DOCSLIB.ORG

Hardiman-Market-Report.Pdf

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Hardiman-Market-Report.Pdf Helios Towers: Sub-Saharan Africa Tower Market Assessment And Lease Up Analysis Doc Ref: HTL HT Market Report 2019 31082019 r14 © Hardiman Telecommunications Ltd. 2019 All Rights Reserved 1 Hardiman Telecommunications Limited (hereinafter referred to as “HTL”) was engaged by Helios Towers Africa Limited (hereinafter referred to as “HT”) to undertake a mobile market and towers market assessment, to forecast HT tenancies in Tanzania, Ghana, the Republic of the Congo and the Democratic Republic of the Congo and to undertake a mobile market and towers market assessment in South Africa and Nigeria as per our letter of engagement. This report (hereinafter referred to as the “Report”) presents the findings of our assessment. Our duty of care and sole liability is to HT and to no other party. In undertaking the assessment HTL was provided with access to information provided by HT management. This Report was prepared by HTL on the basis of information provided by HT and from third party sources. HTL's remit did not encompass assessment of the veracity or validity of the information provided. While HTL has satisfied itself that the information contained in the Report is consistent with other information received, HTL makes no representation as to the veracity or validity of information referenced, assessed and/ or analysed. Some of the key findings of the Report are based on views of mobile market development, network investment, technology evolution and operating practices as deduced from information received. HTL accepts no responsibility for the actual realisation of any market or investment forecasts or HT’s performance. Actual results are likely to be different from those shown in this assessment of the prospective markets because events and circumstances frequently do not occur as expected and the difference may be material. This document does not constitute investment or financing advice to any party nor does it make recommendations as to whether HT should or should not proceed with its intended plans for the business. 2 I Executive Summary Page 3 II HT – Mobile Markets Overview Page 5 III Estimated Market Size Page 12 IV Forecast Market Demand Page 14 V Technology Forecasts Page 20 VI Deep Dive By Market Page 25 0.36 VII Glossary Page 50 Page 3 HARDIMAN TELECOMMUNICATIONS LIMITED 3 Executive Summary – Key Takeaways • Mobile subscriber growth is forecast for each of the markets in which HT has operations. • Additionally in each of these markets the main MNOs are deploying 3G and 4G technologies to support the growing demand for mobile data services. The adoption and consumption of mobile data services is increasing across all SSA mobile markets. • The growing subscriber numbers and demand for mobile data services requires that the MNOs continue to build out network Growing mobile infrastructure and build new points of service (PoS). markets driving the Incremental Subscribers 2018-2024 Incremental PoS 2018-2024 demand for mobile towers. Tanzania 14.4m 5,084 DRC 24.9m 3,829 Ghana 5.5m 2,740 Congo-B 1.2m 375 South Africa 8.4m 7,020 • HT has been operating in Africa since 2010. In that time it has built a portfolio of 6,745 active sites through acquisition and Build to Suit and by the end of 2018 was hosting 13,014 tenants (not including South Africa). • In 2018, despite MNO consolidation in two of the markets of operation, HT active sites grew by 3.5% and tenancies grew by 4.2% (not including South Africa). HT is well • HT