Bharti Airtel
Airtel ARPU - 150,expects Arpu of 200 in near term & 300 in longterm for sustainability
Another 15-20 % rise in ARPU next 5 to 6 quarters
Rise in ARPU will flow to bottomline
India ARPU lowest in world,higher than Pakistan lower than Bangladesh
@airtelindia
Airtel ARPU - 150,expects Arpu of 200 in near term & 300 in longterm for sustainability
Another 15-20 % rise in ARPU next 5 to 6 quarters
Rise in ARPU will flow to bottomline
India ARPU lowest in world,higher than Pakistan lower than Bangladesh
@airtelindia
Indian telecom market 2.5 players,virtual duopoly,pricing power limited competition
Mobile market with only 2 players have higher ARPU,compared to multiple player markets
Reliance jio market leader with 35% share,Bharti benefits from consolidation,good services,Voda debt issues
Mobile market with only 2 players have higher ARPU,compared to multiple player markets
Reliance jio market leader with 35% share,Bharti benefits from consolidation,good services,Voda debt issues
Bharti africa business showing good traction
Govt curbing further price hikes,restricting equipment imports from China may be a dampener
Days of free data,calls over,any downward revision of ARPU will affect all 3,Voda most due to interest payments, AGR issues
@reliancejio
Govt curbing further price hikes,restricting equipment imports from China may be a dampener
Days of free data,calls over,any downward revision of ARPU will affect all 3,Voda most due to interest payments, AGR issues
@reliancejio
Increasing per capita consumption,increase GDP in India will drive ARPU higher
Rising trend of data consumption,people will adapt to price hikes than decrease data usage
Almost 50% Bharti customers are now on 4G
Going fwd will leverage its broadband ,DTH network
@VodafoneIN
Rising trend of data consumption,people will adapt to price hikes than decrease data usage
Almost 50% Bharti customers are now on 4G
Going fwd will leverage its broadband ,DTH network
@VodafoneIN
Other verticals
Wynk music - listen songs for free,download
Airtel Xstream for movies,web series,live TV
Airtel thanks app,foray into kids education with stake acquisition in Edtech,tied up with Nodwin gaming for online gaming
To launch online video conferencing app
@airtelindia
Wynk music - listen songs for free,download
Airtel Xstream for movies,web series,live TV
Airtel thanks app,foray into kids education with stake acquisition in Edtech,tied up with Nodwin gaming for online gaming
To launch online video conferencing app
@airtelindia
Tied up with Nokia for cloud based VOLTE allowing customers faster & more reliable ,cost efficient call connectivity
Increased broadband demand,Airtel tied up with local players in 13 cities for last mile connectivity
Platinum services for customers paying more than 499/month
Increased broadband demand,Airtel tied up with local players in 13 cities for last mile connectivity
Platinum services for customers paying more than 499/month
Rise in ARPU,data consumption may drive sector revenues from 19bn$ in Fy19 to 40bn$ in fy25
Annual price hikes in premium products in Fmcg,Automobile segments may see similar price increase in ARPU going fwd
Indian telecom market revenue may show CAGR of 15 to 20% going fwd
Annual price hikes in premium products in Fmcg,Automobile segments may see similar price increase in ARPU going fwd
Indian telecom market revenue may show CAGR of 15 to 20% going fwd
Change in industry dynamics,lower spectrum prices,consolidation in market from more than 10 to 2,change in payment model for spectrum to pay as you use may lead to further rerating
@airtelindia @VodafoneIN @reliancejio
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@ThreadiaApps
@airtelindia @VodafoneIN @reliancejio
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@ThreadiaApps
Bharti Airtel has increased tariffs for add-on connection on postpaid numbers to Rs 249 from Rs 199. 1st of its kind tariff hike seen in postpaid segment
@airtel @reliancejio @vodafoneindia
@airtel @reliancejio @vodafoneindia
