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Euro Wireless Q2 Scorecard

The second-quarter earnings results are out in the open now, so Light Reading Mobile has sliced, diced, and analyzed the big five European operators' numbers to reveal just how well these communication giants are doing in their wireless businesses.

The selection of wireless financial data from the operators' home markets and key European operations gives a snapshot of the mobile landscape across the pond, and Telefónica SA (NYSE: TEF) has emerged as leader of the wireless pack on several metrics. (See Update: Wireless Q2 Score Card.)

The Spanish giant didn't rack up the biggest revenues in the quarter, compared to Deutsche Telekom AG (NYSE: DT) and Vodafone Group plc (NYSE: VOD), nor does it have the most wireless customers (that would be Vodafone), but it showed the best growth rates in terms of revenues, subscriber additions, and average revenue per user (ARPU) compared with the same period a year ago.

For all of the operators, mobile data is a key growth driver in Europe. Some operators reported data revenue figures for the quarter, while others reported in terms of data ARPU.

The chart includes data ARPU figures, which are averaged across the operators' European operations for Orange (NYSE: FTE) and Telefónica. But the overall mobile data revenue numbers for Deutsche Telekom, Telecom Italia Mobile SpA (Milan: TIM), and Vodafone are worthy of mention here.

  • Deutsche Telekom reported mobile data revenues of €1 billion (US$1.2 billion) in the second quarter, up 25 percent from €0.8 billion ($1 billion) in the same period last year.

  • Telecom Italia reported revenue for mobile "value-added services" (VAS) -- which includes messaging and "interactive" services -- of €512 million ($658 million) in the second quarter, up 2.8 percent from the year-ago quarter. The operator says that VAS revenue represented 25.5 percent of wireless revenue in the quarter.

  • And Vodafone recorded data revenue of £852 million ($1.3 billion) in the quarter, up 20.3 percent from the same period last year.

    Now here's how they all stack up:



    — Michelle Donegan, European Editor, Light Reading Mobile

  • stelabokun 12/5/2012 | 4:26:31 PM
    re: Euro Wireless Q2 Scorecard

    Thanks for this overview Michelle. It will come in handy in the upcoming forecasting season here in Pyramid.



    By the way, DT reports per country data ARPU implicitly in some obscure super-hidden excel document called DTBackup to the Presentation (http://www.telekom.com/dtag/cm... ). They refer to data ARPU % as “Non-voice % of ARPU.”

    So, here are some European DT figures for 2Q2010:


    In Germany, 2Q2010 data ARPU reached 4.64 EUR, i.e. 29% of total ARPU is data (this is a 4% yoy growth);


    in Greece, data is only 14% of total ARPU (-1% yoy change– surprise, surprise…);


    in Poland, 25% of total ARPU come from data (this healthy 2% yoy growth makes sense - Poland is one of the rare European countries that hasn’t experienced a decline in GDP in 2009);


    in the Czech Rep 23% of total ARPU comes from data (1% yoy growth);


    in the Netherlands DT reported data ARPU of 7.84 EUR i.e. 28% of total ARPU (2% up yoy).

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