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    HomeInsightsResults time shows mixed performance across Europe's major markets

    Results time shows mixed performance across Europe’s major markets

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    O2 Telefonica
    Revenue
    UK total revenue grew by 10.2%; Germany (including Telefónica Deutschland) total revenue fell by 3.0%; O2 Ireland total revenue grew by 1.7%;O2 Czech Republic total revenue grew by 2.4%

    ARPU:
    UK blended ARPU £22.3 (Q4 2006: £23.0; Q1 2006: £22.2)
    Germany blended ARPU €20.5 (Q4 2006: €23.7; Q1 2006: €24.1)
    Ireland blended ARPU €44.2 (Q4 2006: €45.0; Q1 2006: €44.6)
    Czech Republic ARPU CZK 496 (Q4 2006: CZK 528; Q1 2006: CZK 490)

    The boss says:
    “In highly challenging European markets, O2 has begun 2007 in a robust manner, adding 641,000 mobile customers, taking the total mobile customer base to 35.9 million, 9% higher than last year.” (Peter Erskine)

    Hmmm, interesting…
    The disposal of Airwave for a total value of €2,982 million (£2,015 million). This transaction was completed on 20 April 2007 and generated total net proceeds of €2,860 million. in Germany, O2 DSL customers reached 31,000 at the end of March, and O2 will now more aggressively market the service having completed its “soft launch” phase
     
    Turkcell
    Revenue and income
    Increased by 14% on an annual basis to $1.3 billion  in the first quarter of 2007; EBITDA* margin of 40%; Net income increased 45% on an annual basis to $272.1 million (US$187.2 million).

    ARPU
    Minutes of usage per subscriber  in the first quarter of 2007 increased on an annual basis by 9% to 63 minutes. ARPU”) of $12.1 (US$12.2) in the first quarter of 2007.
    SUBS
    Turkcell’s subscriber base grew by 12% on an annual basis to 32.2 million (28.7 million) as of March 31, 2007

    The boss says…
    “Our customers
    responded well to our best value offers and to our marketing campaigns.The number of new subscriptions was a new record for any first quarter” (Sureyya Ciliv)

    Hmmm, interesting…
    The Telecommunications
    Authority recently announced the tender conditions for granting of the 3G Licenses in Turkey, to be held on May 25, 2007. “The Turkish economy has been enjoying solid and stable growth in the last few years. However, there have been recent developments in the political environment that may result in potential political and economical uncertainties in the forthcoming quarters. Turkcell
    maintains its cautious stance primarily due to high uncertainty in local politics and concerns in the economy. We closely monitor the financial and political agenda in this volatile environment.”
    T-Mobile UK
    Revenue
    Up 10% year on year to £781m: EBITDA up 32% at £150 million.

    ARPU:
    Blended £20 per month – up 12% year on year

    SUBS
    16.7 million overall up 2% from Q1 2006. Contract customer growth: up 18% year on year to 3.8m. Net additions overall is -171 million (pre-pay down 277 million).

    The boss says…
    T-Mobile UK has produced another set of strong results in a marketplace that continues to be highly competitive, and we have made further strides in delivering fast, simple and affordable mobile broadband and Wi-Fi.

    Hmm interesting…
    “We have strengthened our leading position in mobile broadband by introducing speeds of over 3mbps across our 3G network and we are looking at plans to further double those speeds in the near future. (Jim Hyde)