Global cellular market trends and insight - Q3 2016 highlights

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GSMA Intelligence
ANALYSIS
Global cellular market trends
and insight – Q3 2016
October 2016

Global cellular market trends and insight — Q3 2016 GSMA Intelligence
Contents 2
Welcome to GSMA Intelligence’s 32nd quarterly review of regional
mobile trends.
We know that you are busy and don’t have time to scan the
thousands of operator data points captured in our online database
each quarter, so our analyst team has summarised the latest
regional data trends for you in this report.
The report provides content from our News Feed tool, our consumer
survey results, and featured data from external data providers. This
quarter, we have focused on mobile gaming usage patterns, notably
in the US where consumers are predominantly tech-savvy. Our
consumer survey results provide insights into this topic, while we
invited Verto Analytics to share additional data and insights on the
use of mobile gaming.
The regional slides feature easy-to-digest statistics covering mobile
adoption, market structure, network launches, technology migration
and financials.
We hope that you enjoy the report. As always, we value your
feedback, so please do contact us if you wish to discuss this
research with our analyst team.
Insights
News Feed 3
Consumer insight 4
Featured data 5
Networks 6
Financials 7
Regional trends
World 8
Asia Pacific 12
Northern America 16
Latin America 20
Europe 24
Commonwealth of Independent States 28
Middle East and North Africa 32
Sub-Saharan Africa 36
Least Developed Countries 40

3
1 News Feed
During Q3 2016, global connections grew by 3.2% year-on-year, and mobile operators
generated $264 billion in total revenues. Data services now contribute more than 40%
of service revenues globally, fuelled by 533 operators with live 4G LTE networks. The
transformation of the mobile industry continues, as captured in our online News Feed tool.
New entrants took the spotlight this quarter with the launch of Reliance
Jio in India in September. Its entry will dramatically alter the landscape of the
Indian mobile market. Together with the auction of further spectrum later
in 2016, it will accelerate migration of mobile users to 4G, and help drive 3G
adoption as prices fall across the board. It will also accelerate consolidation
by increasing the pressure on the financial health of smaller operators and
compelling India’s larger operators to consolidate their positions.
Subscribers are currently using the Jio service for free as part of a trial until
the end of 2016. When it begins charging customers in 2017, the rates offered
by Jio will be the lowest anywhere in the world according to Mukesh Ambani,
Chairman of Reliance Industries. Services including music videos and TV
shows will also be available as part of the package, facilitated by Reliance
Industry’s ownership of media group Network18. The operator does not plan
to charge for voice calls; instead it will use a tiered data-centric business
model similar to that seen in many western markets.
Jio’s entry and aggressively priced tariffs will spur mobile broadband (3G and
4G) adoption in India, at the expense of profitability. In the run-up to Jio’s
launch and following its published tariffs, its competitors have responded by
slashing data prices, with the price (incremental cost) per GB of data falling
by as much as 80% in some cases across both 3G and 4G services. By 2020,
we forecast mobile broadband for the market as a whole to grow to around
50% of all connections (670 million), while LTE adoption will increase from
less than 1% today to reach 20%, or 280 million connections.
Meanwhile, Iliad’s owner Xavier Niel is looking to replicate its Free Mobile
success story by entering the Italian market. Niel has reportedly disposed of
all direct and indirect shares and options in Telecom Italia, leaving his Iliad unit
free to acquire assets sold by Italian operators Wind and 3 Italia as Iliad looks
to set up a new mobile network operator in Italy. Wind and 3 have agreed to
divest spectrum and physical infrastructure to allay competition concerns and
help clear the way for their proposed €21.8 billion ($24 billion) merger.
According to our global operator group ranking published last September,
Telecom Italia has been overtaken by Idea Cellular and Telkomsel, moving into
20th and 21st positions respectively. Having dropped to fifth place in our last
ranking, Telefónica Group climbed back to third following the reconsolidation
of its UK operation after its sale to CK Hutchison Group was blocked. A lack
of any significant mobile merger activity since our last ranking means that
changes in this iteration are driven largely by organic growth. The study
ranks global operators using a model based on reported mobile connections
(including cellular M2M) and mobile revenues.
China Mobile was comfortably the largest group in terms of connections,
reaching 912.3 million as of Q2 2016. While other operator groups recorded
greater revenues (inclusive of fixed line and other non-mobile services), it was
also the largest group by mobile revenues, attaining annualised revenues of
$107 billion for the year ending Q2 2016. Verizon Wireless and AT&T followed
in second and third place in terms of revenues, with mobile accounting for
69% and 47% of total revenues respectively.
The remaining positions in the top 10 were predominantly filled by operator
groups with substantial global footprints across multiple markets and/or a
strong presence in the US, including Vodafone, Telefónica, América Móvil,
Bharti Airtel, AT&T, Verizon Wireless and Deutsche Telekom.

