Rate hikes for 5G monetisation to push Jio, Airtel ARPU by 16-17% – Analysts

India’s largest telecom company Reliance Jio has taken the lead in monetising 5G services by driving a 46% increase in prices for 5G users, marking a sharp shift in its strategy towards premiumisation rather than subscriber addition, market experts said.

Morgan Stanley estimates that Jio and Bharti Airtel would record a blended ARPU (average revenue per user) benefit of 16-17%.