Mobile Network Operator's Trends in Europe
About this report
The Mobile Network Operator Trends report (78 pages in total) is published every six months and the latest edition covers the period June 2011 to December 2011.
The report also provides a year-on-year comparison of:
The report covers the main MNOs in eight key European countries namely France, Germany, Italy, Netherlands, Spain, Sweden, Switzerland and the UK.
Figure 1: Table of the 29 MNOs that are included in this survey
France Germany Italy Netherlands Spain Sweden Switzerland UK Orange Telekom TIM KPN Movistar Telia
Sonera Swisscom O2 SFR Vodafone Vodafone T-Mobile Vodafone Tele2 Orange Everything Everywhere Bouygues E Plus Wind Vodafone Orange Telenor Sunrise H3G O2 H3G Yoigo H3G Vodafone
Extract from the Report: Country Analysis – end of December 2011
In all of the eight countries in this survey, MNO mobile penetration rates (excluding the MVNO segment) are typically over 100 per cent (with the exception of France and the Netherlands in the TCL survey) which indicates that all 8 mobile markets are relatively mature. (It should be noted that the Dutch market has a developed MVNO sector which accounts for around 20 per cent of all mobile subscribers). Sweden has the highest MNO penetration rate in the survey of 157 per cent followed by Italy with 147 per cent.
Subscriber numbers for 25 out of the 29 MNOs in our 8 country survey continued to grow over the 12 month period to the end of December 2011. But some 5 MNOs – including Vodafone (Italy), Everything Everywhere (UK), KPN (Netherlands), Movistar (Spain) & Telefonica O2 (UK) saw falls in subscriber numbers year on year. The declines have been mainly due to a policy of managing out dormant or so-called low value Pre Pay accounts by the MNO in favour of Pay Monthly subscribers, which has led to a fall in overall subscriber numbers for selected operators.
Blended ARPU levels across the 28 MNOs highlighted in the survey (excluding the Spanish operator Yoigo) have declined slightly by the end of December 2011 to an average of 24.06 Euro per month (from 25.53 Euro per month at the end of 2010) – a decline of over 1.4 Euro per month during 2011.
MNOs are reporting a continued increase in overall mobile subscriber numbers, which across the 8 European markets now has increased to over 432 million as of the end of December 2011 – up from 423.5 million (as of the end of 2010). This represents year on year growth of 7.9 million MNO subscribers year on year – representing a year on year increase of just over 2 per cent in new MNO subscribers over the year.
In the table over the page, TCL show the mobile penetration in the 8 countries in our survey over the 3 year period from the end of 2008 to the end of December 2011.
We provide details of the mobile penetration rates in the 8 countries below – this time as of the end of December 2011 - as a bar chart on the next page. Figure 3: Chart of MNO Mobile Penetration rates at the end of December 2011 (in per cent)
The Mobile Network Operator Trends report (78 pages in total) is published every six months and the latest edition covers the period June 2011 to December 2011.
The report also provides a year-on-year comparison of:
- Subscriber numbers, breakdown of subscriber numbers and market share
- Blended monthly ARPU
- Blended annualised churn
- PLUS comments on each of the markets and provides an inside into the latest pricing trends.
The report covers the main MNOs in eight key European countries namely France, Germany, Italy, Netherlands, Spain, Sweden, Switzerland and the UK.
Figure 1: Table of the 29 MNOs that are included in this survey
France Germany Italy Netherlands Spain Sweden Switzerland UK Orange Telekom TIM KPN Movistar Telia
Sonera Swisscom O2 SFR Vodafone Vodafone T-Mobile Vodafone Tele2 Orange Everything Everywhere Bouygues E Plus Wind Vodafone Orange Telenor Sunrise H3G O2 H3G Yoigo H3G Vodafone
Extract from the Report: Country Analysis – end of December 2011
In all of the eight countries in this survey, MNO mobile penetration rates (excluding the MVNO segment) are typically over 100 per cent (with the exception of France and the Netherlands in the TCL survey) which indicates that all 8 mobile markets are relatively mature. (It should be noted that the Dutch market has a developed MVNO sector which accounts for around 20 per cent of all mobile subscribers). Sweden has the highest MNO penetration rate in the survey of 157 per cent followed by Italy with 147 per cent.
