2013-01-01 06:11:06 - New Fixed Networks research report from Business Monitor International is now available from Fast Market Research

BMI View: Operators in Italy's mobile and broadband markets face considerable operating challenges in 2012. The local economy has entered recession and will likely lead to higher customer churn rates and customer winback/retention costs, even as the operators continue engaging in price wars focused on the mass consumer market and invest heavily in additional spectrum, to further 3G/3.5G/3.75G network infrastructure and begin developing their next generation 4G services. At the same time, further mobile termibnation rate (MTR) reductions will hit operators' revenues in 2012 and again in early 2013, leaving them little room to manoeuvre. The main bright spot is in the value-added services (VAS) market, where consumption of non-voice services, particularly video and games, is booming.

Key Data

¦ Mobile ARPU

declined sharply in Q312 as a result of the implementation of steep MTR cuts in July 2012, with the leading three operators reporting declined of between 5.3 and 6.8% q-o-q in Q312. ¦ The broadband market contracted for the first time in Q212. Both wireline and dedicated mobile broadband subscriptions declined, which BMI believes to be a consequence of market saturation and the weak operating environment. We adjusted our forecast accordingly.


Full Report Details at
- www.fastmr.com/prod/523931_italy_telecommunications_report_q1_20 ..


Key Trends & Developments

There have been significant developments in both the wireless and wireline data markets in the past quarter. Between October and November 2012, Vodafone, Telecom Italia and 3 Italia launched LTE services for the first time in Italy. They are initially targeted at higher income, large urban populations, but all three operators announced plans to increase the coverage of their services through 2014, covering the majority of towns across the country. BMI expects LTE services to pose a significant challenge to the country's wireline broadband service providers, which are currently providing the majority of services over aging infrastructure not capable of providing comparable download speeds.

The competitive threat of next generation wireless data services seems to have catalysed a wave of activity in the wireline market. Telecom Italia has already committed to investing in upgrading its network to fibre. However, this was followed by alternative provider Fastweb's commitment in September 2012 to invest EUR400mn to extend its next generation fibre-optic network to 20% of the country's homes and businesses by 2016. Meanwhile, the two operators agreed in September 2012 to find common opportunities to share investment and costs in the rollout of their next generation infrastructure. The first example of this cooperation was in Monza where the two operators agreed in October 2012 to lay a combined 230km of fibre-optic cable, covering 110,000 citizens and 10,000 businesses.

In addition to the incumbent's infrastructure plans, a separate development is taking place around Metroweb following the May 2012 support of state-controlled bank CDP. Metroweb plans an extensive fibre rollout to 30 large Italian cities by 2015, and in November 2012 agreed with WIND and Vodafone Italy for the latter operators to use its infrastructure to provide FTTH services in Milan. It is not clear if the deal will be extended across Metroweb's expanding footprint. A parallel development has been the reported discussions around a potential spin-off of Telecom Italia's network infrastructure, with investment from CDP, to accelerate investment in FTTH, although no deal was finalised at the time of writing.

Partial Table of Contents:

BMI Industry View
- Executive Summary
- Key Data
- Key Trends & Developments
SWOT Analysis
- Mobile SWOT
- Wireline SWOT
- Political
- Economic
- Business Environment
Industry Business Environment Overview
- Business Environment Outlook
- Industry Rewards
- Industry Risks
- Country Risks And Rewards
- Table: Western Europe Risk/Reward Ratings, Q113
- Italy
Industry Forecast
- Mobile
- Table: Telecoms Sector - Mobile - Historical Data And Forecasts, 2010-2017
- ARPU
- Table: Telecoms Sector - Mobile ARPU - Historical Data & Forecasts (EUR)
- Fixed-Line
- Table: Telecoms Sector - Fixed Line - Historical Data And Forecasts, 2010-2017
- Broadband
- Table: Telecoms Sector - Internet - Historical Data And Forecasts, 2010-2017
Market Overview
- Mobile
- Regional Perspective
- Table: Italy Mobile Market Regional Comparisons, 2011
- Key Developments
- Mobile Growth
- Table: Italy Mobile Market, Q312
- Market Share And Net Additions
- Table: Net Additions By Operator ('000), 2011-2012
- Subscriber Divisions
- Usage (MOU/ARPU)
- MVNOs
- 3G/4G
- Mobile Content/Value-Added Services
- Mobile Operator Database
- Table: Italy Mobile Market Overview
- Table: Telecom Italia
- Table: Vodafone
- Table: WIND
- Table: 3 Italia
- Europe - Western Europe Mobile Content
- Succeeding In A Sea Of Content
- All Eyes On Data
- Making Machines Pay
- Fixed-Line
- Local Loop Unbundling
- Table: Telecom Italia OLO Accesses, Q311-Q312
- VoIP
- Wholesale Access
- Broadband
- Table: Italian Fixed Broadband Market, Q311-Q312
Industry Trends And Developments
- Industry Trends And Developments
- LTE Arrives In Italy
- Telecom Italia Restructuring
- WIND And Vodafone Partner With Metroweb For Fibre
- Fastweb Commits To Fibre Future
- Mobile Value-added Service Usage Grows
- Mobile Banking
Regulatory Development
- Regulatory Development
- Table: Italy: Regulatory Bodies And Their Responsibilities
- Regulatory Developments
Competitive Landscape
- Competitive Landscape
- Table: Key Players - Italy Telecoms Sector
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Full Table of Contents is available at:
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