Vodafone India has reported data revenues of Rs 2,121.4 crore for half year ended September 30, 2013 (H1-FY14), registering a significant 46.2% growth from Rs 1,451.1 crore data revenues in the same period last year.
The data browsing revenues increased by 76.5% year-on-year (YoY) to Rs 1,541.9 crore for the H1-FY14, from Rs 873.7 crore in H1-FY13 while other data revenues (which we assume is VAS revenues) saw a minor growth to Rs 579.5 crore for H1-FY14, from Rs 577.4 crore in H1-FY13.
On a quarterly basis, the data revenues however declined to £111 million for the quarter, down from £123 million data revenues in the previous quarter but up from £85 million in the same quarter last year.
The company reported 42.5 million mobile Internet connections for the quarter, marginally up 3.15% quarter-on-quarter (QoQ). It added only 1.3 million data connections during the quarter, which is significantly down from 3.9 million additions in the previous quarter.
Interestingly, Vodafone added more 3G connections than 2G connections during the quarter: It added 0.8 million 3G customers while it added only 0.5 million 2G customers for the quarter. In comparison, Vodafone had added 0.4 million 3G customers and 3.5 million 2G customers in the previous quarter. The numbers:
– 1.3 million data connections added during the quarter, as compared to 3.9 million additions in the previous quarter and 4.2 million additions the quarter before.
– 42.5 million total data connections, up from 41.2 million connections last quarter.
– 4.5 million 3G connections, up from 3.7 million 3G connections last quarter.
– 38 million 2G connections, up from 37 million 2G connections last quarter.
– Data ARPU increased to Rs 65 for Q2-FY14, up from Rs 60 in Q1-FY14.
– Data usage per connection increased to 196 MB per connection, up 20.2% from 163 MB in Q1-FY14.
– 3G usage/connection increased to 634 MB per connection, up 51.3% from 419 MB in Q2-FY13
– Data usage: 22,481 million MBs of data transferred, up 26.2% QoQ.
– Data realization per MB was Rs 0.33, down from Rs 0.37 last quarter and Rs 0.40 the quarter before.
– Data now contributes to 9% of the company’s total service revenues in Q2-FY14, down from 11.4% in Q1-FY14.
– Browsing revenues accounts for 8.3% of the company’s total service revenues in H1-FY14, up from 5.4% in H1-FY13.
– Smartphone penetration increased to 10.7% of the total base in H1-FY14, from 5.2% in H1-FY13.