A survey was conducted by Telecom Research wing of Merrill Lynch after Jio launched its free voice / data offering on Sept 5. In the sample, 75% of these consumers who participated in the survey have monthly bills of Rs 250 or more. The main results of the survey are as follows,
Majority of the consumers of Airtel, Vodafone and Idea cellular are happy with their operators. Incumbent Telcos will leave no stone unturned from shifting their consumer’s primary SIM to Jio by offering freebies / matching tariffs which will lead to pricing pressure. Mobile Data will likely witness growth as more consumers are willing to use more data if tariffs are cheaper. This means data revenues may materially increase if users upgrade their phones to 3G / 4G smartphones. Jio has high potential to become a 4G High Speed Data SIM on Consumers’ mobile.
The unlimited voice disruption threat remains, with 89% of users keen to upgrade to VoLTE-enabled phones and Jio’s network quality and robustness are key to this.
NOTE:The sample size was 1000 without any mention of demographic spread. However, the results can be used to best interpret the underlying pulse of the telecom consumer in India.