独家
电信公司保留预付费用户运行起了巨大的成本
Airtel Vi和Jio每月的客户流失或离开网络的用户比例,从2.2%上升2%和0.46%,6月季度FY21, 3.3%, 4.3%和2%,分别在第三季度,FY23,关税上涨后一年。
加尔各答:印度顶级电信运营商正在努力抓住主要预付费用户,突显出其月度生产上升,引发了客户获取成本急剧上升,说行业高管和分析师。
客户流失,他们说,在过去的两年里几乎翻了一番,而导致的沃达丰的想法(Vi),Bharti Airtel和依赖Jio看到大幅增加在销售(销售、一般和管理费用)在第三季度努力抓住顾客和竞争对手挖走新的。预付费用户的超过90%附近的旅馆和沃达丰的想法的用户群,Jio的用户基础。
Airtel Vi和Jio每月客户churn-or离开网络用户的比例从2.2%,2%和0.46%,6月季度FY21,至3.3%,在9月季度分别为4.3%和2%,FY23,关税上涨后一年。
因此,Airtel和Vi超过50%同比跳品类的花虽然Jio第二财政季度上升了27.5%。事实上,分析师预期客户流失和竞争强度升高至少呆一年Airtel和Jio都可能加速pan-India 5克发布和目标市场份额亏损六世的代价。
Jio Airtel和Vi没有回复等的查询。
“提高生产导致浪费性支出和该行业的消费者支出不粘的,是投机取巧,目前出现的形式销售成本激增,“Kunal Vora印度股票研究主管法国巴黎银行(BNP Paribas)告诉等。
销售费用,通常情况下,业务成本不能直接归因于制造产品或提供服务。它包括客户获取成本的形式,可以退税,经销商/渠道佣金甚至端口激励运营商发放获得新用户在市场停滞不前或者从竞争对手挖走。
客户流失,事实上,导致了区区200万年第二财季净新增用户数尽管电信行业销售了9000万新的移动连接期间。
“温和净新增用户数表明多达8800万移动用户停用他们的老西姆斯,买了新的预付的连接可能几乎和电信公司便宜40 - 50%,通常情况下,提供交易处理更大的数据绑定,免费分钟,短信获取新客户,”3大电信公司的一位高管说。
在旅馆的第二财季财报电话会议本月早些时候,董事总经理塔·Vittal曾表示,提升生产质量差的结果客户收购定价套利的存在,在一个新的SIM卡可在较低的price-given通道commissions-than什么人会支付现有的计划。“导致套利…它是一个威胁在这个行业已经有很多年了,在过去几个月有所恶化。”
难怪专家说电信公司简直是提供一只手臂和一条腿坚持其核心用户群和水煮新客户从竞争对手真正的用户增长急剧放缓。
法国巴黎银行(BNP Paribas)整理的数据显示了Airtel的用户市场份额在9月季度攀升至33%,FY23,从一年前的32%。Jio的用户市场份额在43%不变期间虽然Vi的下滑百分之一至24%。
“在当前不景气的市场条件下,进一步挑战高架搅动,所有私人航空公司对销售和成本支出更大的资金,它只强调,他们最终可能会挥霍更多的顾客和保留产生额外的收入的一部分市场份额(RMS)在接下来的几个月,”罗翰Dhamija,(印度和中东)主管Analysys Mason说。
客户流失,他们说,在过去的两年里几乎翻了一番,而导致的沃达丰的想法(Vi),Bharti Airtel和依赖Jio看到大幅增加在销售(销售、一般和管理费用)在第三季度努力抓住顾客和竞争对手挖走新的。预付费用户的超过90%附近的旅馆和沃达丰的想法的用户群,Jio的用户基础。
Airtel Vi和Jio每月客户churn-or离开网络用户的比例从2.2%,2%和0.46%,6月季度FY21,至3.3%,在9月季度分别为4.3%和2%,FY23,关税上涨后一年。
Jio Airtel和Vi没有回复等的查询。
“提高生产导致浪费性支出和该行业的消费者支出不粘的,是投机取巧,目前出现的形式销售成本激增,“Kunal Vora印度股票研究主管法国巴黎银行(BNP Paribas)告诉等。
销售费用,通常情况下,业务成本不能直接归因于制造产品或提供服务。它包括客户获取成本的形式,可以退税,经销商/渠道佣金甚至端口激励运营商发放获得新用户在市场停滞不前或者从竞争对手挖走。
客户流失,事实上,导致了区区200万年第二财季净新增用户数尽管电信行业销售了9000万新的移动连接期间。
在旅馆的第二财季财报电话会议本月早些时候,董事总经理塔·Vittal曾表示,提升生产质量差的结果客户收购定价套利的存在,在一个新的SIM卡可在较低的price-given通道commissions-than什么人会支付现有的计划。“导致套利…它是一个威胁在这个行业已经有很多年了,在过去几个月有所恶化。”
Airtel测试水域远足最低预付价格在哈里亚纳邦Odisha
Airtel高管说,印度第二大电信是试水。“我们将看看会发生什么。如果竞争反应,那么我们将呼吁扩大,否则我们可以采取另一个方向”。
难怪专家说电信公司简直是提供一只手臂和一条腿坚持其核心用户群和水煮新客户从竞争对手真正的用户增长急剧放缓。
法国巴黎银行(BNP Paribas)整理的数据显示了Airtel的用户市场份额在9月季度攀升至33%,FY23,从一年前的32%。Jio的用户市场份额在43%不变期间虽然Vi的下滑百分之一至24%。
“在当前不景气的市场条件下,进一步挑战高架搅动,所有私人航空公司对销售和成本支出更大的资金,它只强调,他们最终可能会挥霍更多的顾客和保留产生额外的收入的一部分市场份额(RMS)在接下来的几个月,”罗翰Dhamija,(印度和中东)主管Analysys Mason说。
移动用户在9月下降3.7%;沃达丰的想法失去了更多,Jio Airtel用户增加缓慢
Airtel的份额从31.66%增加到31.80%,而Jio从36.48%增长到36.66%,最新订户印度电信监管机构整理的数据显示。
Kolkata: India\u2019s top telcos are struggling to hold on to mainly their pre-paid subscribers, underlined by their rising monthly churn that has triggered a sharp rise in customer acquisition costs, say industry<\/a> executives and analysts.