Subscriber numbers for 25 out of the 29 MNOs in our 8 country survey continued to grow over the 12 month period to the end of December 2011. But some 5 MNOs – including Vodafone (Italy), Everything Everywhere (UK), KPN (Netherlands), Movistar (Spain) & Telefonica O2 (UK) saw falls in subscriber numbers year on year. The declines have been mainly due to a policy of managing out dormant or so-called low value Pre Pay accounts by the MNO in favour of Pay Monthly subscribers, which has led to a fall in overall subscriber numbers for selected operators.
Blended ARPU levels across the 28 MNOs highlighted in the survey (excluding the Spanish operator Yoigo) have declined slightly by the end of December 2011 to an average of 24.06 Euro per month (from 25.53 Euro per month at the end of 2010) – a decline of over 1.4 Euro per month during 2011.
MNOs are reporting a continued increase in overall mobile subscriber numbers, which across the 8 European markets now has increased to over 432 million as of the end of December 2011 – up from 423.5 million (as of the end of 2010). This represents year on year growth of 7.9 million MNO subscribers year on year – representing a year on year increase of just over 2 per cent in new MNO subscribers over the year.
In the table over the page, TCL show the mobile penetration in the 8 countries in our survey over the 3 year period from the end of 2008 to the end of December 2011.
We provide details of the mobile penetration rates in the 8 countries below – this time as of the end of December 2011 - as a bar chart on the next page. Figure 3: Chart of MNO Mobile Penetration rates at the end of December 2011 (in per cent)
Country Analysis of 8 countries (France, Germany, Italy, Netherlands, Spain, Sweden, Switzerland & the UK)
1. FRANCE
1.1 French mobile MNO Subscriber numbers trends
1.2 French mobile MNO blended ARPU trends
1.3 French mobile MNO blended Churn trends
1.4 Key new mobile MNO pricing initiatives in France
2 GERMANY
2.1 German mobile MNO Subscriber numbers trends
2.2 German mobile MNO blended ARPU trends
2.3 German mobile MNO blended Churn trends
2.4 Key new mobile MNO pricing initiatives in Germany
3 ITALY
3.1 Italian mobile MNO Subscriber numbers trends
3.2 Italian mobile MNO blended ARPU trends
3.3 Italian mobile MNO blended Churn trends
3.4 Key new mobile MNO pricing initiatives in Italy
4 NETHERLANDS
4.1 Dutch mobile MNO Subscriber numbers trends
4.2 Dutch mobile MNO blended ARPU trends
4.3 Dutch mobile MNO blended Churn trends
4.4 Key new mobile MNO pricing initiatives in the Netherlands
5 SPAIN
5.1 Spanish mobile MNO Subscriber numbers trends
5.2 Spanish mobile MNO blended ARPU trends
5.3 Spanish mobile MNO blended Churn trends
5.4 Key new mobile MNO pricing initiatives in Spain
6 SWEDEN
6.1 Swedish mobile MNO Subscriber numbers trends
6.2 Swedish mobile MNO blended ARPU trends
6.3 Swedish mobile MNO blended Churn trends
6.4 Key new mobile MNO pricing initiatives in Sweden
7 SWITZERLAND
7.1 Swiss mobile MNO Subscriber numbers trends
7.2 Swiss mobile MNO blended ARPU trends
7.3 Swiss mobile MNO blended Churn trends
7.4 Key new mobile MNO pricing initiatives in Switzerland
8 UK
8.1 UK mobile MNO Subscriber numbers trends
8.2 UK mobile MNO blended ARPU trends
8.3 UK mobile MNO blended Churn trends
8.4 Key new mobile MNO pricing initiatives in the UK
CONCLUSION
A LIST OF FIGURES USED IN THE SURVEY
Figure 1: Table of the MNOs that are included in this survey
Figure 2: Table of MNO Mobile Penetration rates (from the end of 2008 to the end of December 2011)
Figure 3: Chart of MNO Mobile Penetration rates (as of the end of December 2011)
Figure 4: Chart of the split between MNO Pay Monthly subscribers (from the end of 2009 to the end of December 2011)
Figure 5: Chart of the split between mobile MNO Pay Monthly & Pre Pay subscribers (from the end of 2008 to the end of December 2011)
Figure 6: Table of all MNO subscriber increase (or decrease) from the end of December 2009 to the end of December 2011
Figure 7: Chart of all MNO subscriber increase (or decrease) from the end of December 2009 to the end of December 2011
FRANCE
Figure 8: Chart of French MNO subscriber market share at the end of December 2011
Figure 9: Chart of French MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 10: Chart of French MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 11: Chart of French MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 12: Chart of French MNO blended annualised churn from the end of December 2009 to the end of December 2011
GERMANY
Figure 13: Chart of German MNO subscriber market share at the end of December 2011
Figure 14: Chart of German MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 15: Chart of German MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011)
