Dutch mobile services market to grow 15% to EUR4.6 billion in 2002. Revenues in the mobile data market grew 51%, but still only 8.2% of revenues. O2 won ground in 2002, KPN lost most.
Dutch Mobile Operators 2002 (DMO-2002 Report)
Dutch Mobile Operators 2002 report provides a detailed analysis of the Dutch mobile market focussing on number of customers, mobile service revenues, market shares, split out by postpay, prepay and non-voice services. It also benchmarks the five operators. DMO-2002 is essential for everyone with an interest in the Dutch Mobile Market.
In Dutch Mobile Operators 2002, Telecom.paper analysed - together with Cartagena Capital - the developments during 2002 for the five operators: KPN / Vodafone / T-Mobile (formerly Ben) / Dutchtone (to be known as Orange from 31 March 2003) and O2 Netherlands (formerly Telfort).
Some of the main conclusions of the report are:
- Judged on which operator grew quickest relative to the growth of mobile service revenues, O2 performs best in this analysis of the Dutch market. In revenue terms O2 still remained the smallest operator, but the company managed to catch up with Dutchtone, its nearest rival. O2 outgrew the market in all segments of the market, including the strategically important mobile data market. T-Mobile came out second and also scored well against market averages in all areas. Vodafone was the last operator to beat the market average, coming in on third, but continuing to gain ground on KPN, who lost terrain. KPN remained by far the largest operator in the Dutch market, but did give way in all segments of the market. Most notably, KPN failed to stamp its authority on the quickly emerging mobile data market services market, as did Vodafone. This left quite a bit of room for the small operators including Dutchtone, but despite its good performance in the non-voice market, Dutchtone lost ground in a growing overall market, and nearly gave way to the progress that O2 made.
- In 2002 the active customer base grew 1% to 11.6 million in 2002. Including inactive customers, the mobile customer base fell for the first time in the short history of this market. T-Mobile and Vodafone won a share of the active customer base. KPN, O2 and Dutchtone all lost.
- Mobile service revenues grew 15% to EUR 4.6 billion in 2002, up from EUR4.0 billion in 2001. In 2002 ARPU growth has become the main revenue driver, while customer growht was still the main driver in 2001.
- Postpay customers, or 38% of the base, drove 73% of mobile service revenues in 2002; prepay customers, or 62% of the base, drove the remaining 27%.
- It was a good year for Vodafone: it topped KPN's blended ARPU to become market leader in 2002. Dutchtone and O2 grew their blended ARPU with over 10%, but stay well below market average.
- Of postpay customers, Vodafone was the only company to win share; all others lost. Vodafone also won share of postpay service revenues, as did O2 and T-Mobile. Dutchtone stabilised and KPN lost market share. KPN has the highest postpay ARPU of EUR 71.0. Dutchtone, Vodafone, T-Mobile improved their postpay ARPU in 2002, but O2 went down.
- The prepay customer base contracted with 4% to 7.2 million.T-Mobile was the only operator to grow prepay base, whereas Vodafone, KPN, Dutchtone and O2 experienced losses between 4% and 12%. On revenue only T-Mobile and O2 increased market share. The other operators lost market share. Prepay ARPU increased with 12.5%, rising much quicker as postpay ARPUs, which only grew 3.0% in 2002.
- The mobile data market grew 52% during 2002, but only took 8.2% of mobile services revenues. Despite introduction of i-mode, KPN lost share of non-voice revenues and had a relatively small share of non-voice revenues. All others perform well in comparison with their position in voice.
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