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电信日记:将关税提高恢复沃达丰主意吗?
预付费移动关税的上调将帮助沃达丰在关闭计划筹资34亿美元,该公司旨在通过end-FY22结束。
在一个大胆的举动,附近的旅馆和沃达丰的想法修改移动关税预付20 - 25%可以帮助他们改善他们的每用户平均收入(ARPU)。但是这个关税上调重振沃达丰的命运的想法一直在努力筹集资金一年了吗?
预付费移动关税的上调将帮助沃达丰在关闭计划筹资34亿美元,该公司旨在通过end-FY22结束。
Airtel表示,预计ARPU Rs 200,最终在300卢比,提供一个合理的资本回报率,允许财务健康的商业模式。ARPU是电信玩家的盈利能力的关键指标。
然而,六世的现金流压力将提供当前用户流失是逮捕的Rs 80 - 100年度资本支出和利息费用。
六世的直接金融危机已经避免了四年后暂停政府支付的频谱和AGR(调整后总收入)。它有一个选项来转换政府费股本利息1月12日,2022年,而主要的转换将四年的暂停期结束时,政府的自由裁量权。
不过,此举关税上涨可能会增加用户的流失。
Jio还效仿增加关税。过去的关税上调被Airtel在2019年12月,六世和Jio曾提出部门的ARPU Rs 155 - 160年的下一个财政15%左右。
Airtel和沃达丰的最高上涨了2 g包,这将使电信服务负担得起的更少。另一方面,无限的4 g数据计划的大幅打折的产品类别相对较低的价格上涨。分析师预计用户未来几个季度下降由于基地2 g计划,减少负担能力和SIM整合由于普遍增加关税。
关税上调增加沃达丰想法的ARPU;在筹款帮助:分析师
沃达丰(Vodafone)想法的基地计划现在已经增加到99卢比,引人注目的消费者给更高的计划,提供一个巨大的推动ARPU。“然而,这可能导致进一步整合的双SIM卡,增加生产,“Motilal Oswal说。
推动5 g试验
Vi周五证实5 g的用例,如公共安全智能&连接健康、智能建筑、和工人与设备连接合作伙伴爱立信和诺基亚,在浦那和Gandhinagar。它展示了5 g版应用,如增强的移动宽带上(eMBB),飞船稳定性极强,低延迟通信(uRLLC),多路存取的边缘计算(MEC)、虚拟和增强现实(VR / AR),等等。
Vi和诺基亚最近表示,他们达到了峰值速度超过3.5 ghz 1.5 Gbps,超过4.2 Gbps ghz, 26日和9.8 Gbps回程E-bands频谱。
Airtel周四表示,它已经进行了印度的第一个5 g试验在700 mhz频带独立(SA)模式与芬兰电信设备制造商诺基亚,在加尔各答的郊区。他们实现高速无线宽带网络覆盖40公里两个5 g网站在现实条件下。早些时候,Airtel进行了该国第一个农村5 g试验与诺基亚的竞争对手爱立信,新德里郊区/ NCR使用mid-band (3.5 ghz)试验谱和现有的FDD谱。
Airtel和Vi都已经开始合作关系行业玩家来测试各种5 g的用例使用5 g试验频谱分配的电信(点)。
今年9月,所有三个运营商-依赖JioAirtel,沃达丰的想法寻求延长一年,直到2022年11月,5 g进行试验以生态系统合作伙伴的缺乏准备。
电信部长Ashwini Vaishnaw最近表示,政府打算举行2022年环比5 g拍卖时间表。电信监管机构目前正在进行磋商关于拍卖。
电信部门分配的电波在700 mhz, 3.5 ghz,和26个ghz频段信实Jio Airtel沃达丰的想法,和国有Mahanagar电话尼噶有限(MTNL)本地开发下一代无线宽带技术相关的用例。
沃达丰的想法与公司合作,准备5 gi试验:首席技术官
5 gi目前正在评估由印度电信工程中心(TEC)在印度商业应用。
红旗Elon Musk的我们
星期五的晚上,电信部门(点)说,伦Musk-owned我们不是被许可方,和发表了一份公共咨询不订阅我们服务广告,并补充说,公司已经要求美国停止预订卫星互联网服务。
政府已经要求该公司遵守印度监管框架呈现卫星通信服务和避免预订/渲染卫星互联网服务在印度。
今年3月,美国我们开始预购的卫星宽带服务,它计划明年推出在印度,基于低地球轨道(LEO)星座。我们的竞争对手OneWeb,支持下苏尼尔•米塔尔Bharti企业董事长正计划明年推出在印度。
印度要求伊隆麝香我们停止服用prebookings;说不是一个被许可人
麝香的SpaceX公司已经接受预订服务的beta版本的完全可退还的定金99美元(约合7400 Rs)。
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<\/figure>In a bold move, Airtel<\/a> and Vodafone Idea<\/a> revised prepaid mobile tariffs by 20-25% which may help them to improve their average revenue per user (ARPU). But will this tariff hike revive the fortunes of Vodafone Idea which has been struggling to raise funds for a year now?
