O2 is expected to generate the highest ARPU of $ 32.99 by 2010 (Germany)German Mobile market shows strong growth with which the country’s mobile penetration rate is rapidly catching up with the EU average. Two out of the four operators is dominating the market. But there is increasingly lively activity from MVNOs and resellers which has triggered competition and placed pressure on tariffs, resulting in lower ARPU. Regulatory pressure on termination tariffs has also bolstered operators to step-up their development of data applications to improve profit margins.
Operators covered for Germany include: T-Mobile, D2 (Vodafone), E-Plus, O2.
Notable highlights of Germany Mobile Forecast include:
- The number of total subscribers in Germany will increase from 97.2 million to 105.2 million between 2007 and 2010. The wireless penetration level will continue to increase.
- T-Mobile’s market share will continue to decline from its current level to reach 35.9% in 2010 while E-Plus and O2 will continue to see some increase in their market share figures.
- In 2010, O2 will generate the highest ARPU of US$ 32.99 (previously US$ 32.78 per month) while T-Mobile will generate the lowest ARPU of US$ 24.22 (previously US $24.06) per month.
- T-Mobile, E-Plus, and O2 will see an increase in margins at 38.5%, 38.3%, and 27.2% in 2010; while and D2 (Vodafone) will see some declines in EBITDA margins over the forecast period, coming in at 41.2% in 2010.
