With Reliance Jio coming out with new deal for users, pain will aggravate and extend to June quarter
Here are five things from the March quarter that stand out:
ARPU is in, all other metrics are out
The launch of free offers and attractive packages has made a number of operational metrics like data revenue per megabyte and average revenue per minute redundant. Harsh Jagnani of ICRA says that given the bundled offers by all telecom operators, the ‘primary metric which will be tracked’ going ahead will be average revenue per subscriber or ARPU. RJio’s bundled offers, allowing users unlimited calls and data usage, is the prime reason for this sea change.
Revenues take a dive as ARPUs hit 5-year lows
CRISIL Research estimates that March quarter revenues for the four listed players will fall by 10 per cent year-on-year as compared to the 5 per cent year-on-year fall in the December quarter. The reason for the sharp decline is no