NEW DELHI: Reliance Jio<\/a>, the Mukesh Ambani-led 4G entrant may have garnered over 160 million users in the country since its launch in September 2016, but it has still not become the destination for subscribers porting out from other networks.
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Jio's net port-ins stood at cumulative 3.8 million at end-October 2017, a tiny proportion of the company’s overall subs base, according to an analysis done by Kotak Institutional Equities<\/a>.
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\n\"This likely makes recharge retention the top KPI for Jio at this point,\" Kotak said, adding that the trend shows that the telco has not yet become the primary number for a good proportion of its subscribers, and it has not been able to get a large number of its customers to stop spending completely with the incumbent telcos.
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The MNP<\/a> data (cumulative port-ins and port-outs from MNP inception in January 2011 until end-October 2017) from the regulator, Trai, shows that Bharti, Vodafone<\/a>, Idea<\/a>, and Jio are the only net gainers from MNP. The data revealed that Idea topped the chart with 25 million cumulative net gains, followed by Vodafone and Airtel<\/a> with 19.4 million and 18.4 million net gains.
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\nThe analysis showed that Jio's net port-in pace increased from around 0.1 million per month between September 2016 and June 2017 to around 0.7 million per month between June 2017 and October 2017.
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\nIt is important to note that until end-March 2017, Jio’s services were free and the customers did not really have to make a ‘which operator gets my spend’ choice. Once Jio started charging in April 2017, the customer has had to make a choice between similarly priced bundles of Jio and the incumbents. The customer can, of course, choose to keep spending on both – Jio’s bundled plan and a low-value unbundled recharge of the incumbents.
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\nALSO READ: Ookla statistics show Airtel fastest in India Vodafone next, while Reliance Jio shows improvement<\/a><\/strong>
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\nEven as the gross port-outs pace has increased for the incumbent telcos like Bharti Airtel, Vodafone, and Idea Cellular in recent months, net port-ins remain in the positive zone. \"Net Mobile Number Portability (MNO) gains from the challenger pack are likely mitigating the impact of net MNP loss to Jio. Jio’s net port-ins at cumulative 3.8 mn at end-Oct 2017 remain a tiny proportion of the company’s overall subs base. This makes recharge retention the top KPI for Jio at this point, perhaps; the cost of retention (the sharp recent price cut) does appear high to us,\" Kotak said in a note.
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\nOther operators put together have lost 66.6 million net subscribers. Reliance Communications' net loss stood at 21.5 million, followed TTSL (15 million) and
\nAircel (13.1 million) being the biggest losers. Telenor has seen a net loss of 6.6 mn. BSNL’s net loss of 1.9 million looks respectable relative to RCom, TTSL, and Aircel. \"Total cumulative ports stood at 268.2 million, a monthly porting run-rate of 3.4 million since the launch of MNP,\" the data showed.
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\nEven as Bharti Airtel still lags Idea and Vodafone on cumulative net MNP gains, it has been the MNP net adds leader in the market since Jio’s launch with 9.1 million net gains since Sep 2016 versus 6 million for Vodafone and 5.4 million for Idea, Kotak analysis showed. The data showed that Bharti’s outperformance versus Idea and Vodafone has in fact gained pace in the past few months – between end-Jun 2017 and end-Oct 2017, where the Sunil Mittal-led telco gained a net 5 million subscribers versus around 2 million each for Idea and Vodafone.
