Philippines Telecommunications Report Q4 2016

Date: August 24, 2016
Pages: 60
US$ 1,295.00
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: P402B82E9C3EN

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Includes 3 FREE quarterly updates

BMI View: Telstra and San Miguel Corp's (SMC'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. Consequently, SMC withdrew from the market in March, but a far more experienced telecoms operator Telenor has offered to partner with SMC to challenge the duopoly of PLDT. It now depends on the regulator to resolve the stand-off between SMC and the incumbents.

Latest Updates And Industry Developments
  • Mobile subscriptions reached 121.7mn at the end of Q1 2016, representing a penetration rate of 119%. 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 PHP101 in Q116415, while postpaid ARPU was PHP1029. 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 - Wireline - Historical Data & Forecasts (Philippines 2014-2020)
Industry Risk Reward Ratings
  Table: APAC Telecoms Risk/Reward Index, Q416
Philippines Risk/Reward Index
Market Overview
Market Drivers And Trends
Wireline Voice And Broadband
Regulatory Development
Competitive Landscape
Market Structure
  Table: Key Players - Philippines Telecoms Sector
  Table: Selected Operator Revenues, 2007-2015 (USDmn)
  Table: Philippines Mobile Market Overview, March 14 - March 2016
  Table: Mobile Operators' Prepaid And Post-paid APRU, Q313-Q116 (PHP)
  Table: Smart Communications, March 14-March 2016
  Table: Globe Telecom, March 2014 - -March 2016
  Table: Sun Cellular (acquired by PLDT), March 2014-March 2016
Wireline Operator Data
  Table: Philippines Wireline Market Overview, June 2015 - -March 2016
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 Q3 2016 US$ 1,295.00 May, 2016 · 60 pages

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