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\"\"MUMBAI: India’s older telecom operators<\/a> are increasingly bundling voice and data plans instead of offering them separately, a switch they expect will convert multi-SIM users into single-SIM ones and help increase average revenue per user (ARPU<\/a>) over time with greater adoption of higher data packs.
\n
\nBundled plans account for nearly a fifth of total plans, according to some estimates, and are expected to rise to about 40% in a year. Further, about a fourth of the total subscribers have switched to bundled plans in the past nine months and this proportion is expected to rise to about 50% in the next two years.
\n
According to a Motilal Oswal report<\/a>, at the end of December 2017 there were 290 million subscribers in the country who had opted for a bundled plan of one of the top four telcos.
\n
“Bundling offers will push up ARPU in the middle and long term. If there are no more tariff wars, then bundling plans will help operators reach an ARPU of Rs 200 from about Rs 130 now ,” said Rohan Dhamija<\/a>, who is head of India and Middle East at Analysys Mason.
\n
A weak third quarter drove ARPU – a key performance parameter – down for incumbents. While Bharti Airtel<\/a> and Idea Cellular<\/a>’s ARPU was Rs 124 and Rs 114 respectively, 15-month old Reliance Jio<\/a> Infocomm clocked an ARPU of Rs 154.
\n
\nALSO READ: Airtel, Vodafone & Idea gear up to match Reliance Jio’s Rs 49 a month plan<\/a><\/strong>
\n
\nHimanshu Kapania, managing director of Idea Cellular, said last week that bundled plans will help incumbents get their voice customers to join the data plans. In an analyst call last Wednesday, he said the operator would target low-end, pure voice customers to upgrade to Rs 25-150 ARPU levels through a series of tariff and product interventions.
\n
\n\"Bundled offers are the order of the day. They help to lock in the ARPU and ensure the operator's services becomes the primary SIM for the customer. The days of rate per minute of rate per MB are over,” said Bharat Bhargava, partner, telecom advisory services at EY.
\n
\nSeparate voice and data plans allow users to have one SIM card for each service of different operators, who may offer them the lowest price. But a bundled offer forces users to choose only one SIM card, thus ensuring subscriber loyalty to one telco.
\n
\nWith the entry of Jio came free voice offers bundled with dollops of data, forcing incumbents to follow suit and build in data plans in their tariffs to make subscribers opt for them. “Voice will not get the revenue, it will be data. Operators are now counting on bundled plans, which till now were taken up by only 20% of the high revenue generating subscribers,” said Mritunjay Kapur, head-TMT, KPMG India.
\n
\nBrokerage firm CLSA said in a report that Jio’s ARPU is 25% more than the blended ARPU (2G\/3G\/4G) reported by market leader Bharti Airtel. “Jio’s ARPU premium is driven by all its subscribers being on the 4G network and all on bundled plans of unlimited voice and a 1GB\/day data allowance,” the report said.
\n
\nALSO READ: Bharti Airtel’s blended ARPU to improve in FY19; pressure to ease: Fitch<\/a><\/strong>
\n
\nKapur said bundled offers will also help telcos get feature phone users to transition to smartphones. In the past few months incumbent telcos have weaved in cashback and bundled offers on lower priced 4G smartphone handsets to get more subscribers. The proportion of 4G smartphone shipped increased to 50% in 2017 from 12% two years ago.
\n
\nBrokerage firm Morgan Stanley said in a report that while Bharti Airtel’s management believed that the worst of ARPU decline may be over, both the market leader and Idea Cellular were positive on long-term ARPU trends in view of adoption of bundled plans, SIM consolidation and availability of digital services.<\/body>","next_sibling":[{"msid":62733787,"title":"iPhone-maker Wistron seeks more land near Bengaluru","entity_type":"ARTICLE","link":"\/news\/iphone-maker-wistron-seeks-more-land-near-bengaluru\/62733787","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":62733814,"entity_type":"ARTICLE","title":"Telecom operators bundle voice, data to boost ARPU","synopsis":"According to a Motilal Oswal report, at the end of December 2017 there were 290 mn subscribers in the country who had opted for a bundled plan of one of the top four telcos.","titleseo":"telecomnews\/telecom-operators-bundle-voice-data-to-boost-arpu","status":"ACTIVE","authors":[{"author_name":"Devina Sengupta","author_link":"\/author\/479212895\/devina-sengupta","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479212895.cms?width=100&height=100","author_additional":{"thumbsize":false,"msid":479212895,"author_name":"Devina Sengupta","author_seo_name":"devina-sengupta","designation":"Senior Assistant Editor","agency":false}}],"Alttitle":{"minfo":""},"artag":"ET Bureau","artdate":"2018-02-01 08:20:33","lastupd":"2018-02-01 08:44:04","breadcrumbTags":["Bharti Airtel","Rohan Dhamija","Motilal Oswal report","Telecom operators","industry","ARPU","Reliance Jio","Idea Cellular"],"secinfo":{"seolocation":"telecomnews\/telecom-operators-bundle-voice-data-to-boost-arpu"}}" data-authors="[" devina sengupta"]" data-category-name="" data-category_id="" data-date="2018-02-01" data-index="article_1">

