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Jio的收入受到12月季度用户收入增长疲软的影响
他们表示，Jio的ARPU环比温和增长0.6%，达到178卢比，这在很大程度上是由有线宽带客户增加以及企业服务收入增加推动的。专家表示，Jio每个客户的平均数据使用量环比温和增长至22.4 GB，这也得益于其有线宽带用户基数的不断增长，这些用户消耗了更多的数据。
依赖Jio该公司在本财年第三季度的每用户平均收入(ARPU)增长疲软，影响了该电信运营商的收入势头，因为没有上调资费，而且与竞争对手不同，该公司没有可以升级到4G的2G用户池Bharti Airtel分析人士说。
他们表示，Jio的ARPU环比温和增长0.6%，达到178卢比，这在很大程度上是由有线电视价格上涨推动的宽带客户增加以及来自企业服务的更多收入。专家表示，Jio每个客户的平均数据使用量环比温和增长至22.4 GB，这也得益于其有线宽带用户基数的不断增长，这些用户消耗了更多的数据。
Jio在10月至12月新增了530万用户，其中包括有线宽带或光纤到户(FTTH)用户。这家电信市场的领导者没有给出移动和有线宽带用户增加的细目。
“Jio 2.1%营收增长Nuvama机构股票公司表示:“由于23财年第三季度的ARPU增长低于预期，因此q-o-q低于预期。”
它将Jio较低的ARPU增长归因于该电信公司已经淘汰了大量低端用户，其大多数现有用户已经使用了不错的4G包，这意味着升级到更高价值计划的范围缩小了。
然而，分析师表示，鉴于今年晚些时候关税上调的前景，Jio的ARPU增长可能会在年底前反弹。
全球评级机构惠誉高级董事尼廷·索尼对《印度经济时报》表示:“Jio专注于收购有利可图的sub，人们可以预计，到2023年年底，其ARPU将超过200卢比，未来6到12个月的整体利率可能会上涨10-20%。”
分析师将Jio在本财年第三季度的平淡经营业绩描述为典型的无关税上调季度，其他参数保持稳定，但相对较小，无法推动有意义的收入增长。不过，专家们表示，Jio在10月至12月的客户增长速度低于前两个季度，但仍好于同行。
“Jio的次基增长优于Bharti(基于Trai月度数据)，并进一步得到了23财年第三季度FTTH用户的强劲增长的帮助，”他说印度工业信贷投资银行证券．
Jio在9月和6月两个季度分别增加了770万和920万用户。此外，分析师表示，Jio较高的折旧成本在很大程度上抵消了12月当季客户增加带来的任何收益。
“折旧和摊销(D&A)环比大幅增长6.3%，至480亿卢比，这与网络容量利用率有关，”他说印度工业信贷投资银行证券．
他们表示，Jio的ARPU环比温和增长0.6%，达到178卢比，这在很大程度上是由有线电视价格上涨推动的宽带客户增加以及来自企业服务的更多收入。专家表示，Jio每个客户的平均数据使用量环比温和增长至22.4 GB，这也得益于其有线宽带用户基数的不断增长，这些用户消耗了更多的数据。
Jio在10月至12月新增了530万用户，其中包括有线宽带或光纤到户(FTTH)用户。这家电信市场的领导者没有给出移动和有线宽带用户增加的细目。
它将Jio较低的ARPU增长归因于该电信公司已经淘汰了大量低端用户，其大多数现有用户已经使用了不错的4G包，这意味着升级到更高价值计划的范围缩小了。
然而，分析师表示，鉴于今年晚些时候关税上调的前景，Jio的ARPU增长可能会在年底前反弹。
全球评级机构惠誉高级董事尼廷·索尼对《印度经济时报》表示:“Jio专注于收购有利可图的sub，人们可以预计，到2023年年底，其ARPU将超过200卢比，未来6到12个月的整体利率可能会上涨10-20%。”
分析师将Jio在本财年第三季度的平淡经营业绩描述为典型的无关税上调季度，其他参数保持稳定，但相对较小，无法推动有意义的收入增长。不过，专家们表示，Jio在10月至12月的客户增长速度低于前两个季度，但仍好于同行。
Jio PAT在23财年第三季度同比增长28%
依赖Jio平台旗下的电信部门Jio Infocomm在去年第四季度增加了530万用户，这表明净新增用户数量较去年9月季度的770万有所放缓。截至12月31日，Jio的用户总数为4.329亿。
“Jio的次基增长优于Bharti(基于Trai月度数据)，并进一步得到了23财年第三季度FTTH用户的强劲增长的帮助，”他说印度工业信贷投资银行证券．
“折旧和摊销(D&A)环比大幅增长6.3%，至480亿卢比，这与网络容量利用率有关，”他说印度工业信贷投资银行证券．
Reliance Jio<\/a>\u2019s muted average revenue per user (ARPU) growth in the third quarter of this financial year impacted revenue momentum for the telecom operator in the absence of a tariff hike and also since the telco doesn\u2019t have a pool of 2G users who can upgrade to 4G, unlike rival Bharti Airtel<\/a>, said analysts.
