Q3-2014 Update on German Telecoms Market

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    18-Jul-2015

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  • Update on Germanys Telecoms-Market

    Q3-2014 DSP-Partners I Darmstadt I February 2015

    Photo Credit: www.flickr.com/photos/umdrums/2737539648 Secret Pilgrim

  • Mobile

    With more than 770 new mobile subs overall, Germanys Q3 was quite strong

    ePlus grew strongest, adding almost 475 new subscribers

    Vodafone was the only player to lose customers in Q3 (-228)

    Fixed-line Broadband

    Deutsche Telekom continues to be clear market-leader with 12,3m DSL-lines, but DT lost 21 lines in Q3/2014

    Kabel Deutschland/Vodafone #2 with 5,3m broadband subscribers, and a combined gain of +75 new subscribers in Q3-2014

    United Internet #3 with 3,7m DSL-lines, up 50 in Q2-2014

    Summary: Telecoms Market Update Q3-2014 at a Glance

  • Germany: Number of Mobile Customers [Q3-2014 in mil.]

    Source: Company Reports, DSP-Partners Market Model

    +

    Pro-forma, Telefonica/ePlus Merger w EU-approval pending

    19,649

    26,318

    31,711

    39,653

    45,967

  • Germany: Number of Mobile Customers [Q3-2014 vs Q2-2014 in mil.]

    Source: Company Reports, DSP-Partners Market Model

    0,213

    0,473

    -0,228

    0,316

    0,686

    +

    Pro-forma, Telefonica/ePlus Merger w EU-approval pending

  • Germany: Number of Fixnet Broadband Customers [Q3/2014 in mil.]

    Source: Company Reports, DSP-Partners Market Model

    DSL

    DSL

    Cable

    DSL

    DSL/Cable

    2,161

    2,818

    3,730

    5,256

    12,340

  • Germany: Number of Fixnet Broadband Customers [Q3-2014 vs Q2-2014 in mil.]

    Source: Company Reports, DSP-Partners Market Model

    -0,030

    0,075

    0,050

    0,075

    -0,021

  • Contact

    Stefan Behrendt Founder I Managing Partner DSP-Partners www.twitter.com/stbe www.dsp-partners.com