Regional telecoms overview: Asia-Pacific

Table of Contents

Key messages

Background and scope

Fixed line services in decline

• Revenue decline exceeds access decline

Broadband and mobile growth

• Mobile connection growth slows
• Broadband connection growth slowing
• Broadband revenue needs to move beyond access for growth
• Broadband growth not quite plugging decline in PSTN
• Mobile revenue growth steadily continues
• Incumbents search for other growth drivers
• Revenues shift from traditional to new services

Mixed financial performance

• Top-line revenue growth is in unimpressive single digits
• Profitability is mixed
• Cash generators

• Figure 1 Change in number of PSTN lines, 2005- 2006
• Figure 2 Change in PSTN revenues in 2006
• Figure 3 Change in mobile connections, 2005- 2006
• Figure 4 Operator mobile connection growth, 2005- 2006
• Figure 5 Change in broadband connections and Q4 2006 market household penetration
• Figure 6 Change in broadband revenues in 2006
• Figure 7 Change in broadband ARPU in 2006
• Figure 8 Change in domestic fixed revenues in 2006
• Figure 9 Change in mobile revenues in 2006
• Figure 10 Revenue breakdown by operator, 2005 and 2006
• Figure 11 Change in total revenues, 2005- 2006
• Figure 12 EBITDA margins, 2005- 2006
• Figure 13 EBIT margins, 2005- 2006
• Figure 14 Cash efficiency, 2005- 2006
• Figure 15 Change in number of employees in 2006