2 News Feed 4
2 Consumer insight
Our 2016 global consumer survey spans 56 countries, covering topics such as mobile adoption,
device ownership and usage across all demographics. Consumers were asked about their use of
mobile gaming, which revealed interesting usage patterns when compared to console gamers.
In our 2016 global survey, we asked consumers
about their mobile usage patterns, in particular
asking how frequently, if at all, they play games on
their mobile phones.
Our recently published analysis on the profile of
adult US mobile gamers showed that consumers
in the market are predominantly tech-savvy and
have an appetite for new mobile technologies that
can enhance their mobile digital experience.
Augmented reality apps and companion products
are fuelling a radical shift in the mobile gaming
environment, in turn generating new revenue
opportunities for industry players.
Two thirds (67%) of adult mobile users in the US
play games on their mobile phones once a month
or more, with more than half of them playing
games every day. This equates to a consumer base
of 165 million adults in the country.
Usage patterns emerge when we compare
mobile gaming engagement and game consoles
ownership. Firstly, engagement increases
as people own more gaming consoles. The
proportion of mobile phone users who engage
in mobile gaming every day jumps from 21% for
those who do not own a console, to 58% for users
who own three or more consoles. At the same
time, the proportion of users with no engagement
in mobile gaming at all decreases from 43% for
the first group to a marginal 2% for the latter. This
confirms that console gamers are those most
engaged in mobile gaming.
Yet, our survey data revealed that almost half
(47%) of the adult mobile users in the US who do
not own a console play games on their mobile
phones once a month or more - of which 73%
do so every week. This suggests mobile gaming
has attracted an audience with supposedly little
or no previous background in (console) gaming.
This finding can be cross-correlated with Verto
Analytics data indicating that the characteristics of
today’s mobile gamers are as diverse as the games
they play. This diversity is particularly fuelled by
low-cost or “free-to-play” mobile games that
expose more potential players to mobile games,
further generating a huge influx of samplers.
Mobile is the new growth area for gaming
heavyweights such as Microsoft, Sony, Ubisoft,
Capcom, EA and Nintendo, which have all
adjusted their development plans with the mobile
gamer in mind. According to Verto, three factors
contribute to the dominance of mobile over
consoles: low cost of entry, ease of access and
lower initial game costs.
Source: GSMA Intelligence
2016 consumer survey
100%
80%
60%
40%
20%
0%
0 console
(N = 331)
1 console
(N = 255)
2 consoles
(N = 90)
3+ consoles
(N = 64)
Never
Less than once a month
Every month
Every week
Every day
Frequency of mobile gaming by console ownership, US 2016

