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分析师:手机资费可能在2023年中期上调

“在不久的将来，5G相关的ARPU(每用户平均收入)增长可能微不足道，4G预付费资费上涨仍是电信公司最重要的ARPU杠杆。我们认为2023年中期4G预付费资费上调的可能性更大，”经纪公司IIFL证券在一份报告中表示。“在接近2024年大选的时候提高关税，会增加政治反弹的风险。”

分析师:手机资费可能在2023年中期上调
孟买:考虑到印度在5G方面的巨大投资，以及增加设备和基站等方面的更高网络成本，印度电信公司预计将在2023年中期宣布对预付费用户提高一轮资费。分析师表示，除此之外，由于过去几年后支付收入的贡献一直在下降，后支付关税的提高也可能出现。

“与5G相关ARPU(每用户平均收入)的提升在不久的将来可能是微不足道的，4G预付费资费上涨仍然是电信公司最重要的ARPU杠杆。我们认为2023年中期4G预付费资费上调的可能性更大，”经纪公司IIFL证券在一份报告中表示。“在接近2024年大选的时候提高关税，会增加政治反弹的风险。”

印度上一次预付费关税上调是在2021年11月。

考虑到电信公司已经承诺在频谱成本上每年支付大量费用，并正在投资于他们的5G网络上线分析师们表示，在美国，他们需要确保ARPU的增长。虽然5G的普及预计将提高ARPU，但这需要几个季度，甚至更长的时间，与此同时，提高关税是更可行的选择。

“六世(沃达丰的想法)需要在短期内提高25%的关税，以满足即将到来的债务偿还，并在2027年大幅提高关税，以支付GoI的会费。”Kotak补充道。

此外,Jio的父信实工业公司(RIL)表示，该电信公司可能会选择在未来18-24个月进行IPO，这将需要提高息税折旧和摊销前利润(ebitda)。息税前利润)和自由现金流，IIFL分析师表示。

Kotak的分析师认为，即使是后付费用户也可能会看到套餐费率的上涨，因为后付费收入的贡献继续下降。

该经纪公司补充说:“由于支付能力通常较高，后付费用户的流失率较低，预付费计划的保费不断下降，我们认为零售后付费关税可能很快就会上调。”

读也

Ookla:负担得起的电价计划将提高印度的5G普及率

Jio超过Airtel，沃达丰Idea 10月活跃用户增加，巩固市场领先地位:Trai

Airtel计划在网络上投入27000 - 28000亿卢比的资本支出，5G没有溢价定价

5G电信空间将在2023年吸引15亿卢比投资;关税也可能上调

从jio之前(2016年之前)的近20%，后付费收入对整体收入的贡献已降至10%。尽管付费后的订阅数量在稳步增长。

Kotak的分析师表示:“我们认为，付费后用户基数的大部分增长是由通常较低的ARPU和机器对机器(M2M)用户驱动的。”

行业在过去的三年里，arpu一直受到预付费费率上涨的推动。由于付费后基本资费没有上涨，以及付费后基础中M2M用户的份额不断上升，这意味着与2016年之前相比，付费后ARPU大幅下降了60%。因此，后付与预付的溢价已经从早期的5.0-6.0倍缩小到现在的1.5倍左右。

除了关税上调外，随着电信公司继续实施5G推出计划，预计2023年将是它们资本支出的高峰期。

“Jio的目标是到2023年12月将其5G唯一位置数量增加到20万个。这意味着这些位置将占其4G唯一位置的三分之二。我们的渠道检查表明，到2024年3月，巴蒂公司将很快达到15万个5G唯一位置。”

Jio的资本支出预计约为140亿美元(11.5万亿卢比)，因为它计划在所有20万个站点上安装700MHz和3.5GHz频段的5G无线电，每个站点的全部资本支出为4万美元(330万卢比)。信实电信董事长穆克什·安巴尼宣布Jio将花费2万亿卢比(250亿美元)用于5G部署，其中已承诺在2022年频谱拍卖中投入8800亿卢比。

附近的旅馆如果印度电信决定放弃在2023年电信频谱拍卖中竞标700 MHz频率，其资本支出预计将在70亿美元左右(5800亿卢比)。如果它真的竞标低频频段，其资本支出可能高达186亿美元(1.53万亿卢比)。

