“Beeline” can refuse introduced in the spring of 2016 tariff with unlimited mobile Internet packages. About this “Vedomosti” reports with reference to the analyst “VTB the capital” Ivan Kim.
Unlimited Internet “Beeline” offers for 4G/LTE and on night-time rates. After meeting with the financial Director and co-founder of Vimpelcom Ltd. Kim came to the conclusion that unlimited packages are temporary.
Unlimited demand, however, the actual data bandwidth consumption is slightly higher than the packet rates, said the representative of the operator. In the future, the same unlimited calling to all subscribers will constrain further development of the market.
A source in one of the cellular providers said that because of the unlimited tariffs operators can receive money, load on the network will grow.
The head of the research company “TMT consulting” Konstantin Ankilov believes that until the end of 2016, “Beeline” definitely not refuse from unlimited tariffs. Their presence is justified because they make a significant contribution to ARPU (average revenue per user), and also teaches subscribers to high speed Internet.
According to estimates Ankilova, LTE Internet is now used by about 7 million subscribers of “Beeline”. Their number should increase, as revenues from cellular not to grow or growth of the company remains the mobile Internet, the expert believes.
Agrees with him, Raiffeisenbank analyst Sergei Libin, according to which operators now have placed themselves in a difficult position. ARPU growth is possible only when subscribers pay for additional traffic, but a flat rate sets the upper limit prices for the Internet.
In addition, the operator can not cancel unlimited calling alone, otherwise you will face with the outflow of subscribers to competitors, said Libin. In his opinion, to take the first step in this direction none is ready.
“Beeline” has introduced tariffs with unlimited Internet in March 2016. In may, he was joined MTS in June unlimited Internet appeared in the tariffs of “MegaFon”. Tele2 launched a new tariff with unlimited Internet in August. Prior to that unlimited Internet was only at the operator Yota.
