Business Monitor International


France Telecommunications Report

Published 12 March 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: France continues to be one of the more lucrative markets in Western Europe, but operators have had to contend with an intensification of competition since t he launch of Free Mobile in Q112, adding to pressure on revenues from regulatory measures such as MTR cuts. These developments have put pressure on operator financial performance and resulted in a revision of strategies by the existing operators. 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 and SMS services being consumed . Operators are making headway in the development of higher value data services, but in terms of financial performance they are not yet offset ting the decline in traditional services . Meanwhile, i n 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

  • Adding to the squeeze on operator revenue, cuts to mobile termination rates have resulted in steep declines in ARPU. Orange, SFR and Bougyues reported declines of 12-15% year on year (y-o-y) to Q313.

  • Free Mobile continued to increase its market share in 9M13 - reaching 10% of subscriptions by the end of September - as Orange, SFR and Bouygues all continued to lose share.

  • One area of opportunity offsetting the squeeze on revenues is growth in machine-to-machine services, with subscriptions up 47.8% y-o-y to 6.89mn in Q413.

Key Trends And Developments

The situation surrounding the future of SFR continues to be uncertain in early 2014. In October 2013, Vivendi reportedly hired two banks to assist in getting its mobile network subsidiary SFR listed on a stock market. In February 2014, rumours of Vivendi's restructuring resurfaced in the...

Table of Contents

BMI Industry View
7
SWOT
9
Mobile SWOT
9
Political
11
Economic
12
Business Environment
13
Industry Forecast
14
Mobile
14
Table: Telecoms Sector - Mobile - Historical Data & Forecasts
14
Fixed-Line
17
Table: Telecoms Sector - Fixed Line - Historical Data & Forecasts
17
Broadband
19
Table: Telecoms Sector - Internet - Historical Data & Forecasts
19
Industry Risk Reward Ratings
21
Industry Risk/Reward Ratings
21
Few Changes At The Top
21
Economic Headwinds Persist
22
Minor Markets Compared
23
Table: Western Europe Risk/Reward Ratings, Q214
25
Market Overview
26
Mobile
26
Regional Perspective
26
Table: France Mobile Market Regional Comparisons, 2012
27
Key Developments
27
Market Growth
28
Market Shares
29
Table: French Mobile Market, Q313
30
Usage
30
MVNOs
33
Networks
34
Table: Selected 3G Market Developments
37
Table: Mobile Spectrum Allocations (MHz)
39
Mobile Content
41
Mobile Operator Data
44
Table: France Mobile Market Overview
44
Table: Orange
45
Table: SFR
46
Table: Bouygues Telecom
47
Table: Free Mobile
48
Table: MVNOs
49
Western Europe Mobile Content
49
Monetising Footfall
51
Interoperable M-Commerce A Stronger Proposition
52
Positioning Key To M2M Success
53
Regaining Control Of The Bill
54
Wireline
56
Recent Developments
56
Fixed-Line
56
Broadband
58
ARPU
61
Industry Trends And Developments
69
Table: Selected Developments
72
Regulatory Development
73
Regulatory Overview
73
Table: Division Of Regulatory Responsibilities In France
73
Regulatory Developments
74
Table: Selected Regulatory Developments
76
Competitive Landscape
77
Table: Key Players - France Telecoms Sector
77
Table: Selected Operators' Financial Indicators
77
Company Profile
78
France T-l-com/Orange
78
SFR
84
Bouygues Telecom
90
Regional Overview
96
Telit Communications: New Strategy Beginning To Pay Off
96
Table: Telit Communications Financial Performance, 2009-2013
97
Beware Commoditisation
98
Differentiation And Value Added Key To Success
99
The Road Ahead
100
Demographic Forecast
101
Table: France's Population By Age Group, 1990-2020 ('000)
102
Table: France's Population By Age Group, 1990-2020 (% of total)
103
Table: France's Key Population Ratios, 1990-2020
104
Table: France's Rural And Urban Population, 1990-2020
104
Glossary
105
Table: Glossary Of Terms
105
Methodology
107
Industry Forecast Methodology
107
Sources
108
Risk/Reward Ratings Methodology
109
Table: Risk/Reward Ratings Indicators
110
Table: Weighting Of Indicators
111

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 Ratings

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

The ratings 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