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Author: Phil Kendall
Publication Date: 12月 22 2017
Pages: 5
Report Type: Insight, Word



Reliance Jio, China Unicom, Vodafone Driving Accelerated Mobile Data Traffic Growth in Q3 2017

Report Summary:

Mobile data traffic growth reached a six-year high in Q3 2017, increasing 115% globally. India and China accounted for half of all traffic growth globally, with Jio’s continued disruption in India, and strong growth in unlimited data plans in China driving both of those markets. In Europe, Vodafone has enjoyed healthy early traction for its zero-rated Passes, offering a more segmented and targeted approach to traffic and revenue stimulation. India has shown that profitable traffic growth can be harder to find, but EBITDA margins are increasing in China and Vodafone has delivered 2.6x growth in traffic in Europe with near-flat OPEX, highlighting the upside to more targeted traffic-stimulation strategies.

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