They said Jio\u2019s modest 0.6% sequential rise in ARPU, a key performance metric, to Rs 178 was largely driven by higher wired broadband<\/a> customer additions as well as more revenue from enterprise services. Experts said the modest quarter-on-quarter increase in Jio\u2019s average data usage per customer to 22.4 GB was also aided by its growing base of wired broadband users who consumed higher quantities of data.
Jio added 5.3 million customers in October-December, including wired broadband or fibre-to-the-home (FTTH) users. The telecom market leader does not give a breakdown of mobile and wired broadband user additions.
They said Jio\u2019s modest 0.6% sequential rise in ARPU, a key performance metric, to Rs 178 was largely driven by higher wired broadband<\/a> customer additions as well as more revenue from enterprise services. Experts said the modest quarter-on-quarter increase in Jio\u2019s average data usage per customer to 22.4 GB was also aided by its growing base of wired broadband users who consumed higher quantities of data.
Jio added 5.3 million customers in October-December, including wired broadband or fibre-to-the-home (FTTH) users. The telecom market leader does not give a breakdown of mobile and wired broadband user additions.
<\/div><\/div>\u201cJio\u2019s 2.1% revenue growth<\/a>, q-o-q, came in below expectations as a result of lower than anticipated ARPU growth in Q3FY23,\u201d said Nuvama Institutional Equities.
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It attributed Jio\u2019s lower ARPU growth to the telco having already done away with bulk of its low-end users with majority of its existing users already on decent 4G packs, implying a reduced scope of upgrades to higher value plans.
Analysts, however, said Jio\u2019s ARPU growth is likely to bounce back by the year-end given the prospect of tariff hikes later this year.
\u201cJio is focusing on acquiring profitable subs, and one can expect its ARPU to cross Rs 200 by the end of calendar 2023 with the likelihood of a 10-20% rise in headline rates in the next 6-to-12 months,\u201d Nitin Soni, senior director at global ratings agency Fitch, told ET.
Analysts described Jio\u2019s muted operating performance in the third quarter of this financial year as a typical no-tariff hike quarter where other parameters remained steady but relatively small to drive meaningful revenue growth. Experts, though, said Jio\u2019s slower customer growth in October-December than in the previous two quarters was still better than its peers.
<\/figure>It attributed Jio\u2019s lower ARPU growth to the telco having already done away with bulk of its low-end users with majority of its existing users already on decent 4G packs, implying a reduced scope of upgrades to higher value plans.
Analysts, however, said Jio\u2019s ARPU growth is likely to bounce back by the year-end given the prospect of tariff hikes later this year.
\u201cJio is focusing on acquiring profitable subs, and one can expect its ARPU to cross Rs 200 by the end of calendar 2023 with the likelihood of a 10-20% rise in headline rates in the next 6-to-12 months,\u201d Nitin Soni, senior director at global ratings agency Fitch, told ET.
Analysts described Jio\u2019s muted operating performance in the third quarter of this financial year as a typical no-tariff hike quarter where other parameters remained steady but relatively small to drive meaningful revenue growth. Experts, though, said Jio\u2019s slower customer growth in October-December than in the previous two quarters was still better than its peers.