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MTS India Data Card Base At 1.07M; Non-Voice Revenues Up 32% QoQ In Q3-2011

  Sistema Shyam Teleservices (MTS India) has reported a data card subscriber base of 1.07 million for the quarter ended 30th June 2011 (Q2-11), up 30% (around 250,000; the highest in a quarter so far) from the 0.82 million it reported at the end of September 2011. Non-voice revenues, which include both data and mobile VAS revenues, were up 32% quarter on quarter to Rs 105.2 crore, now contributing 32% of total revenue, probably the highest among telecom operators. The contribution of these segments has increased by 3.4 percentage points for the quarter, according to the company: Need To Know - Blended ARPU: After three quarters around the Rs 82 mark, blended mobile ARPU for the quarter increased to Rs 85. This is a reversal as well, because prior to this, there was a declining trend in ARPU. Note that MTS hasn’t reported data card ARPU separately. For December 2010, it had reported a Data Card ARPU of Rs. 274. - Mobile Subscriber base: SSTL’s mobile connection base increased by 13% quarter-on-quarter and reached 13.27 million connections as of 30th September, 2011. The company says that its growth in connection base was largely driven by further strengthening of the distribution network, an increase in its retail universe across India and increased contribution from newly launched circles. - Minutes of Use: Mobile subscribers’ minutes of use for Q3-2011 declined to 291 minutes, from 294 minutes in Q2-2011. This needs to be seen in the context of an increase in ARPU as well, which…

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Founder @ MediaNama. TED Fellow. Asia21 Fellow @ Asia Society. Co-founder SaveTheInternet.in and Internet Freedom Foundation. Advisory board @ CyberBRICS

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