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RCOM lost 3.8M mobile Internet subscribers during the quarter that Jio launched

Anil Ambani's Reliance Communications (RCOM) lost 3.8 million mobile Internet subscribers during the quarter when Reliance Jio made its entry: the company reported 35.1 million mobile Internet connections for the quarter ended September 2016 (Q2 FY17). Year on year, the mobile Internet connections were down 5.6% from 37.1 million connections. This shift is attributed to the company's migration from CDMA to 4G, which it carried out in early April, and the launch of Reliance Jio (with offers of free data and calls). RCOM says it has now switched off its CDMA network, which has resulted in some subscribers moving out: it lost 3.7 million customers in the last quarter, when it started the 4G switch, and in this quarter, it lost as many as 11.6 million customers. Currently RCOM has a total subscriber base of 88.3 million, down from from 111.5 million in the same quarter last year. Note that RCOM does not consider users who have consumed less than 1 MB/month as data subscribers since Q4 FY15. 3G+4G connections vs 2G connections The companys mobile broadband (3G + 4G) connections accounted for 69.8% of all data connections, with 24.5 million connections in this quarter. The segment was down 3.5% quarter-on-quarter from 25.4 million mobile broadband connections. RCOM had a 2G connections of 10.6 million in this quarter, down from 13.5 million in the previous quarter. Its 3G mobile Internet base had surpassed 2G in Q1FY16. Marginal growth in mobile Internet usage and ARPU - Total mobile data traffic was 104,802 million MB in Q2FY17, up from 102,436 million MB…

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