2013-09-30 16:05:41 - Recently published research from Business Monitor International, "France Telecommunications Report Q4 2013", is now available at Fast Market Research
The launch of Free Mobile in Q112, along with regulatory measures such as MTR cuts, have exacerbated the pressure on operator financial performance in France. Although new customers continue to be added in the mobile and fixed-line and mobile broadband arenas, the arrival of new players has prompted a bitter price war, adding to the dynamic of price erosion witnessed across the region. These include a decline in the volume of voice and SMS services being consumed - which is not yet being offset by rising usage of non-voice services. In addition, more players are entering the converged services market; the rise of triple- and quad-play packages makes it difficult for established players to continue growing. Instead, they are focusing
on extracting more value from those customers they retain.
Full Report Details at
- www.fastmr.com/prod/686313_france_telecommunications_report_q4_2 ..
* Orange, SFR and Bouygues Telecom continued to lose market share year-on-year (y-o-y) to Q213 as newcomer Free Mobile outperforms in terms of net additions. Free's market share was up 4pps y-o-y to 9.2% in Q213.
* Cuts to mobile termination rates have added to price competition and resulted in steep declines in ARPU. Orange, SFR and Bougyues reported declines of 12-15% y-o-y to Q213.
* Growth of dedicated mobile broadband subscriptions has continued to outpace fixed growth, with subscriptions up 8.7% y-o-y to 3.524mn at the end of June 2013, according to ARCEP data.
Key Trends & Developments
The pressure on operators in the mobile market following the entry of Free Mobile in Q112 has lead to operators adjusting their strategies. One aspect has been a greater emphasis on converged service packages, which have the effect of reducing churn. However operators are now taking more far reaching action. In July 2013 it was reported that SFR and Bouygues Telecom entered discussions to share key parts of their mobile network infrastructure in response to the 'profound market changes' sweeping across the telecoms sector. The companies are under pressure to resuscitate flagging core mobile service revenues amid regulatory and competitive challenges that have undermined their attempts to invest in new services, products and technology.
The fixed broadband market is proving more resistant to price erosion, and operators are even able to tap into demand for higher speed services, helping to boost ARPU. A major development that will enable operators to pursue this strategy more aggressively is the July 2013 plan unveiled by incumbent Orange to deploy 5,000 VDSL2 telephone exchanges. This would enable the operators to offer high-speed broadband to about 60% of the French population by the autumn of 2013. VDSL2 technology allows a significant increase in the downlink speeds, compared with ADSL and is applicable to copper lines. There may be a downside to the upgrade, with Orange's rivals pointing to a potential detrimental impact on FTTH investment, and the fact it could create confusion for customers.
Partial Table of Contents:
BMI Industry View
- Business Environment
- Table: Telecoms Sector - Mobile - Historical Data & Forecasts
- Table: Mobile Monthly Blended ARPU - Historical Data & Forecasts (EUR)
- Table: Telecoms Sector - Fixed Line - Historical Data & Forecasts
- Table: Telecoms Sector - Internet - Historical Data & Forecasts
Industry Risk Reward Ratings
- Western Europe - Risk/Reward Ratings
- Table: Western Europe Risk/Reward Ratings
- Regional Perspective
- Table: France Mobile Market Regional Comparisons, 2012
- Key Developments
- Market Growth
- Market Shares
- Table: French Mobile Market, Q213
- Table: Selected 3G Market Developments
- Table: Mobile Spectrum Allocations (MHz)
- Mobile Content
- Mobile Market Data
- Table: France Mobile Market Overview
- Table: Orange
- Table: SFR
- Table: Bouygues Telecom
- Table: Free Mobile
- Table: MVNOs
- Western Europe Mobile Content
- Monetising Footfall
- Interoperable M-Commerce A Stronger Proposition
- Positioning Key To M2M Success
Industry Trends And Developments
- Table: Selected Developments
- Regulatory Overview
- Table: Division Of Regulatory Responsibilities In France
- Regulatory Developments
- Table: Selected Regulatory Developments
- Table: Key Players - France Telecoms Sector
- Table: Selected Operators' Financial Indicators
- France T�l�com/Orange
- Bouygues Telecom
- Alcatel Lucent - Shifting Gear
- The Shift Plan In Detail
- Recent Results
- Table: Alcatel-Lucent: Revenues By Segment, Q113 (EURmn)
- European Heartland Remains Challenging
- Table: Alcatel Lucent: Major European Contracts/Trials, H113
- Table: France's Population By Age Group, 1990-2020 ('000)
- Table: France's Population By Age Group, 1990-2020 (% of total)
Full Table of Contents is available at:
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