MTS delivered a record-breaking performance in Q3 2025, strengthening its leadership in Russia’s telecom market across B2C, B2B, and digital innovation segments. The company’s growth was powered by strategic investments in technology, retail expansion, and next-generation services, creating value for both individual subscribers and corporate clients. Here’s a detailed overview of the key performance metrics and strategies driving MTS’s momentum.
1. Revenue Growth
MTS achieved an 18.5 percent year-over-year increase in total revenue, marking its highest quarterly performance to date. This growth was fueled by:
B2C connectivity and convergent services, with consumer revenue up 9.3 percent, reflecting strong adoption of youth, family, and premium plans.
B2B digital solutions, particularly in cybersecurity and IoT verticals, which drove 19 percent growth in connectivity revenue. Cybersecurity revenue alone surged 187 percent, highlighting MTS’s dominance in secure digital services.
The expansion of convergent offerings and advanced platforms further solidified recurring revenue streams, enhancing profitability across multiple segments.
2. Average Revenue Per User (ARPU)
While detailed ARPU figures were not disclosed, indicators suggest strong per-subscriber monetization:
Growing adoption of premium and convergent services in B2C segments.
Increased utilization of AI-powered platforms and digital security services in B2B accounts.
Expansion of IoT and private network solutions, creating high-value recurring revenue for corporate clients.
3. Subscriber Growth
MTS posted robust subscriber expansion across all key segments:
B2C connectivity subscribers rose at a 9.3 percent annual pace.
My MTS app monthly active users reached 29.7 million, growing by 786,000 in the quarter.
VoLTE adoption climbed 8.2 percentage points, signaling migration to advanced voice networks.
Youth and family plans performed exceptionally, with youth plan sales up 40 percent year-over-year and MTS Junior growing 5.5x.
These metrics demonstrate MTS’s success in engaging new users while increasing digital adoption among existing subscribers.
4. Capital Expenditure (Capex)
MTS continued to invest heavily in infrastructure and innovation, targeting:
Retail network upgrades to enhance accessibility and customer experience.
Platform development and R&D for both B2C and B2B solutions, including AI, IoT analytics, and cybersecurity.
Expansion of next-generation digital services, enabling seamless adoption of convergent offerings and advanced telecom experiences.
These investments strengthen MTS’s ability to maintain market leadership and accelerate digital transformation.
5. Strategic Initiatives and Innovation
MTS’s strategy for Q3 2025 focused on scaling connectivity, digital security, and convergent service adoption:
AI and digital platforms: AI Secretary, Defender, Membrana, and SKAI drove efficiency and enhanced security for individual and corporate users.
B2B innovation: MTS Link and Exolve boosted business productivity and communication with advanced AI tools.
Retail network expansion: New store formats and optimized touchpoints improved service accessibility and customer satisfaction.
Convergent services: Packages integrating mobile, broadband, and digital solutions strengthened loyalty and ARPU.
Conclusion
MTS’s Q3 2025 results highlight an exceptional period of revenue and subscriber growth, powered by strategic innovation, retail expansion, and advanced digital offerings. Record revenue performance, robust B2C and B2B subscriber growth, and sustained investments in R&D and Capex confirm the company’s ability to thrive in a competitive market.
With a clear focus on premium services, convergent offerings, and AI-driven platforms, MTS is well-positioned to accelerate its digital ecosystem, enhance customer engagement, and sustain long-term growth in Russia’s telecom sector.
Fasna Shabeer
