Reliance Jio has surpassed China Mobile in data traffic consumption, with 40.9 exabytes in Q1 2024. With 108 million 5G subscribers, Jio attributes its success to JioBharat phone users and unlimited 5G plans, impacting ARPU. Despite record home broadband demand, Jio’s ARPU remains stagnant at Rs 182 due to unmetered 5G plans. Analysts note Jio’s need for tariff hikes post-elections to boost revenue conversion. While Jio’s user base grows, Bharti Airtel sees lower data usage but an upward ARPU trend, emphasizing the importance of increasing tariffs for meaningful 5G monetization.
Jio Leads Global Data Traffic, Yet Faces ARPU Challenge
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