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European Mobile Revenue Growth – June 2006 quarter

20 July 2010
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In the attached slides, we examine the service revenue growth trends in the top five European mobile markets (UK, Germany, France, Italy and Spain) over the last six quarters (ending in the June 2006 quarter), focusing particularly on the latest trends. The analysis is based on the published results of the mobile operators, although we have had to make estimates where the operators have not reported recent figures (only Virgin Mobile), or their data is not complete or inconsistent. A copy of the underlying data in spreadsheet format is available to our subscription clients on request.

A merger would not be a panacea for either company and carries the risk of distracting them from more urgent issues, but closer collaboration, if well managed, could help both

Closer collaboration could help NTL address some of the issues of scale now facing Flextech and improve its ability to acquire premium content, whilst helping ITV to develop a more coherent new media strategy

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Football leagues must think innovatively about maintaining broad exposure, but relying on advertising revenues from free-to-air TV makes no economic sense.

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Sky/DAZN peace challenged: Bundesliga tries to buck the downward trend

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The German football league’s rights tender for its 2025-29 cycle is designed to create competitive tension between Sky and DAZN.

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With low international potential, the Bundesliga can only count on its deep fan base to meet competitive pressure from the Premier League.

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