Mobile data traffic growth reached a six-year high in Q3 2017, increasing 115% globally year on year, according to Strategy Analytics’ latest Wireless Operator Performance Benchmarking report.
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.
Other key findings of the report include:
· Reliance Jio was carrying more data traffic than any mobile operator globally within six months of launch, but its disruptive impact on the market has meant profitable traffic growth has been hard to find;
· Unlimited plans have driven accelerated traffic growth in China, up 166% year-on-year in Q3 2017, and have generated a healthy recovery in both service revenue and EBITDA;
· Vodafone had 8 million customers using Passes by the end of September, with a positive impact on ARPU and usage. It has delivered 2.6x growth in traffic in Europe over the last two years with near-flat OPEX.