ARPU下降3月季度的取消连接使用费用从1月1日。直到2020年12月底止,Jio IUC净营收的受益者,这是6 paise每分钟打电话。
经纪公司里昂证券表示Jio营业收入8.1%的环比增长或ebitda“排队”高于预期的ARPU增长帮助抵消较低的用户增加的影响。
高盛(Goldman Sachs)预计Jio fibre-to-home和企业服务在短期内推动收入增长。电信的管理公司告诉分析师看到强劲的牵引力在国内宽带和企业领域,迅速扩大,服务全国发行。
“The rise in monthly subscriber churn to over 1.5% for the past two quarters is impacting Jio’s net additions, which may deter it from taking tariff hikes in the near term,” brokerage Jefferies<\/a> said in a note seen by ET.
Jio added a net 5.2 million users in the quarter compared with 7.3 million in the September quarter and 10 million in the June quarter of FY21. Its monthly churn rate for wireless subscribers rose from a modest 0.46% in the June quarter to 1.69% in the September quarter and 1.63% in October-December.
Analysts expect Jio to quickly unveil the low-cost Android smartphone with Google<\/a> to retain and upgrade its JioPhone<\/a> users as the telco could be susceptible to further churn in the current quarter when 8-10 million JioPhone<\/a> contracts are scheduled to expire.
JM Financial said Jio’s net subscriber additions continued to be subdued “due to market share losses in incremental mobile broadband subscribers,” indicating that the telco is acquiring fewer new 4G customers than Bharti Airtel<\/a>, which has been gaining the bulk of users leaving Vodafone Idea (Vi).
Jio attributed its low net 4G user additions and higher churn to the continuing impact of Covid-19 and “malicious and motivated campaigns” against the group in some areas, especially in the aftermath of the ongoing farmers’ agitation in Punjab and Haryana.
Shares of Reliance Industries<\/a>, Jio’s parent company, declined 5.4% to Rs 1,939.70 at the close on the BSE, while the benchmark Sensex fell 1.1%.
Jio reported a near 16% on-quarter jump in net profit to Rs 3,291 crore in October-December, helped by strong ARPU growth. Revenue rose to Rs 18,492 crore from Rs 17,481 crore in the previous quarter and Rs 13,968 crore a year ago.
Jio is still streets ahead of its rivals on the subscriber front, with almost 411 million users at December end, compared with 293.74 million for Airtel and 271 million for Vi at September end. Airtel and Vi are yet to report December quarter earnings. Furthermore, over the past few months, Airtel has been adding more mobile phone users than Jio, according to subscriber data collated by the telecom regulator.
<\/p>Read also<\/h4>
<\/a><\/figure>Jio Platforms Q3 net profit up 15.5% on quarter; user churn rose due to 'malicious' campaign<\/a><\/h5><\/div>
<\/a><\/figure>Reliance doubles down on 5G pledge after record profit<\/a><\/h5><\/div><\/div><\/div>
Analysts are upbeat about the 4% sequential jump in Jio’s average revenue per user (ARPU) to Rs 151, its highest in 12 quarters, saying this was primarily driven by an 8% sequential growth in average wireless data consumption per user per month to about 13 GB.
However, Axis Capital expects Jio’s quarterly ARPU to decline sequentially in the March quarter with the scrapping of interconnection usage charges from January 1. Till end-December 2020, Jio was a net revenue gainer from IUC, which was 6 paise per call minute.
Brokerage CLSA said Jio’s 8.1% sequential growth in operating income or ebitda was “in line” as higher-than-expected ARPU growth had helped offset the impact of lower user additions.
Goldman Sachs expects Jio’s fibre-to-home and enterprise services to drive revenue growth in the near term. The telco’s management told analysts the company is seeing strong traction in its home broadband and enterprise segments, which have scaled up rapidly with services offerings across the country.
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