Customer churn, they said, has almost doubled in the last two years, which has resulted in the likes of Vodafone Idea<\/a> (Vi), Bharti Airtel<\/a> and Reliance Jio<\/a> seeing sharp jumps in SG&A (selling, general & administrative) expenses in the September quarter as they strive to hold on to customers and poach new ones from rivals. Pre-paid users make up well over 90% of Airtel<\/a> and Vodafone Idea<\/a>\u2019s user base, and most of Jio<\/a>\u2019s subscriber base.
Airtel, Vi and Jio\u2019s monthly customer churn\u2014or percentage of users leaving the network\u2014has risen from 2.2%, 2% and 0.46% in the June quarter, FY21, to 3.3%, 4.3% and 2% respectively in the September quarter, FY23, in the aftermath of tariff hikes taken a year back.
Customer churn, they said, has almost doubled in the last two years, which has resulted in the likes of Vodafone Idea<\/a> (Vi), Bharti Airtel<\/a> and Reliance Jio<\/a> seeing sharp jumps in SG&A (selling, general & administrative) expenses in the September quarter as they strive to hold on to customers and poach new ones from rivals. Pre-paid users make up well over 90% of Airtel<\/a> and Vodafone Idea<\/a>\u2019s user base, and most of Jio<\/a>\u2019s subscriber base.
Airtel, Vi and Jio\u2019s monthly customer churn\u2014or percentage of users leaving the network\u2014has risen from 2.2%, 2% and 0.46% in the June quarter, FY21, to 3.3%, 4.3% and 2% respectively in the September quarter, FY23, in the aftermath of tariff hikes taken a year back.
<\/div><\/div>Consequently, Airtel and Vi have seen over 50% on-year jumps in their SG&A spends while Jio\u2019s has risen by 27.5% in the fiscal second quarter. Analysts, in fact, expect customer churn and competitive intensity to stay elevated at least for a year as both Airtel and Jio are likely to speed up pan-India 5G rollouts and target market share gains at loss-making Vi\u2019s expense.
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Jio, Airtel and Vi didn\u2019t respond to ET\u2019s queries.
\u201cElevated churn results in wasteful expenditure and the industry has been spending on consumers who are not sticky and are opportunistic, which is now showing up in the form of a spike in SG&A cost,\u201d Kunal Vora, head of India equity research, BNP Paribas<\/a>, told ET.
SG&A expenses, typically, are business costs not directly attributable to making a product or delivering a service. It includes customer acquisition costs that could be in the form of rebates, dealer\/channel commissions to even port-out incentives that operators dole out to gain new users or poach from rivals in a stagnant market.
Rising customer churn, in fact, has resulted in a paltry 2 million net subscriber additions in the fiscal second quarter even though the telecom industry sold 90 million new mobile connections during the period.
Jio, Airtel and Vi didn\u2019t respond to ET\u2019s queries.
\u201cElevated churn results in wasteful expenditure and the industry has been spending on consumers who are not sticky and are opportunistic, which is now showing up in the form of a spike in SG&A cost,\u201d Kunal Vora, head of India equity research, BNP Paribas<\/a>, told ET.
SG&A expenses, typically, are business costs not directly attributable to making a product or delivering a service. It includes customer acquisition costs that could be in the form of rebates, dealer\/channel commissions to even port-out incentives that operators dole out to gain new users or poach from rivals in a stagnant market.
Rising customer churn, in fact, has resulted in a paltry 2 million net subscriber additions in the fiscal second quarter even though the telecom industry sold 90 million new mobile connections during the period.
<\/div><\/div>\u201cThe modest net subscriber additions indicate that as many as 88 million mobile users deactivated their old SIMs and bought new prepaid connections that possibly worked out almost 40-50% cheaper as telcos, typically, offer bargain deals with larger dollops of bundled data, free minutes and text messages to grab new customers,\u201d said a senior executive of a Big 3 telco.
At Airtel\u2019s fiscal second quarter earnings call earlier this month, managing director Gopal Vittal<\/a> had said the elevated churn was a result of poor quality customer acquisition and the existence of arbitrage in pricing, wherein a new SIM is available at a lower price\u2014given the channel commissions\u2014than what one would pay for an existing plan. \u201cThat leads to arbitrage\u2026it\u2019s something that is a menace in this industry that has been there for many years and has gotten worse in the last few months.\u201d
At Airtel\u2019s fiscal second quarter earnings call earlier this month, managing director Gopal Vittal<\/a> had said the elevated churn was a result of poor quality customer acquisition and the existence of arbitrage in pricing, wherein a new SIM is available at a lower price\u2014given the channel commissions\u2014than what one would pay for an existing plan. \u201cThat leads to arbitrage\u2026it\u2019s something that is a menace in this industry that has been there for many years and has gotten worse in the last few months.\u201d