2 News Feed 5
3 Featured data
Verto Analytics provides a single-source audience measurement solution for monitoring the
complex behaviour of today’s consumer on every device, app and platform they use throughout
the day. This quarter, Verto Analytics kindly shared insights on US mobile gaming trends.
Verto Analytics research indicates that, while
games rank seventh in overall reach, loyal and
passionate players help the category dominate in
time spent (second overall) among all app users.
In the aggregate, US app users spend an incredible
1.5 billion hours each month playing games on
smartphones and tablets. That’s approximately
12% of all monthly app time.
Clearly, mobile games have attracted a new
audience. This means mobile poses new and
unique design and distribution concerns
compared to console-based games.
The top 40% of all gamers (defined as Heavy
Gamers), consume 88% of all monthly time spent
with mobile games. Drilling deeper, the top 20%
of gamers (defined as Core Gamers) account for
nearly two-thirds of all game play.
Conversely, the bottom 40% of gamers (defined
as Light Gamers) are the ultimate samplers. Light
Gamers account for a scant 3% of time spent
gaming. While Light Gamers may download and
eventually try any number of games, they quickly
move on to their next mobile experience.
Wide disparities in behaviour exist between
Heavy and Light Gamers. While average gamers
spend 24 minutes each day playing games, Heavy
Gamers spend more than 2.5 times that amount.
Among Core Gamers, the average time spent with
mobile games each day is four times greater.
Light use is even more extreme. Despite the nearly
friction-free nature of accessing mobile games —
easy to discover, download, and then sample lots
of choices — Light Gamers spend a staggering
92% less time each day playing games compared
to the average user.
Verto Analytics data shows that the average
mobile gamer accesses slightly more than one
game (1.3) daily, and 3.6 games monthly.
Success in mobile gaming means attracting
the right users and keeping them engaged well
past download. If mobile game developers and
marketers seek to a) increase loyalty among their
most passionate players, b) attempt to attract
users from rival games, or c) turn light or non-
players into active gamers, understanding the
usage characteristics among Heavy Gamers and
Core Gamers will be essential.
Top mobile categories, ranked by
audience reach (US, July 2016)
Top mobile categories, ranked by
monthly time spent (US, July 2016, million hours)
Social networking
Utilities
Productivity
Lifestyle and shopping
Photo and video
Travel and navigation
Games
Entertainment
Music and video
Finance
Social networking
Games
Photo and video
Utilities
Entertainment
Lifestyle and shopping
Travel and navigation
Productivity
News, magazines and comics
Music and video
95%
93%
81%
74%
68%
64%
57%
55%
53%
44%
5,075
1,465
762
525
453
333
234
192
188
188
Source:
Verto Analytics

6
4 Networks
Q3 2016 World* Asia Pacific
Northern
America
Latin
America Europe
Commonwealth
of Independent
States
Middle East
and North
Africa
Sub-Saharan
Africa
Least
Developed
Countries
Total number of operators 1,155 224 146 171 209 89 98 201 189
Total connections (excluding M2M), in million 7,415 3,856 378 687 679 417 661 737 683
% of global total connections (excluding M2M) 100% 52% 5% 9% 9% 6% 9% 10% 9%
Operators with live 2G GSM networks 721 119 50 127 135 50 84 142 153
Operators with live 3G WCDMA/HSPA networks 622 119 20 115 140 45 72 110 116
Operators with live 2G/3G CDMA networks 124 20 43 10 12 14 8 16 18
Operators with live 4G LTE networks 533 94 56 81 144 41 43 73 50
of which operators with live VoLTE networks 71 28 6 2 21 2 7 4 3
Operators with live WIMAX networks 168 33 12 26 29 23 16 28 18
2G as % of total connections 48% 49% 10% 41% 27% 60% 58% 69% 73%
Total number of MVNOs 1,177 157 155 34 646 24 19 20 4
Total number of operator sub-brands** 287 22 21 15 194 14 16 5 3
* Global totals include ‘international’ operations that cannot be classified in any specific regions
** Sub-brands differ from MVNOs in that they are wholly-owned and operated by their MNO parent, despite being marketed independently of that MNO

