The Financial Crisis: Analyzing the impact on global mobile markets

The Financial Crisis: Analyzing the impact on global mobile markets published by Informa Telecoms & Media in May, 2009. This report consists of 68 pages (including 6 TOC pages) and the price starts from US $ 1592.

Introduction

“Although the mobile industry has not been impacted by the global financial downturn as much as other industries, it hasn' t been immune to the affects from the crisis. The Financial Crisis: Analyzing the impact on global mobile markets provides detailed quantitative and qualitative analysis of how the industry has been affected by the financial turmoil ”Paul Lambert, Informa Telecoms & Media.

The Financial Crisis: Analyzing the impact on global mobile markets is a new management report that will give you an insight into what the impact the financial downturn has had so far on key segments of the industry the industry. The report analyses the effects of the crisis on handset vendors, infrastructure vendors, and operators worldwide.

Key Coverage

• A regional approach to analysing the impact of the downturn on operators, providing insight into which companies have been most adversely affected, and how.
• Forward-looking analysis of the impact on operators' capex and opex.
• Analysis of the impact of the downturn on operators' finances and KPIs.
• Analysis of how operators are responding to the downturn.
• Forward-looking analysis of the impact of the downturn on M&A.
• Expert commentary from industry analysts.

Key issues addressed

• What measures have operators taken to minimise the impact of the downturn?
• How has subscription growth been affected by the downturn?
• What are the latest forecasts that take into account the financial downturn for device shipments?
• How has mobile usage been affect by the downturn?
• What has been the affect on M&A?

• Asia Pacific
• Central & Eastern Europe
• Middle East & Africa
• Americas
• Western Europe

Table of Contents

• EXECUTIVE SUMMARY
• Mobile operators not (yet) impacted
  • Figure 1.1: France Telecom, revenue growth vs.
• GDP growth, 3Q07-3Q08
• Mobile operators have started cost-cutting initiatives
• Lower consumer confidence results in reduced telecom spending
• Equipment vendors will face a squeeze
• Informa viewpoint
  • Global
  • Handsets
  • Networks
  • Services

• GLOBAL MOBILE SUBSCRIPTIONS
• Financial downturn may be affecting subscription growth, but operators' financial health remains robust
  • Figure 2.1: Global, mobile subscriptions by region, 3Q07-4Q08
  • Figure 2.2: Asia Pacific, subscriptions in selected countries, 4Q07-4Q08
• Operators have a solid 4Q08
  • Figure 2.3: Global, selected mobile operators' revenues, 4Q07-4Q08
  • Figure 2.4: Global, selected mobile operators' EBITDA, 4Q07-4Q08
  • Figure 2.5: Swissom ‘crisis cockpit' monitoring tool

• GLOBAL MOBILE DEVICES
• Global economic downturn set to affect handset sales in 2009
  • Figure 3.1: Global, mobile device sales forecasts, by technology, 2009-2013
  • Figure 3.2: Global, HSPA and WCDMA device sales forecasts, 2009-2013
• Regional analysis
  • Figure 3.3: Global, device sales forecasts, by region, 2009-2013

• GLOBAL MOBILE NETWORKS
• Mobile operators show positive effects from network outsourcing
  • More operators announce outsourcing deals
• Infrastructure sharing becoming the new model for operators
  • Regulators must take note of infrastructuresharing trend

• ASIA PACIFIC
• Financial crisis already has an impact on net adds and revenues
• Net adds hit by slowdown
  • Figure 5.1: China Mobile net additions, 1Q07-4Q08
  • Figure 5.2: Asia Pacific, selected markets' net addition decreases, 3Q08-4Q08
• Revenues also take a dive
• Harder to raise capex
• Operators turn to opex savings
• Will the financial crisis spur M&A?

• CENTRAL AND EASTERN EUROPE
• Financial crisis hits Central and Eastern Europe, but telecoms operators take steps to weather the storm
  • Figure 6.1: CIS, debt composition by currency of leading operators
• Capex cuts
• Taking control of distribution
  • Figure 6.2: Russia, monthly cellular phone sales, Jan & Feb 2005-2009
• Opportunities for M&A
• Customer usage patterns still unpredictable
  • Figure 6.3: Impact of financial crisis on telephony spending, Russia vs. world average

• MIDDLE EAST AND AFRICA
• Mobile users in the Middle East and Africa prove resilient in the face of economic turmoil - so far
• Mobile as a utility
• Investors become cautious
• Opportunities for the brave
• Operators are still spending but are looking for efficiencies
  • Figure 7.1: Middle East and Africa, MTN, capital expenditure including software, 2007-2009
  • Figure 7.2: Global, Nokia Siemens Networks, net sales by region, 4Q07, 3Q08 and 4Q08
  • Figure 7.3: Global, Nokia, mobile device volumes, by region, 4Q07, 3Q08 and 4Q08

• THE AMERICAS
• North America and Latin America remain strong but recessionary changes abound
• Recession impacting growth
  • Figure 8.1: Latin America and North America, forecast net adds, 2009-2013
• Revenues remain strong
  • Figure 8.2: North America, selected mobile operators' revenues, 4Q07 and 4Q08
• Slowing demand slams device sales
  • Figure 8.3: Latin America and North America, device sales forecasts, 2009-2013
• Capex stable as operators target opex
• Valuations and M&A impacted

• ESTERN EUROPE
• Western Europe' s operators take measures to minimize impact of economic downturn
  • Figure 9.1: Europe, network-sharing and outsourcing deals, Mar-09 to Apr-09
• Protecting against the crisis
• Tariff and service strategies
  • Figure 9.2: Orange UK, strategies for dealing with changing trends in consumer behavior, Mar-09
• Indications of a slowdown
  • Figure 9.3: Western Europe, net additions, 4Q07-4Q08
• Spanish picture
• M&A trends
• Resilient industry
  • Figure 9.4: Spain, revenue growth in selected industries, Dec-08

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