Germany Telecommunications Report Q1 2016

Date: December 2, 2015
Pages: 66
US$ 1,295.00
Report type: Strategic Report
Delivery: Download

Download PDF Leaflet

Includes 3 FREE quarterly updates

BMI View: We have positively revised our outlook for the German mobile market in Q1 2016. The German mobile market remained positive in the first three quarters of 2015 without posting negative subscriber losses. We believe that the market will be split into three main operators after O2 purchased E-Plus to become the dominant provider. Following consolidation, we believe the market will further split between the main three operators. These will look at convergence and advanced services (LTE, fibre, etc) and the remaining no-frills segment, led by MVNOs and resellers, to drive revenue growth. The strength of the latter will continue to have a negative impact on ARPU, with one of the lowest figures in Western Europe.

The saturated market makes convergence and bundling core strategies to survive, and to invest into advanced services, and we would expect consolidation to occur in the fixed broadband market, as a better to compete with stronger fully convergent fixed-mobile players. This will further increase the tension between the two trends of the market, as consolidation will lead operators to focus on premium services to recover their investments.

Latest Updates & Industry Developments
  • Mobile subscriptions jumped by a total of 769,000 in the first three quarters of 2015 after witnessing a significant decline in the aftermath of the O2 purchase of E-Plus due to inactive sim deactivation.
  • ARPU remains very low in Germany despite the premium strategy, with figures between EUR10 and EUR15 for the three main operators.
  • The fixed market will develop though convergence, led by Deutsche Telekom's move to IP services, VDSL and fibre, IPTV and quad-play bundles.
  • Data ARPUs are rising and we believe this segment will be crucial to market growth opportunity.
BMI Industry View
Telecoms SWOT
Industry Forecast
  Table: Telecoms Sector - Historical Data & Forecasts (Germany 2012-2019)
Industry Risk/Reward Index
Western Europe- Western Europe Telecoms Risk/Reward Index
  Table: Western Europe Risk/Reward Index
Market Overview
Mobile Market
  Table: German Spectrum Auction, June 2015
Regulatory Development
Regulatory Overview
  Table: Germany Regulatory Bodies And Their Responsibilities
Regulatory Developments
  Table: June 2015 Spectrum Auction
Competitive Landscape
  Table: Key Players
Mobile Market Data
  Table: Mobile Market Overview 2013-2015
  Table: T-Mobile
  Table: Vodafone
  Table: O2
Wireline Operator Data
Company Profile
Deutsche Telekom
Vodafone Germany
Telefonica Deutschland
Demographic Forecast
Demographic Outlook
  Table: Population Headline Indicators (Germany 1990-2025)
  Table: Key Population Ratios (Germany 1990-2025)
  Table: Urban/Rural Population & Life Expectancy (Germany 1990-2025)
  Table: Population By Age Group (Germany 1990-2025)
  Table: Population By Age Group % (Germany 1990-2025)
  Table: Glossary Of Terms
Industry Forecast Methodology
Risk/Reward Index Methodology
  Table: Risk/Reward Index Indicators
  Table: Weighting Of Indicators
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