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Mixed verdict for incumbents in Q1 results: Airtel appears stable. Vodafone Idea on shaky ground.

The quarterly results indicate that incumbents are witnessing some recovery in key metrics, but sustaining it will be key. Industry-wide focus on tariff correction will drive growth.
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rishitejpal
2 Aug 2019 4 Mins Read 0 comment
Vodafone Idea CEO Balesh Sharma (left) and Bharti Airtel CEO Gopal Vittal BCCL
Vodafone Idea CEO Balesh Sharma (left) and Bharti Airtel CEO Gopal Vittal
Telecom incumbents showed green shoots in Q4FY19, ET Prime had reported earlier. This trend is visible in the first quarter earnings of FY20 as well – only Airtel appears to be on a stronger footing than Vodafone Idea. Airtel showed an uptick in revenues and ARPUs even as subscriber base slipped, suggesting increased focus on high-value customers. Vodafone
results indicate that the incumbents are witnessing some recovery in key metrics. Sustaining this will be key. As we said earlier, an industry-wide drive towards tariff correction will decide the growth trajectory of the industry. Telcos need to revisit their content-bundling and -monetisation strategies and focus on segmentation to implement smart pricing strategies. ( Graphics by Sadhana Saxena)
Telecom incumbents showed green shoots in Q4FY19, ET Prime had reported earlier. This trend is visible in the first quarter earnings of FY20 as well – only Airtel appears to be on a stronger footing than Vodafone Idea. Airtel showed an uptick in revenues and ARPUs even as subscriber base slipped, suggesting increased focus on high-value customers. Vodafone results indicate that the incumbents are witnessing some recovery in key metrics. Sustaining this will be key. As we said earlier, an industry-wide drive towards tariff correction will decide the growth trajectory of the industry. Telcos need to revisit their content-bundling and -monetisation strategies and focus on segmentation to implement smart pricing strategies. ( Graphics by Sadhana Saxena)

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