Arpu

Indian telecom companies are expected to witness a lackluster Q4FY23 because of sluggish revenue growth and increased expenses related to the 5G rollout. While Bharti and Airtel are expected to have stable subscriber growth, VI is predicted to continue losing market share.

Bharti Airtel Q3 preview | Consolidated PAT to jump 39% QoQ, ARPU to rise 5-10%

The key focus areas of the results will be subscriber behaviour after the recent tariff hikes and timing of the next hike, Jefferies has said

ICRA upgrades telecom services industry outlook to 'stable' amid tariff hike, relief measures

The hike coupled with consistent upgradation of subscribers to 4G from 2G and increase in usage of telephony services is expected to result in improvement in industry ARPU (average revenue per user) to around Rs 170 by the end of FY2023, it said.

Reliance Industries Q4FY19 – Consumer business takes up the baton

The consumer businesses were the saviour. Margins in retail improved and Jio’s quarterly performance remains robust.

Here’s why CLSA has downgraded Bharti Airtel to underperform

Brokerage house cites counter offers to Reliance Jio’s plans could hurt ARPUs going forward. Lowers revenue estimates by 10 percent for FY18-19, while EBITDA could be hit by 17-19 percent.

Credit Suisse sees pressure on Bharti due to Jio counter offers

The brokerage feels that the telecom firm's financials could see some pressure on the back of its aggressive offers to counter Reliance Jio; sees ARPU, revenues, margins and capex to be stressed.

Reliance Jio to decide telcos earnings for 'couple of years': CS

“While M&A newsflow has helped telco stocks, we see no let down in Jio's competitive aggression which is likely to determine earnings for next couple of years,” said Credit Suisse in its note to clients.

Only top 4 telecom cos can survive consolidation: Expert

Sanjay Kapoor, former chairman of Micromax said that for telecom will see major trends like dip in topline and profits, increased mergers & acquisitions and phase out of 3G.

Telcos moving to ARPU model from data realisation: Phillip Cap

The telecom industry is going through a churn and is moving from a data realisation-based model to average revenue per user (ARPU) model, according to Naveen Kulkarni, Co-Head of Research, PhillipCapital.

RCom Q2 net profit plunges 80% to Rs 39 crore

Telecom operator Reliance Communications today posted a dip of 80 per cent in its consolidated net profit at Rs 39 crore in the second quarter ended September 30, 2016 due to pressure on margin and higher finance cost.

Idea to focus more on ARPU, voice & data to be under pressure

Idea Cellular reported weak second quarter numbers with revenue falling 2 percent to Rs 9300.2 crore and profit after tax (PAT) coming at Rs 90 crore, a 59 percent fall quarter-on-quarter.

Jio to touch 100 mn subscribers in next 3 years: Edelweiss

Speaking to CNBC-TV18, Jal Irani of Edelweiss Financial Services said that it has upgraded the company‘s target price by 10 percent to Rs 1,410 per share.

Telcos will watch for Jio launch; won't act in haste: JPMorgan

Speaking to CNBC-TV18, Viju George of JPMorgan said that telecom players will be watching for Reliance Jio's launch, its pricing and implied value in the ARPU (average revenue per user) bundle.

Bharti Q4 net seen up 13%, Africa biz growth likely to be flat

During the period, EBITDA may stand at Rs 8640 crore against Rs 8474.8 crore quarter-on-quarter. In percentage terms, EBITDA may come in at 34.9 percent against 35.2 percent QoQ.

Don't worry about Dish TV subscriber add but ARPUs look weak

Dish TV's net subscription additions of 0.32 million were the lowest in six quarters whereas DTH/cable competitors saw acceleration in subscriber additions in third quarter. However, the management continues to guide 1.5 million net subcription additions for FY16.

Expect to add 5 lakh subscribers in Q4FY16: Dish TV

Dish TV India CEO Arun Kapoor says new subscriber additions at 3.17 lakh in the third quarter forms 22 percent of total industry additions

Dish TV Q3 net profit seen at Rs 77 cr, ARPU at Rs 174

According to CNBC-TV18 poll, average revenue per user (ARPU) is likely to be at Rs 174 compared to Rs 171 on sequential basis. Net subscriber addition may be at 0.45 million against 0.34 million quarter-on-quarter.

Festivities, digitisation will benefit H2FY16: Dish TV

RC Venkatesh, CEO of Dish TV, is confident that Dish TV will meet its six percent Average Revenue Per User (ARPU) target for the year

Bharti Q2 net seen down 24%, ARPU & volume likely to be low

As per CNBC-TV18 poll, average revenue per user (ARPU) may drop 1.5 percent. Volumes may fall 2 percent at 285 billion minutes in Q2 from 290.8 billion minutes. Voice revenue per minute (RPM) may be at 35 paise against 34.93 paise (Y-o-Y)

Idea slumps 9%; analysts cut target post dismal Q2

Shares of Idea Cellular slumped 6 percent after its September quarter results. The telecom service provider's volumes and average revenue per user (ARPU) in Q2 declined on sequential basis while both voice and data realisations were under pressure.

The net mobile data customer base has risen to 41.3

The net mobile data customer base has risen to 41.3 million. The data average revenue per user (ARPU) of 3G customer stood at Rs 202. During the quarter under review, Idea spent Rs 1,726.6 crore on capital expenditure adding 9,947 sites.

Idea Q2 net seen down 12.5%; revenue & volume may decline

Revenue may slip 0.7 percent at Rs 8735 crore in Q2 against Rs 8798.3 crore in quarter-ago period. During the period, EBITDA may come in at Rs 3095 crore compared to Rs 3228.4 crore quarter-on-quarter. Margins may 130 basis points on a quarterly basis.

Is Re 1/call compensation best way to nip call drop menace?

According to the new rules imposed by Trai, telecom operators will have to compensate its users by paying Re 1 for every call dropped from January 1, 2016, and limit it to a maximum of three calls dropped per day

Telcos may challenge 'misplaced' call drops penalty order

In an interview with CNBC-TV18, Rajan Mathews of Cellular Operators Authority of India (COAI) termed the TRAI's decision to ask telcos to compensate for call drops as "misplaced" and said it does not address the issue.