United Kingdom Telecommunications Report Q2 2011

Transcription

1 Brochure More information from United Kingdom Telecommunications Report Q Description: Business Monitor International's United Kingdom Telecommunications Report provides industry professionals and strategists, corporate analysts, telecommunication associations, government departments and regulatory bodies with independent forecasts and competitive intelligence on United Kingdom's telecommunications industry. BMI's update of the UK Telecommunications Report for Q211 includes an analysis of market trends and data using the latest data released by fixed-line and broadband providers, mobile operators and the telecoms regulator Ofcom. It also contains BMI's updated forecasts for the fixed, mobile and broadband sectors looking forward through to the end of The mobile market is expected to expand to reach mn subscriptions in 2015, but will do so at a much slower rate as it approaches saturation. 3G subscribers will increasingly become the norm, increasing to mn subscriptions in At this stage of market development, changing competitive dynamics and new patterns of revenue generation are becoming increasingly significant relative to subscription growth. The contraction in the fixed-line market will also continue at a slower rate as operators increase bundled services. Vodafone, O2 and Everything Everywhere reported rising average revenue per user (ARPU) for the second successive quarter in Q410. While the rise in ARPU is relatively modest, between GBP0.5 and GBP1 per month over 2010 depending on the operator, its significance stems from the reversal of a longterm trend of falling ARPU since Q308, although ARPU remains some way off its peak of Q307. The increase has been driven by growth in data revenues. Vodafone's data revenues have risen from GBP89mn in Q307 to GBP195mn during Q410, outpacing messaging and voice revenue growth, although from a lower base. While data revenue growth has been less pronounced for other operators, BMI notes it made a significant contribution to respective improvements in ARPU. BMI expects growth in data revenues to continue as Everything Everywhere reported 64% of contract phones sold in Q310 were smartphones, compared to 42% Q409, and projections are that this will increase. Ofcom reports similar figures for the whole market comparing Q209 and Q210. BMI's report this quarter contains the third consolidated operational and financial results of Everything Everywhere, the new joint venture company running the merged operations of T- UK and Orange UK. The new company is now the largest mobile operator in the UK with a market share of around 36.9%. Perhaps the most notable point in the figures released by the company is the sharp and unexplained fall in consolidated subscriber figures at the end of June 2010 compared to March This led to a significant contraction of the total subscriber base of the UK mobile market at the end of Q210. Data from all the operators showed that there were mn subscribers at the end of Q210, down by 7.7% q-o-q due to subscriber losses by Everything Everywhere and Vodafone in the three months to June However, the UK mobile market experienced subscriber growth in Q310 and Q410 rising to 75.7mn subscriptions. Similarly, Q310 also saw the reverse of the trend of declining market operating revenue dating to Q309, with operators reporting a rise in operating revenues to GBP4.25bn. BT continues to lead in the broadband market although the market is not concentrated with BT as Talk Talk migrated Tiscali subscribers onto its own network. Cable operator Virgin Media reported particularly strong 2010, with positive revenue and subscriber growth in all areas of its business. Furthermore, with the launch of 100Mbps broadband and a new set top box to rival Sky+ it will likely have another positive year in Other alternative providers, including O2 and Orange, have reported strong uptakes of their broadband services. Satellite broadcaster BSkyB has also reported strong broadband subscriber growth on their networks. At the end of Q310, BT reported a retail broadband base of 5.32mn and wholesale broadband customer base of 8.013mn. BT claims to be on track with plans to roll out superfast fibre optic broadband to two-thirds of UK households by Although the fixed-line sector has been in a state of decline for years now and is likely to remain so in the short term, this report sees it experiencing plateauing or increasing activity in the medium-to-long term. One

2 key factor BMI expects to have an impact on the sector in the long term is the internet protocol television (IPTV) initiative Youview, formerly Project Canvas. However, this report has reined in the positive outlook for the Youview initiative after further delays have set back the launch until The continued difficulties faced in rolling out the service lead this report to question the manageability of the project with multiple stakeholders. Youview was officially unveiled in September 2010 and had been expected to launch commercially in early Contents: Executive Summary SWOT Analysis UK Sector SWOT UK Fixed-Line Sector SWOT UK Broadband Sector SWOT UK Political SWOT UK Economic SWOT Business Environment Western Europe Business Environment Ratings UK Industry Forecast Scenario Table: Telecoms Sector Historical Data & Forecasts, Fixed-Line Table: Telecoms Sector Fixed-Line Historical Data & Forecasts, Internet Table: Telecoms Sector Internet Historical Data & Forecasts, Market Data Analysis Table: UK Market, Q410 Table: UK Net Additions ('000) 3G Contract Wins Table: Contract Wins Content Western Europe Overview UK Table: UK Smartphone Users (000s) and Smartphone Penetration, Q407-Q210 VAS Timeline Table: VAS Timeline Data Table: UK Market Overview Table: O2 Table: Vodafone Table: Orange (now reported as part of Everything Everywhere) Table: T- (now reported as part of Everything Everywhere) Table: Everything Everywhere Table: Hutchison 3G Fixed Line Table: Fixed Line Numbers By Operator, ( 000s) Broadband Table: Residential And Small Business Broadband Connections ( 000) Pay-TV Wireless Broadband Wireline (Fixed-Line & Broadband) Developments Table: Wireline Developments, Regulatory Environment Table: Division Of Regulatory Responsibilities In The UK Background & Regulatory Bodies Regulatory Issues

3 Competition Regulatory Development Table: Proposed average Termination Rates (pence per minute)* Industry Development Competitive Landscape Market Overview Table: Key Players UK Telecoms Sector Table: Selected Operators' Financial Indicators Company Monitor In Europe, It's Not All About LTE Table: Selected Western European LTE Supply Announcements, Table: Ericsson Net Sales By Division, SEKmn Operator Profiles BT O2 Vodafone Everything Everywhere T- (Everything Everywhere) Orange (Everything Everywhere) Regional Telecommunications Penetration Overview Fixed-Line Table: Regional Fixed-Line Penetration Overview Broadband Table: Regional Broadband Penetration Overview Table: Regional Penetration Overview BMI Telecoms Industry Glossary Table: Glossary Of Terms BMI Methodology How We Generate Our Industry Forecasts Table: Key Indicators For Telecommunications Industry Forecasts Telecoms Business Environment Ratings Risk/Reward Ratings Methodology Table: Ratings Indicators Weighting Table: Weighting Of Indicators Sources Ordering: Order Online - Order by Fax - using the form below Order by Post - print the order form below and send to Research and Markets, Guinness Centre, Taylors Lane, Dublin 8,

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