BAITHE virtual mobile OPERATOR (OMV) of Wal-Martthis moving to Telcelthe giant of the telecommunications of Carlos Slimin portability balance of moving lines in the first quarter of the year.
This situation is historic, since it is the first time since the portability process has existed in our country, that Telceldirected by Daniel Hajj, does not take first place.
The number portabilitydesigned to promote competition, allows customers change of operator preserving your same phone number.
According to The Competitive Intelligence Unit, Ernesto Piedras’ consulting firm, Baitwith 240,689 net covered lines, has shown that its model is working.
Telcel, in second place, with 237,430 lines ported, faces a new competitorthe subsidiary of the powerful self-service store chain, which could alter the panorama.
Bait, in just three years, has reached 13 million subscribers, mainly in the prepaid segment; Its aggressive strategy and promotions have attracted attention, even from America Movil.
However, the durability of customers once the offers have passed remains an unknown.
He virtual operator of Mom Fight It uses the platform of Altán Redes, the state company run by Carlos Lerma, which puts it in an advantageous position.
While the Q4 government tries to extend internet coverage to be able to boast that the Internet for All program worked, Wal-Mart seeks to consolidate its commercial ecosystem.
That is why this alliance worries Slim’s forces, since they face a Wal-Mart with commercial and financial muscle backed by the government of Andrés Manuel López Obrador.
For now, Wal-Mart has strengthened its retail structure with Bait, but it could turn it into a major revenue center.
And if half of Bait’s subscribers paid a monthly fee of 65 pesos, this would represent additional income of up to $550 million annually for the firm founded by Sam Walton.
Telcel, for its part, faces difficult decisions: lower prices to compete with Altán? Deploy its 5G network more? Support its own and Wal-Mart competitors?
The telecommunications chess is in motion and Bait has made its first disruptive move.
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