7
5 Financials
Q3 2016 World Asia Pacific
Northern
America
Latin
America Europe
Commonwealth
of Independent
States
Middle East
and North
Africa
Sub-Saharan
Africa
Least
Developed
Countries
Total revenue ($ billion) $264.3 $106.9 $63.8 $19.2 $40.1 $5.9 $18.1 $10.8 $7.4
Of which non-recurring revenue ($ billion) $45.9 $20.5 $12.9 $3.1 $6.0 $0.5 $2.1 $0.9 $0.4
Of which recurring (service) revenue ($ billion) $218.4 $86.5 $50.8 $16.1 $34.1 $5.4 $16.0 $9.9 $7.0
Of which voice revenue ($ billion) $102.5 $35.7 $21.0 $9.7 $15.6 $3.5 $9.5 $6.8 $5.3
Of which non-voice revenue ($ billion) $115.8 $50.7 $29.9 $6.4 $18.5 $1.9 $6.6 $3.1 $1.7
Of which data revenue ($ billion) $88.6 $39.7 $23.1 $5.0 $14.0 $1.4 $4.5 $2.1 $0.9
Blended ARPU $9.4 $7.2 $42.3 $7.1 $16.4 $4.2 $8.0 $4.3 $3.6
Voice ARPU $4.6 $3.2 $17.3 $5.0 $7.5 $2.8 $4.7 $3.0 $2.7
Data ARPU $3.9 $3.3 $19.3 $2.5 $6.7 $1.1 $2.3 $0.8 $0.5
Opex ($ billion) $173.1 $65.5 $44.2 $13.6 $27.3 $3.4 $12.5 $6.9 $4.7
Capex ($ billion) $45.6 $21.7 $8.1 $3.8 $6.3 $1.1 $2.9 $1.8 $1.3
EBITDA ($ billion) $87.8 $35.5 $19.5 $7.3 $13.6 $2.6 $5.6 $3.9 $2.8
EBITDA margin 33.7% 35.7% 30.6% 33.6% 33.2% 43.0% 30.9% 36.2% 37.3%
Operating free cash flow ($ billion) $42.3 $13.8 $11.4 $3.6 $7.2 $1.5 $2.7 $2.1 $1.5

8
6 World CONNECTIONS
��
24%
76%
% prepaid % contract
�� Q3 2015
Q3 2016
Q4 2016
292
379
407
Q4 2016Q3 2016Q3 2015
3.8%
3.2%
3.8%
Unique subscribersTotal connections
64%
100%
7,427
4,773
Prepaid/contract as percentage of
connections (excluding M2M)
Cellular M2M connections
(million)
Connections annual growth
(excluding M2M)
Market penetration as a percentage of
total population
Total connections (excluding M2M)
vs. unique subscribers (million)

9
Q3 2015
Q3 2016
Q4 2016
43%
49%
51%
��82%
78%
3G
Q3 2016
Q3 2015
�� 43%
59%
Q3 2016
Q3 2015
4G
4G3G2G
�� -10%
0%
70%
��48%
55%
32%
13%
31%
21%
2G 3G 4G
Q3 2016
Q3 2015
Mobile internet as percent of subscribersMobile broadband as percent of connections
Mobile internet as
% of subscribers
Mobile broadband as
% of connections
52%
73%
6 World TECHNOLOGY
3G coverage as a percentage of total
population
Smartphones as a percentage of
connections
Network technology connections
annual growth
Network technology as a percentage
of connections (excluding M2M)
Mobile broadband and
mobile internet adoption
population

2 Regional 10
EBITDA %Opex %Capex %
17%19%
66%
72%
34%38%
Q3 2016Q3 2015
Other non-voiceDataVoice
47%49%
41%38%
13% 12%
Q3 2016Q3 2015
Blended ARPU
Voice ARPU
Data ARPU
$3.9
$4.6
$9.4
OFCF
EBITDA
Capex
Opex
Data revenue
Non-voice revenue
Voice revenue
Non-recurring revenue
Recurring (service) revenue
Total revenue $264
$218
$46
$103
$116
$89
$173
$46
$88
$42
Percentage of total revenuePercentage of recurring (service) revenue
ARPUMobile operator financials ($ billion)
6 World FINANCIALS

