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移动服务现在一样重要的燃料:分析师
这一现象突显出了微不足道的影响价格上涨11 - 12月刊上的活跃的印度移动用户基地最大的电信公司,信实Jio Bharti Airtel和沃达丰的想法。
移动服务现在基本燃料和免疫价格上涨作为连接消费者数据和视频服务大众流行的智能手机进一步驱使UPI-based移动支付甚至在农村,分析师表示。
这一现象突显出了微不足道的影响价格上涨11 - 12月刊上的活跃的印度移动用户基地最大的电信公司,依赖Jio,Bharti Airtel和沃达丰的想法。
“现在移动服务被视为必要的,就像燃料,需要填补的,无论成本……我们甚至有这种反应在最近的村庄在地面检查,“Kunal Vora印度股票研究主管法国巴黎银行(BNP Paribas)告诉等。
原因是城乡市场的消费者现在习惯数据服务,尤其是视频,以及纯粹的无所不在的UPI-based移动支付交易。
“消费者比较电信充电燃料称之为一个重要服务,他们必须利用,不管价格上涨,“Vora补充道。
巴黎银行估计UPI-based手机支付交易的总量同比增长了95%,达到了8.3 Rs lakh-crore(大约1100亿美元)在2022年2月。事实上,UPI作为首选付款方式的市场份额从14%跃升至22%,2022年2月2021年2月。
统一的支付接口(UPI)是一个支付系统,使人们立即将现金从他们的帐户转移到另一个帐户与手机有关。与上升的手机普及率在印度农村,无处不在的手机被视为一个强大的工具来驱动数字金融包容。
分析师表示,2021年11 - 12月刊的影响有限关税上调对电信公司的活跃用户也凸显了移动服务被视为必要的,电信部门恢复高定价权。
Jefferies说,加速活跃用户增加590万对整个电信行业2022年1月- 2021年12月比420万年——尽管一个月价格上涨。,它补充说,“是令人鼓舞的,因为它表明接受新关税。”
市场领导者Jio添加最多的活跃的移动用户,420万- 2022年1月,紧随其后的是旅馆,这增加了130万用户。甚至挣扎Vi丢失更少的(070万年)1月活跃用户,而210万年12月,这表明其活跃的用户群主要是稳定的。
活跃,或访客位置寄存器(VLR)”,把每个月的数据电信监管机构表明客户积极使用移动网络的数量。
法国巴黎银行(BNP Vora电信说行业主要持有积极的移动用户群环比尽管运营商大幅关税提高,消费放缓,手机成本上升是一个积极的指标。
这一现象突显出了微不足道的影响价格上涨11 - 12月刊上的活跃的印度移动用户基地最大的电信公司,依赖Jio,Bharti Airtel和沃达丰的想法。
“现在移动服务被视为必要的,就像燃料,需要填补的,无论成本……我们甚至有这种反应在最近的村庄在地面检查,“Kunal Vora印度股票研究主管法国巴黎银行(BNP Paribas)告诉等。
“消费者比较电信充电燃料称之为一个重要服务,他们必须利用,不管价格上涨,“Vora补充道。
巴黎银行估计UPI-based手机支付交易的总量同比增长了95%,达到了8.3 Rs lakh-crore(大约1100亿美元)在2022年2月。事实上,UPI作为首选付款方式的市场份额从14%跃升至22%,2022年2月2021年2月。
统一的支付接口(UPI)是一个支付系统,使人们立即将现金从他们的帐户转移到另一个帐户与手机有关。与上升的手机普及率在印度农村,无处不在的手机被视为一个强大的工具来驱动数字金融包容。
分析师表示,2021年11 - 12月刊的影响有限关税上调对电信公司的活跃用户也凸显了移动服务被视为必要的,电信部门恢复高定价权。
Jio加总值最高的活跃用户,尽管子损失:分析师
Jio添加420万活跃用户,3.69亿年1月活跃用户最新客户数据将由印度电信管理局(火车)显示。的步伐附近的旅馆活跃用户的添加是慢的在130万年,3.5亿年1月活跃用户。沃达丰的想法失去了更少的活跃用户(070万)离开其活跃的用户群主要维持在2.29亿人。
Jefferies说,加速活跃用户增加590万对整个电信行业2022年1月- 2021年12月比420万年——尽管一个月价格上涨。,它补充说,“是令人鼓舞的,因为它表明接受新关税。”
活跃,或访客位置寄存器(VLR)”,把每个月的数据电信监管机构表明客户积极使用移动网络的数量。
法国巴黎银行(BNP Vora电信说行业主要持有积极的移动用户群环比尽管运营商大幅关税提高,消费放缓,手机成本上升是一个积极的指标。
Mobile services are now essential fuel and immune to price hikes as consumers are hooked to data and video services on their smartphones further goaded by the mass popularity of UPI-based mobile payments even in villages, analysts said.
The phenomenon was underlined by the negligible impact of the price hikes last November-December on the active mobile user bases of India's top telcos, Reliance Jio<\/a>, Bharti Airtel<\/a> and Vodafone Idea<\/a>.
\"Mobile services are seen as essential now, like fuel, which has to be filled irrespective of the cost...we got this response even in villages during recent on-ground checks,\" Kunal Vora, head of India Equity Research, BNP Paribas<\/a>, told ET.
The phenomenon was underlined by the negligible impact of the price hikes last November-December on the active mobile user bases of India's top telcos, Reliance Jio<\/a>, Bharti Airtel<\/a> and Vodafone Idea<\/a>.
\"Mobile services are seen as essential now, like fuel, which has to be filled irrespective of the cost...we got this response even in villages during recent on-ground checks,\" Kunal Vora, head of India Equity Research, BNP Paribas<\/a>, told ET.
<\/div><\/div>The reason is that consumers in both urban and rural markets are now habituated to data services, especially video, along with the sheer omnipresence of UPI-based mobile payment transactions.
\"Consumers compare telecom recharges to fuel calling it an essential service that they must avail of, regardless of price hikes,\" Vora added.
BNP estimates that the total volume of UPI-based mobile payment transactions jumped 95% on-year to a whopping Rs 8.3 lakh-crore (roughly, $110 billion) in February 2022. In fact, the market share of UPI as a preferred payment mode has jumped to 22% in February 2022 from 14% in February 2021.
The Unified Payments Interface (UPI) is a payments system that enables people to instantly transfer cash from their accounts to another account linked to a mobile phone. With rising mobile penetration in rural India, the ubiquitous cell phone is seen as a powerful tool to drive digital financial inclusion.
Analysts said the limited impact of the November-December 2021 tariff hikes on telcos' active user base also underscores that mobile services are viewed as essential and that the telecom sector has regained high pricing power.
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<\/a><\/figure>Jio adds highest active users despite gross sub losses: Analysts<\/a><\/h2>
\"Consumers compare telecom recharges to fuel calling it an essential service that they must avail of, regardless of price hikes,\" Vora added.
BNP estimates that the total volume of UPI-based mobile payment transactions jumped 95% on-year to a whopping Rs 8.3 lakh-crore (roughly, $110 billion) in February 2022. In fact, the market share of UPI as a preferred payment mode has jumped to 22% in February 2022 from 14% in February 2021.
The Unified Payments Interface (UPI) is a payments system that enables people to instantly transfer cash from their accounts to another account linked to a mobile phone. With rising mobile penetration in rural India, the ubiquitous cell phone is seen as a powerful tool to drive digital financial inclusion.
Analysts said the limited impact of the November-December 2021 tariff hikes on telcos' active user base also underscores that mobile services are viewed as essential and that the telecom sector has regained high pricing power.
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