If more than 50 percent of your customers are data users (daily? weekly? monthly), it would make sense to put weight on data. That is Telenor is going to do. What’s new in the Telegeography report is that data yields 40 percent of revenues.
Until now, Telenor has focused on targeting the mass market, offering low-cost basic services predominantly to users of a lower economic status. Although the cello continues to report strong take-up, adding 927,000 net new subscribers in Q3 2016, competition from rival Ooredoo Myanmar and greater penetration in rural areas saw the cellco’s ARPU in local currency drop by 28% y-o-y. Further elaborating on the shift of focus, Mr Tellman went on to say that the limited footprint of the nation’s fixed line networks and the limited access to PCs has kept broadband penetration low, but created huge demand for data services on smartphones. Illustrating the point, the official added that data services contributed around 40% of the company’s revenue in Q3 2016.