Russian telecoms company Altimo has published its seventh Telecoms Index, which finds that operators are increasingly valuing data over voice.
With mobile penetration levels edging towards penetration, data service provision is increasingly becoming the…
Russian telecoms company Altimo has published its seventh Telecoms Index, which finds that operators are increasingly valuing data over voice.
With mobile penetration levels edging towards penetration, data service provision is increasingly becoming the key driver mobile telephony asset valuations across the world, the company says.
In developing markets, Value Added Services (VAS) are likely to increase from 10-14% to 22-30% of ARPU growth each year.
Evgeny Dumalkin, communications director at Altimo, commented that penetration growth in emerging markets was likely to level off at some 2-3% per year over the next few years. “Investors are now focused globally on the attractions of developing the quality of earnings and will invest to support the development of new technologies and non-voice 3G/4G services which will support ARPU and margin growth. Broadband revenues will more than double annually for the next three years and, following global implementation of 4G, consumers will benefit from a price war as operators look to secure a leading position in mobile broadband. After two years in decline, ARPU growth has returned to a positive trend and this will be an important driver to CAPEX which we expect to grow in 2011 by 15-20%”.
