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Jio, the telecoms unit of Indian conglomerate Reliance Industries<\/a>, launched new postpaid plans last week, starting from 399 rupees ($4.85) that included over-the-top (OTT) packages, forcing Bharti Airtel<\/a> to roll out similar plans.
\"We were surprised to see Bharti turn defensive with counter-plans,\" JP Morgan analysts said in a client note, adding that unlimited 5G data consumption would also delay any kind of 5G monetization, pressure the expansion of average revenue per user (ARPU) and delay 4G prepaid tariff increases.
Bharti's new family plans can drive ARPU drops of 100-200 rupees per subscriber and any subsequent price matching to that of Jio can drive further ARPU drops of 50-100 rupees per subscriber, the analysts said.
Stiff competition to attract 5G subscribers would reduce the pricing power for the operators and they will not be able to monetize 5G by charging a premium, they added.
Analysts kept their \"under weight\" rating on Bharti Airtel, saying that ARPU expansion for Bharti was at risk and could even reduce over 2024-25 as 5G price wars take place.
Both, Jio and Bharti Airtel have been rolling out 5G services across the country.
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- 预付/邮资已付的
- 1分钟读
依赖Jio 5 g的新计划可能会影响Bharti Airtel的关键指标:摩根大通(JP Morgan)
“我们惊讶地发现,Bharti counter-plans防守,”摩根大通(JP Morgan)分析师在给客户的报告中表示,并补充道,无限的5 g数据消费也将推迟任何类型的5 g货币化,压力的扩张每用户平均收入(ARPU)和延迟4 g预付关税增加。
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印度的电信单位Jio集团信实工业公司上周推出了新的邮资已付的计划,从399卢比(4.85美元),其中包括过多的(OTT)包,迫使Bharti Airtel推出类似的计划。
“我们惊讶地发现,Bharti counter-plans防守,”摩根大通(JP Morgan)分析师在给客户的报告中表示,并补充道,无限的5 g数据消费也将推迟任何类型的5 g货币化,压力的扩张每用户平均收入(ARPU)和延迟4 g预付关税增加。
Bharti的新的家庭计划可以推动ARPU滴100 - 200卢比每用户和任何后续价格匹配的Jio可以进一步推动ARPU滴50 - 100卢比每用户,分析师表示。
激烈的竞争来吸引5 g用户将降低运营商的定价能力,他们将无法从5 g收取溢价,他们补充说。
分析师保持他们的“重量”评级Bharti Airtel说ARPU Bharti在风险的扩张,甚至可以减少在2024 - 25的5 g价格战。
,Jio和Bharti Airtel推出5 g服务全国。
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