InvestorQ : What is the next big story that telecom majors like Bharti Airtel and Jio are targeting?
Sam Eswaran made post

What is the next big story that telecom majors like Bharti Airtel and Jio are targeting?

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Moii Chavate answered.
1 week ago
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Even as Vodafone Idea has seen a lot of market share loss in recent months, the other two majors viz Bharti and Reliance Jio are now literally in a race to the big lead. CRISIL has observed that while price hikes may not happen immediately, it could happen later when the ARPU pressure builds up. Jio has 33.7% share of active subscribers and Airtel has 33.6%.

The big story that both these telecom players are currently targeting is the 30 crore non-4G subscribers. That is a captive customer base and can be easily onboarded on to the 4G platform. Jio has also recently launched the JioPhone 2021 initiative giving handsets along with 4G connection for the entry level users. ARPUs will hold the key to price hikes in future.

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