is a trusted partner of the MNOs. Airtel (Congo-B, DRC) Tigo (Ghana, Tanzania, DRC) and Vodacom (Tanzania) have sold established and is their tower portfolios to HT. the trusted partner of • Additionally all the major MNOs in their markets of operation use HT to build new sites (“B2S” or Build to Suit) and are colocated all the major MNOs. on HT towers. • In three of HT’s markets of operation (DRC, Tanzania and Congo-B) it is the only independent TowerCo. Ghana has three independent TowerCos (HT, American Tower and Eaton Towers, nevertheless the potential for lease up on the HT towers in Ghana is good given its urban weighted portfolio and HT has secured notable B2S contract wins. • Zonal analysis of the HT towers indicates that they are well located and are good candidates for MNO lease up. Page Source: HT Management, HTL Analysis 4 HARDIMAN TELECOMMUNICATIONS LIMITED 4 I Executive Summary Page 3 II HT – Mobile Markets Overview Page 5 III Estimated Market Size Page 12 IV Forecast Market Demand Page 14 V Technology Forecasts Page 20 VI Deep Dive By Market Page 25 0.36 VII Glossary Page 50 Page 5 HARDIMAN TELECOMMUNICATIONS LIMITED 5 Tanzania – Summary – Mobile Market Mobile market is forecast to grow to 57.9m by 2024 Tanzania’s mobile market grew strongly during 2018: 3.5 m subscriptions (+9% YoY). We expect the Mobile market to grow to 57.9m by 2024 (2018-2024 CAGR of +4.9%) – an average of 2.4m new net adds per year over the forecast period. Continued strong subscriber growth is projected for Vodacom and Tigo. 60 Tanzania Mobile Market Subscriptions (m) Tanzania Mobile Subscriber Market Share YE2018 43.5 40.0 40.0 50 0% 38.5 0.6 1% 31.4 0.2 0.2 0.3 0.1 40 0.8 0.1 3.9 27.1 1.6 3.4 9% 26.9 0.2 1.2 3.8 23.5 11.0 0.1 30 0.1 11.0 10.5 10.9 33% 0.1 9.6 1.2 1.1 0.9 8.4 9.0 1.4 20 7.0 1.7 12.6 25% 10.4 11.7 11.1 1.5 3.1 1.8 8.2 5.5 6.0 6.0 10 12.7 12.9 14.1 9.4 9.4 10.3 11.8 12.4 0 3% 29% 2011 2012 2013 2014 2015 2016 2017 2018 Vodacom TiGO Zantel Mobile Airtel Halotel Smart TTCL Mobile Tanzania Mobile Subscriptions Forecast (m) 57.9 60 [Hardiman Analysis] 55.6 53.2 50.7 48.2 50 45.9 43.5 40.0 40 30 20 10 0 2017 2018 2019F 2020F 2021F 2022F 2023F 2024F Page Source: Regulator, MNO, Hardiman Analysis 6 HARDIMAN TELECOMMUNICATIONS LIMITED 6 DRC – Summary – Mobile Market Mobile market is forecast to grow to 62.6m by 2024 Mobile market is recovering from steep decline in penetration during 2016, when the number of mobile subscriptions declined by 9 m. The integration of Tigo by Orange is now complete. Both Vodacom and Orange launched 4G services in 2018. We anticipate that Airtel and Africell will deploy 4G equipment in the future. Assuming no material deterioration in political and macroeconomic conditions in the medium term, we project mobile market to grow to 63 m by 2024 – an average of 4.2 m new net adds per year. DRC Mobile Subscriptions by Operator (m) DRC Mobile Subscriber Market Share YE 2018 E 37.7 40 37.1 36.3 33.8 35 4.0 7.0 5.8 27.6 3.5 30 25.8 4.3 5.3 10.6 Africell 3.9 9.1 10% 25 20.3 3.7 5.1 5.3 1.8 20 0.9 7.3 Vodacom 15.3 1.8 3.9 10.3 3.0 9.2 8.1 9.3 Airtel 34% 15 1.50.0 2.4 7.6 6.8 27% 10 7.4 6.2 11.5 11.8 12.0 12.8 5 8.8 9.7 5.1 7.1 0 Orange 2011 2012 2013 2014 2015 2016 2017 2018E 28% Vodacom Airtel Tigo Orange Africell DRC Mobile Market Subscriptions Forecast 62.6 60 [HTL Analysis] 57.9 53.3 Decrease due to eeffects of: 48.9 50 • Ddeactivation of inactive SIMs by MNOs 44.8 • SIM registration requirements 17.2 40.9 15.8 40 37.7 14.5 33.8 13.3 12.1 11.06 30 17.6 10.6 16.2 9.1 14.9 13.6 12.4 20 11.33 9.3 10.3 10 19.0 20.4 15.2 16.4 