Although user growth grew considerably in this quarter, the company faced challenges due to the pandemic and subsequent economic disruptions to the supply chain. Key Takeaways Jio customers consumed over 2 exabytes of data during Q1FY22, a significant quarter-on-quarter (QoQ) boost from 1.6EB, attributable at least partly to the second wave of the COVID-19 pandemic; the year-on-year (YoY) increase in data consumption was around 38%. This translates to over 2 million terabytes consumed by Jio users over the last three months. Per-user data consumption stood at 15.6GB a month, compared to 13.3GB a month in the previous quarter. Average Revenue Per User stood at Rs 138.4, barely moving from the previous quarter when it stood at Rs 138. [caption id="attachment_140608" align="aligncenter" width="1008"] Source: Reliance Industries Limited[/caption] Revenue flat, but healthy user adds Operating revenue has barely picked up over the last year, even getting a bit depressed in the quarter ended March, before the second wave. Reliance blamed the lackluster QoQ pick-up in growth on the abolition of the Interconnect Usage Charge, a system where telcos used to pay each other a metered fee for calls placed on each other's network. The "like-for-like growth" ignoring this impact, Jio said, was 19.3%. [caption id="attachment_140601" align="aligncenter" width="1562"] Source: Reliance Industries Limited[/caption] User growth, on the other hand, grew considerably, likely outpacing rivals Vi and Airtel: [caption id="attachment_140604" align="aligncenter" width="1583"] Source: Reliance Industries Limited[/caption] COVID-19 challenges The company said that it had trouble scaling fixed broadband and TV subscriptions during the second wave, in…
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