电信运营商捆绑语音、数据来提高ARPU

Motilal Oswal的一份报告称,在2017年12月底有290 mn用户选择了一个捆绑计划的国家的四大电信公司之一。

Devina森古普塔
  • 更新于2018年2月1日08:44点坚持
孟买:印度的老电信运营商越来越捆绑语音和数据的计划,而不是单独给他们,一个开关,他们预计将multi-SIM用户转化为single-SIM 1和帮助提高每用户平均收入(ARPU)随着时间的推移,更大的包采用高数据。

捆绑计划占总额的近五分之一计划,据估计,在一年内会上升到40%左右。此外,用户总数的四分之一已经转向捆绑计划在过去9个月,这一比例预计将在未来两年内上升到约50%。

根据一项Motilal Oswal报告在2017年12月底,全国有2.9亿用户选择了一个捆绑计划的四大电信公司之一。

“捆绑提供将推高ARPU和长期。如果没有其他关税战,然后捆绑计划将帮助运营商达成ARPU Rs 200从Rs 130现在,”说Rohan Dhamija,他是印度和中东主管Analysys Mason。

第三季度开车ARPU疲软——一个关键性能参数——现任者。而Bharti Airtel和知道细胞的ARPU分别是Rs 124和114卢比,15个月的历史依赖JioInfocomm ARPU Rs 154秒。

还读:Airtel,沃达丰&想法齿轮与信实Jio Rs 49一个月计划

董事总经理Himanshu Kapania细胞,上周说,捆绑计划将帮助现有语音客户加入数据计划。在上周三的分析师称,他表示,运营商将目标低端,纯语音客户升级到Rs 25 - 150 ARPU值通过一系列关税和产品干预措施。

“捆绑的顺序。他们帮助锁定运营商的ARPU,确保为客户服务成为主要的SIM卡。率每分钟的速度MB的日子结束了,”巴拉特Bhargava说,伙伴,电信咨询服务等等。

单独的语音和数据计划允许用户有一个SIM卡为每个服务不同的运营商,他们可能会提供最低的价格。但捆绑提供部队用户选择只有一个SIM卡,从而确保电信用户忠诚度。

的条目Jio免费的语音提供捆绑了的数据,迫使现有效仿和建立在数据计划在他们的关税让用户选择。“声音不会获得收入,它将数据。运营商现在指望捆绑计划,到现在只被20%的高收入生成用户,”毕马威head-TMT Mritunjay Kapur说,印度。

经纪公司里昂证券的一份报告中表示,Jio ARPU超过25%混合ARPU (2 g / 3 g / 4 g)报告的市场领导者Bharti Airtel。“Jio ARPU保险费是由所有的用户在4 g网络和所有捆绑计划无限语音和数据津贴1 gb /天,”该报告称。

还读:在FY19 Bharti Airtel的混合ARPU改善;缓解压力:惠誉

Kapur说捆绑也将帮助电信功能手机用户过渡到智能手机。在过去的几个月里现任电信公司在超市夜未眠编织和捆绑定价较低的4 g手机智能手机来获得更多的用户。4 g智能手机出货的比例从两年前的12%增加到2017年的50%。