今年的另一个亮点将是Airtel和Jio在推进5G覆盖计划时提高数据容量。

“我们估计，到2024年3月，前两家电信公司的总容量将从2022年9月的约500PB/天增加近两倍，达到1400 pb /天。这一容量应该足以处理两到三年的流量需求，特别是在手机可能成为5G采用的近期限制因素的情况下，”IIFL分析师补充道。

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jio
\"Mobile<\/figure>MUMBAI: India\u2019s telcos are expected to announce a round of tariff hikes for pre-paid users mid-2023, given their large 5G investments and higher network costs on addition of equipment and towers, among others. In addition to this, post-paid tariff hikes may also be on the cards since the contribution of post-paid revenue has been decreasing over the past few years, analysts said.

\u201cWith 5G related ARPU<\/a> (average revenue per user) uplift likely to be insignificant in near future, 4G prepaid tariff hike remains the most important ARPU lever for telcos. We see higher probability of 4G prepaid tariff hikes in mid-2023,\u201d said brokerage firm IIFL Securities in a report. \u201cPushing tariff hikes closer to 2024 elections raises the risk of political backlash\u201d.

India last saw prepaid tariff hikes in November 2021.

<\/div><\/div>Considering the telcos have committed large annual payouts on spectrum cost, and are investing in their 5G network rollout<\/a>, they will need to ensure growth in ARPU, said analysts. While 5G uptake is expected to improve ARPU, it will take a few quarters if not more, and in the meantime, tariff hikes are the more viable option.

\"Vi (Vodafone Idea<\/a>) requires a ~25% tariff hike in the near term to meet upcoming debt repayments and much sharper hikes by 2027 to service GoI dues,\" Kotak added.

Additionally, Jio<\/a>\u2019s parent Reliance Industries<\/a> (RIL) has indicated the telco may opt for an IPO 18-24 months down the line, which will require improving earnings before interest, tax, depreciation and amortization (Ebitda<\/a>) and free cash flows, said IIFL analysts.

Even post-paid users may see some hike in plan rates, believe analysts from Kotak, as the contribution of post-paid revenues continues to decrease.

\u201cWith typically higher affordability, lower churn among post-paid subscribers and shrinking premium to prepaid plans, we believe retail post-paid tariff hikes could be on the cards soon,\u201d the brokerage added.

Read also<\/h3>
<\/a><\/div>

Affordable tariff plans will increase 5G uptake in India: Ookla<\/h4><\/a><\/div>
<\/a><\/div>

Jio trumps Airtel, Vodafone Idea on active user adds in October, consolidates market leadership: Trai<\/h4><\/a><\/div>
<\/a><\/div>

Airtel plans Rs 27,000-28,000 crore capex for network, no premium pricing for 5G<\/h4><\/a><\/div>
<\/a><\/div>

Telecom space set for 5G, to attract Rs 1.5 lakh cr investments in 2023; tariff hikes likely too<\/h4><\/a><\/div><\/div>
From nearly 20% pre-Jio (pre-2016), the contribution of post-paid revenue to overall revenue has come down to 10%. This, despite a steady increase in the number of post-paid subs.

<\/div><\/div>\u201cWe believe the bulk of increase in post-paid subs base is driven by typically lower ARPU, machine-to-machine (M2M) subs,\u201d said analysts from Kotak.

Industry<\/a> ARPUs have been driven by prepaid tariff hikes over the past three years. A lack of post-paid base tariff hikes and rising share of M2M users in the post-paid base has meant that post-paid ARPU has seen a sharp decline of 60% when compared to pre-2016. As a result, post-paid\u2019s premium to pre-paid has shrunk from the earlier 5.0-6.0 times to just about 1.5 times now.

Apart from tariff hikes, 2023 is expected to be the year of peak capex for telcos as they continue their 5G rollout plans.

\u201cJio is targeting to take its 5G unique location count to 200,000 by December 2023. This implies those locations would be two-thirds of its 4G unique locations. Our channel checks suggest Bharti would not be very far behind at 150 thousand 5G unique locations by March 2024,\u201d said IIFL.

