CCD in the MTS: "He said let's go!"

CCD in the MTS: "He said let's go!" Information that the operator intends to introduce a fee for connection to older (including archival) fees lurking in the depths of a fresh press releases. Message titled quite resilient - MTS: mobile communication becomes cheaper fixed-line, but enthusiasm does not cause. Unfortunately. Try to understand whether or not to the operator, these unfortunates 35-50 cents, and to what extent this will feel in your wallet subscribers.

CCD is introduced into MTS on most archival tariffs, including contract. Our assumption is that the CCD will be implemented at all archival fees "Jeans", the company has neither confirmed nor denied, so we'll assume it's working hypothesis. Exact figures are a "tax on connection" and a list of the affected tariff would be different for different regions, on the date notified separately. The most likely time of introduction of the CCD - the beginning of August. In principle, can be considered good news for two reasons: 1) the increase in tariffs is not too large (it could be worse), 2) application of MTS size CCD establishes a "bar" to raise the remaining operators. In any case specify: connection charge is introduced only for outgoing calls and put the law free threshold (3 seconds) will operate as before. Of course, no "fee whistles" will not, CCD will be shot in 3 seconds after the connection is established.

With the world on a string ...

Share skin not killed subscribers ... sorry bear - a thankless task, the exact figures yet. And no statistical data for the second quarter. Have to use the latest available figures (first quarter). Currency quarterly reports - the U.S. dollar, and therefore declared the size of the CCD (35-50 cents including VAT) we average to 42.5 kopeks. and translate into USD at the current rate. Total: price increase will average call 1.6 cents, the likely figure for the Moscow license area - 1,86 cents. That's a lot or a little? Compared with 13 cents (CCD in the "First") - very little, and many users will not notice the increase. Innovation will feel especially those who use the old rates for short calls within the network. Examples of increasing the cost of the first minute for some popular Tariff: Super Jeans - 9%, "Jeans 007 (vnutriset) - 19%," Jeans HOT (vnutriset on weekends) - 45%. In some cases, price increases in percentage can and does "any high" - for example, for users of older TA-second payment from the beginning of the conversation. The overall result can be formulated as follows: more than anyone else (in percent) would pay the most fuel-efficient, which should positively affect the operator's ARPU.

... Operator Shirt

To what extent does the introduction of the CCD will affect the overall financial performance of MTS? Hard to say exactly, but you can try to estimate the order numbers for at least prepaid-subscriber, which in the first quarter was 89% of the total number of MTS (data for Russia). Mean Jeans-caller uttered a month 92 minutes and pay for this pleasure of $ 4. The proportion of incoming / outgoing conditionally accept a 40/60%, the average length of conversation - one minute. It is clear that the average user profile with the first of July has changed, but hardly radical: a complete free incoming calls to a certain extent offset by the introduction of fees for outgoing subscribers phone numbers.After the introduction of CPP such "average" Russian subscribers Jeans would have paid for their 37 minutes of outgoing calls extra $ 0.59 a month that the operator would amount to approximately 15% increase in ARPU prepaid-subscriber. The real figure is increasing the income will be significantly less (not considered in the share of VAS ARPU, a considerable number switched to the "first" with the other rates, changes in the profile to use, etc.), but still not bad.

On the many "little tricks" used by operators to compensate for the loss of free incoming calls we have previously mentioned. The introduction fee for archival fees - the next step in this direction. Hopefully, that last step and more surprises will not, but there is still a looming introduction of fees for entering into direct mobile numbers. Not very hard to believe that the fee for calls to direct mobile users to try to take Urban fixed-line networks. On the first results of the uncompromising struggle against the operators with the effects of CPP you and learn from the quarterly report in five months, but begins to give the impression that the cellular companies to fully manage at least compensate for the most 10% of lost revenue.

And like the others?

The outlook for a fee in archival rates of other operators is clear: the CCD will introduce the other participants of GSM-market. VimpelCom have already said, though exact dates and figures have not yet named. Into a megaphone while to assess the situation and analyze the changes in traffic, but the probability of a CCD is very high, since the other available methods of correction (increase in price per minute in Olayte and the introduction of license fee for FIX / UL) is used. As for specific prices, there were the MTS as a "trendsetter" and other market participants are unlikely to venture to take on more. And take a smaller and far - we learn in the very near future.