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KOLKATA: Reliance Jio<\/a> Infocomm’s free voice and data offer to some 1.8 million users in its ongoing 4G<\/a> trial phase may hamper the data growth of incumbent carriers Bharti Airtel, Vodafone India<\/a> and Idea Cellular over the next three to four months, analysts said.\n
Most customers with Jio’s 4G<\/a> SIM use it as an internet-sharing device, turning it into a Wi-Fi hotspot. This typically leads to “at least 2-to-3 mobile phones per home latching on and such consumers normally use less data on their regular incumbent carrier’s SIM as the Jio data is currently free,” an analyst at Bank of America<\/a> Merrill Lynch said in a note to clients seen by ET.
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According to the US brokerage, recent discussions with industry<\/a> participants suggested that \"data growth of existing incumbent carriers is getting impacted,\" which is why it sees downside risks to Bharti and Idea’s data estimates for the next three-four months. Downside risks, in this context, would mean \"stiffer-than-expected competition from Jio,\" it said. Bharti Airtel, Vodafone India<\/a> and Idea Cellular did not reply to ET’s queries as of press time.
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\nBank of America said the impact of Jio's free offer would be felt only in the near term and ruled out much material impact after Jio starts commercial services as it is yet to reach a substantial mass. “It remains to be seen how many customers stick to Jio post the free-offer expiry and how much the usage drops,” the US brokerage said.
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\nBNP Paribas expects \"Jio’s free voice and data promotion to put pressure on near-term volume growth\" of incumbent carriers in the seasonally weak second quarter. The top three incumbents have been trying various data-pricing strategies to retain higher revenue paying customers and have already slashed effective rates. As the voice business plateaus, India's telcos have been looking at pricier data services to sustain growth and are expanding their 3G and 4G presence.
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\nBharti Airtel and No. 3 carrier Idea reported 2.5 per cent and 8.1 per cent sequential dips in their respective data realisations in the April-June quarter amid competitive pressures and poor penetration at the low and medium ends of the market. Vodafone said its data revenue growth in the quarter had slowed down sharply. Analysts said data realisations of incumbent carriers could decline by as much as 25 per cent over the next one year.
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According to Credit Suisse<\/a>, the key reasons for stagnant data penetration are the lack of low-ticket monthly plans and the relatively high tariffs. “Low ARPU<\/a> (average revenue per user) plans obviously have a hig pressuher addressable market and the (incumbent) networks may not be ready to handle such an explosion in volumes, which is perhaps why operators have avoided such plans,\" said the Swiss brokerage.
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\nThis is more so because the chances of monthly data allowance in smaller packs getting fully consumed is higher than in the case of larger packs, said an analyst at Credit Suisse<\/a>. The brokerage is sceptical about Airtel's latest 1GB data offer, which requires prepaid users to shell out Rs 1,498 upfront to enjoy discounts on recharges of every GB for a year.\n\n<\/body>","next_sibling":[{"msid":53939416,"title":"RCom targets news users via aggressive plan, says won't cut tariffs","entity_type":"ARTICLE","link":"\/news\/rcom-targets-news-users-via-aggressive-plan-says-wont-cut-tariffs\/53939416","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":53939438,"entity_type":"ARTICLE","title":"Reliance Jio's free preview offer may hit data growth of incumbents like Airtel, Voda, Idea","synopsis":"Bank of America said the impact of Jio's free offer would be felt only in the near term and ruled out much material impact after Jio starts commercial services.","titleseo":"telecomnews\/reliance-jios-free-preview-offer-may-hit-data-growth-of-incumbents-like-airtel-voda-idea","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"Alttitle":{"minfo":""},"artag":"ET Bureau","artdate":"2016-08-31 09:06:15","lastupd":"2016-08-31 09:08:42","breadcrumbTags":["industry","Bank of America","Credit Suisse","ARPU","4G","Vodafone India","Reliance Jio"],"secinfo":{"seolocation":"telecomnews\/reliance-jios-free-preview-offer-may-hit-data-growth-of-incumbents-like-airtel-voda-idea"}}" data-authors="[" kalyan parbat"]" data-category-name="" data-category_id="" data-date="2016-08-31" data-index="article_1">
依赖Jio免费预览提供可能达到现有的数据增长像Airtel Voda,想法
美国银行称Jio是免费提供的影响会觉得只有在短期内,排除了许多实质性影响Jio后开始商业服务。
加尔各答:依赖JioInfocomm是免费的语音和数据提供持续大约180万用户4 g审判阶段可能会妨碍现任运营商Bharti Airtel的数据增长,沃达丰印度和想法细胞在接下来的三到四个月,分析师表示。大多数客户Jio4 gSIM作为internet-sharing设备使用它,把它变成一个wi - fi热点。这通常会导致“每个家庭至少2到3手机自锁等,消费者通常使用较少的数据定期现任载体的SIM Jio数据目前是免费的,”分析师美国银行(Bank of America)美林(Merrill Lynch)在给客户的报告中说等。
根据美国经纪公司,最近的讨论行业参与者认为,“数据增长现有的现任运营商越来越影响,“这就是为什么看到Bharti的下行风险,主意的数据估计在接下来的三四几个月。下行风险,在这种背景下,意味着“stiffer-than-expected Jio的竞争,”它说。Bharti Airtel沃达丰印度和想法细胞没有回复媒体等的查询的时间。
美国银行称Jio是免费提供的影响会觉得只有在短期内,排除了许多实质性影响Jio启动后商业服务,因为它还没有达成实质性的质量。“还有待观察有多少客户坚持Jio把自由报价到期和多少使用下降,”美国经纪说。
法国巴黎银行(BNP Paribas)预计“Jio是免费的语音和数据促进施压,近期销量增长”的现任航空公司在第二季度季节性疲软中。排名前三的现任者一直在各种数据定价策略保持更高的收入支付有效客户和已经削减利率。随着语音业务高原,印度的电信公司一直在关注贵数据服务来维持增长,扩大3 g和4 g的存在。
Bharti Airtel和3号航母的想法在各自数据连续下跌2.5%和8.1%,4 - 6月当季实现。在竞争压力和穷人在中低渗透的市场。沃达丰表示其数据本季度收入增长已大幅放缓。分析师表示,数据实现。现任运营商可能下降25%在接下来的一年。
根据瑞士信贷(Credit Suisse)停滞的数据插入,关键原因是缺乏演唱会门票的月度计划和相对较高的关税。“低ARPU(每用户平均收入)计划显然有一个高的pressuher潜在市场和(现任)网络可能没有准备好处理此类爆炸卷,这也许是为什么运营商避免这样的计划,”瑞士经纪说。
这是更是如此,因为月度数据量较小的包几率完全消耗高于大包装的情况下,分析师说瑞士信贷(Credit Suisse)。公司持怀疑态度的旅馆提供最新的1 GB数据,这需要预付用户支付1498卢比前期享受折扣充电每GB的一年。
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