Jio\u2019s capex is expected to be around $14 billion (Rs 1.15 lakh crore) as it plans to install 5G radios of both the 700MHz and the 3.5GHz bands on all 200, 000 sites, amounting to a $40,000 (Rs 33 lakh) per site all-in-capex. RIL chairman Mukesh Ambani had announced Jio will spend Rs 2 trillion ($25 billion) on 5G deployment, of which it has already committed Rs 88, 000 crore in the 2022 spectrum auctions.

Airtel<\/a>\u2019s capex is expected to be around $7billion (Rs 58,000 crore) if it decides to forgo bidding for the 700 MHz frequency in the 2023 telecom spectrum auctions. If it does bid for the low-frequency band, its capex could be as high as $18.6 billion (Rs 1.53 trillion).

Another highlight for the year will be increased data capacities for both Airtel and Jio as they forge ahead with their 5G coverage plans.

\u201cWe estimate total capacity of the top two telcos to almost treble to 1,400PB\/day by Mar 2024, from ~500PB\/day in Sep 2022. This capacity should be adequate for handling traffic requirements for two to three years, especially with handsets likely to be the near-term limiting factor for 5G adoption,\u201d IIFL analysts added.
<\/div><\/div>
Follow and connect with us on Twitter<\/a>, Facebook<\/a>, Linkedin<\/a>, Youtube<\/a><\/div>","NumberOfSentences":{"minfo":"28.0","minfoseo":"28-0"},"AutomatedReadabilityIndex":{"minfo":"14.0","minfoseo":"14-0"},"LastPublishMilliTime":{"minfo":"1672659595315","minfoseo":"1672659595315"},"ReadabilityGradeLevel":{"minfo":"College","minfoseo":"college"},"GadgetsMarkedReviewed":{"minfo":"0","minfoseo":"0"},"HashCode":{"minfo":"-893005170","minfoseo":"-893005170"},"latestnewsflag":{"minfo":"1.0","minfoseo":"1-0"},"NumberOfCharacters":{"minfo":"4219.0","minfoseo":"4219-0"},"NumberOfWords":{"minfo":"701.0","minfoseo":"701-0"},"key":{"0":{"keyid":"107848","value":"arpu","smid":"0","keynameseo":"arpu","keytype":"","keycount":"totalcount","weightage":"100"},"1":{"keyid":"2003276","value":"jio","smid":"0","keynameseo":"jio","keytype":"","keycount":"totalcount","weightage":"80"},"2":{"keyid":"6355199","value":"reliance industries","smid":"0","keynameseo":"reliance-industries","keytype":"","keycount":"totalcount","weightage":"50"},"3":{"keyid":"15491","value":"airtel","smid":"0","keynameseo":"airtel","keytype":"","keycount":"totalcount","weightage":"50"},"4":{"keyid":"1553175","value":"vodafone idea","smid":"0","keynameseo":"vodafone-idea","keytype":"","keycount":"totalcount","weightage":"20"},"5":{"keyid":"28168","value":"smartphone","smid":"0","keynameseo":"smartphone","keytype":"","keycount":"totalcount","weightage":"20"},"6":{"keyid":"1388562","value":"mobile phone tariff","smid":"0","keynameseo":"mobile-phone-tariff","keytype":"","keycount":"totalcount","weightage":"20"},"8":{"keyid":"63060","value":"Ebitda","smid":"0","keynameseo":"Ebitda","keytype":"","keycount":"totalcount","weightage":"20"},"9":{"keyid":"14755297","value":"5g network rollout","smid":"0","keynameseo":"5g-network-rollout","keytype":"","keycount":"totalcount","weightage":"20"}},"similarlytagged":[{"msid":"96684045","stname":"Mobile phone tariff hikes likely mid-2023: Analysts","artsyn":"\u201cWith 5G related ARPU (average revenue per user) uplift likely to be insignificant in near future, 4G prepaid tariff hike remains the most important ARPU lever for telcos. 