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Posted by Site Administrator on October 30, 2008
France Telecom just announced its Q3 results. Looking at European mobile data results, it looks like the market is still growing quite significantly:
- 9,9M so-called mobile broadband customers out of an installed base of 24,5M subscribers
- data arpu growing by 18% yoy (vs Q3 2007) to 79 euros on a rolling annual basis. Non-voice represents 21,4% of total revenues. 53 percent of data revenues are now generated by non-SMS revenues. That is a significant metric to bear in mind, even though the majority might be driven by data access revenues and business customers
- 216,000 3G iPhones were sold during the quarter vs 150,000 Edge iPhone in 8 months. Just curious to know the overlap between the two segments.
UK: data ARPU growing by +11% to 82 euros / year / sub with 2,88M so-called mobile broadband subs.
Spain: data ARPU growing only from 38 to 39 euros / sub / year...Non voice representing only 13,1% of total revenues
As stated below, Spain is the main European market impacted by the crisis: "except for Spain and a few emerging markets, as of today no sign of a significant impact of the economic slowdown on other Group activities".
On a global perspective, Orange counts now 117,000,000 mobile subscribers.
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