Business Monitor International


France Telecommunications Report

Published 02 October 2014

  • 115 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
 
$1,295.00
France Telecommunications Report

BMI View:   The launch of Free Mobile in Q112 has had a major impact on competitive dynamics in France, adding to pressure on revenues from regulatory measures such as MTR cuts. These developments have put pressure on operators' financial performance and resulted in a revision of their strategies. Compounding the pressure on revenues from competition and regulatory changes is the shift in consumer behaviour as they increasingly adopt IP alternatives, leading to declines in the volume of voice services being consumed - which is not yet being offset by rising usage of non-voice services. In the wireline market, more players are entering the converged services market; the rise of triple- and quad-play packages makes it difficult for established players to continue growing. Instead, they are focusing on extracting more value from those customers they retain.

Key Data

  • Overall mobile subscription growth reached 5.1% year-on-year (y-o-y) in Q214, but there are higher growth areas such as machine-to-machine communications for which subscriptions increased 24.9% y-o-y to 7.606mn in Q214.

  • Broadband subscriptions grew strongly in 2013, considering the high penetration rate. Total broadband subscriptions increased 4.1% to 28.492mn and a penetration rate of 44.3% at the end of 2013.

  • Mobile operators again faced steep declines in ARPU in 2013 as MTR cuts and IP substitution countered increases in data revenue. Market average monthly blended ARPU declined 13.3% y-o-y to EUR25 in 2013.

Key Trends And Developments

The threat of consolidation has been evident in France since the launch of Free Mobile in 2012 which squeezed operator financial performance. The consolidation trend gained momentum in April 2014 when a EUR13.5bn (USD18.5bn) cash and shares deal for between Vivendi and Numericable was struck for mobile operator SFR. An offer from Bouygues Telecom was rejected by Vivendi in favour of Numericable's offer and Vivendi confirmed that lighter and...

Table of Contents

BMI Industry View
7
SWOT
9
Mobile
9
Wireline
11
Political
12
Economic
13
Business Environment
14
Industry Forecast
15
Mobile
15
Table: Telecoms Sector - Mobile - Historical Data & Forecasts (France 2011-2018)
15
Wireline
18
Table: Telecoms Sector - Wireline - Historical Data & Forecasts (France 2011-2018)
18
Industry Risk Reward Ratings
21
Changes At The Top
21
Table: Western Europe Telecoms - Risk/Rewards Ratings, Q314
25
Market Overview
26
Mobile
26
Regional Perspective
26
Table: France Mobile Market Regional Comparisons, 2013
27
Key Developments
27
Market Growth
28
Market Shares
29
Table: French Mobile Market, Q114
30
Usage
30
MVNOs
32
Networks
34
Table: Selected 3G Market Developments
36
Table: Mobile Spectrum Allocations (MHz)
38
Mobile Content
39
Mobile Operator Data
43
Table: France Mobile Market Overview
43
Table: Orange
44
Table: SFR
45
Table: Bouygues Telecom
46
Table: Free Mobile
47
Table: MVNOs
48
Western Europe Mobile Content
48
Monetising Footfall
50
Interoperable M-Commerce A Stronger Proposition
51
Positioning Key To M2M Success
52
Regaining Control Of The Bill
54
Wireline
55
Recent Developments
55
Fixed-Line
55
Broadband
58
ARPU
61
Industry Trends And Developments
69
Table: Selected Developments
72
Regulatory Development
74
Regulatory Overview
74
Table: Division Of Regulatory Responsibilities In France
74
Regulatory Developments
75
Table: Selected Regulatory Developments
78
Competitive Landscape
79
Table: Key Players - France Telecoms Sector
79
Table: Selected Operators' Financial Indicators
79
Company Profile
80
France T-l-com/Orange
80
SFR
86
Bouygues Telecom
92
Regional Overview
98
INSIDE Secure: New Strategy, New Deals
98
Revenue Growth Momentum Recovers In Q413
99
Table: INSIDE Secure - Key Performance Indicators (USD '000)
100
Strengthening Mobile Security Proposition
101
Acquisition Bolsters Security Capabilities
101
New Licensing Deal With Intel Offsets Exposure To BlackBerry
102
Demographic Forecast
104
Table: France's Population By Age Group, 1990-2020 ('000)
105
Table: France's Population By Age Group, 1990-2020 (% of total)
106
Table: France's Key Population Ratios, 1990-2020
107
Table: France's Rural And Urban Population, 1990-2020
107
Glossary
108
Table: Glossary Of Terms
108
Methodology
110
Industry Forecast Methodology
110
Sources
111
Risk/Reward Ratings Methodology
112
Table: Risk/Reward Ratings Indicators
113
Table: Weighting Of Indicators
114

The France Telecommunications Report features Business Monitor International (BMI)'s independent industry forecasts on the future strength of France's ICT market, covering the fixed-line, mobile and internet segments and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. Leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.

BMI's France Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in France.

Key Benefits

  • Benchmark BMI's independent telecoms industry forecasts for France to test other views - a key input for successful budgeting and strategic business planning in the French telecoms market.
  • Target business opportunities and risks in France's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in France.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

BMI Industry View

Summary of BMI's key industry forecasts and views, covering the ICT, fixed-line, mobile (including 3G), internet and broadband markets.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors and within the broader political, economic and business environment.

Business Environment Rankings

BMI's Telecommunications Business Environment Rankings provides a country-comparative Risk-Reward Rankings index aimed at investors (vendors, operators and suppliers) in the regional telecoms market.

The rankings methodology makes sophisticated use of more than 40 industry, economic and demographic data points.

BMI Industry Forecast Scenario

Historic data series and forecasts to end-2018 for all key industry indicators (see list below) supported by explicit assumptions, plus analysis of key downside risks to the main forecast.

  • Fixed-Line Telephony - Telephone lines ('000); telephone lines/100 inhabitants.
  • Cellular Telephony - Mobile phone subscribers ('000); mobile phone subscribers/100 inhabitants; mobile phone subscribers/100 fixed line subscribers.
  • Internet Markets - Internet users ('000); internet users/100 inhabitants; broadband internet subscribers ('000); broadband internet subscribers/100 inhabitants.

Market Data Analysis

Detailed market analysis of the mobile, mobile content, fixed line and internet segments, broken down into:

  • Market Data - Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
  • Technology/Service Rollout - Analysis of rollout/adoption of new technology, such as 3G, WiMAX, IPTV, pay-TV, LTE and value-added handset services (gaming, music, video, apps etc.).
  • Mobile Content - The latest trends in content and services available and being introduced by mobile operators. Including a timeline of all the latest major mobile content developments.
  • Company Database - A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).

Regulatory Environment

Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. The latest updates in the market's development and regulatory rulings.

Company Profiles

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI's industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses.

The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

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Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc