BMI View: An elusive agreement between Egypt's three mobile operators and the government has delayed the implementation of a unified licensing framework, which would enable Telecom Egypt to launch MVNO services and allow the mobile operators to expand into the wireline market. BMI believes the government must achieve an agreement over licences in order to encourage mobile operators to invest in the wireline infrastructure needed to respond to rapidly rising demand for data amongst Egyptian consumers and businesses. Without such an agreement, the three mobile operators will continue to concentrate their investments in improving their mobile data networks, in anticipation of the planned 2016 4G spectrum auction. Meanwhile, leaving Telecom Egypt to bear the cost of expanding wireline networks on its own, combined with the MCIT forcing down ADSL access prices, risks harming the country's prospect of emerging as a communications and IT hub between the Middle East, North Africa and Europe on the back of a stabilising political and economic environment.
The mobile market contracted by 0.9% q-o-q in Q215 to 94.87mn subscriptions, marking the fourth quarter of decline out of the last five.
The ADSL market grew by 22.3% y-o-y in June 2015 to 3.51mn subscriptions, with Telecom Egypt's falling prices driving uptake. USB dongle subscriptions contracted q-o-q in Q215, indicating consumer preference for more reliable wireline options.
Mobile internet subscriptions grew even faster by 25.1% y-o-y in June 2015 to 24.1mn, supported by an ever wider selection of affordable smartphones.
| Stagnating Revenues Reflect Saturation And Strong Competition |
|Egypt Telecoms Revenues By Operator (EGPmn), 2013-2015|
| Source: Operators, BMI |
The Egypt Telecommunications Report features BMI Research's independent industry forecasts on the future strength of Egypt's ICT market, covering the fixed-line, mobile and internet segments and analyses latest regulatory developments and corporate news, including investment activity, mergers and acquisitions, joint ventures and partnerships. Leading operators and manufacturers are fully profiled, highlighting their quarterly financial performance, capital expenditure plans and latest contracts.
BMI's Egypt Telecommunications Report provides industry professionals and researchers, operators, equipment suppliers and vendors, corporate and financial services analysts and regulatory bodies with independent forecasts and competitive intelligence on the telecoms industry in Egypt.
- Benchmark BMI's independent telecoms industry forecasts for Egypt to test other views - a key input for successful budgeting and strategic business planning in the Egyptian telecoms market.
- Target business opportunities and risks in Egypt's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Egypt.
- Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).
BMI Industry View
Summary of BMI’s key industry forecasts and views, covering the ARPU, fixed-line, mobile (including 3G & 4G), internet and broadband markets.
Industry SWOT Analysis
Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the wireline and wireless sectors and within the broader political, economic and business environment.
BMI Industry Forecast Scenario
Historic data series (2010-2013) and forecasts to end-2019 for all key industry indicators, supported by explicit assumptions, plus analysis of key downside risks to the main forecast.
- Fixed-line Telephony – Telephone lines (‘000); telephone lines/100 inhabitants.
- Cellular Telephony – Mobile phone subscribers (‘000); mobile phone subscribers/100 inhabitants; and where available, 3G & 4G subscribers (‘000); 3G & 4G subscribers/100 inhabitants; 3G & 4G subscribers as a percentage of overall mobile market.
- Internet Markets – Internet users (‘000); internet users/100 inhabitants; broadband internet subscribers (‘000); broadband internet subscribers/100 inhabitants.
BMI’s Telecommunications Risk Reward Index
BMI’s Risk Reward Indices provide investors (vendors, operators and suppliers) looking for opportunities in the region with a clear country comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic data points to provide an Indices of highest to lowest appeal to investors, with each position explained.
Market Data Analysis
Detailed market analysis of the mobile, mobile content, fixed-line and internet segments, broken down into:
- Market Data – Analysis of market size, operator shares, dominant trends, competitive landscape and key quarterly data.
- Technology/Service Rollout – Analysis of rollout/adoption of new technology, such as 3G & 4G, WiMAX, IPTV, pay-TV, LTE and valueadded handset services (gaming, music, video, apps etc.).
- Mobile Content – The latest trends in content and services available and being introduced by mobile operators, including a timeline of all the latest major mobile content developments.
Company Database – A comprehensive breakdown of KPIs of the leading mobile operators, including subscriber figures by type (pre-paid and post-paid); 3G & 4G subscriber figures; net additions; market share; ARPU; churn rates; minutes of use; voice and non-voice revenue; financial figures (including operating revenues, net profits and EBITDA).
Details of the regulatory bodies and their responsibilities, as well as a special focus on the rules surrounding competition and interconnection. Also covers the latest updates in the market’s development and regulatory rulings.
Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate Company SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.
The Telecommunications Reports draw on an extensive network of primary sources, such as multilateral organisations, government departments, industry associations, chambers and company reports.
*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.