Mobile Incumbents‘ Market-Position

America I Asia I Europe

DSP-Partners I Darmstadt I March 2015

1 Photo: www.flickr.com/photos/ervins_strauhmanis/9772636905 Presentation by DSP-Partners 2015

The Mobile Telecoms Divisions of 19 Incumbent Operators across Europe, Asia and Americas were analyzed

Key question: How well do Incumbent Mobile Operators defend their Market-Position in Households in their Home Market, e.g. Deutsche Telekom in Germany

Key metric: Ratio of Mobile Customers (SIMs) of the Incumbent Operator divided by the Number of Country Households (a %-ratio showing in what percentage of households the Incumbent Operator is present with ist Mobile Services)

It turns out that four key Clusters of Incumbent Operators exists

„slipped household grip“: statistically not present in every household (<90% presence)

„maintained household grip“: statistically present in every household (95 to 107% presence)

„strong household grip“: statistically very present in households (120 to 150% presence)

„dominant household grip“: statistically present with 2+ SIMs per household (>195% presence)

Summary

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Countries and Number of Country Households

Source: Wikipedia, google publicdata 3

0,9

2,1

2,5

2,5

3,4

3,6

3,7

3,7

4,6

4,6

7,2

7,3

16,7

22,3

23,8

25,3

25,7

40,1

117,5

0,0 20,0 40,0 60,0 80,0 100,0 120,0 140,0

Singapore

Norway

Finland

Denmark

Switzerland

Austria

Portugal

Greece

Sweden

Belgium

Netherlands

Romania

Spain

Mexico

Italy

France

England

Germany

USA

Number of country households

Mobile Incumbents: Household Size vs Household Presence

4

0,0

1,0

2,0

3,0

4,0

5,0

6,0

7,0

0% 50% 100% 150% 200% 250% 300% 350%

Household Presence = Incumbent SIMs/Country Households [%]

Persons/ Country Household [#]

Telecom Romania Belgacom Bel

O2 UK Deutsche Telekom D

AT&T US KPN NL

Telefonica ES France Telecom F

Tele Danmark Telecom Italia IT TeliaSonera SE TeliaSonera FI

Telekom Austria Telenor NOR

America Movil MEX Portugal Telecom

SingTel OTE GR

Swisscom

Source: Wikipedia, google publicdata, Operator Reports, DSP-Partners Analyses

Household Presence vs. Number of Country Households

5

0,0

20,0

40,0

60,0

80,0

100,0

120,0

140,0

0,0 20,0 40,0 60,0 80,0 100,0 120,0 140,0

Country Households [#]

Incumbent SIMs [#]

Source: Wikipedia, google publicdata, Operator Reports, DSP-Partners Analyses

Extrapolation

Contact

DSP-Partners www.dsp-partners.com www.twitter.com/stbe

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