17.7 12.0 12.8 14.05 0 2017 2018E 2019F 2020F 2021F 2022F 2023F 2024F Page Source: Regulator, MNO Data, Hardiman Analysis 7 HARDIMAN TELECOMMUNICATIONS LIMITED 7 Ghana – Summary – Mobile Market Mobile market is forecast to grow to 44m subscriptions by 2024 Mobile penetration in Ghana is among the highest in Sub-Saharan Africa: estimated 129% at YE 2018. It is a vibrant mobile market with four established international MNOs active. MTN is the market leader. Airtel-Tigo merged in October 2017, creating a strong challenger to Vodafone for 2nd position in market. The number of subscriptions declined sharply in 2017. However, market growth resumed in 2018 and is forecast to continue – driven by the demand for data services. This will drive demand for additional operator PoS. Ghana Mobile Market Subscriptions by Operator (m) Ghana Mobile Subscriber Market Shares at YE2018E (%) [Sources: MNOs, NCA, HTL Analysis] 38.3 38.5 40 2% 35.0 0.7 35.2 0.7 35 30.4 1.4 4.6 0.8 10.3 28.0 4.8 30 25.6 1.5 5.3 9.7 1.5 3.7 4.9 27% 25 1.6 3.4 3.2 4.1 8.3 9.8 20 4.0 9.0 46% 3.7 7.6 7.1 6.0 15 5.3 10 19.3 16.3 15.7 17.7 12.9 13.9 5 11.7 25% 0 2012 2013 2014 2015 2016 2017 2018E MTN Vodafone Tigo Airtel AirtelTigo Glo Mobile Expresso 50 Ghana Mobile Market Subscriptions Forecast (m) [HTL Analysis] 44.0 42.4 43.0 43.5 45 40.1 41.4 38.5 40 35.2 35 30 25 20 15 10 18.5 19.1 19.5 19.7 19.9 20.1 15.7 17.7 5 0 20172017 2018E2018E 2019F2019F 2020F 2020F 2021F 2021F 2022F 2022F 2023F 2023F2024F 2024 Page 8 Source: Regulator, MNO, Hardiman Analysis HARDIMAN TELECOMMUNICATIONS LIMITED 8 Congo-B – Summary – Mobile Market Mobile market is forecast to grow to 6.0m subscriptions by 2024 Azur exited the mobile market in Congo-B in 2018.
Load more

Recommended publications
  • An Overview of Today's and Tomorrow's M- Commerce In
    AN OVERVIEW OF TODAY’S AND TOMORROW’S M- COMMERCE IN THE NETHERLANDS AND EUROPE Hong-Vu Dang BMI Paper AN OVERVIEW OF TODAY’S AND TOMORROW’S M- COMMERCE IN THE NETHERLANDS AND EUROPE Hong-Vu Dang BMI Paper Vrije Universiteit Amsterdam Faculty of Sciences Business Mathematics and Informatics De Boelelaan 1081a 1081 HV Amsterdam www.few.vu.nl August 2006 PREFACE A part of the masters programme of the study that I am following, Business Mathematics & Informatics (BMI) at the Vrije Universiteit Amsterdam, is writing a BMI paper. In this paper a problem in the field of BMI is assessed using existing literature. The subjects addressed in this paper are the past, present and future developments of the relatively new phenomenon called m-commerce. Developments discussed will be from a technological perspective as well as a business perspective. I would like to express my gratitude to Dr. S. Bhulai of the Vrije Universiteit Amsterdam for his guidance while I was writing this paper. Hong-Vu Dang BMI paper: An Overview Of Today’s And Tomorrow’s M-Commerce In The Netherlands And Europe ABSTRACT This paper explains: • What m-commerce is: in a nutshell, it is commerce using a mobile device such as a hand-held device or a smart phone; • What it is used for: currently, m-commerce in Europe mainly consists of messaging, such as SMS, and mobile entertainment (think of ringtones, wallpapers, and mobile games); • What technology is involved with m-commerce: this paper describes the history and future of mobile networks from 1G to 3G, and how other technologies can be used for m-commerce such as GPS, and Wi-Fi; • The business aspects of m-commerce: how much does it cost to enable m- commerce (for instance the costs of the European UMTS network) and how much turnover is made.