Figure 16: Chart of German MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 17: Chart of German MNO blended annualised churn from the end of December 2009 to the end of December 2011
ITALY
Figure 18: Chart of Italian MNO subscriber market share at the end of December 2011
Figure 19: Chart of Italian MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 20: Chart of Italian MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 21: Chart of Italian MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 22: Chart of Italian MNO blended annualised churn from the end of December 2009 to the end of December 2011
NETHERLANDS
Figure 23: Chart of Dutch MNO subscriber market share at the end of December 2011
Figure 24: Chart of Dutch MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 25: Chart of Dutch MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 26: Chart of Dutch MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 27: Chart of Dutch MNO blended annualised churn from the end of December 2009 to the end of December 2011
SPAIN
Figure 28: Chart of Spanish MNO subscriber market share at the end of December 2011
Figure 29: Chart of Spanish MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 30: Chart of Spanish MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 31: Chart of Spanish MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 32: Chart of Spanish MNO blended annualised churn from the end of December 2009 to the end of December 2011
SWEDEN
Figure 33: Chart of Swedish MNO subscriber market share at the end of December 2011
Figure 34: Chart of Swedish MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 35: Chart of Swedish MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 36: Chart of Swedish MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 37: Chart of Swedish MNO blended annualised churn from the end of December 2009 to the end of December 2011
SWITZERLAND
Figure 38: Chart of Swiss MNO subscriber market share at the end of December 2011
Figure 39: Chart of Swiss MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 40: Chart of Swiss MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 41: Chart of Swiss MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 42: Chart of Swiss MNO blended annualised churn from the end of December 2009 to the end of December 2011
UK
Figure 43: Chart of UK MNO subscriber market share at the end of December 2011
Figure 44: Chart of UK MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 45: Chart of UK MNO subscriber increase/decrease from the end of June 2009 to the end of December 2011
Figure 46: Chart of UK MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 47: Chart of UK MNO blended annualised churn from the end of December 2009 to the end of December 2011
CONCLUSIONS
Figure 48: Table of average blended monthly ARPU in Euro by MNO at the end of December 2011 – compared with the end of December 2010
Figure 49: Chart of average blended monthly ARPU in Euro by MNO at the end of December 2011 – compared with the end of December 2010
Figure 50: Table of average blended annualised churn by MNO at the end of December 2011 – compared with the end of December 2010 (in per cent)
Figure 51: Chart of average blended annualised churn by MNO at the end of December 2011 (in per cent)
1. FRANCE
1.1 French mobile MNO Subscriber numbers trends
1.2 French mobile MNO blended ARPU trends
1.3 French mobile MNO blended Churn trends
1.4 Key new mobile MNO pricing initiatives in France
2 GERMANY
2.1 German mobile MNO Subscriber numbers trends
2.2 German mobile MNO blended ARPU trends
2.3 German mobile MNO blended Churn trends
2.4 Key new mobile MNO pricing initiatives in Germany
3 ITALY
3.1 Italian mobile MNO Subscriber numbers trends
3.2 Italian mobile MNO blended ARPU trends
3.3 Italian mobile MNO blended Churn trends
3.4 Key new mobile MNO pricing initiatives in Italy
4 NETHERLANDS
4.1 Dutch mobile MNO Subscriber numbers trends
4.2 Dutch mobile MNO blended ARPU trends
4.3 Dutch mobile MNO blended Churn trends
4.4 Key new mobile MNO pricing initiatives in the Netherlands
5 SPAIN
5.1 Spanish mobile MNO Subscriber numbers trends
5.2 Spanish mobile MNO blended ARPU trends
5.3 Spanish mobile MNO blended Churn trends
5.4 Key new mobile MNO pricing initiatives in Spain
6 SWEDEN
6.1 Swedish mobile MNO Subscriber numbers trends
6.2 Swedish mobile MNO blended ARPU trends
6.3 Swedish mobile MNO blended Churn trends
6.4 Key new mobile MNO pricing initiatives in Sweden
7 SWITZERLAND
7.1 Swiss mobile MNO Subscriber numbers trends
7.2 Swiss mobile MNO blended ARPU trends
7.3 Swiss mobile MNO blended Churn trends
7.4 Key new mobile MNO pricing initiatives in Switzerland
8 UK
8.1 UK mobile MNO Subscriber numbers trends
8.2 UK mobile MNO blended ARPU trends
8.3 UK mobile MNO blended Churn trends
8.4 Key new mobile MNO pricing initiatives in the UK
CONCLUSION
