Idea Cellular reported that over 680,000 Idea customers are actively using their 4G services, during the quarter ended March 31, 2016 (Q4Fy16). Like Airtel, Idea now reports its both its 4G and 3G services under Mobile Broadband.
The total 4G data volume usage this quarter stood at 1.438 billion MB and that 11.1 million Idea subscribers have 4G devices. The number of 4G cell towers increased to 14,643 from 1,813 from the preceding quarter.
Mobile Broadband’s average revenue per user (ARPU) stood at Rs 191 compared to Rs 196 in the preceding quarter.
Reliance Jio reported that it has 500,000 4G subscribers from its soft launch and that they consume an average of 18 GB a month. We estimated that Airtel has over 2.79 million 4G users in the preceding quarter. In January 2014, Airtel had claimed that its 4G connection base had crossed the 100,000 mark in the country.
Of a total 23.59 million mobile broadband (3G+4G) subscribers, Idea reported 22.9 million 3G subscribers, up 8.6% from 21.2 million in the preceding quarter.
– 3G data volume increased 4.79% to 56.17 billion MB from 53.6 billion MB in the preceding quarter.
– The number of 3G sites increased to 50,060 from 45,732 in the previous quarter.
– 3G phone penetration: Over 34.5% of Idea users own 3G devices. Note this also includes customers who own 4G phones.
Mobile Internet (2G+ 3G +4G)
Idea’s total data subscriber base stood at 44.02 million subscribers increasing 6.45% from 41.35 million in the preceding quarter.
– Mobile Internet volume grew marginally to 82.24 billion MB, from 80.99 billion MB in the previous quarter.
– Blended Internet ARPU (2G + 3G+4G) increased to Rs 147, from Rs 145 in the previous quarter.
– Blended usage per Internet subscription dropped to 641 MB for the quarter, from 653 MB in the previous quarter.
– Net profit fell significantly by 34.88% to Rs 575.6 crore compared to Rs 941.8 crore in the same quarter last year. Idea attributed the fall in net profit to the TRAI’s interconnect charges reduction and lower the upper cap for national roaming, slower uptake of wireless broadband against increase in supply.
– Gross revenue stood at Rs 9,483.9 crore, an increase of 12.6% from Rs 8,422 crore in the same quarter last year.
– EBITDA stood at Rs 3610 crore, an increase of 17.8% from Rs 3064.5 crore.
– Data as a percentage revenue stood at 20.1% at the end of Q4, down marginally from 20.2% from the preceding quarter. Data as a percentage revenue stood at 16.9% in the same quarter last year.