“While Airtel’s 4G subscriber base and ARPU continued to grow, the overall subscriber base of the telco hasn’t seen any significant growth”
Bharti Airtel has announced quarterly results that ended on June 30, 2019, and mentioned that its ARPU (average revenue per user) has increased to Rs 129, up from Rs 123 a quarter ago. In comparison, Jio reported an ARPU of Rs 121. This means Airtel is now ahead of Jio in this aspect at least. Similarly, Airtel also said that its 4G subscriber base now stands at 95.2 million, which is an increase of 63.3 percent YoY. While the 4G subscriber base and ARPU continued to grow, the overall subscriber base of the telco hasn’t seen any significant growth. It is down by 0.5 percent to 281.1 million from 282.6 million. Airtel’s prepaid customers base stands at 94.9 percent of its overall 281.1 million user base.
Back in October 2018, Bharti Airtel said that its focus is on ARPU and not after the customer base or tariff plans. The telecom network introduced a ‘Minimum Recharges’ which helped it regain the lost ARPU. The average revenue per user of Bharti Airtel at the end of June 2018 was Rs 105, and it managed to increase to Rs 129 in a year, surpassing Jio. On the other hand, Jio focused on adding subscribers. Out of the 280 million subscriber base, Airtel’s 4G subscribers stand at just 43.4 percent. By the end of June 2019, Airtel’s 4G subscriber base stood at 95.2 million, which is around 10 million increase compared to the March 2019 quarter.
By the end of Q2 2019, Airtel users consumed a total of 737.1 million minutes on their smartphones, and each Airtel customer consumed 888 minutes of voice calling every month. The data usage stood at 3,904 PBs — a two-fold increase from 2,003 PBs data consumed a year ago. Airtel also mentioned that its data customer base now stands at 120 million, of which 95 million are 4G customers, and the rest are 3G, 2G customers. During the earnings call, Bharti Airtel reported a Rs 2,866 crore loss for the first quarter of FY 2020. Airtel’s revenue increased 4.7 percent to Rs 20,738 crore during the first quarter ended in June 2019.