1.
Update on Germany‘s
Telecoms-Market
Q3-2014
DSP-Partners I Darmstadt I February 2015
Photo Credit: www.flickr.com/photos/umdrums/2737539648 Secret Pilgrim

2.
Mobile
 With more than 770‘‘ new mobile subs overall, Germany‘s Q3 was quite strong
 ePlus grew strongest, adding almost 475‘‘ new subscribers
 Vodafone was the only player to lose customers in Q3 (-228‘‘)
Fixed-line Broadband
 Deutsche Telekom continues to be clear market-leader with 12,3m DSL-lines,
but DT lost 21‘‘ lines in Q3/2014
 Kabel Deutschland/Vodafone #2 with 5,3m broadband subscribers,
and a combined gain of +75‘‘ new subscribers in Q3-2014
 United Internet #3 with 3,7m DSL-lines, up 50‘‘ in Q2-2014
Summary: Telecoms Market Update Q3-2014 at a Glance

3.
Germany: Number of Mobile Customers
[Q3-2014 in mil.]
Source: Company Reports, DSP-Partners Market Model
+
Pro-forma, Telefonica/ePlus Merger w EU-approval pending
19,649
26,318
31,711
39,653
45,967

4.
Germany: Number of Mobile Customers
[Q3-2014 vs Q2-2014 in mil.]
Source: Company Reports, DSP-Partners Market Model
0,213
0,473
-0,228
0,316
0,686
+
Pro-forma, Telefonica/ePlus Merger w EU-approval pending

5.
Germany: Number of Fixnet Broadband Customers
[Q3/2014 in mil.]
Source: Company Reports, DSP-Partners Market Model
DSL
DSL
Cable
DSL
DSL/Cable
2,161
2,818
3,730
5,256
12,340

6.
Germany: Number of Fixnet Broadband Customers
[Q3-2014 vs Q2-2014 in mil.]
Source: Company Reports, DSP-Partners Market Model
-0,030
0,075
0,050
0,075
-0,021

7.
Contact
Stefan Behrendt
Founder I Managing Partner
DSP-Partners
www.twitter.com/stbe
www.dsp-partners.com