11
Q4 2016Q3 2016Q3 2015
-3.5%
-7.0%
7.4%
Q4 2016Q3 2016Q3 2015
-0.1%
-11.1%
0.1%
Q4 2016Q3 2016Q3 2015
-13.8%
-9.6%
22.9%
Q4 2016Q3 2016Q3 2015
10.4%
15.0%
7.1%
Q4 2016Q3 2016Q3 2015
2.7%
-0.1%
-2.3%
EBITDA annual growthOpex annual growth
Capex annual growthData revenue annual growthTotal recurring (service) revenue
annual growth
6 World FINANCIAL GROWTH

12
7 Asia Pacific CONNECTIONS
��
18%
82%
�� Q3 2015
Q3 2016
Q4 2016
119
168
119
Q4 2016Q3 2016Q3 2015
4.2%
4.8%
4.7%
65%
96%
3,870
2,606
Prepaid/contract as a percentage of
(million)
(excluding M2M)
total population

13
Q3 2015
Q3 2016
Q4 2016
44%
49%
51%
��78%
84%
3G
Q3 2016
Q3 2015
�� 43%
59%
Q3 2016
Q3 2015
4G
4G3G2G
�� -11% -4%
86%
��49%
58%
29%
14%
26%
25%
2G 3G 4G
Q3 2016
Q3 2015
Mobile internet as
% of subscribers
Mobile broadband as
% of connections
51%
76%
7 Asia Pacific TECHNOLOGY
population
connections
annual growth
population

2 Regional 14
24% 20%
61%
74%
36%39%
Q3 2016Q3 2015
41%43% 46%
42%
13%14%
Q3 2016Q3 2015
Blended ARPU
Voice ARPU
Data ARPU
$3.3
$3.2
$7.2
OFCF
EBITDA
Capex
Opex
Data revenue
Non-voice revenue
Voice revenue
Total revenue $107
$86
$20
$36
$51
$40
$66
$22
$35
$14
7 Asia Pacific FINANCIALS

15
Q4 2016Q3 2016Q3 2015
-2.5%
0.5%
-12.6%
Q4 2016Q3 2016Q3 2015
11.4%
9.7%
-9.4%
Q4 2016Q3 2016Q3 2015
0.0%
9.3%
-9.6%
Q3 2016Q2 2016Q2 2015
Q4 2016Q3 2016Q3 2015
17.3%19.0%
11.1%
Q4 2016Q3 2016Q3 2015
8.3%
5.3%
3.0%
annual growth
7 Asia Pacific FINANCIAL GROWTH

16
8 Northern America CONNECTIONS
��75%
25%
�� Q3 2015
Q3 2016
Q4 2016
57
70
75
Q4 2016Q3 2016Q3 2015
4.6%
2.9%
2.6%
80%
105%
378
289
(million)
(excluding M2M)
total population

17
Q3 2015
Q3 2016
Q4 2016
74%
76%
77%
��99%99%
3G
Q3 2016
Q3 2015
4G3G2G
�� -15% -16%
21%
��
10%
13%
36%
52%
29%
61%
2G 3G 4G
Q3 2016
Q3 2015
Mobile internet as
% of subscribers
Mobile broadband as
% of connections
90%
83%
8 Northern America TECHNOLOGY
population
connections
annual growth
�� 99%99%
Q3 2016
Q3 2015
4G
population

2 Regional 18
13%14%
69%
63%
31%
37%
Q3 2016Q3 2015
41%43% 46%
43%
13%13%
Q3 2016Q3 2015
Blended ARPU
Voice ARPU
Data ARPU
$19.3
$17.3
$42.3
OFCF
EBITDA
Capex
Opex
Data revenue
Non-voice revenue
Voice revenue
Total revenue $64
$51
$13
$21
$30
$23
$44
$8
$20
$11
8 Northern America FINANCIALS