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Average revenue per user (ARPU) was up 4.4% from the quarter before, and 7.4% on-year to $3.1.","seolocation":"telecomnews\/airtel-africa-fy2q-net-profit-falls-21-on-year-amid-forex-losses","seolocationalt":"Airtel Africa FY2Q net profit falls 21% on year amid forex losses","url_seo":"airtel-africa-fy2q-net-profit-falls-21-on-year-amid-forex-losses"},{"msid":"94988645","stname":"Telcos' FY2Q to benefit from lower SUC: Analysts","artsyn":"Reliance Jio is expected to have stronger customer additions, as compared to a modest estimate for Bharti Airtel, while Vodafone Idea will continue to lose users, say analysts.","seolocation":"telecomnews\/telcos-fy2q-to-benefit-from-lower-suc-analysts","seolocationalt":"Telcos' FY2Q to benefit from lower SUC: Analysts","url_seo":"telcos-fy2q-to-benefit-from-lower-suc-analysts"},{"msid":"94857943","stname":"Telecom Q2 Preview: Cos to shrug off seasonality factor on higher Arpu, subscriber growth","artsyn":"Higher number of days in the last quarter, lower spectrum usage charges, tariff hikes, and lower fuel costs are seen lifting sector majors Bharti Airtel and Reliance Jio Infocomm\u2019s earnings in Q2, according to analysts.","seolocation":"telecomnews\/telecom-q2-preview-cos-to-shrug-off-seasonality-factor-on-higher-arpu-subscriber-growth","seolocationalt":"Telecom Q2 Preview: Cos to shrug off seasonality factor on higher Arpu, subscriber growth","url_seo":"telecom-q2-preview-cos-to-shrug-off-seasonality-factor-on-higher-arpu-subscriber-growth"},{"msid":"94623915","stname":"BSNL to start rolling out 4G network from November","artsyn":"The company is in discussion with IT major TCS and state-run telecom research and development organisation C-DOT-led consortium to deploy indigenously developed 4G technology in the network.","seolocation":"telecomnews\/bsnl-to-start-rolling-out-4g-network-from-november","seolocationalt":"BSNL to start rolling out 4G network from November","url_seo":"bsnl-to-start-rolling-out-4g-network-from-november"},{"msid":"94362402","stname":"BSNL granted Rs 19,000 crore sovereign guarantee to aid debt recast","artsyn":"Both firms have a combined debt of around Rs 60,000 crore, of which Rs 33,000 crore is on the books of BSNL. As per the officials, another similar amount of bank guarantee will be given to the firm in the next financial year starting, so that the debt burden can be reduced further.","seolocation":"telecomnews\/bsnl-granted-rs-19000-crore-sovereign-guarantee-to-aid-debt-recast","seolocationalt":"BSNL granted Rs 19,000 crore sovereign guarantee to aid debt recast","url_seo":"bsnl-granted-rs-19000-crore-sovereign-guarantee-to-aid-debt-recast"},{"msid":"94338448","stname":"Jio, Airtel 5G rates may be closer to 4G: Experts","artsyn":"\u200b\u200b\u200bThey added that India\u2019s top two telcos are unlikely to opt for premium pricing of 5G in the early days, as they try to push 4G users to upgrade to the next-generation mobile broadband service, experience faster speeds and drive average revenue per user (ARPU) growth by consuming more data.","seolocation":"telecomnews\/jio-airtel-5g-rates-may-be-closer-to-4g-experts","seolocationalt":"Jio, Airtel 5G rates may be closer to 4G: Experts","url_seo":"jio-airtel-5g-rates-may-be-closer-to-4g-experts"},{"msid":"93409557","stname":"Operational challenges remain, tariff hikes needed: Vodafone Idea","artsyn":"\u201cWhile the operating challenges remain, the increasing digital penetration, increasing content consumption, especially through video and social media usage and increasing e-commerce, is driving strong demand for high-speed mobile broadband connectivity for internet,\u201d outgoing chairman Himanshu Kapania said in his address in the annual report released Sunday.","seolocation":"telecomnews\/vodafone-idea-says-industry-needs-tariff-increases-at-regular-intervals","seolocationalt":"Operational challenges remain, tariff hikes needed: Vodafone Idea","url_seo":"vodafone-idea-says-industry-needs-tariff-increases-at-regular-intervals"},{"msid":"93377382","stname":"Telcos need to up tariffs after spectrum buys: CareEdge","artsyn":"The last tariff revisions happened in late calendar 2021 and it has seen steady acceptance with all three telcos reporting consistent average revenue per user (ARPU) growth despite declining