Latest news with #ARPU
Times of Oman
14-05-2025
- Business
- Times of Oman
Telecom ARPU to rise 10-12% this fiscal as rural data usage surges
New Delhi : The average revenue per user (ARPU) for Indian telecom operators is expected to rise 10-12 per cent in the current financial year 2025-26 as rural data consumption surges, according to Crisil Ratings. Increasing internet adoption and data consumption by rural subscribers are emerging as structural drivers of growth in Indian telecom companies' average revenue per user (ARPU). To capitalise on the trend, Crisil noted that telecom operators are strengthening rural connectivity, which should help expand their data subscriber base and returns. Since December 2019, telecom tariffs have reportedly climbed at a 12-15 per cent CAGR through successive raises in 2019, 2021, and 2024. The latest telecom tariff hike was taken in July 2024. Over the four calendar years ended December 31, 2024, internet penetration in rural India surged from 59 per cent to 78 per cent, outpacing urban areas, which grew from 77 per cent to 90 per cent. Internet penetration in rural areas is expected to further increase by 4-5 per cent by the end of 2025-26, supported by continued adoption of online communication, digital payments as well as increasing usage of social media, content streaming services and e-commerce. Despite being more price sensitive, the rural internet user base stayed resilient over the past year, even in the face of tariff hikes introduced in mid-2024, reflecting the high dependence of rural users on mobile internet, Crisil said. This data consumption growth trend will be sustained with the expansion of the 4G networks in the underpenetrated areas. According to the rating agency, it will drive up the ARPU going forward. Anand Kulkarni, Director, Crisil Ratings, said, "The industry ARPU is expected to rise by Rs 20-25 to reach Rs 225-230 by the end of this fiscal, assuming tariffs remain stable." According to the rating agency, around 55-60 per cent of the incremental ARPU is expected to come from rural subscribers. "Relatively lower internet penetration in rural regions will drive migration of subscribers to data plans. Additionally, uptrading of plans due to higher data consumption will also drive ARPU growth. Here as well, rural areas will play a key role as mobile phones serve as the primary gateway vis-a-vis metro users, who have alternatives such as wi-fi," Anand Kulkarni. However, Crisil Ratings argued that the affordability of data plans will remain essential for the growth in rural data subscribers.
Entrepreneur
12-05-2025
- Business
- Entrepreneur
Wix.com (WIX): Top Stock for the Next Bull Run
(WIX) has posted 13th straight earnings beats showing truly impressive growth. Yet it still got caught up in the latest market sell off pushing shares well below fair value.... This story originally appeared on WallStreetZen You probably know the company name. Perhaps because you use it for your own website. Or perhaps from their many commercials. The point is that (WIX) Is a thriving online company whose shares have tremendous upside potential. Especially after the recent correction that was overly cruel to tech stocks. This has shares trading WELL below fair value. Opportunity is knocking! WIX is best known as one of the leading companies that helps you build and host websites. Just like many of their competitors they have learned how to add more services and greatly increase the average revenue per user (ARPU) which is a key metric for subscription businesses like this one. One of its best attributes is how well it scores for the Growth factors that are a part of the Zen Ratings model (in the top 3% for Growth of all stocks analyzed). Their Financial rating is not far behind in the top 4%. Our studies show that stocks that score well for Growth and Financials are much more likely to beat earnings in the future. Few things on this planet are better for share prices then repeating this feat quarter after quarter. This is truly a case where there is really no weakness in our 115 factor Zen Ratings review of the company which puts it in the top 2% of stock overall. This equates to A rating (aka Strong Buy). See full Zen Ratings analysis of WIX here > Indeed Wall Street analysts are taking note of WIX's impressive story as well. This is why there is an average target price of $239 on shares. Yet some top analysts see an even brighter future: $270 Deepak Mathivanan @ Cantor Fitzgerald (top 3% of analysts based on stock picking performance) $300 from Josh Beck @ Raymond James (top 2%) All the above gives ample reason to snag WIX shares as it now trades just under $180 thanks to the recent market correction. This leads me to 'drop and drag' this thriving web builder stock into our portfolio now to enjoy ample upside in the months and years to come. What To Do Next? (WIX) is just one of the stellar 18 stocks found in my Zen Investor portfolio. I pick these stocks based upon their attractiveness in our proven Zen Ratings model. Plus keying in on lessons learned over my 45 year investing career. Over that time I have seen 7 bear markets, 8 bull markets, and just about everything between. Analyzing this current investment landscape led me to add 3 stocks last week that are perfectly suited for this market environment. The only way to see these top picks is to become a Zen Investor member. Gladly that is a very simple process. And right now comes with the ability to save up to 50% on your membership. Discover the Zen Investor & My Top Stocks Now > Wishing you a world of investment success! Steve Reitmeister…but everyone calls me Reity (pronounced 'Righty') Editor of the Zen Investor What to Do Next?
