Table of Contents
CHAPTER - 1
- INTRODUCTION
- Scope and structure
- there a need for mobile operators to cut costs?
- Figure 1.1: Orange UK, strategies for dealing with changing trends in consumer behaviour, Mar-09
- Implementing models that place customers at the center of strategic
thinking
CHAPTER - 2
- IMPACT ON MOBILE OPERATOR REVENUES
- Unfriendly macroeconomic climate
- Figure 2.1: Unemployment in major European markets, 1Q09
- Competitive market conditions
- Figure 2.2: Europe, number of countries with a population of over 1 million people by level of subscription penetration, 1Q09
- Falling roaming revenues
- Figure 2.3: Europe, roaming price caps for EU subscribers, 2007-2011
- Device market trends
- Operator revenue case studies
- Kyivstar, Ukraine
- Figure 2.4: Ukraine, operator ARPU, 1Q08-1Q09
- Figure 2.5: Ukraine, Kyivstar revenues, 1Q08-1Q09
- Figure 2.6: Ukraine, revenue breakdown for Kyivstar, 1Q08-1Q09
- T-Mobile UK
- Figure 2.7: UK, T-Mobile revenues, 1Q08-1Q09
- Figure 2.8: UK, revenue breakdown for T-Mobile, 1Q08-1Q09
- Telefonica Moviles, Spain
- Figure 2.9: Spain, income per minute by traffic source, 1Q08-1Q09
- Figure 2.10: Spain, Telefonica Moviles revenues, 1Q08-1Q09
- Figure 2.11: Spain, revenue breakdown for Telefonica Moviles, 1Q08-1Q09
- Telecom Italia
- Figure 2.12: Italy, TIM revenues, 1Q08-1Q09
- Figure 2.13: Italy, revenue breakdown for TIM, 1Q08-1Q09
- Telefonica O2 UK
- Figure 2.14: UK, Telefonica O2 UK revenues, 1Q08-1
- Figure 2.15: UK, revenue breakdown for Telefonica O2 UK, 1Q08-1Q09
- Figure 2.16: UK operators' ARPU, 1Q08-1Q09
- KPN Mobile Netherlands and E-Plus Germany
- Figure 2.17: Netherlands, KPN Mobile revenues, 1Q08-1Q09
- Figure 2.18: Netherlands, revenue breakdown for KPN Mobile, 1Q08-1Q09
- Figure 2.19: Germany, E-Plus revenues, 1Q08-1Q09
- conclusion.....
CHAPTER - 3
- IMPACT ON MOBILE OPERATOR CAPEX
- Can operators afford to cut capex?
- Figure 3.1: Europe, capex, 1Q07-1Q09
- A flexible approach to investment
- Figure 3.2: Europe, selected operator groups' capex, 1Q08 and 1Q09
- Looking to the longer term
- Figure 3.3: Vodafone' s network sharing deals
- Case studies
- Hungary: T-Mobile/Pannon
- Figure 3.4: Hungary, T-Mobile capex vs. revenues, 1Q07-1Q09
- Figure 3.5: Hungary, T-Mobile capex vs. subscriptions, 1Q07-1Q09
- Figure 3.6: Hungary, Pannon capex vs. revenues, 1Q07-1Q09
- Figure 3.7: Hungary, Pannon capex vs. subscriptions, 1Q07-1Q09
- Greece: Wind Hellas
- Figure 3.8: Greece, Wind Hellas capex vs. revenues, 1Q07-1Q09
- Portugal: TMN
- Figure 3.9: Portugal, TMN capex vs. revenues, 1Q07-1Q09
- Figure 3.10: Portugal, TMN capex as a percentage of revenues, 1Q07-1Q09
- Austria: Mobilkom
- Figure 3.11: Austria, Mobilkom capex vs. subscriptions, 1Q07-1Q09
- Vodafone
- Figure 3.12: UK, Italy and Germany, Vodafone capex, 1Q07-1Q09
- Baltics: Tele2
- Figure 3.13: Latvia and Lithuania, Tele2 capex, 1Q08-1Q09
- In conclusion.....
CHAPTER - 4
- HOW CAN MOBILE OPERATORS MITIGATE AGAINST THE IMPACT OF A DIFFICULT
OPERATING CLIMATE ?
- Cut-price tariffs
- Figure 4.1: Greece ARPU 1Q07-1Q09
- SIM-only
- Figure 4.2: UK, proportion of SIM-only contracts over all postpaid contracts, Mar-09 to Mar-09
- Benefits for the unemployed
- Mobile broadband promotions
- Figure 4.3: Europe, mobile broadband subscriptions, 1Q08-1Q09
- Bundles
- Prepaid to postpaid migration
- Figure 4.4: Serbia, Telenor prepaid-postpaid split, 1Q08-1Q09
- Handset subsidies
- In conclusion.....
APPENDIX
- COUNTRY AND REGIONAL ESTIMATES
- Country and regional total revenue estimates
- Country and regional service revenue estimates
- Country and regional capex estimates
- Country and regional EBITDA estimates
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