subscriber base in some quarters. This, the report added, indicated industry preparedness for consecutive tariff hikes.","seolocation":"telecomnews\/telcos-need-to-up-tariffs-after-spectrum-buys-careedge","seolocationalt":"Telcos need to up tariffs after spectrum buys: CareEdge","url_seo":"telcos-need-to-up-tariffs-after-spectrum-buys-careedge"}],"primeid":0,"storytags":{"categoryTag":{"sectionid":"49830939","sectionname":"TelecomNews","seolocation":"telecomnews","seolocationalt":"telecomnews"},"otherTags":[{"keyid":"107848","value":"arpu","smid":"0","keynameseo":"arpu","keytype":"","keycount":"totalcount","weightage":"100"},{"keyid":"2003276","value":"jio","smid":"0","keynameseo":"jio","keytype":"","keycount":"totalcount","weightage":"80"},{"keyid":"6355199","value":"reliance industries","smid":"0","keynameseo":"reliance-industries","keytype":"","keycount":"totalcount","weightage":"50"},{"keyid":"15491","value":"airtel","smid":"0","keynameseo":"airtel","keytype":"","keycount":"totalcount","weightage":"50"},{"keyid":"1553175","value":"vodafone idea","smid":"0","keynameseo":"vodafone-idea","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"28168","value":"smartphone","smid":"0","keynameseo":"smartphone","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"1388562","value":"mobile phone tariff","smid":"0","keynameseo":"mobile-phone-tariff","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"6354887","value":"industry","smid":"0","keynameseo":"industry","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"63060","value":"Ebitda","smid":"0","keynameseo":"Ebitda","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"14755297","value":"5g network rollout","smid":"0","keynameseo":"5g-network-rollout","keytype":"","keycount":"totalcount","weightage":"20"}],"filterTags":[]},"formattedTags":{"companyTags":[],"otherTags":[{"name":"mobile phone tariff"},{"name":"reliance industries"},{"name":"5g network rollout"},{"name":"vodafone idea"},{"name":"smartphone"},{"name":"industry"},{"name":"airtel"},{"name":"Ebitda"},{"name":"arpu"},{"name":"jio"}],"newsCategoryTags":[{"name":"TelecomNews","seolocation":"telecomnews"}],"breadcrumbTags":["arpu","jio","reliance industries","airtel","vodafone idea","smartphone","mobile phone tariff","industry","Ebitda","5g network rollout"],"filterTags":[]},"breadcrumbTags":["arpu","jio","reliance industries","airtel","vodafone idea","smartphone","mobile phone tariff","industry","Ebitda","5g network rollout"],"Alttitle":{"minfo":""},"Altdescription":{"minfo":""},"amp_url":"\/\/www.iser-br.com\/amp\/news\/mobile-phone-tariff-hikes-likely-mid-2023-analysts\/96684045","associated":{"articles":{"96684045":{"msid":"96684045","stname":"Mobile phone tariff hikes likely mid-2023: Analysts","artsyn":"\u201cWith 5G related ARPU (average revenue per user) uplift likely to be insignificant in near future, 4G prepaid tariff hike remains the most important ARPU lever for telcos. We see higher probability of 4G prepaid tariff hikes in mid-2023,\u201d said brokerage firm IIFL Securities in a report. \u201cPushing tariff hikes closer to 2024 elections raises the risk of political backlash\u201d.","seolocation":"telecomnews\/mobile-phone-tariff-hikes-likely-mid-2023-analysts","seolocationalt":"Mobile phone tariff hikes likely mid-2023: Analysts","url_seo":"mobile-phone-tariff-hikes-likely-mid-2023-analysts"},"96602720":{"msid":"96602720","stname":"Higher tariffs, ARPUs ring in better times for telcos","artsyn":"\"The roots of the improvement lie in the twin tariff hikes effected by the players in the past three years \u2014 of 50-60% in December 2019 and a further 20-25% in November 2021. Additionally, to help the industry address the structural and liquidity challenges, the government had offered a relief package, which included a moratorium on dues on adjusted gross revenue