"I think in the next 12 to 15 months, it is very important that at a time when the industry is consolidating, at a time when the industry is in churn and there is a lot of uncertainty, this we believe is once in a life-time opportunity for us to accelerate our market share. I think we want to grab it, we want to make sure that we get that right." - Gopal Vittal, MD & CEO (India), Bharti Airtel Ltd Airtel feels it's one of two (or two-and-half) choices for customers who want 4G services in India. In its earnings conference call for the quarter ended 31st March 2017 (Q4-FY17), Vittal reasoned that around a quarter of the market has customers on operators who do not have 4G spectrum, and of the rest, the other two operators (Vodafone and Idea?)" do not have as wide a reach on 4G. "I think the choice really for customer becomes one of two brands", so "the market share of the new entrant is likely to be higher than expected on 4G but the measure that we monitor is what is our market share and there we are okay and I think that is the most important metric to measure." Data will deliver revenue in the future The idea for the company is to use data growth to deliver revenue in the future. "In the short term you are seeing ARPU (Average Revenue Per User) compression", but at the same time, there is growth in data consumption (around…
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Industry churn is a once-in-a-lifetime opportunity to accelerate marketshare, says Gopal Vittal, MD & CEO (India), Airtel
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