The document analyzes the market position of 19 incumbent mobile operators across Europe, Asia, and the Americas. It measures each operator's "household grip" by taking the ratio of its mobile customers to the number of households in its home country. The analysis found that incumbent operators fall into four categories: those with a slipped household grip of less than 90%, a maintained grip of 95-107%, a strong grip of 120-150%, or a dominant grip with over 195% presence. Key metrics like household size and number of households varied widely between countries.

1. Mobile Incumbents‘
Market-Position
America I Asia I Europe
DSP-Partners I Darmstadt I March 2015
1Photo: www.flickr.com/photos/ervins_strauhmanis/9772636905
Presentation by DSP-Partners 2015

2.  The Mobile Telecoms Divisions of 19 Incumbent Operators across Europe, Asia and
Americas were analyzed
 Key question: How well do Incumbent Mobile Operators defend their Market-Position
in Households in their Home Market, e.g. Deutsche Telekom in Germany
 Key metric:
Ratio of Mobile Customers (SIMs) of the Incumbent Operator divided by the Number
of Country Households
(a %-ratio showing in what percentage of households the Incumbent Operator is present with ist Mobile Services)
 It turns out that four key Clusters of Incumbent Operators exists
 „slipped household grip“: statistically not present in every household (<90% presence)
 „maintained household grip“: statistically present in every household (95 to 107% presence)
 „strong household grip“: statistically very present in households (120 to 150% presence)
 „dominant household grip“: statistically present with 2+ SIMs per household (>195% presence)
Summary
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3. Countries and Number of Country Households
Source: Wikipedia, google publicdata 3
0,9
2,1
2,5
2,5
3,4
3,6
3,7
3,7
4,6
4,6
7,2
7,3
16,7
22,3
23,8
25,3
25,7
40,1
117,5
0,0 20,0 40,0 60,0 80,0 100,0 120,0 140,0
Singapore
Norway
Finland
Denmark
Switzerland
Austria
Portugal
Greece
Sweden
Belgium
Netherlands
Romania
Spain
Mexico
Italy
France
England
Germany
USA
Number of country households

4. Mobile Incumbents: Household Size vs Household Presence
4
0,0
1,0
2,0
3,0
4,0
5,0
6,0
7,0
0% 50% 100% 150% 200% 250% 300% 350%
Household Presence = Incumbent SIMs/Country Households [%]
Persons/
Country Household [#]
Telecom Romania
Belgacom Bel
O2 UK
Deutsche Telekom D
AT&T US
KPN NL
Telefonica ES
France Telecom F
Tele Danmark
Telecom Italia IT
TeliaSonera SE
TeliaSonera FI
Telekom Austria
Telenor NOR
America Movil MEX
Portugal Telecom
SingTel
OTE GR
Swisscom
Source: Wikipedia, google publicdata, Operator Reports, DSP-Partners Analyses

5. Household Presence vs. Number of Country Households
5
0,0
20,0
40,0
60,0
80,0
100,0
120,0
140,0
0,0 20,0 40,0 60,0 80,0 100,0 120,0 140,0
Country
Households [#]
Incumbent SIMs [#]
Source: Wikipedia, google publicdata, Operator Reports, DSP-Partners Analyses
Extrapolation

6. Contact
DSP-Partners
www.dsp-partners.com
www.twitter.com/stbe
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