[ENG]
Mobile service revenue up 5.7% from first half 2004
In a recently published report (‘DMO 2005 – H1') Telecompaper estimates, on the basis of findings resulting from our continuous research studies into the developments of the Dutch telecommunications market, that in the first two quarters of 2005, the Dutch mobile communication services market grew 5.7% and generated EUR 2.91 billion in services revenue, up from EUR 2.75 billion in the same period last year. The revenue growth in the first six months of 2005 moves in line with a seasonal pattern. Growth in the second quarter is higher than we expected and not in line with our forecast assumption that growth peaks were to flatten out in 2005. Based on a strong quarterly performance, we assume that mobile services revenue will grow 6% this year, not 2% as previously estimated, and increase to EUR 5.96 billion for the year.
Other findings are:
- The mobile customer base continues to grow and increases to 16.75 million customers at the end of June 2005, up from 16.01 million customers at the end of 2004. In June 2004, the number of mobile customers were up 7.7% from year-end 2003, suggesting, that growth of the mobile customer base slows down.
\- Mobile penetration at the end of June 2005 was 102.7%
- Based on mobile service revenue, KPN is the largest operator and Vodafone comes in second place. T-Mobile follows in third position. Revenue from T-Mobile is almost the same as the combined mobile service revenue from Orange and Telfort.
- Based on number of customers, KPN is the largest mobile operator in the Netherlands, Vodafone second and Telfort follows in third place.
- Postpay takes over from prepay as driver for customer growth. Quality of customer base approaches all time high. 38% of customers generate 81% of mobile services revenue.
- KPN holds position in the market for postpay customers. Orange and Telfort win too in the second quarter of 2005.
- Telfort takes 75% of net connections in prepay market during the second quarter. Its good performance in the prepay market is Telfort’s main success factor.
- Blended ARPU up for all operators, with the exception of Telfort. T-Mobile experiences largest increase in postpay ARPU during the second quarter of 2005. Vodafone still tops prepay ARPU. KPN and Vodafone win share of mobile services revenue during the second quarter of 2005. KPN and T-Mobile take larger share of postpay revenue in the second quarter 2005.