经纪公司摩根士丹利(Morgan Stanley)在一份报告中表示,虽然Bharti Airtel的管理层相信最糟糕的ARPU衰退可能已经结束,市场领导者和想法细胞长期ARPU趋势是积极的采用捆绑计划,SIM整合和数字服务的可用性。
  • 发布于2018年2月1日凌晨08:20坚持
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\"\"MUMBAI: India’s older telecom operators<\/a> are increasingly bundling voice and data plans instead of offering them separately, a switch they expect will convert multi-SIM users into single-SIM ones and help increase average revenue per user (ARPU<\/a>) over time with greater adoption of higher data packs.
\n
\nBundled plans account for nearly a fifth of total plans, according to some estimates, and are expected to rise to about 40% in a year. Further, about a fourth of the total subscribers have switched to bundled plans in the past nine months and this proportion is expected to rise to about 50% in the next two years.
\n
According to a Motilal Oswal report<\/a>, at the end of December 2017 there were 290 million subscribers in the country who had opted for a bundled plan of one of the top four telcos.
\n
“Bundling offers will push up ARPU in the middle and long term. If there are no more tariff wars, then bundling plans will help operators reach an ARPU of Rs 200 from about Rs 130 now ,” said Rohan Dhamija<\/a>, who is head of India and Middle East at Analysys Mason.
\n
A weak third quarter drove ARPU – a key performance parameter – down for incumbents. While Bharti Airtel<\/a> and Idea Cellular<\/a>’s ARPU was Rs 124 and Rs 114 respectively, 15-month old Reliance Jio<\/a> Infocomm clocked an ARPU of Rs 154.
\n
\nALSO READ: Airtel, Vodafone & Idea gear up to match Reliance Jio’s Rs 49 a month plan<\/a><\/strong>
\n
\nHimanshu Kapania, managing director of Idea Cellular, said last week that bundled plans will help incumbents get their voice customers to join the data plans. In an analyst call last Wednesday, he said the operator would target low-end, pure voice customers to upgrade to Rs 25-150 ARPU levels through a series of tariff and product interventions.
\n
\n\"Bundled offers are the order of the day. They help to lock in the ARPU and ensure the operator's services becomes the primary SIM for the customer. The days of rate per minute of rate per MB are over,” said Bharat Bhargava, partner, telecom advisory services at EY.
\n
\nSeparate voice and data plans allow users to have one SIM card for each service of different operators, who may offer them the lowest price. But a bundled offer forces users to choose only one SIM card, thus ensuring subscriber loyalty to one telco.
\n
\nWith the entry of Jio came free voice offers bundled with dollops of data, forcing incumbents to follow suit and build in data plans in their tariffs to make subscribers opt for them. “Voice will not get the revenue, it will be data. Operators are now counting on bundled plans, which till now were taken up by only 20% of the high revenue generating subscribers,” said Mritunjay Kapur, head-TMT, KPMG India.
\n
\nBrokerage firm CLSA said in a report that Jio’s ARPU is 25% more than the blended ARPU (2G\/3G\/4G) reported by market leader Bharti Airtel. “Jio’s ARPU premium is driven by all its subscribers being on the 4G network and all on bundled plans of unlimited voice and a 1GB\/day data allowance,” the report said.
\n
\nALSO READ: Bharti Airtel’s blended ARPU to improve in FY19; pressure to ease: Fitch<\/a><\/strong>
\n
\nKapur said bundled offers will also help telcos get feature phone users to transition to smartphones. In the past few months incumbent telcos have weaved in cashback and bundled offers on lower priced 4G smartphone handsets to get more subscribers. The proportion of 4G smartphone shipped increased to 50% in 2017 from 12% two years ago.
\n
\nBrokerage firm Morgan Stanley said in a report that while Bharti Airtel’s management believed that the worst of ARPU decline may be over, both the market leader and Idea Cellular were positive on long-term ARPU trends in view of adoption of bundled plans, SIM consolidation and availability of digital services.<\/body>","next_sibling":[{"msid":62733787,"title":"iPhone-maker Wistron seeks more land near Bengaluru","entity_type":"ARTICLE","link":"\/news\/iphone-maker-wistron-seeks-more-land-near-bengaluru\/62733787","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":62733814,"entity_type":"ARTICLE","title":"Telecom operators bundle voice, data to boost ARPU","synopsis":"According to a Motilal Oswal report, at the end of December 2017 there were 290 mn subscribers in the country who had opted for a bundled plan of one of the top four telcos.","titleseo":"telecomnews\/telecom-operators-bundle-voice-data-to-boost-arpu","status":"ACTIVE","authors":[{"author_name":"Devina Sengupta","author_link":"\/author\/479212895\/devina-sengupta","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479212895.cms?width=100&height=100","author_additional":{"thumbsize":false,"msid":479212895,"author_name":"Devina Sengupta","author_seo_name":"devina-sengupta","designation":"Senior Assistant Editor","agency":false}}],"Alttitle":{"minfo":""},"artag":"ET Bureau","artdate":"2018-02-01 08:20:33","lastupd":"2018-02-01 08:44:04","breadcrumbTags":["Bharti Airtel","Rohan Dhamija","Motilal Oswal report","Telecom operators","industry","ARPU","Reliance Jio","Idea Cellular"],"secinfo":{"seolocation":"telecomnews\/telecom-operators-bundle-voice-data-to-boost-arpu"}}" data-news_link="//www.iser-br.com/news/telecom-operators-bundle-voice-data-to-boost-arpu/62733814">