19
Q4 2016Q3 2016Q3 2015
4.4%
-3.1%
9.1%
Q4 2016Q3 2016Q3 2015
14.5%
-18.2%
-11.7%
Q4 2016Q3 2016Q3 2015
-13.1%
3.2%
-8.9%
Q4 2016Q3 2016Q3 2015
3.6%
8.9%
3.6%
Q4 2016Q3 2016Q3 2015
-1.7%
-1.4%
-0.1%
annual growth
8 Northern America FINANCIAL GROWTH

20
9 Latin America CONNECTIONS
��
22%
78%
�� Q3 2015
Q3 2016
Q4 2016
21
24
25
Q4 2016Q3 2016Q3 2015
-0.1%
-1.2%
1.4%
66%
107%
686
422
(million)
(excluding M2M)
total population

21
Q3 2015
Q3 2016
Q4 2016
44%
52%
54%
��92%
90%
3G
Q3 2016
Q3 2015
4G3G2G
�� -15%
-4%
140%
��41%
47%
47%
5%
46%
13%
2G 3G 4G
Q3 2016
Q3 2015
Mobile internet as
% of subscribers
Mobile broadband as
% of connections
59%
76%
9 Latin America TECHNOLOGY
population
connections
annual growth
�� 49%
66%
Q3 2016
Q3 2015
4G
population

2 Regional 22
20%22%
71%
88%
34%38%
Q3 2016Q3 2015
60%62%
31%28%
9%10%
Q3 2016Q3 2015
Blended ARPU
Voice ARPU
Data ARPU
$2.5
$5.0
$7.1
OFCF
EBITDA
Capex
Opex
Data revenue
Non-voice revenue
Voice revenue
Total revenue $19
$16
$3
$10
$6
$5
$14
$4
$7
$4
9 Latin America FINANCIALS

23
Q4 2016Q3 2016Q3 2015
-10.1%
5.2%
-17.5%
Q4 2016Q3 2016Q3 2015
4.2%5.7%
-9.3%
Q4 2016Q3 2016Q3 2015
-5.8%
18.3%
-10.2%
Q4 2016Q3 2016Q3 2015
12.5%
12.2%
10.8%
Q4 2016Q3 2016Q3 2015
1.2%
-7.1%
0.3%
annual growth
9 Latin America FINANCIAL GROWTH

24
10 Europe CONNECTIONS
��58%
42%
�� Q3 2015
Q3 2016
Q4 2016
64
77
81
Q4 2016Q3 2016Q3 2015
-0.8%
0.1%
0.8%
84%
125%
679
454
(million)
(excluding M2M)
total population

25
Q3 2015
Q3 2016
Q4 2016
57%
63%
65%
��98%
98%
3G
Q3 2016
Q3 2015
4G3G2G
�� -16%
-12%
54%
��
27%
32%
48%
20%
43%
31%
2G 3G 4G
Q3 2016
Q3 2015
Mobile internet as
% of subscribers
Mobile broadband as
% of connections
73% 77%
10 Europe TECHNOLOGY
population
connections
annual growth
population
�� 84%
92%
Q3 2016
Q3 2015
4G

2 Regional 26
17% 16%
68%
77%
35% 33%
Q3 2016Q3 2015
Q3 2016Q3 2015
46%48%
41%39%
13%13%
Blended ARPU
Voice ARPU
Data ARPU
$6.7
$7.5
$16.4
OFCF
EBITDA
Capex
Opex
Data revenue
Non-voice revenue
Voice revenue
Total revenue $40
$34
$6
$16
$19
$14
$27
$6
$14
$7
10 Europe FINANCIALS

