Pressure to mount after mixed bag in Q1: UK mobile market Q1 2019 | Jun 2019

Sectors: 
Media
Telecoms
Companies: 
BT
EE
O2
Ofcom
Vodafone

The UK mobile market posted its slowest growth in more than two years this quarter; just 0.5% service revenue growth although net adds were strong and churn was down

ARPU is under considerable pressure thanks to regulation limiting out-of-bundle spend which will exacerbate as the year progresses

Several other negative developments look set to be layered on the pressures this quarter, including a step-up in competitive intensity as 5G launches –  with H3G’s pricing of unlimited data a sign of a resurgence in its aggression

Access Pressure to mount after mixed bag in Q1: UK mobile market Q1 2019