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MOSL: TELECOM-Bharti, Vod-Idea cede subs market share to RJio; Market consolidates to three players

TELECOM: Bharti, Vod-Idea cede subs market share to RJio; Market consolidates to three players

 

The Telecom Regulatory Authority of India (TRAI) has released the subscriber data for the month of July 2018. Key highlights:

• The number of industry net active subscribers increased by 5.3m in July 2018 to reach ~1,006m. RJio increased its active subscriber base by 9.7m, led by the re-launch of Jiophone. On the other hand, Bharti and Vodafone-Idea lost 0.9m and 2.9m subscribers, respectively.
• Notably, Bharti has seen a decline in the number of its active subscribers for the first time since RJio’s launch, partly on account of consolidation of Telenor subscribers. Vodafone-Idea has seen a decline in its subscriber base for the third consecutive month now.
• The number of industry broadband subscribers increased strongly by 13m to 430m, which is 43% of active subscribers.
• RJio gained a huge 75% of incremental broadband market share, while Bharti and Vodafone-Idea accounted for a meagre 14% and 10%, respectively. This could partly be attributed to high offtake of Jiophone, which is largely a voice device but its users are classified as broadband subscribers by RJio.