Topic “Telefonica” | Enders Analysis

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Topic “Telefonica”

	Sector(s)	Date
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 Everything Everywhere France Telecom Hutchison 3G Iliad O2 Orange SFR T-Mobile Telefonica Vodafone	Mobile, Non-UK Telecoms, Telecoms	April 2013 Access this report E-mail: 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, KDG and quad play in Europe German unbundlers are in decline, unable to match cable for price or bandwidth, or to invest in new fibre networks. Vodafone, the second largest unbundler, must choose between consolidating and divesting Merging with Kabel Deutschland would deliver fixed line synergies – with high execution risks. Iliad Orange SFR Telefonica Vodafone	Mobile, Fixed line, Non-UK Telecoms, Telecoms	March 2013 Access this report E-mail: 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. Hutchison 3G Iliad O2 Orange SFR T-Mobile Telefonica Vodafone	Mobile, Non-UK Telecoms, Telecoms	December 2012 Access this report E-mail: 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. Everything Everywhere France Telecom Hutchison 3G Iliad O2 Orange SFR T-Mobile Telefonica Vodafone	Mobile, Telecoms	August 2012 Access this report E-mail: 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. Everything Everywhere Hutchison 3G Iliad O2 Orange SFR T-Mobile Telefonica Vodafone	Mobile, Non-UK Telecoms, Telecoms	May 2012 Access this report E-mail: 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.
Carphone Warehouse March quarter results: Prepay declines continue to weigh CPW’s key operating metrics worsened again in the March quarter, with connection volume growth dropping to -19% and like-for-like revenue growth dropping to -5.5% Weakness in the UK prepay market continued to affect CPW’s results, with volumes again down 30-40%, but contract sales did not mitigate this as much as last quarter, with growth in the UK but declines in continental Europe Carphone Warehouse Orange Telefonica Vodafone	Mobile, Telecoms	May 2012 Access this report E-mail: 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. Apple Everything Everywhere France Telecom Google Hutchison 3G O2 Orange SFR T-Mobile Telefonica Virgin Media Vodafone	Mobile, Telecoms	March 2012 Access this report E-mail: 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 Apple Everything Everywhere France Telecom Google Hutchison 3G Nokia O2 Orange SFR T-Mobile Telefonica Vodafone	Mobile, Telecoms	March 2012 Access this report E-mail: 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 Everything Everywhere France Telecom Hutchison 3G Iliad O2 Orange SFR T-Mobile Telefonica Vodafone	Mobile, Telecoms	November 2011 Access this report E-mail: 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 2011: MTR cuts hit but stable underlying 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 Apple Everything Everywhere France Telecom Google Hutchison 3G O2 Orange SFR T-Mobile Telefonica Virgin Media Vodafone	Mobile, Telecoms	August 2011 Access this report E-mail: 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 2011 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. Apple Everything Everywhere BT France Telecom Google Hutchison 3G Nokia O2 Orange SFR T-Mobile Telefonica Virgin Media Vodafone	Mobile, Telecoms	May 2011 Access this report E-mail: 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 2010: Growth improves, but outlook deteriorates European mobile revenue growth improved very slightly in Q4 2010, up by 0.1ppt in reported and 0.2ppts in underlying terms, but remained negative While the improvement is welcome, growth remains very subdued compared to pre-recession levels, especially in Italy and Spain, which continue to lag the growth of the UK, Germany and France The outlook for mobile revenue growth is bleak, with severe MTR cuts in Germany and the UK likely to drive growth down again over the next six months Apple Everything Everywhere France Telecom Google Hutchison 3G Nokia O2 Orange SFR T-Mobile Telefonica Virgin Media Vodafone	Mobile, Telecoms	March 2011 Access this report E-mail: 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 broadband and telephony trends to September 2010 In this short presentation we show our analysis of trends in UK broadband and telephony to September 2010, based on the published results of the major service providers and Ofcom telephony data. We include our own estimates where reported data is incomplete. This quarter’s edition includes a revision to some historical trends resulting from our own interpretation of BT’s recent adjustment to the volume of unbundled lines. Everything Everywhere BT O2 Sky TalkTalk Telefonica Virgin Media	Media, Fixed line, Internet, Telecoms	December 2010 Access this report E-mail: 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 2010: smartphones surge, revenue doesn't European mobile revenue growth improved by 0.8ppts in Q3 to reach -0.3%, but all of this improvement and more was due to easing regulatory pressures, with underlying growth actually declining marginally GDP growth continues to improve year-on-year, but in the current low confidence environment underlying mobile revenue growth is not (yet) responding. Smartphone sales are surging, but their net impact on revenue is hard to discern Apple Everything Everywhere France Telecom Google Hutchison 3G Nokia O2 Orange SFR T-Mobile Telefonica Virgin Media Vodafone	Mobile, Non-UK Telecoms, Telecoms	November 2010 Access this report E-mail: 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.
NGA in Spain This research on next generation access in Spain continues our series of reports on NGA in the Continent In relation to incumbents in other European markets, Telefónica’s NGA has one of the more aggressive deployment agendas, aiming to cover 40% of homes with FTTB/VDSL by end-2009 (and some FTTH). Its NGA-based Trio Futura retail offers launched in January 2009 after final regulatory clearance. Conditions for Telefónica's NGA in Spain are propitious because retail broadband prices are relatively high and bandwidth commands a premium Telefonica	Fixed line, Non-UK Telecoms, Telecoms	March 2009 Access this report E-mail: 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.