    [Show full text]
  • AT&T Usadirect
    AT&T USADirect® Travel Guide How USADirect® Works 02 Access Codes 03 Dialing Instructions 06 Language Assistance 08 Tips & Timesavers 09 Frequently Asked Questions 10 AT&T USADirect® Travel Guide How USADirect® Works AT&T USADirect® is ideal for frequent international travelers who want to save money on calls back to the U.S. while traveling abroad. Just sign up, and then use an AT&T USADirect access number to connect to the AT&T U.S. network. Once connected, you can call anywhere in the U.S. quickly, easily, and dependably. AT&T USADirect accepts the AT&T Corporate and Consumer Calling Cards, as well as AT&T PrePaid Phone Cards. You can also use your commercial credit cards from many countries, subject to availability. Payment terms are subject to your credit card agreement. If you're an AT&T long-distance customer, you have the option of billing calls to your AT&T residential long-distance account. To find out more or to sign up, call toll-free 1-800-731-8230 or 1-800-435-0812. 2 AT&T USADirect® Travel Guide Access Codes Albania 00-800-0010 Bulgaria 00-800-0010 Egypt Showing Countries American Samoa Cambodia 1-800-881-001 Cairo 2510-0200 Starting with 1-800-225-5288 Canada 1-800-CALL-ATT Outside Cairo 02-2510-0200 Al-Ho Cayman Islands Angola 808-000-011 1-800-225-5288 El Salvador 800-1785 Anguilla 1-800-225-5288 Estonia 800-12001 Legends: Antigua Fiji 004-890-1001 U.S. - United States MB - Miltary Bases #1 Chile Finland 0-800-11-0015 # - Pound Key Select Hotels 1-800-225-5288 Telmex 800-225-288 France SS - Service Suspended Argentina ENTEL 800-360-311 Hotels 1 0-800-99-1011 Telecom 0-800-555-4288 ENTEL {Spanish} 800-360-312 Hotels 2 0-800-99-1111 Note: Telefonica 0-800-222-1288 Telefonica 800-800-288 Hotels 3 0-800-99-1211 ^ indicates that you ALA {Spanish} 0-800-288-5288 Telmex 171-00-311 Hotels-Paris Only 0-800-99-0111 should wait for a second dial tone Telmex {Spanish} 171-00-312 France Telecom 0-800-99-0011 before dialing the next number.
    [Show full text]
  • EXECUTIVE SUMMARY: Worlddmb Global Update Digital Radio Broadcasting Using the DAB Family of Standards Global Overview Digital
    EXECUTIVE SUMMARY: WorldDMB Global Update Digital radio broadcasting using the DAB family of standards Global overview Digital radio is making significant advances across Europe with national services now firmly established in the UK, Norway, Switzerland, Denmark, Germany and Netherlands – all with coverage levels of over 90%. Recent months have seen several important developments for DAB digital radio: Norway will switch off FM in 2017 Switzerland has announced its plans for DSO (Digital Switchover) between 2020 and 2024 In Germany, following public broadcaster ARD’s long term commitment to DAB+ in November 2014, the Ministry for Transport and Digital Infrastructure has made clear its strong support and has established a new cross-industry Steering Board to drive forward the adoption of digital radio The UK has launched a major programme to build out national and local DAB coverage, and the licence for a second national commercial multiplex has been awarded, with up to 15 new stations on air in early 2016. Denmark has issued a clear roadmap for digital radio, with a transition to DAB+ by end 2016 and a decision on DSO when 50% of listening is digital The Netherlands has seen the launch (Sept 2013) and strong marketing of national DAB+ services. The next phase of development takes place in 2015 with the launch of regional services. In Italy, in March the regulator AgCom issued licences in three new regions; the coverage of national services is being extended in the South of Italy and Sicily and a plan of frequencies for local digital radio in 40 new regions has been published and AgCom will most likely publish the rules to extend DAB+ services in the new local areas by this summer.