and spectrum payment,\" Dani says.","seolocation":"blog\/higher-tariffs-arpus-ring-in-better-times-for-telcos","seolocationalt":"Higher tariffs, ARPUs ring in better times for telcos","url_seo":"blog\/higher-tariffs-arpus-ring-in-better-times-for-telcos"},"96583318":{"msid":"96583318","stname":"DTH firms turn to OTT aggregation to stem user churn","artsyn":"Tata Play and Dish TV are among the first movers in the TV distribution industry to launch OTT bundles, while the latest player to join the bandwagon is cable TV major GTPL Hathway. GTPL Hathway has launched the \u2018Genie+\u2019 service in partnership with 15 OTT apps.","seolocation":"telecomnews\/dth-firms-turn-to-ott-aggregation-to-stem-user-churn","seolocationalt":"DTH firms turn to OTT aggregation to stem user churn","url_seo":"dth-firms-turn-to-ott-aggregation-to-stem-user-churn"},"96582734":{"msid":"96582734","stname":"World seeks Indian alternative to Chinese telecom solutions","artsyn":"The Indian IT services industry will play a significant role in providing such solutions by creating new revenue models and developing the requisite talent ecosystem to drive enterprise 5G use cases, the experts, who were speaking during a roundtable with ET and technology industry body Nasscom, said.","seolocation":"telecomnews\/world-seeks-indian-alternative-to-chinese-telecom-solutions","seolocationalt":"World seeks Indian alternative to Chinese telecom solutions","url_seo":"world-seeks-indian-alternative-to-chinese-telecom-solutions"},"96557141":{"msid":"96557141","stname":"'Tata Play's DTH Ops expected to be under stress this fiscal year'","artsyn":"In its rating rationale report on the company, the agency noted that the company's consolidated revenue will be supported by Tata Play Binge and broadband businesses.","seolocation":"telecomnews\/tata-plays-dth-ops-expected-to-be-under-stress-this-fiscal-year","seolocationalt":"'Tata Play's DTH Ops expected to be under stress this fiscal year'","url_seo":"tata-plays-dth-ops-expected-to-be-under-stress-this-fiscal-year"},"96557035":{"msid":"96557035","stname":"Telcos all set for 5G and more in 2023","artsyn":"While 5G adoption is expected to ramp up, so are use cases on the enterprise front. The industry is also expected to see an increase in Average Revenue Per User (ARPU), and expansion of the telecom eco-system as demand for operational innovation rises","seolocation":"telecomnews\/telcos-all-set-for-5g-and-more-in-2023","seolocationalt":"Telcos all set for 5G and more in 2023","url_seo":"telcos-all-set-for-5g-and-more-in-2023"},"96531417":{"msid":"96531417","stname":"Lionsgate Play targeting double-digit share in Indian OTT market","artsyn":"Rohit Jain, MD, Lionsgate South Asia, said the Indian SVOD market has 50\u201360 million paying subscribers, and the number of such customers is expected to rise to 75\u201380 million in the coming years.","seolocation":"telecomnews\/lionsgate-play-targeting-double-digit-share-in-indian-ott-market","seolocationalt":"Lionsgate Play targeting double-digit share in Indian OTT market","url_seo":"lionsgate-play-targeting-double-digit-share-in-indian-ott-market"},"96412190":{"msid":"96412190","stname":"Distributors raise concerns over TV channel price hikes","artsyn":"While many distribution platform operators (DPOs) feel the pay-TV consumers are not ready for a price hike, TV broadcasters maintain that the hike is nominal and will not pinch the consumers hard. Leading broadcasters had recently come out with new rates for TV channels. The broadcasters have hiked the MRP of several channels and bouquets. This has not gone down well with the DPOs.","seolocation":"telecomnews\/distributors-raise-concerns-over-tv-channel-price-hikes","seolocationalt":"Distributors raise concerns over TV channel price