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依赖Jio只在沃达丰电信获得第一季度RMS想法成本:法国巴黎
Jio获得30个基点(bps)顺序,采取第一财政季度的RMS 43.3%, Bharti Airtel在36%,稍平的分析专家说,第一季度营收数字最大的私营航空公司。
加尔各答:依赖Jio是唯一的电信获得了收入市场份额(RMS)的第一财政季度,主要在亏损的费用吗沃达丰的想法(Vi)这将进一步地强大竞争对手,分析师表示。
Jio获得30个基点(bps)顺序,采取第一财政季度的RMS 43.3%, Bharti Airtel在36%,稍平的分析专家说,第一季度营收数字最大的私营航空公司。
现金拮据的Vi 6月季度RMS下降了40个基点至20.6%,尽管价格上涨的残余影响,突显出其持续经营的弱点在4 g服务方面。
“Jio了RMS(43.3%)在1 q,由其行业领先的用户添加和每用户平均收入(ARPU)增长,大多以牺牲Vi,侵蚀到20.6%的市场份额,”法国巴黎银行(BNP Paribas)在一份报告中称等。
在4 - 6月期间,Jio与序贯营收增长4.7%,表现优于同行领先Airtel的3.4%和Vi的1.7%,两大运营商通过昂贵的移动服务和智能手机销量减少的影响。
不过,法国巴黎银行(BNP Paribas)说,Vi设法缩小收入增长率的差异和竞争在过去几个季度,在4 g用户增加整体放缓。
例如,旅馆的顺序增长率领先于六世的5%以上的3 q21-1q22期间,但其在1 qfy23温和收窄至1.8%。同样,Vi和Jio的收入增长之间的差距在1 qfy22锥形高8.4%到3% 1 qfy23,它补充说。
不过,分析师预计Jio和Airtel扩展各自的RMS领导在Vi通过大的5 g投资在未来几个季度,特别是如果亏损电信失败关闭其long-pending 20000卢比外部筹资迅速和支持它的移动宽带业务。
Vi的管理,然而,否认了担忧,称电信的c波段光谱(3.3 -3.67 GHz)控股的17个重点圈是足以提供质量5 g体验好几年了。Vi还预计,获得E-band电波回程将增加5克产品的质量没有它不得不留出任何现金fibre-related资本支出预计年内花费。
Jio胜过Airtel,沃达丰的想法,还说4.22 mn潜艇6月22日:火车
“Jio强大的客户收益表明其长期的低薪4 g用户已经结束,现在的智能手机用户,得益于日益JioPhone下用户基础,”一名行业分析师表示。
分析师表示,5 g货币化在4 g用户增长放缓将对所有三个电信公司至关重要,尤其是很难预测如果消费者将支付溢价5 g,考虑到用例的不足。
“ARPU隆起的一部分(未来)将来自电信公司提供额外的服务消费者可能导致更多的收入来源,尤其是在最初价格预计将保持在较低水平,将关注牵引和覆盖范围,"美银证券表示。
Jio印度顶尖的5 g覆盖计划——已经准备好了1000个城市同时Airtel最近表示,其覆盖5000个城市和城镇的计划准备。Vi尚未公布详细的5 g推出计划,但表示这将取决于各种因素,包括用例,5 g手机普及率,来自客户的需求、能力需求和竞争动态。
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<\/figure>Kolkata: Reliance Jio<\/a> is the sole telco to have gained revenue market share (RMS) in the fiscal first quarter, largely at the expense of loss-making Vodafone Idea<\/a> (Vi) which ceded further ground to its stronger rivals, analysts said.
Jio<\/a> gained 30 basis points (bps) sequentially, taking its RMS in the fiscal first quarter to 43.3% while Bharti Airtel\u2019s was flattish at 36%, said experts, analysing first quarter revenue numbers of the top private carriers.
Cash-strapped Vi\u2019s June quarter RMS was down 40 bps to 20.6% despite the residual impact of price hikes, underlining its continuing operational weakness on the 4G services front.
<\/div><\/div>RMS is a measure of overall telecom market leadership<\/a>. A basis point is 0.01%.
\u201cJio gained RMS (43.3%) in 1Q, led by its industry-leading subscriber additions and average revenue per user (ARPU) growth, mostly at the expense of Vi, whose market share eroded to 20.6%,\u201d BNP Paribas said in a note seen by ET.
In the April-June period, Jio outperformed peers with 4.7% sequential revenue growth, ahead of Airtel\u2019s 3.4% and Vi\u2019s 1.7% as the two older carriers were impacted by costlier mobile services and reduced smartphone sales.
BNP Paribas, though, said Vi has managed to narrow the difference in revenue growth rate versus competition over the last few quarters, amid slowing 4G subscriber additions overall.
For instance, Airtel\u2019s sequential growth rate was ahead of Vi\u2019s by more than 5% during 3Q21-1Q22, but its narrowed to a modest 1.8% in 1QFY23. Likewise, the gap between Vi and Jio\u2019s revenue growth has tapered from a high 8.4% in 1QFY22 to 3% in 1QFY23, it added.
Analysts, though, expect Jio and Airtel to extend their respective RMS leads over Vi through their larger 5G investments in coming quarters, especially if the loss-making telco fails to close its long-pending Rs 20,000 crore external fundraise rapidly and bolster its mobile broadband operation.
\u201cJio gained RMS (43.3%) in 1Q, led by its industry-leading subscriber additions and average revenue per user (ARPU) growth, mostly at the expense of Vi, whose market share eroded to 20.6%,\u201d BNP Paribas said in a note seen by ET.
In the April-June period, Jio outperformed peers with 4.7% sequential revenue growth, ahead of Airtel\u2019s 3.4% and Vi\u2019s 1.7% as the two older carriers were impacted by costlier mobile services and reduced smartphone sales.
BNP Paribas, though, said Vi has managed to narrow the difference in revenue growth rate versus competition over the last few quarters, amid slowing 4G subscriber additions overall.
For instance, Airtel\u2019s sequential growth rate was ahead of Vi\u2019s by more than 5% during 3Q21-1Q22, but its narrowed to a modest 1.8% in 1QFY23. Likewise, the gap between Vi and Jio\u2019s revenue growth has tapered from a high 8.4% in 1QFY22 to 3% in 1QFY23, it added.
Analysts, though, expect Jio and Airtel to extend their respective RMS leads over Vi through their larger 5G investments in coming quarters, especially if the loss-making telco fails to close its long-pending Rs 20,000 crore external fundraise rapidly and bolster its mobile broadband operation.
<\/div><\/div>This, they say, is since Jio expects its 5G services to have 20x more capacity and 10x higher speeds than 4G. Airtel too is confident about its competitive position in 5G, given its focus on quality customers, a strong enterprise business and digital capabilities and a consistent track record in driving 2G-to-4G conversions.
Vi\u2019s management, though, dismissed worries, saying the telco\u2019s C-band (3.3-3.67 GHz) spectrum holdings in its 17 priority circles are good enough to provide a quality 5G experience for several years. Vi also expects that access to E-band airwaves for backhaul will boost the quality of its 5G offerings without it having to set aside any cash for fibre-related capex spends for the next 5-to-10 years.
Vi\u2019s management, though, dismissed worries, saying the telco\u2019s C-band (3.3-3.67 GHz) spectrum holdings in its 17 priority circles are good enough to provide a quality 5G experience for several years. Vi also expects that access to E-band airwaves for backhaul will boost the quality of its 5G offerings without it having to set aside any cash for fibre-related capex spends for the next 5-to-10 years.