Dataquest Insight: Western European Communications Service Providers' Revenue Sees Worrying Dips in 1H09

ID Number: G00171710

28 October 2009

Charlotte Patrick

The first half of 2009 saw organic revenue declines for the majority of Western European communications service providers with a pattern of competitive and economic issues affecting them. Longer term, re-establishing a period of sustained revenue growth will be difficult for them.

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Table of Contents

Analysis

Introduction

Overview of the First Half of 2009

		Revenue Growth Rates Continued to Slow Dramatically, or Declined
		However, Margins and Cash Flow Outlook Mostly Held Steady
		Capital Expenditure Pushed Back

Details of Western European Revenue Decline

Mature Markets are a Major Cause of Western European Revenue Decline

		Cyclical Impacts
		Structural Impacts

Bottom Line

Other Non-Western European Regions

		Eastern Europe
		Countries in the Rest of Eastern Europe
		Asia/Pacific
		Latin America
		Bottom Line

Background and Context

The Impact

Conclusion

Recommended Reading

List of Tables

	Table 1.	View of Margin Performance and Outlook for Western European Communication Service Providers

	Table 2.	Changes in Communications Service Provider Capital Expenditure to Revenue Ratios

	Table 3.	Year Over Year Change in Revenue of Domestic Wireless Businesses

	Table 4.	Percentage of Revenue by Region for the Top 11 Western European CSPs, 2Q09

	Table 5.	Eastern European Operation Performance of Telenor, Deutsche Telekom and TeliaSonera, 1H09 vs. 1H08

	Table 6.	Asia/Pacific Mobile Operations of Telenor and Vodafone, 1H09 vs. 1H08

	Table 7.	Historic Revenue Growth (Year Over Year % Growth)

	Table 8.	Pro-Forma Revenue Growth (Year Over Year Percentage Growth)

	Table 9.	Cash Operating Expense Growth (Year Over Year Percentage Growth)

	Table 10.	Historic OIBDA Margin

	Table 11.	Capital Expenditure as a Percentage of Revenue

List of Figures

	Figure 1.	Pro-Forma Top-Line Revenue Declines for Top 11 Western European Communication Service Providers, 1Q08-2Q09

	Figure 2.	Average Year-Over-Year Growth Rates for Fixed Lines and Broadband Subscribers, 1Q08-2Q09

Wireless Telecommunications Services
IT and the Economy
Wireline Telecommunications Services
Communications Services Marketplace
Communications Services Provider Business Performance

Carrier Operations & Strategies Worldwide

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Resource Id: 1216631