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\n\"Bharti’s relatively higher aggression in the marketplace and better LTE coverage are reflecting in these gains, in our view. MNP performance of Idea and Vodafone remains respectable; the two are perhaps gaining enough in their respective strong circles to mitigate the losses in the weak ones,\" Kotak said.<\/body>","next_sibling":[{"msid":62522398,"title":"Telecom stocks decline; Bharti Airtel, Idea Cellular down 1%","entity_type":"ARTICLE","link":"\/news\/telecom-stocks-decline-bharti-airtel-idea-cellular-down-1\/62522398","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":62525385,"entity_type":"ARTICLE","title":"Reliance Jio still not the preferred telco for MNP customers: Report","synopsis":"Jio's net port-ins stood at cumulative 3.8 million at end-October 2017, a tiny proportion of the company\u2019s overall subs base, according to an analysis done by Kotak Institutional Equities.","titleseo":"telecomnews\/reliance-jio-still-not-the-preferred-telco-for-mnp-customers-report","status":"ACTIVE","authors":[{"author_name":"Danish Khan","author_link":"\/author\/479206691\/danish-khan","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479206691.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":true,"msid":479206691,"author_name":"Danish Khan","author_seo_name":"danish-khan","designation":"Senior Assistant Editor","agency":false}}],"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2018-01-16 18:04:13","lastupd":"2018-01-16 18:08:28","breadcrumbTags":["Reliance Jio","Airtel","idea","Kotak Institutional Equities","industry","Telecom","MNP","Vodafone"],"secinfo":{"seolocation":"telecomnews\/reliance-jio-still-not-the-preferred-telco-for-mnp-customers-report"}}" data-authors="[" danish khan"]" data-category-name="" data-category_id="" data-date="2018-01-16" data-index="article_1">
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依赖Jio仍然不是MNP的首选电信的客户:报告
Jio净port-ins站在累积380万年2017年10月底,公司整体的一小部分潜艇基地,根据分析由科塔克机构股票。
新德里消息:依赖Jio,穆克什Ambani-led 4 g进入者可能获得超过1.6亿个用户2016年9月推出以来,在这个国家,但它还没有成为订阅者的目的地移植从其他网络。
Jio净port-ins站在累积380万年2017年10月底,公司整体的一小部分潜艇基地,根据所做的分析科塔克机构股票。
“这可能使充电保留前KPI Jio在这一点上,”科塔克说,补充说,这一趋势表明,电信还没有成为主要好比例的用户数量,并没能得到大量客户与现任电信公司完全停止消费。
的MNP数据(累积port-ins和port-outs MNP《盗梦空间》在2011年1月到2017年的融资额)的监管者,火车,表明Bharti,沃达丰(Vodafone),的想法,并从MNP Jio是唯一的净赢家。想法在图表的数据显示,2500万年累计净收益,其次是沃达丰(Vodafone)和附近的旅馆与1940万年和1840万年的净收益。
分析表明,Jio净港口速度增加到每月010万左右2016年9月至2017年6月每月约070万2017年6月至2017年10月。
重要的是要注意到2017年三月底,Jio的服务是免费的,客户不需要做一个“运营商被我花”的选择。一旦Jio开始收取2017年4月,客户不得不之间做出选择类似的定价包Jio和在职者。当然,客户可以选择保持支出——Jio捆绑计划和现有的低价值分别进行充电。
还读:Ookla统计显示Airtel最快在印度沃达丰(Vodafone)接下来,而依赖Jio显示改进
甚至作为现任总port-outs速度增加了电信公司Bharti Airtel,沃达丰(Vodafone)和细胞在最近几个月,净port-ins仍然在积极的区域。“网络手机号码可移植性(MNO)收益挑战者包有可能减轻Jio MNP净损失的影响。Jio净port-ins在累积3.8 mn公司于10月20日到期2017年仍然是一个小比例的总体潜艇基地。这使得充电保留前KPI Jio在这一点上,也许;保留的成本(最近的大幅降价)出现高,”科塔克在一份报告中说。
其他操作符放在一起失去了6660万网络用户。Reliance Communications的净亏损达2150万,随后TTSL(1500万)和
Aircel(1310万)是最大的输家。Telenor 6.6 mn的净亏损。BSNL的净亏损190万看起来体面的相对,RCom TTSL, Aircel。“总累积港口站在2.682亿年,每月340万的移植运行率MNP发射以来,“数据显示。
即使Bharti Airtel仍然落后于想法和沃达丰累积净MNP收益,它一直以来MNP净增加了市场领袖Jio发射与沃达丰910万年净收益从2016年9月和600万年和540万年的想法,科塔克分析显示。数据显示Bharti的表现与想法和沃达丰实际上获得的速度在过去的几个月里,end-Jun 2017年至2017年于10月20日到期,在苏尼尔Mittal-led电信获得净500万用户和每个想法和沃达丰200万年左右。
在市场上“Bharti相对更高的侵略和更好的LTE报道中反映这些收益,在我们看来。MNP的想法和沃达丰仍是可敬的;这两个可能是获得足够在各自强圈来减轻损失的弱的,”科塔克说。
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