1.
Update on Germany‘s
Telecoms-Market
Q4-2014
DSP-Partners I Darmstadt I April 2015

2.
Mobile
 In Q4-2014, none of the mobile players gained net new customers
 Deutsche Telekom stated it booked out inactive customer from one of their
MVNO-clients
 Vodafone also restated their customer base downwards in Q4-2014
Fixed-line Broadband
 Deutsche Telekom still clear market-leader with 12,4m DSL-lines
 Kabel Deutschland/Vodafone is #2 with 5,4m broadband subs,
 United Internet on position 3 with 4,1m DSL-lines
 The six major broadband players hold c. 27m lines
– thereof 21,5m (c. 80%) are DSL, c. 20% are cable (5,4m lines)
Summary: Telecoms Market Update Q4-2014 at a Glance

3.
Germany: Number of Mobile Customers
[Q4-2014 in 1,000]
Source: Company Reports, DSP-Partners Market Model
31.515
38.989
42.125

4.
Germany: Number of Mobile Customers
[Q4-2014 vs Q3-2014 in 1,000]
Source: Company Reports, DSP-Partners Market Model
-196
-664
-76

5.
Germany: Number of Fixnet Broadband Customers
[Q4/2014 in 1,000]
Source: Company Reports, DSP-Partners Market Model, Vodafone/Kabel Deutschland
+
DSL
DSL
DSL
Cable
DSL
Cable
2.144
2.505
2.852
2.896
4.190
5.357
12.361

6.
Germany: Broadband Customers with DSL vs. Cable
[Q4/2014 in 1,000]
Source: Company Reports, DSP-Partners Market Model
5.401
21.547
Cable
DSL

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