    [Show full text]
  • World-Class Infrastructure Which Enables Citizens to Connect to High
    Connectivity World-class infrastructure which enables citizens to connect to high-speed internet. 1 About SENTECH SENTECH is all about connecting you to the world and connecting the world to you. SENTECH SOC Limited is a State-Owned Company operating in the ICT sector. SENTECH offers digital content delivery services to Public and Commercial entities. In keeping abreast with rapid changes in the information and cyber physical society, SENTECH’s product and service offering has expanded to include SENTECH CONNECT which is Connectivity tailored for all sectors in rural and underserviced areas. 2 Connectivity Connectivity Technology SENTECH CONNECT provides high speed broadband access, always Broadband Access Network on Internet connection for government facilities in hard-to-reach areas in South Africa with a IP Core/Edge Networks minimum speed of 10Mbps scalable to 100Mbps. The network enables data, voice, video IP/MPLS Networks and other multimedia applications for any device, any network, anywhere and for Data Centre Solutions any business use. Our team designs networks and implements state-of- the-art fully integrated Transmission/Backhaul Solutions solutions for the following broadband access technologies: 3 Connectivity Technology SENTECH CONNECT offers five services, namely: 1. Broadband Access Networks 5G Features: SENTECH CONNECT provides high speed broadband access, • Supports voice, video calling, data and other multi-media always on Internet connection for government facilities in the communications, underserviced areas with a minimum speed of 10mbps scalable • Higher voice service quality compared to 4G services, to 100mbps. The network enables data, voice, video and other • Provide download speeds of 14.4 megabits per second and multimedia applications for business use.
    [Show full text]
  • Chapter 4 South Africa: the Internet Wars
    Negotiating the Net 4/1/2005 - 1 – ________________________________________________________________________ CHAPTER 4 SOUTH AFRICA: THE INTERNET WARS Introduction It was an eleven page fax, unsigned, with a Telkom cover sheet, addressed to ISPA, the Internet Service Providers Association. And it confirmed their suspicions. Things were coming to a head. Only a few days previously, on 11 June 1996, Telkom, South Africa’s giant, state-owned telecommunications monopoly on whose networks the internet and e-mail traffic of the entire client base of the ISPs depended, had finally entered the fray. The months of informal pilot testing, which the various private sector ISPs had anxiously been monitoring, had ended. A major new ISP for them to contend with had officially been launched. SAIX, the South African Internet eXchange, was now out there, in their market. Since Telkom's pre-commercial testing had begun on 1 October of the previous year, they and the other ISPs had talked of little else. An ISP operated by the incumbent could mean no-holds-barred competition for clients (particularly the profitable corporates, whose leased lines were rented from Telkom, making the telephone monopoly privy to their entire client database), including cross-subsidies and predatory pricing. Already many of them knew of informal approaches to their own clients - and the carrot of cheaper prices. Five ISP representatives had met to discuss the growing threat - Dave Frankel of Internet Solution, Jon Oliver of GIA, Mark Todes of Internet Africa, Steve Corkin of Sprint, and Internet activist Ant Brooks. With the support of other ISPs, they had planned the formation of an Internet Service Providers Association.
