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Zero-IUC拖Airtel,沃达丰的移动在第四季度收入:分析师

信实Jio Bharti Airtel和沃达丰的想法(Vi)可能会报告顺序移动业务收入下降,每用户平均收入(ARPU)方面的第四财季,与流入互连使用费用(IUC)从1月1日消失2021年,分析师表示。

Zero-IUC拖Airtel,沃达丰的移动在第四季度收入:分析师
加尔各答:依赖Jio,Bharti Airtel沃达丰的想法(Vi)可能会报告顺序移动业务收入下降,每用户平均收入(ARPU)方面的第四财政季度,流入互连使用费用(IUC从2021年1月1日)消失,分析师表示。

不过,他们表示,这将部分抵消Bharti附近的旅馆和依赖Jio将切口像样的客户添加在第一季度前也可能会看到2 g-to-4g用户的持续增长转换。不过,Vi的损失将扩大可能会继续失去顾客,由于其无法有效竞争与Airtel和Jio 4 g的空间。

法国巴黎银行(BNP Paribas)估计消除IUC收入的触发顺序下降10%和5%分别在Vi和Airtel的印度移动收入在第一季度。轴,反过来,估计Jio 1时期的收入将下降7.6%。今年第一季度出于同样的原因。

然而,分析师预计,IUC刮掉在第四季度达到Vi最难的,因为它是一个净IUC-recipient——80卢比——据估计,触发其营业收入环比下降7%(阅读:息税前利润)。

直到2020年12月底止,IUC被call-originating电信支付到目标载体。

巴黎银行估计zero-IUC场景将导致Airtel和Vi报告顺序下降10.5%和10.3%在各自arpu,美国银行证券估计Jio下降近10%。

可以肯定的是,轴上季度资本估计Airtel添加了另一个1400万用户增长其印度移动用户3.22亿和Jio获得700万-高于520万年12月当季补充道,采取其移动用户4.18亿。Vi,相比之下,被认为有再次损失了180万用户,其基础进一步萎缩到2.68亿。

分析师认为Airtel继续“优于同行”在第一季度新增用户数量,但希望争取六世的客户最两之间加强电信公司在新的侵略的迹象,特别是吸引客户通过手机号码可移植性(MNP)路线。

轴估计Jio报告净利润环比上升3.7%在第一季度3413。4卢比——连续14日季度盈利得益于更高的营业收入,较强的客户添加和减少生产。美国银行估计Jio顺序3月季度息税前利润提高2%至8330卢比。

轴,反过来,估计Airtel的顺序第四季度净利润缩小约24卢比,很大程度上是由于印度移动收入下降zero-IUC时代,和更少的天1季度。Airtel的季度按顺序合并营收估计下降1.7%。

六世的季度亏损估计扩大至6732卢比,受到营业收入下降和持续的客户流失。

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Interconnect usage charge (IUC) aka mobile call termination charge is a cost that is paid by the call-originating telecom operator to the destination operator on whose network the off net call terminates.<\/p>","title":"What is IUC?","titleseo":"what-is-iuc","slideseolocationalt":"slide-shows\/heres-everything-you-need-to-know-about-reliance-jios-iuc-move\/what-is-iuc","prominentcolor":"","imgtype":"21"},"slideshows":[{"msid":"71551439","mstype":0,"denmarkslideshow":1,"strimg":"","thumbid":"71551646","secname":"Here's everything you need to know about Reliance Jio's IUC move","secnameseo":"here-s-everything-you-need-to-know-about-reliance-jio-s-iuc-move","msname":"What is IUC?","artdate":1570861441,"caption":"","msnameseo":"what-is-iuc","secmsname":"Here's everything you need to know about Reliance Jio's IUC move","secmsnameseo":"here-s-everything-you-need-to-know-about-reliance-jio-s-iuc-move","seolocationalt":"heres-everything-you-need-to-know-about-reliance-jios-iuc-move\/what-is-iuc"}],"filters":[],"url":"\/\/www.iser-br.com\/news\/zero-iuc-to-drag-airtel-vodafone-ideas-mobile-revenues-in-q4-analysts\/81932506","content":"
\"Zero-IUC<\/figure>Kolkata: Reliance Jio<\/a>, Bharti Airtel<\/a> and Vodafone Idea<\/a> (Vi) are likely to report sequential dips on the mobile revenue and average revenue per user (ARPU) fronts in the fiscal fourth quarter, with inflows from interconnect usage charges (IUC<\/a>) disappearing from January 1, 2021, analysts said.

They, though, said this would partly be offset as Bharti
Airtel<\/a> and Reliance Jio<\/a> are set to notch up decent customer additions in the March quarter with the former also likely to see a sustained growth in 2G-to-4G user conversions. Vi\u2019s losses, though, are set to widen and it\u2019s likely to continue losing customers, due to its inability to compete effectively with Airtel and Jio in the 4G space.

BNP Paribas<\/a> estimates the elimination of IUC revenues to trigger 10% and 5% sequential declines in Vi and Airtel\u2019s India mobile revenues respectively in the March quarter. Axis Capital, in turn, estimates Jio\u2019s revenue in the January-March period to fall 7.6% on-quarter for the same reason.