27
Q4 2016Q3 2016Q3 2015
-16.9%
0.8%
-15.6%
Q4 2015Q3 2016Q3 015
-4.6%
-1.1%
-8.5%
Q4 2016Q3 2016Q3 2015
-23.5%
1.9%
-11.6%
Q4 2016Q3 2016Q3 2015
2.7%
11.2%
0.5%
Q4 2016Q3 2016Q3 2015
-2.7%
-1.9%
-4.7%
annual growth
10 Europe FINANCIAL GROWTH

28
11 Commonwealth of Independent States CONNECTIONS
��
17%
83%
�� Q3 2015
Q3 2016
Q4 2016
11
14
15
77%
145%
Q4 2016Q3 2016Q3 2015
2.2%
1.2%
1.6%
417
221
(million)
(excluding M2M)
total population

29
Q3 2015
Q3 2016
Q4 2016
39%
47%
49%
��91%
89%
3G
Q3 2016
Q3 2015
4G3G2G
�� -12%
20%
87%
��60%68%
27%
4%
32%
8%
2G 3G 4G
Q3 2016
Q3 2015
Mobile internet as
% of subscribers
Mobile broadband as
% of connections
40%
68%
11 Commonwealth of Independent States TECHNOLOGY
population
connections
annual growth
�� 51%
61%
4G
Q3 2016a
Q3 2015
population

2 Regional 30
Q3 2016Q3 2015
19%23%
58%58%
43%46%
Q3 2016Q3 2015
64%66%
25%22%
11%11%
Blended ARPU
Voice ARPU
Data ARPU
$1.1
$2.8
$4.2
OFCF
EBITDA
Capex
Opex
Data revenue
Non-voice revenue
Voice revenue
Total revenue $6
$5
$0
$3
$2
$1
$3
$1
$3
$1
11 Commonwealth of Independent States FINANCIALS

31
Q4 2016Q3 2016Q3 2015
6.9%
-5.0%
3.7%
Q4 2016Q3 2016Q3 2015
-0.9%
-2.7% -2.7%
Q4 2016Q3 2016Q3 2015
-6.6%
16.0%
-15.5%
Q4 2016Q3 2016Q3 2015
15.6%
20.0%
15.0%
Q4 2016Q3 2016Q3 2015
3.2%
-0.8%
2.3%
annual growth
11 Commonwealth of Independent States FINANCIAL GROWTH

32
12 Middle East and North Africa CONNECTIONS
��
18%
82%
�� Q3 2015
Q3 2016
Q4 2016
10
13
14
Q4 2016Q3 2016Q3 2015
3.2% 3.1%
3.8%
58%
108%
665
359
(million)
(excluding M2M)
total population

33
Q3 2015
Q3 2016
Q4 2016
36%
43%
45%
��80%
77%
3G
Q3 2016
Q3 2015
4G3G2G
�� -8%
19%
105%
��58%65%
33%
2%
38%
4%
2G 3G 4G
Q3 2016
Q3 2015
Mobile internet as
% of subscribers
Mobile broadband as
% of connections
42%
60%
12 Middle East and North Africa TECHNOLOGY
population
connections
annual growth
�� 4G
��
21%
38%
Q3 2016
Q3 2015
population

2 Regional 34
16%17%
69%67%
31%
37%
Q3 2016Q3 2015
Q3 2016Q3 2015
59%60%
28%26%
13%13%
Blended ARPU
Voice ARPU
Data ARPU
$2.3
$4.7
$8.0
OFCF
EBITDA
Capex
Opex
Data revenue
Non-voice revenue
Voice revenue
Total revenue $18
$16
$2
$9
$7
$4
$13
$3
$6
$3
12 Middle East and North Africa FINANCIALS

35
Q4 2016Q3 2016Q3 2015
1.4%
3.6% 3.8%
Q4 2016Q3 2016Q3 2015
-13.2%
8.5%
-15.7%
Q4 2016Q3 2016Q3 2015
-58.0%
-5.1%
-3.9%
Q4 2016Q3 2016Q3 2015
9.6%
27.2%
5.3%
Q4 2016Q3 2016Q3 2015
2.2%
4.5%
-0.9%
annual growth
12 Middle East and North Africa FINANCIAL GROWTH

