Enders Analysis provides a subscription research service covering the media, entertainment, mobile and fixed telecommunications industries in Europe, with a special focus on new technologies and media. We cover all sides of the market, from consumers and leading companies (e.g. Vodafone, Iliad, ITV, BT, BSkyB, Virgin Media, Apple, Google and others), to regulation. A complete list of our research can be found here.

You can also follow us on Twitter, LinkedIn or Facebook

Enders Analysis Alerts Service

Enter your email address here to be alerted when we publish a new report

Topic “T-Mobile”

Format: 2014-09
Format: 2014-09
Sector(s) Datesort icon

European mobile in Q1 2014: Underlying remains weak, but consolidation progresses

European mobile service revenue growth improved to -7.6% in Q1 2014 from -9.0% in the previous quarter, but most of the improvement came from a drop in the regulated MTR cut impact, with underlying growth only improving 0.2ppts

This is in spite of continued improvements in GDP growth and the highest level of consumer confidence in six years, confirming that the often-blamed economic conditions actually have been having little impact on the market, with competitive intensity the real cause

Mobile, Non-UK Telecoms, Telecoms July 2014 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

European mobile in Q4 2013: Focused on consolidation

European mobile service revenue growth again disappointed in Q4, dropping slightly from -8.9% to -9.1%, with underlying revenue growth dropping a little further from -6.0% to -6.3%, again reaching a record low

Mobile, Non-UK Telecoms, Telecoms March 2014 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

European mobile in Q3 2013: Improving to minus nine

In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on request

Mobile, Telecoms December 2013 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

European mobile in Q2 2013: Still terrible; investment and consolidation to the rescue?

In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on request

Mobile, Telecoms September 2013 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

European mobile revenue growth and outlook Q1 2013: Hitting a nadir (of sorts)

In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on reques

Mobile, Non-UK Telecoms, Telecoms June 2013 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

UK mobile market Q1 2013: 4G progresses but does not transform

Overall UK mobile revenue growth slipped slightly in Q1, dropping 0.4ppts to -4.3%, although, taking into account the leap year effect, underlying growth likely improved a touch, marking the second quarter of growth being at least stable

EE announced 4G subscriber figures for the first time, reporting 318k subscribers at the end of the quarter, a very respectable figure given coverage, handset and price tier limitations. We expect this figure to grow strongly as coverage rolls out and 4G handset availability spreads, but the 4G revenue premium is still unlikely to be significant in 2013

Mobile, Telecoms June 2013 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

European mobile revenue growth and outlook Q4 2012: The rate of decline stabilises

In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on request

Mobile, Non-UK Telecoms, Telecoms April 2013 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

UK mobile market Q3 2012: Awaiting 4G

UK mobile service revenue growth nudged down in Q3 2012 by 2.0ppts to -3.8%, with 0.5ppts driven by an increase in the effect of regulated MTR cuts and 1.5ppts caused by underlying factors, largely driven by a weakening UK economy

Mobile, Telecoms December 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

European mobile revenue growth and outlook Q3 2012: Nadir not yet reached, can 4G help?

European mobile market service revenue growth dropped again in Q3, by 1.9ppts to -6.2%. This was not helped by a substantial increase in the MTR impact, driven by a big cut in Italy, but underlying revenue growth still fell by 1.3ppts In stark contrast to Europe, the US mobile market continues to grow apace, with there being over 10ppts between the growth rates of the two regions.

Mobile, Non-UK Telecoms, Telecoms December 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

EE charges a premium for 4G

EE announced its 4G pricing today, with the prices broadly set at a premium of around £5 a month to those of 3G services from Orange, T-Mobile, O2 and Vodafone

Perhaps more importantly, the pricing includes unlimited voice and text as standard, which pushes the minimum spend to £36 a month, a substantial uplift from current average contract values of £20-£25

Mobile, Telecoms October 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

4G in the UK : Advantage EE

A number of developments over the summer have, at least in theory, made the UK 4G mobile spectrum outlook a lot clearer: in July Ofcom issued its final policy statement regarding the 800MHz and 2.6GHz ‘4G’ auctions, in August it decided to allow Everything Everywhere (EE) to ‘refarm’ its 1800MHz spectrum for 4G use, and EE announced that it had sold 15MHz of its 1800MHz spectrum to H3G

Mobile, Telecoms September 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

UK mobile market Q2 2012: Steady H1, exciting H2 ahead

In this presentation we show our analysis of the UK mobile market performance to Q2 2012 and consider the outlook both in terms of market growth and competitive dynamics

Mobile, Telecoms September 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

Mobile revenue growth and outlook Q2 2012: Growth drops, worse to come

In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on request.

Mobile, Telecoms August 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

UK mobile user survey 2012: networks over handsets (apart from the iPhone)

In this report we show the findings of our 2012 UK mobile user survey. The report is a wide ranging analysis of the mobile market based on our consumer research, focusing on the competitive landscape among the mobile operators and smartphone manufacturers, and the changing consumer behaviour that has and will continue to impact the market

Mobile, Telecoms June 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

Mobile revenue growth and outlook Q1 2012: Modest improvements, but worse to come

In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on request.

Mobile, Non-UK Telecoms, Telecoms May 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

Everything Everywhere Q1 2012 results: Encouraging volume bounce back

EE’s subscriber growth in Q1 was solid enough given a market slowdown, but disappointing given T-Mobile’s Full Monty tariff launch. With O2’s ‘On and On’ launched in late March, the outlook for subscriber growth will be tougher in the rest of 2012

Service revenue growth was more encouraging, improving by 1.5 ppts after a disappointing Q4. This appears to have been largely volume driven (i.e. existing users using their handsets more), which is encouraging for the operators yet to report Q1 figures (i.e. Vodafone and O2)

Mobile, Telecoms May 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

Mobile revenue growth and outlook Q4 2011: from bad to worse

In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on request.

Mobile, Telecoms March 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

Themes from Mobile World Congress

Mobile operators, services and handset makers are diverging – they all come to the MWC but have increasingly little to say to each other as their businesses move in very different directions

In the context of -5% European mobile revenue growth, the MNOs at the MWC were a sober bunch, focusing on industrial services, defensive moves around messaging, and a (not unreasonable) plea to regulators for some relief

Mobile, Telecoms March 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

Mobile revenue growth and outlook Q3 2011: The outlook bleakens

In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on request

Mobile, Telecoms November 2011 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

Vodafone H1 2011/12 results: Doing well in difficult circumstances

Vodafone Europe’s service revenue growth improved marginally in the September quarter, a very solid performance under tricky circumstances, helped by good competitive performances and judicious pricing measures

The combined Europe and group common function EBITDA margin was again held flat, despite continued smartphone adoption pushing up handset costs, with strong cost control again evident

Mobile, Telecoms November 2011 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

Syndicate content