A LIST OF FIGURES USED IN THE SURVEY
Figure 1: Table of the MNOs that are included in this survey
Figure 2: Table of MNO Mobile Penetration rates (from the end of 2008 to the end of December 2011)
Figure 3: Chart of MNO Mobile Penetration rates (as of the end of December 2011)
Figure 4: Chart of the split between MNO Pay Monthly subscribers (from the end of 2009 to the end of December 2011)
Figure 5: Chart of the split between mobile MNO Pay Monthly & Pre Pay subscribers (from the end of 2008 to the end of December 2011)
Figure 6: Table of all MNO subscriber increase (or decrease) from the end of December 2009 to the end of December 2011
Figure 7: Chart of all MNO subscriber increase (or decrease) from the end of December 2009 to the end of December 2011
FRANCE
Figure 8: Chart of French MNO subscriber market share at the end of December 2011
Figure 9: Chart of French MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 10: Chart of French MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 11: Chart of French MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 12: Chart of French MNO blended annualised churn from the end of December 2009 to the end of December 2011
GERMANY
Figure 13: Chart of German MNO subscriber market share at the end of December 2011
Figure 14: Chart of German MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 15: Chart of German MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011)
Figure 16: Chart of German MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 17: Chart of German MNO blended annualised churn from the end of December 2009 to the end of December 2011
ITALY
Figure 18: Chart of Italian MNO subscriber market share at the end of December 2011
Figure 19: Chart of Italian MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 20: Chart of Italian MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 21: Chart of Italian MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 22: Chart of Italian MNO blended annualised churn from the end of December 2009 to the end of December 2011
NETHERLANDS
Figure 23: Chart of Dutch MNO subscriber market share at the end of December 2011
Figure 24: Chart of Dutch MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 25: Chart of Dutch MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 26: Chart of Dutch MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 27: Chart of Dutch MNO blended annualised churn from the end of December 2009 to the end of December 2011
SPAIN
Figure 28: Chart of Spanish MNO subscriber market share at the end of December 2011
Figure 29: Chart of Spanish MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 30: Chart of Spanish MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 31: Chart of Spanish MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 32: Chart of Spanish MNO blended annualised churn from the end of December 2009 to the end of December 2011
SWEDEN
Figure 33: Chart of Swedish MNO subscriber market share at the end of December 2011
Figure 34: Chart of Swedish MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 35: Chart of Swedish MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 36: Chart of Swedish MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 37: Chart of Swedish MNO blended annualised churn from the end of December 2009 to the end of December 2011
SWITZERLAND
Figure 38: Chart of Swiss MNO subscriber market share at the end of December 2011
Figure 39: Chart of Swiss MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 40: Chart of Swiss MNO subscriber increase/decrease from the end of December 2009 to the end of December 2011
Figure 41: Chart of Swiss MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 42: Chart of Swiss MNO blended annualised churn from the end of December 2009 to the end of December 2011
UK
Figure 43: Chart of UK MNO subscriber market share at the end of December 2011
Figure 44: Chart of UK MNO subscriber growth from the end of December 2009 to the end of December 2011
Figure 45: Chart of UK MNO subscriber increase/decrease from the end of June 2009 to the end of December 2011
Figure 46: Chart of UK MNO blended monthly ARPU from the end of December 2009 to the end of December 2011
Figure 47: Chart of UK MNO blended annualised churn from the end of December 2009 to the end of December 2011
CONCLUSIONS
Figure 48: Table of average blended monthly ARPU in Euro by MNO at the end of December 2011 – compared with the end of December 2010
Figure 49: Chart of average blended monthly ARPU in Euro by MNO at the end of December 2011 – compared with the end of December 2010
Figure 50: Table of average blended annualised churn by MNO at the end of December 2011 – compared with the end of December 2010 (in per cent)
Figure 51: Chart of average blended annualised churn by MNO at the end of December 2011 (in per cent)