36
13 Sub-Saharan Africa CONNECTIONS
��
4%
96%
�� Q3 2015
Q3 2016
Q4 2016
10
13
14
Q4 2016Q3 2016Q3 2015
12.0%
4.2%
6.0%
43%
75%
778
449
(million)
(excluding M2M)
total population

37
Q3 2015
Q3 2016
Q4 2016
20%
27%
28%
��48% 47%
3G
Q3 2016
Q3 2015
��69%
76%
23%
1%29%
2%
2G 3G 4G
Q3 2016
Q3 2015
Mobile internet as
% of subscribers
Mobile broadband as
% of connections
31%
61%
4G3G2G
�� -6%
33%
146%
13 Sub-Saharan Africa TECHNOLOGY
population
connections
annual growth
��
15%
26%
Q2 2016
Q2 2015
4G
population

2 Regional 38
EBITDA %OpexCapex
19% 16%
64%66%
36%35%
Q3 2016Q3 2015
69%70%
21%20%
10%11%
Q3 2016Q3 2015
Blended ARPU
Voice ARPU
Data ARPU
$0.8
$3.0
$4.3
OFCF
EBITDA
Capex
Opex
Data revenue
Non-voice revenue
Voice revenue
Total revenue $11
$10
$1
$7
$3
$2
$7
$4
$2
$2
13 Sub-Saharan Africa FINANCIALS

39
Q4 2016Q3 2016Q3 2015
4.1%
9.4%
1.4%
Q4 2016Q3 2016Q3 2015
5.9%
4.8% 4.1%
Q4 2016Q3 2016Q3 2015
-6.6%
12.8%
-12.2%
Q4 2016Q3 2016Q3 2015
11.4%
27.9%
10.4%
Q4 2016Q3 2016Q3 2015
3.6%
8.3%
2.7%
annual growth
13 Sub-Saharan Africa FINANCIAL GROWTH

40
14 Least Developed Countries CONNECTIONS
��
3%
97%
�� Q3 2015
Q3 2016
Q4 2016
2
3
3
Q4 2016Q3 2016Q3 2015
15.9%
5.2%
6.0%
42%
68%
671
414
Prepaid/contract percent of
(million)
(excluding M2M)
total population

41
Q3 2015
Q3 2016
Q4 2016
21%
28%
30%
��53% 49%
3G
Q3 2016
Q3 2015
4G3G2G
�� -5%
44%
186%
��73%
80%
19%
0%
26%
1%
2G 3G 4G
Q3 2016
Q3 2015
Mobile internet as
% of subscribers
Mobile broadband as
% of connections
27%
54%
14 Least Developed Countries TECHNOLOGY
population
connections
annual growth
��
6%
11%
Q3 2016
Q3 2015
4G
population

2 Regional 42
17%
24%
63%64%
37%37%
Q3 2016Q3 2015
Other non-voice %Data %Voice %
75%76%
14%12% 11%12%
Q3 2016Q3 2015
Blended ARPU
Voice ARPU
Data ARPU
$0.5
$2.7
$3.6
OFCF
EBITDA
Capex
Opex
Data revenue
Non-voice revenue
Voice revenue
Total revenue $7
$7
$0
$5
$2
$1
$5
$3
$2
$1
14 Least Developed Countries FINANCIALS

43
Q4 2016Q3 2016Q3 2015
5.1%
16.7%
5.8%
Q4 2016Q3 2016Q3 2015
15.1%
5.9%
8.4%
Q4 2016Q3 2016Q3 2015
0.9%
27.8%
-25.7%
Q4 2016Q3 2016Q3 2015
17.6%
38.3%
16.0%
Q3 2016Q3 2016Q3 2015
6.4%
17.2%
5.2%
annual growth
14 Least Developed Countries FINANCIAL GROWTH

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Global cellular market trends and insight - Q3 2016 highlights

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