hikes","url_seo":"distributors-raise-concerns-over-tv-channel-price-hikes"},"95853408":{"msid":"95853408","stname":"ARPU for India's telcos likely to rise 8.2% in 2023: Fitch","artsyn":"Indian telcos continue to have one of the lowest monthly ARPUs ($2.5) and the highest average monthly data usage (20 GB) in the world.","seolocation":"telecomnews\/arpu-for-indias-telcos-likely-to-rise-8-2-in-2023-fitch","seolocationalt":"ARPU for India's telcos likely to rise 8.2% in 2023: Fitch","url_seo":"arpu-for-indias-telcos-likely-to-rise-8-2-in-2023-fitch"},"95248188":{"msid":"95248188","stname":"Next mobile tariff hike expected in Q4: Analysts","artsyn":"A tariff hike is expected in the coming quarter and higher data consumption upon 5G rollout will boost average revenue per user (ARPU) further, according to an analyst report by Nuvama Institutional Equities.","seolocation":"telecomnews\/next-mobile-tariff-hike-expected-in-q4-analysts","seolocationalt":"Next mobile tariff hike expected in Q4: Analysts","url_seo":"next-mobile-tariff-hike-expected-in-q4-analysts"},"95204064":{"msid":"95204064","stname":"Airtel Q2 profit up 89% on more 4G users, lower SUC","artsyn":"Managing director Gopal Vittal said in a statement Monday that low ROCE (return on capital employed) remained a matter of concern, and that there was a need for tariff correction.","seolocation":"telecomnews\/breaking-airtel-q2-net-profit-jumps-82-on-year-arpu-rs190","seolocationalt":"Airtel Q2 profit up 89% on more 4G users, lower SUC","url_seo":"breaking-airtel-q2-net-profit-jumps-82-on-year-arpu-rs190"},"95164810":{"msid":"95164810","stname":"Bharti Airtel Q2 preview: ARPU, subscriber growth a booster, view on tariffs key","artsyn":"Bharti Airtel\u2019s operating profit is seen rising 5% on the back of better mix, lower spectrum usage charges and other operational costs. A broad-based growth across segments, strong India performance, and lower costs are likely to drive a 45% QoQ growth in consolidated net profit to Rs 2,327 crore, ET Now poll showed.","seolocation":"telecomnews\/bharti-airtel-q2-preview-arpu-subscriber-growth-a-booster-view-on-tariffs-key","seolocationalt":"Bharti Airtel Q2 preview: ARPU, subscriber growth a booster, view on tariffs key","url_seo":"bharti-airtel-q2-preview-arpu-subscriber-growth-a-booster-view-on-tariffs-key"},"95119403":{"msid":"95119403","stname":"Airtel Africa FY2Q net profit falls 21% on year amid forex losses","artsyn":"Airtel Africa's revenue for the quarter ended September 30 rose 12.7% on-year and 4% sequentially, to $1.308 billion, the company said Thursday. Average revenue per user (ARPU) was up 4.4% from the quarter before, and 7.4% on-year to $3.1.","seolocation":"telecomnews\/airtel-africa-fy2q-net-profit-falls-21-on-year-amid-forex-losses","seolocationalt":"Airtel Africa FY2Q net profit falls 21% on year amid forex losses","url_seo":"airtel-africa-fy2q-net-profit-falls-21-on-year-amid-forex-losses"},"94988645":{"msid":"94988645","stname":"Telcos' FY2Q to benefit from lower SUC: Analysts","artsyn":"Reliance Jio is expected to have stronger customer additions, as compared to a modest estimate for Bharti Airtel, while Vodafone Idea will continue to lose users, say analysts.","seolocation":"telecomnews\/telcos-fy2q-to-benefit-from-lower-suc-analysts","seolocationalt":"Telcos' FY2Q to benefit from lower SUC: Analysts","url_seo":"telcos-fy2q-to-benefit-from-lower-suc-analysts"},"94857943":{"msid":"94857943","stname":"Telecom Q2 Preview: Cos to shrug off seasonality factor on higher Arpu, subscriber growth","artsyn":"Higher number of days in the last quarter, lower spectrum usage charges, tariff hikes, and lower fuel costs are seen lifting sector majors Bharti Airtel and Reliance Jio Infocomm\u2019s earnings in Q2, according to analysts.","seolocation":"telecomnews\/telecom-q2-preview-cos-to-shrug-off-seasonality-factor-on-higher-arpu-subscriber-growth","seolocationalt":"Telecom