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Idea Cellular ARPU At Rs 159; M-VAS Revenue Contribution Up At 13.7%

The contribution of Mobile Value Added Services (including P2P SMS and mobile data) to Idea Cellular‘s service revenues has increased quarter-on-quarter to 13.7% of total, for the three month period ending 31st December 2011 (Q3-FY12). This is higher than the 13.2% of service revenue reported last quarter, and particularly impressive, given that the company's gross revenue increased to Rs 5030.8 crore, from Rs 4619.9 crore last quarter. However, there is no indication from the company, of how much of this growth has been driven by mobile data services. Interestingly, mobile ARPU for the company also increased to Rs 159, from Rs 155 at the end of the last quarter. Idea claims to have 14% revenue market share in India. Some operational updates: - Average minutes of use: 369, up fro 364 last quarter, and 391 the the quarter before. - Average Realization per minute (ARPM): increased to Rs 0.0433 from Rs 0.427 the last quarter, and Rs 0.410 the quarter before. - MNP: claims a net gain of 2.2 million customers (as on 14th January, 2012) from other existing operators. - Minutes of Use: the total number of minutes on network increased 7.3% to 113.96 billion from 106.2 billion. This is the highest minutes of use for Idea Cellular in the last five quarters. - Connection base: grew to 106.4 million. As of 31st December 2011, Idea claims to have over 92.3% of reported subscribers as VLR subscribers (active), which is highest in the industry. In addition, it says that it added 7.5 million net VLR…

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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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