    [Show full text]
  • Independent Communications Authority of South Africa Act: Discussion Document to Identify Priority Markets in Electronic Communi
    4 No. 41446 GOVERNMENT GAZETTE, 16 FEBRUARY 2018 GENERAL NOTICES • ALGEMENE KENNISGEWINGS Independent Communications Authority of South Africa/ Onafhanklike Kommunikasie-owerheid van Suid-Afrika INDEPENDENT COMMUNICATIONS AUTHORITY OF SOUTH AFRICA NOTICE 71 OF 2018 71 Independent Communications Authority of South Africa (13/2000): Invitation for written representations on priority markets in the electronic communications sector 41446 This gazette is also available free online at www.gpwonline.co.za STAATSKOERANT, 16 FEBRUARIE 2018 No. 41446 5 INVITATION INVITATION REPRESENTATIONS FOR FOR WRITTEN ON ON PRIORITY PRIORITY MARKETS THE THE IN IN ELCTRONIC ELCTRONIC COMMUNICATIONS SECTOR June June 2017, Independent Communications the the On On 30 1. 1. Authority Authority of South Africa "the "the ( ( Gazette' Gazette' Authority Authority published published notice the ") ") in in indicating indicating conduct conduct Inquiry intention intention its its to to a a an an terms terms of section section 4B(1)(a) "the "the Inquiry") in in ( ( Authority Authority of of Independent Independent Communications the the of of of of (Act (Act "ICASA South South Africa 2000 2000 2000) Act, Act, No, No, 13 13 ( ( Act Act "). "). of of The The this this Inquiry to: to: is is 2. 2. purpose purpose identify identify markets markets electronic the the 2.1. 2.1. and in in segments segments communications communications or or ante ante sector sector that susceptible susceptible regulations; regulations; and and to to ex ex are are determine determine which of prioritised prioritised for these these markets should 2.2. 2.2. be be market market reviews and and terms terms of section 67(4) of Electronic potential potential regulation the the in in Communications Communications (Act (Act of of 2005) 2005) 2005 2005 "ECA Act, Act, No.
    [Show full text]
  • From AT&T/Lucent 3G Third Generation (Mobile Network) 3GPP
    1-ESS x-ESS series of "Electronic Switching Systems" from AT&T/Lucent 3G Third Generation (Mobile Network) 3GPP Third-Generation Partnership Project 3WC Three Way calling 4GL Fourth-Generation Language 800 or 888 Freephone 802.x Series of LAN standards developed by IEEE 911 Emergency telephone number in North America AAV Alternative Access Vendor ABR Available Bit Rate Access Control, or Alternating Current, or Authentication Center (also AC AUC) ACD Automatic Call Distributor ACE Authentication Encryption ACEK Authentication Encryption Key ACK Acknowledgement ACP Access Control Point ACRE Authorization and Call Routing Equipment ADM Add-Drop Multiplexer (SDH Element) ADPCM Adaptive Differential Pulse Code Modulation ADSL Asymmetric Digital Subscriber Line AGRAS Air-Ground Radiotelephone Automated Service AIOD Automatic Identification of Outward Dialed calls AIN Advanced Intelligent Network (ANSI IN Standard) A-key Authentication key ALI Automatic Location Information AM Amplitude Modulation AMPS Advanced Mobile Phone System ANI Automatic Number Identification ANS Advanced Network Services ANSI American National Standards Institute ANSI-41 ANSI standard for mobile management (ANSI/TIA/EIA-41) ANT ADSL Network Terminator AOA Angle of Arrival AOL America On Line (ISP) API Application Programming Interface APPC Advanced Program-to Program Communications (IBM SNA) APPN Advanced Peer-to-Peer Network (IBM SNA) ARCnet Attached Resource Computer Network (Datapoint) ARDIS Advanced Radio Data Information Service ARP Address Resolution Protocol ARPA
    [Show full text]
  • 2020 Annual Report Dear Stockholders
    2020 ANNUAL REPORT DEAR STOCKHOLDERS, 2020 was a year like no other for Consolidated Communications. Searchlight’s investment enabled us to completely refinance our debt and We entered the year with strong momentum and a clear set of strategic extend our maturity profile by seven years. Importantly, this investment goals to guide our path and focus for the year: and partnership with an experienced strategic investor in our sector is • stabilize revenue and EBITDA while growing free cash flow enabling us to accelerate our fiber expansion plans immediately. • leverage our network across the regional territories we serve while • We are in a strong position to accelerate our fiber investments with continuing to invest in the expansion of our fiber network; and a fully funded build, supporting our growth initiatives across three customer groups; carrier, commercial and consumer. We have • continue to execute on our disciplined capital allocation plan, including a embarked on a five-year investment initiative to upgrade 1.6 million strategic refinancing, to position the Company for investment in the future. passings and enable multi-gigabit, symmetrical speeds over fiber services. And then the COVID-19 pandemic arrived, testing us in previously We have a proven track record of growing broadband, and we are now unimaginable ways. But your Company and its employees responded positioned to expedite our fiber expansion plans, boost customer speeds with incredible energy, engagement and support for one another. We and expand gigabit fiber services to 70 percent of our addressable market. focused immediately and intensely to ensure the safety of our employees As part of our fiber expansion plans, we intend to transform the customer and customers while at the same time ensuring business continuity and experience by making it easy for customers to do business with us.
