Recently Jio became the largest operator in India, by subscriber base. I had shared this article a few days ago. It provides interesting metrics on Telcos. While it is interesting to note that Jio in increasing in most metrics (revenue, profit, subscriber base), the place where it is lagging is ARPU!
Jio, on the other hand, has shown the opposite trend for the last 6 quarters. Jio’s ARPU for the June 2019 quarter was at₹122, down from ₹126.2 in the March 2019 quarter and ₹130 in the December 2018 quarter. It was at its peak of Rs154 in the December 2017 quarter.
A declining ARPU means subscriber additions on the network outpace its growth in revenue. In other words, every incremental Jio user contributes less to the total revenue and for Vodafone Idea the quality of the user base is improving.
Vodafone Idea vs Reliance Jio — the great Indian telecom battle