Revenue of telecom service providers through wireless services is likely to fall in the first quarter of FY 20-21 due to the nationwide lockdown<\/a>, according to a report by Emkay Global Financial Services<\/a>. The report noted that the lockdown delayed recharges by low ARPU (Average Revenue Per User) prepaid subscribers on account of the reverse labour migration and impact on income levels along with curbed subscriber additions, SIM consolidation and absence of international roaming revenues. 电信服务提供商通过无线服务的收入可能下降20日至21日财政年度第一季度由于全国性的封锁一份报告显示,假如全球金融服务。报告指出,封锁延迟充电由低ARPU(每用户平均收入)预付费用户的扭转劳动力迁移和对收入水平的影响以及抑制新增用户数,SIM整合和缺乏国际漫游收入。
\"We expect ARPU to decline sequentially in Q1 FY21 after healthy growth in Q4FY20. Bharti (Airtel) and VIL (Vodafone Idea<\/a>) are likely to see 5 per cent quarter-on-quarter (qoq) fall in ARPU. Home broadband to see a healthy increase in new connections, boosted by the lockdown,\" it said. Subscriber addition shall moderate due to the lack of smartphone<\/a> sales in April and early May, the report said adding that the reverse migration could lead to subscriber loss for the industry<\/a> due to delayed or no recharges.
Further, it noted that cost savings are expected from marketing, channel margins and other admin costs. Network opex shall continue to rise on increased utilisations. In case of Reliance Jio<\/a>, the report said that \"partial flow-through of the Dec 2019 tariff hike in Q1 FY21 would get offset by lockdown-led delayed recharges, resulting in wireless revenues growth of 1 per cent qoq\".
Lower contribution from international roaming would also restrict ARPU for Jio as compared to peers, it said. \"We project subscriber additions to be compressed at 6 million and ARPU to decline 2 per cent qoq, negatively impacted by the lockdown. Similar to Bharti and VIL, subscriber acquisition cost shall fall, leading to 114 bps QoQ expansion in EBITDA<\/a> margin.\"
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“我们预计ARPU下降顺序在Q1 FY21 Q4FY20健康成长。Bharti Airtel和维尔(沃达丰的想法)可能会看到5%环比下降ARPU(集团)。家庭宽带增加健康的新连接,提高了封锁,”它说。由于缺少用户除了要温和智能手机销售在4月和5月初,报告说,反向迁移可能会导致用户的损失行业由于延迟或没有充电。
降低国际漫游的贡献也将限制为Jio ARPU与同行相比,它说。“我们项目新增用户数在600万年被压缩,ARPU下降2%不可小觑,封锁的负面影响。类似于Bharti和维尔,用户采购成本下降,导致114个基点不可小觑扩张息税前利润保证金。”
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Revenue of telecom service providers through wireless services is likely to fall in the first quarter of FY 20-21 due to the nationwide lockdown<\/a>, according to a report by Emkay Global Financial Services<\/a>. The report noted that the lockdown delayed recharges by low ARPU (Average Revenue Per User) prepaid subscribers on account of the reverse labour migration and impact on income levels along with curbed subscriber additions, SIM consolidation and absence of international roaming revenues.
\"We expect ARPU to decline sequentially in Q1 FY21 after healthy growth in Q4FY20. Bharti (Airtel) and VIL (Vodafone Idea<\/a>) are likely to see 5 per cent quarter-on-quarter (qoq) fall in ARPU. Home broadband to see a healthy increase in new connections, boosted by the lockdown,\" it said. Subscriber addition shall moderate due to the lack of smartphone<\/a> sales in April and early May, the report said adding that the reverse migration could lead to subscriber loss for the industry<\/a> due to delayed or no recharges.
Further, it noted that cost savings are expected from marketing, channel margins and other admin costs. Network opex shall continue to rise on increased utilisations. In case of Reliance Jio<\/a>, the report said that \"partial flow-through of the Dec 2019 tariff hike in Q1 FY21 would get offset by lockdown-led delayed recharges, resulting in wireless revenues growth of 1 per cent qoq\".
Lower contribution from international roaming would also restrict ARPU for Jio as compared to peers, it said. \"We project subscriber additions to be compressed at 6 million and ARPU to decline 2 per cent qoq, negatively impacted by the lockdown. Similar to Bharti and VIL, subscriber acquisition cost shall fall, leading to 114 bps QoQ expansion in EBITDA<\/a> margin.\"
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