    [Show full text]
  • Growth from Emerging Markets, 828 KB
    Growth from emerging markets Jon Fredrik Baksaas - President & CEO 1 Strong international positions Total Mobile Country population Market share penetration (mill) Bangladesh 146 14% 61% Pakistan 157 35% 16% Thailand 65 68% 32% Serbia 7.5 86% 41% Malaysia 27 77% 28% Ukraine* 48 108% 43% Hungary 10 93% 34% Montenegro 0.6 90% 58% Russia* 145 107% 31% Total 600 60% 30% * Source: AC&M 2 We plan for 100% real mobile penetration in all markets Reported penetration Real penetration** Malaysia 77% 72% Thailand 68% 55% Ukraine* 108% 65% Pakistan 35% 29% Bangladesh 14% 13% * Source: AC&M ** Note: Telenor estimates 3 Substantial subscription growth Pakistan Bangladesh Ukraine* 10 25 14 8 12 20 10 6 15 8 4 6 10 4 2 5 2 0 0 0 Q1 2006 Q1 2007 Q1 2006 Q1 2007 Q1 2006 Q1 2007 +259% +89% +46% * Source: AC&M Note: Growth in mobile subscriptions last twelve months 4 Combined with extreme price competition Pakistan Bangladesh Ukraine* Instaphone 1% Teletalk 2% URS 4% Golden Telecom 1% Paktel 2% Citycell 5% Telenor Astelit Warid 16% 12% 16% Banglalink 14% Kyivstar 43% Ufone Aktel 21% Mobilink 17% Grameenphone UMC 44% 61% 40% -30% -60% -60%** * Source: AC&M ** Note: Telenor estimates Note: Price reduction last two years 5 Driving network investments Pakistan Bangladesh Ukraine Total traffic increase 374% 245% 187% CAPEX/ Sales 172% 52% 33% Note: Figures are based on last twelve months. Telenor estimates on Ukraine. 6 Remember what happened in Malaysia MYRm 1 000 900 % 26 800 h wt ro 700 G 600 500 Growth 13% 400 300 200 Average price Average price 100 decline
    [Show full text]
  • Data Services Market Inquiry Final Report
    competition commission south africa DATA SERVICES MARKET INQUIRY FINAL REPORT SUMMARY OF FINDINGS AND RECOMMENDATIONS NON-CONFIDENTIAL competition commission south africa YEARS 2 DECEMBER 2019 competition regulation for a growing and inclusive economy SUMMARY OF FINAL FINDINGS AND RECOMMENDATIONS OF THE DATA SERVICES MARKET INQUIRY 1. The Data Services Market Inquiry (the which had received limited input in the “Inquiry”) was initiated by the Competition initial submission and hearings. Commission in terms of Section 43B(2) of the Competition Act No. 89 of 1998 (as 3. This report provides the final findings and amended) (“the Act”) in August 2017. The recommendations of the Commission. initiation of the Inquiry followed persistent concerns expressed by the public about the BENCHMARKING AND high level of data prices and the importance PROFITABILITY ANALYSIS CONFIRM of data affordability for the South African SOUTH AFRICAN PRICES ARE HIGH economy and consumers. The purpose of the Inquiry as set out in the terms of 4. The Terms of Reference required that reference is to understand what factors or the Inquiry undertake an international features of the market(s) and value chain benchmarking of South African data prices. may cause or lead to high prices for data Notwithstanding the challenges involved, services, and to make recommendations international price comparison studies do that would result in lower prices for data have some probative value by providing services. a simple and effective cross-check on the general level of advertised prices in a market. 2. Following the initiation, a formal Call Their use has become relatively standard for Submissions was published on 20 internationally and the Commission was able September 2017.
