Philippines Telecommunications Report Q3 2016

Date: May 11, 2016
Pages: 60
US$ 1,295.00
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)

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Includes 3 FREE quarterly updates

BMI View: Telstra and San Miguel Corp's plans to pool their strength for the launch of a third mobile network have not materialised. We believe the regulator's lack of power in providing support to the new entrant, coupled with the duopolistic market power of the incumbents, proved to be barriers to entry. We maintain our long-held view that the Philippines' market would progress at a much faster pace with added competition from a third player, the absence of which means there is little incentive for Philippines Long Distance Telephone Company (PLDT) and Globe Telecom to develop better services.

Latest Updates And Industry Developments
  • Mobile subscriptions reached 116.8mn at the end of 2015, representing a penetration rate of 116%. We forecast this to increase to 119.8% by end-2020, but downside risks to growth lie in rising consumer affluence, which will shift consumers' preference from prepaid to postpaid.
  • Blended gross prepaid ARPU was PHP104.40 in Q415, while postpaid ARPU was PHP906.30. Despite the mobile market effectively being a duopoly, ARPU continues to trend lower. We believe the move towards higher revenue-generating products and subscribers will be key to reversing falling ARPU.
BMI Industry View
Industry Forecast
Latest Updates
Structural Trends
  Table: Telecoms Sector - Historical Data And Forecasts (Philippines 2014-2020)
Industry Risk Reward Ratings
Asia Pacific Risk/Reward Index
  Table: Asia Pacific Telecoms Risk/Reward Index, Q316
Philippines Risk/Reward Index
Market Overview
Market Drivers And Trends
Wireline Voice And Broadband
Regulatory Development
Regulatory Overview
  Table: Philippines - Regulatory Bodies And Their Responsibilities
Regulatory Developments
Competitive Landscape
Market Structure
  Table: Key Players - Philippines Telecoms Sector
  Table: Selected Operator Revenues, 2007-2015 (USDmn)
  Table: Philippines Mobile Market Overview, September 2013-September 2015
  Table: Mobile Operators' Prepaid And Postpaid APRU, Q213-Q315 (PHP)
  Table: Smart Communications, December 2013-December 2015
  Table: Globe Telecom, December 2013-December 2015
  Table: Sun Cellular (acquired by PLDT), December 2013-December 2015
Wireline Operator Data
  Table: Philippines Wireline Market Overview, December 2012-December 2015
Company Profile
Philippine Long Distance Telephone Company
Smart Communications
Globe Telecom
Demographic Forecast
  Table: Population Headline Indicators (Philippines 1990-2025)
  Table: Key Population Ratios (Philippines 1990-2025)
  Table: Urban/Rural Population & Life Expectancy (Philippines 1990-2025)
  Table: Population By Age Group (Philippines 1990-2025)
  Table: Population By Age Group % (Philippines 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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Philippines Telecommunications Report Q1 2016 US$ 1,295.00 Oct, 2015 · 65 pages
Philippines Telecommunications Report Q2 2016 US$ 1,295.00 Feb, 2016 · 65 pages
Philippines Telecommunications Report Q4 2016 US$ 1,295.00 Aug, 2016 · 60 pages

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