by the end of 2025. the operator plans to increase this number to 80%.
Alexey Chernetsov also shared the ARPU
(average revenue per subscriber) indicator: for 2024. it amounted to 394 rubles. showing a 2% increase compared to the previous year.
“The slight growth is explained by the strategic focus on expanding the share of joint offers with the bank in the subscriber base. Despite whatsapp number database the fact that customers continue to pay approximately the same amounts as before. the content of tariff plans has significantly improved. and the size of the discount on communications reaches 50%.” the CEO said.
If we single out the four banking MVNOs into a separate segment. then the market shares by revenue in 2024 among its participants are distributed approximately as follows: T-Mobile – 75.33% of the market. SberMobile – 19.33%. Gazprombank Mobile – 3.67% and VTB Mobile – 1.68%.
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Bank MVNO revenue nearly doubles in 2023
The combined revenue of four Russian bank virtual mobile operators (MVNOs) in 2023 exceeded RUB 15.3 billion (versus RUB 8.7 billion in 2022). Tinkoff Mobile made the main contribution. But the non-bank virtual mobile operator remains the largest player in this market.
Three out of four banking virtual operators have recorded net losses in 2024. although only two had them in 2023. “Banking MVNOs are just mastering the market. At this stage. we expect to work in the minus in order to receive a stable profit in the future. For now. the task is to attract subscribers.” explained fans data Konstantin Ankilov. CEO of TMT Consulting.
He believes that 2025 promises to be interesting: Alfa-Bank’s NVNO will enter the market. T-Mobile will develop. and SberMobile has great potential with its active position in the market and Sberbank’s large client base.
In 2025. the launch additionally businesses can increase customer satisfactionof at least two banking MVNOs is expected: Alfa-Mobile LLC from Alfa-Bank and My Operator LLC from Promsvyazbank (PSB).
This week it became known that Alfa-Mobile has started working for the company’s employees. Previously. the bank planned a full-scale launch of the operator in the first quarter of 2025. However. according to Forbes. the large-scale launch will only happen this month. in April.