Tag Archives: Bharti-Airtel-Results

Airtel Voice RPM Down + 900Mhz for LTE in Future

Airtel 900Mhz Spectrum for LTEAirtel Voice RPM declined due to higher competitive intensity in a few circles. Recently, competition increased from leading players as opposed to smaller players in the past. In the medium-to-long term, voice RPM needs to rise though there may be quarterly fluctuations. The management was very clear in stating that their goal is to increase both revenue growth as well as market share and to this end current voice prices are unsustainably low. They also said that they were disappointed that voice prices have eroded substantially Continue reading Airtel Voice RPM Down + 900Mhz for LTE in Future

Airtel 3G Data Usage Picking up, Upbeat on 3G Data / Apps Prospects – Export Spectrum From Africa to India

Airtel today announced the results for quarter ending Sept-2012 and also disclosed lot of details on the company’s strategy and 3G / 2G Data and other metrics. Without getting into the financials lets straight away get into Data / Broadband, which is of prime importance to us.

Airtel DSL Broadband division has 1.38 Mn Subscribers / Customers with ARPU of Rs 971.

Airtel 3G / Data

  • Airtel has overall 40.6 Mn Data Subscribers
  • Airtel 3G Network has 4.01 Mn Data Subscribers
  • 2G and 3G together subscribers consume 15,879 Mn MBs in the last quarter bringing the Average Data Usage Per Customer to 133 MB
  • Data ARPU at Rs 43 and Realization Per MB is 32.4 Paise [This is far better than Rs 250 / GB of 3G data which yields only 24.45 Paise ]
  • Data as a percentage of Wireless Revenues is 5.2%. Total Non-Voice [Data + VAS + SMS] as a percentage of Wireless is 16.8%

Airtel Management on 3G Data and related matters Continue reading Airtel 3G Data Usage Picking up, Upbeat on 3G Data / Apps Prospects – Export Spectrum From Africa to India

Bharti Airtel’s QoQ Growth Streak Ends + ARPU dips 10% + Prepaid Churn Rises

India’s leading integrated telco, Bharti Airtel’s winning streak of QoQ growth in Revenue / Net profit, Market share etc  has come to an end – Courtesy: Disruptive Telecom Tariffs by New GSM Operators 🙂 Quarterly Net profit is down 7.5% on a QoQ basis from Rs25,646 mn to Rs 23,716mn. Wireless ARPU is on a vertical fall as it dipped 10% QoQ from Rs 278 to Rs 252. Recall, Bharti Airtel management had downplayed the tariff war by new operators and we are seeing the results now 🙂 Here is a quick peek into the results.