“We have seen a decrease in spending during the first quarter of 2022 and we also saw it in the fourth quarter of 2021, the result of very high inflation,” says Alamilla. “With the downward forecasts for GDP, we are not going to see inflation decrease this year, perhaps it will until 2024 and it is in these circumstances that users reconfigure their spending,” she adds.
Jesús Romo, director of the Telconomia consultancy, says that, given the economic caution that Mexicans are going through, the business models of the Virtual Mobile Operators (MVNO) will be relevant so that the segment of prepaid grow and retain users.
Today consumers prioritize megabytes over calling minutes, because they need them to download data and surf the internet. This has made them begin to ponder the added values that a purchase of airtime can bring them, such as increasing megabytes in the purchase of groceries, which is the strategy of Walmart Bait.
Another example cited by Romo it’s Dish, via Freddoom Pop rewarded its subscribers with a cell line with airtime per month.
“We have seen that the issue of additional service has nominally maintained the income of mobile operators, and now that users have the idea of modulating their consumption, they are going to look for models that give them a profit,” he adds.
The contracting of new prepaid lines loses dynamism
During the first three months of 2022, the number of prepaid lines rose 5.6% compared to the same period in 2021. But compared to the fourth quarter of last year, it only increased 1%.
For the experts, the slowdown in the contracting of prepaid lines is due to factors such as seasonal disconnection that occurs during the so-called ‘January slope’, as well as the fact that operators cancel lines that consumers no longer use since The return to the offices has prompted some users to return to the postpaid model, or rental plan.
The specialists consulted consider that by the second quarter of 2022 the recharge segment will grow, but no longer at the accelerated levels registered during the health crisis.
“We have seen that after the recovery of mobility, many users have rehired postpaid lines (rental plan), in fact, 100,000 were created in the first quarter. But this does not mean that the prepaid (top-up scheme) did not grow, we are only seeing that we are beginning to resume a dynamic more similar to what we saw before the pandemic, ”explains Alamilla.