InvestorQ : In the telecom ARPU game, is it true that Bharti is getting the better of Reliance Jio?
indhumathi Sayani made post

In the telecom ARPU game, is it true that Bharti is getting the better of Reliance Jio?

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shrinidhi Rajan answered.
8 months ago
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It may be early days to say but surely if you look at the Marr-20 quarter, Bharti has done better than Reliance Jio. For the Mar-20 quarter, Bharti Airtel reported ARPU of Rs.154 while Jio reported ARPUs of just Rs.131. Airtel reported ARPU growth of 16% QOQ compared to flat growth for Jio. What explains this difference? Iti was largely due to the Jio Phones factor. This plan was targeted by Jio at low value clients after Airtel and Vodafone started weeding out low value customers. Once this saturates, Reliance Jio may also see its ARPUs growing. Interestingly, Airtel is also growing its market share in the highly lucrative 4G data segment. Among telcos, the pressure is likely to be most on Vodafone which is consistently losing market share to Bharti Airtel and Jio. In the long run, Bharti does not have the deep pockets of Jio and that could be a constraint.

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