    [Show full text]
  • Sentech Strategic Plan 20/21-24/25 & Annual
    SENTECH STRATEGIC PLAN 20/21-24/25 & ANNUAL PERFORMANCE PLAN 2020/21–2021/22 REVISED VERSION APRIL 2020 1 SENTECH SOC LTD Corporate Plan FY2020/21 -2024/25 ABBREVIATIONS Ad Advertisement ARC Audit and Risk Committee ASO Analogue Switch-Off ATV Analogue Television B2B Business to Business B-BBEE Broad-Based Black Economic Empowerment Board Accounting Authority BSD Broadcasting Signal Distribution BTR Business Television and Radio BTV Business Television CAGR Compound Annual Growth Rate CEO Chief Executive Officer CFO Chief Financial Officer COO Chief Operations Officer CPI Consumer Price Index CRM Customer Relations Management CSI Corporate Social Investment CSS Customer Satisfaction Survey DCDT Department of Communications and Digital Technologies DTH-S Direct-to-Home Satellite DTPS Department of Telecommunications and Postal Services DTT Digital Terrestrial Television EBIT Earnings Before Interest and Tax E&M Entertainment and Media ECA Electronic Communications Act, No. 36 of 2005 ECNS Electronic Communications Network Services ECS Electronic Communications Services EE Employment Equity EMEA Europe, the Middle East and Africa ESD Enterprise Supplier Development EXCO Executive Committee FM Frequency Modulation FTA Free-To-Air FY Financial Year GDP Gross Domestic Product ICASA Independent Communications Authority of South Africa (Regulatory Authority) ICT Information and Communications Technology ISA International Standard on Auditing 320 I-ECNS Individual Electronic Communications Network Services I-ECS Individual Electronic Communications
    [Show full text]
  • The International Communications Market 2016
    The International Communications Market 2016 4 4 TV and audio-visual 117 Contents 4.1 TV and audio-visual: overview and key market developments 119 Overview 119 Subscriptions to video-on-demand services continue to grow 121 4.2 The TV and audio-visual industry 125 Revenues 125 The licence fee and public funding 130 4.3 The TV and audio-visual consumer 132 Digital TV take-up 132 IPTV services and take-up 135 Value-added services 135 Broadcast television viewing 138 Legacy terrestrial channels viewing 139 Domestic publicly-owned channels viewing 140 118 4.1 TV and audio-visual: overview and key market developments Overview Subscription revenues continued to make up over half of total TV revenue Global TV revenues from broadcast advertising, channel subscription and public funding including licence fees reached £263bn in 2015. Subscription revenues continue to make up over half of total revenue, at £137bn. TV revenue per capita in the UK was £221 in 2015, the third highest of our comparator countries after Germany (£289) and the US (£351). South Korea had the highest take-up of pay TV at 99%, compared to the UK which had one of the lowest of our comparator countries at 62%. Just over half of UK television homes received an HD service in 2015 (51%), putting the UK in tenth position among our 18 comparator countries. Declines in viewing to broadcast TV occurred across many countries The UK experienced a year-on-year decline in viewing to broadcast TV (-1.9%), with people watching an average of 3 hours 36 minutes of TV each day.
    [Show full text]