Q2 Preview: Cos to shrug off seasonality factor on higher Arpu, subscriber growth","url_seo":"telecom-q2-preview-cos-to-shrug-off-seasonality-factor-on-higher-arpu-subscriber-growth"},"94623915":{"msid":"94623915","stname":"BSNL to start rolling out 4G network from November","artsyn":"The company is in discussion with IT major TCS and state-run telecom research and development organisation C-DOT-led consortium to deploy indigenously developed 4G technology in the network.","seolocation":"telecomnews\/bsnl-to-start-rolling-out-4g-network-from-november","seolocationalt":"BSNL to start rolling out 4G network from November","url_seo":"bsnl-to-start-rolling-out-4g-network-from-november"},"94362402":{"msid":"94362402","stname":"BSNL granted Rs 19,000 crore sovereign guarantee to aid debt recast","artsyn":"Both firms have a combined debt of around Rs 60,000 crore, of which Rs 33,000 crore is on the books of BSNL. As per the officials, another similar amount of bank guarantee will be given to the firm in the next financial year starting, so that the debt burden can be reduced further.","seolocation":"telecomnews\/bsnl-granted-rs-19000-crore-sovereign-guarantee-to-aid-debt-recast","seolocationalt":"BSNL granted Rs 19,000 crore sovereign guarantee to aid debt recast","url_seo":"bsnl-granted-rs-19000-crore-sovereign-guarantee-to-aid-debt-recast"},"94338448":{"msid":"94338448","stname":"Jio, Airtel 5G rates may be closer to 4G: Experts","artsyn":"\u200b\u200b\u200bThey added that India\u2019s top two telcos are unlikely to opt for premium pricing of 5G in the early days, as they try to push 4G users to upgrade to the next-generation mobile broadband service, experience faster speeds and drive average revenue per user (ARPU) growth by consuming more data.","seolocation":"telecomnews\/jio-airtel-5g-rates-may-be-closer-to-4g-experts","seolocationalt":"Jio, Airtel 5G rates may be closer to 4G: Experts","url_seo":"jio-airtel-5g-rates-may-be-closer-to-4g-experts"},"93409557":{"msid":"93409557","stname":"Operational challenges remain, tariff hikes needed: Vodafone Idea","artsyn":"\u201cWhile the operating challenges remain, the increasing digital penetration, increasing content consumption, especially through video and social media usage and increasing e-commerce, is driving strong demand for high-speed mobile broadband connectivity for internet,\u201d outgoing chairman Himanshu Kapania said in his address in the annual report released Sunday.","seolocation":"telecomnews\/vodafone-idea-says-industry-needs-tariff-increases-at-regular-intervals","seolocationalt":"Operational challenges remain, tariff hikes needed: Vodafone Idea","url_seo":"vodafone-idea-says-industry-needs-tariff-increases-at-regular-intervals"},"93377382":{"msid":"93377382","stname":"Telcos need to up tariffs after spectrum buys: CareEdge","artsyn":"The last tariff revisions happened in late calendar 2021 and it has seen steady acceptance with all three telcos reporting consistent average revenue per user (ARPU) growth despite declining subscriber base in some quarters. This, the report added, indicated industry preparedness for consecutive tariff hikes.","seolocation":"telecomnews\/telcos-need-to-up-tariffs-after-spectrum-buys-careedge","seolocationalt":"Telcos need to up tariffs after spectrum buys: CareEdge","url_seo":"telcos-need-to-up-tariffs-after-spectrum-buys-careedge"}}}}" data-news-images="[{"msid":"96684543","msname":"Smartphone","msnameseo":"smartphone","mediatype":"44","artdate":"2022-10-14 18:06:00.0","caption":""}]" data-newsletter-by="0" data-newsletter-date="a" data-hasbottomcarousel="" data-alldetailsopen="0" data-multipleanalyticshit="" data-deeplink="https://ettelecom.app.link?$deeplink_path=" data-socialshareformat="default">
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