The hike in prepaid mobile tariffs will help Vodafone Idea in closing planned $3.4 billion fundraising, which the company aims to conclude by end-FY22.
Airtel said it expects ARPU at Rs 200 and ultimately at Rs 300, so as to provide a reasonable return on capital that allows for a financially healthy business model. ARPU is a key metric for a telecom player's profitability.
<\/div><\/div>Vodafone Idea\u2019s latest prepaid tariff hikes can boost its revenues by around 10%, while entry tariff hikes can further boost revenue by around 7% assuming there is no churn or down-trading from data subscribers, analysts say. It has 137 million data subscribers with 116 million being on 4G networks out of its total 254 million subscribers.
However, Vi\u2019s cash flow crunch will be addressed provided the current subscriber churn is arrested with Rs 80-100 billion of estimated annual capex and interest expense.
Vi\u2019s immediate financial crisis has already been averted following the four-year moratorium on government payments of spectrum and AGR (adjusted gross revenues). It has an option to convert interest on government dues to equity by 12 January, 2022, while conversion of principal will be at the end of four-year moratorium period and at the discretion of the government.
Though, the move of tariff hikes may increase the churn of subscribers.
Jio is yet to follow suit in increasing tariffs. The last tariff hike was in December 2019 by Airtel, Vi and Jio which had raised the sector\u2019s ARPU by around 15% to Rs 155-160 next fiscal.
Airtel and Vodafone have taken their highest hikes in the base 2G pack, which would make telecom service less affordable. On the other hand, the heavily discounted category of unlimited 4G data plans has seen relatively lower price increase. Analysts expect subscribers to decline in the next few quarters due to reduced affordability in base 2G plans, and SIM consolidation due to general increase in tariffs.
However, Vi\u2019s cash flow crunch will be addressed provided the current subscriber churn is arrested with Rs 80-100 billion of estimated annual capex and interest expense.
Vi\u2019s immediate financial crisis has already been averted following the four-year moratorium on government payments of spectrum and AGR (adjusted gross revenues). It has an option to convert interest on government dues to equity by 12 January, 2022, while conversion of principal will be at the end of four-year moratorium period and at the discretion of the government.
Though, the move of tariff hikes may increase the churn of subscribers.
Jio is yet to follow suit in increasing tariffs. The last tariff hike was in December 2019 by Airtel, Vi and Jio which had raised the sector\u2019s ARPU by around 15% to Rs 155-160 next fiscal.
Airtel and Vodafone have taken their highest hikes in the base 2G pack, which would make telecom service less affordable. On the other hand, the heavily discounted category of unlimited 4G data plans has seen relatively lower price increase. Analysts expect subscribers to decline in the next few quarters due to reduced affordability in base 2G plans, and SIM consolidation due to general increase in tariffs.
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