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Airtel的ARPU上升3%至199卢比,后跳基地预付率:里昂证券
分析师也预计,苏尼尔Mittal-led电信维持预期的ARPU增长势头强劲的邮资已付的收益后,明年3月推出5 g服务加上更多的税率的承诺。
分析师也预计,苏尼尔Mittal-led电信维持预期的ARPU增长势头强劲的邮资已付的收益后,明年3月推出5 g服务加上更多的税率的承诺。
”Bharti报道加速,邮资已付的潜艇收益0.65米3 qfy23…它的邮资已付的潜艇获得阳性ARPU 1.7 x预付关税,这可能会继续高速增长的5 g和沃达丰的想法缺少5 g推出,”里昂证券(CLSA)说。
Airtel最近延长了大幅上调基础预付率实现它最初Odisha和哈里亚纳邦19圈为了提高ARPU。加尔各答,古吉拉特邦,中央邦是唯一的市场,它的推出基础预付率就越高。
Airtel报告Rs 193年12月当季的ARPU, FY23。电信运营商的ARPU是一个关键的性能指标。
Airtel发射5 g +服务125年更多的城市
“Airtel在中国是第一个提供5 g服务2022年10月,和今天的大型发射是我们的承诺来连接每个Airtel客户超高速Airtel 5 g +的国家。我们5 g推出有望覆盖所有关键城镇和农村地区,2024年3月,“说Randeep Sekhon,首席技术官,Bharti Airtel。
Jefferies预计Airtel看到13%的增长在其移动ARPU FY23-25,由市场份额的组合在4 g用户,提高声音关税和关税改善前景的行业,尤其是在政府最近Vi的债务转换成股权,成为利益相关者33.1%现金拮据的电信。
分析师表示,政府最近决定将Vi的债务的一部分转化为股本可能协调利益支持向上修正的关税,并补充说他们预计对end-CY23关税上调15%。
但Jefferies表示,尽管政府的支持可能会帮助Vi安全的增量资金,不可能匹配Airtel /依赖Jio 9/25美元的资本支出计划在未来三年。“Vi,事实上,可能见证加速市场份额损失一旦5 g成为主流,和最初的迹象已经出现在最近的趋势,电信市场份额丢失3在地铁圈3 qfy23 ppt市场份额。”
电信运营商、设备供应商可能上调工资加强保留在5 g出局
预计5 g推出为电信公司发挥重要作用而决定上调两三个私人电信公司继续积极推出各自的服务。因此,技术和销售概要文件将上涨,尽管高管在前被认为获得稍高的增量。
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<\/figure>Kolkata: Bharti Airtel<\/a>\u2019s recent decision to jack up base prepaid rates by a whopping 57% in 19 markets is estimated to immediately boost its average revenue per user (ARPU<\/a>) by 3% to Rs 199, say analysts.Analysts also expect the Sunil Mittal-led telco\u2019s ARPU growth momentum to sustain on expectations of strong postpaid gains after rollout of 5G services next March coupled with the promise of more tariff hikes.
\u201cBharti reported an acceleration in postpaid subs gains to 0.65m in 3QFY23\u2026its postpaid subs gain is positive for ARPU as tariffs are 1.7x prepaid, and this will likely continue with the ramp-up of 5G and Vodafone Idea<\/a>\u2019s lack of a 5G rollout,\u201d CLSA said.
<\/div><\/div>It added that Airtel\u2019s tariffs across plans are already 25-57% higher than Vi and Reliance Jio<\/a>\u2019s, and that Chairman Mittal had recently signalled further hikes this year as market response to the last round of hikes had been encouraging, reflected in low subscriber churn.
Airtel recently extended the sharp hike in base prepaid rates it initially implemented in Odisha and Haryana to 19 circles in a bid to boost ARPU. Kolkata, Gujarat and Madhya Pradesh are the only markets where it\u2019s yet to roll out the higher base prepaid rates.
Airtel had reported an ARPU of Rs 193 in the December quarter, FY23. The ARPU is a key performance metric for telcos.
Airtel recently extended the sharp hike in base prepaid rates it initially implemented in Odisha and Haryana to 19 circles in a bid to boost ARPU. Kolkata, Gujarat and Madhya Pradesh are the only markets where it\u2019s yet to roll out the higher base prepaid rates.
Airtel had reported an ARPU of Rs 193 in the December quarter, FY23. The ARPU is a key performance metric for telcos.