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Telecom Q3 preview: Data subscriber additions, ARPU spike may dial in cheer

But tariff hikes will not translate instantly into ARPU growth

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For Vodafone Idea, revenue is likely to rise 1.5 per cent QoQ to Rs 110 billion, on better ARPU

Romita Majumdar Mumbai
The October-December quarter is likely to yield healthy operational performance for telecom operators with data adoption, subscriber addition, and average revenue per user (ARPU) showing positive growth. 

Incumbent telcos are expected to report revenue growth, following higher data usage and data subscriber addition, while benefiting from interconnect usage charge (IUC) introduced by Reliance Jio. However, the impact of internet shutdowns across the country and subscriber response to recent tariff hikes will be watched closely.

“Incumbent telecom operators are expected to see sequential improvement in wireless revenue, driven by healthy data subscriber addition, resumption of services in Jammu & Kashmir (J&K),

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