Russia Telecommunications Report

Providing expert analysis, independent forecasts and competitive intelligence on the telecommunications industry.

Report includes: BMI Industry View, Industry SWOT Analysis, BMI Industry Forecast Scenario, Telecommunications Risk Reward Index, Market Overview, Regulatory Environment, Company Profiles and Competitive

Why you should buy this report

  • Benefit from the latest market opportunities
  • Understand the threats to your operations and investments and protect your company against future risks
  • Gain insight on emerging trends that could support, strengthen or disrupt your activities in the market
  • Get a full view of the competitive landscape to assess your market position.
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Russia Telecommunications Report
Product Price
$1,295.00

BMI View: The Russian mobile market rebounded in the last six months prior to September 2015, following declines relating to MTS cleaning-up its base off inactive users, and the tie-up between Tele2 and Rostelecom. With a penetration rate of 173.8%, we still think inactivity is an issue, as many users seem to have added a new SIM card while moving to 3/4G. The success of data services has been positive for operators, but this has come at great costs, with the overall economic environment at home and abroad leading some to consider tower outsourcing to reduce costs and focus more specifically on services.

Key Data

  • The Russian mobile market has rebounded in Q2 and Q315, finishing September 2015 with 249.3mn subscribers and a penetration rate of 173.8%

  • For the first time in Q315, Rostelecom had more fibre than DSL customers, with 5.9mn and 5.5mn respectively

  • MegaFon reported 7.5mn LTE devices on its network in Q315, representing over 10% of its overall mobile customer base

Strong Investments To Leverage Data Demand
Capex (RUBbn), 2014-2015
Source: operators
BMI Industry View
7
SWOT
9
Telecoms
9
Political
11
Economic
12
Operational Risk
13
Industry Forecast
15
Table: Telecoms Sector - Historical Data & Forecasts (Russia 2012-2019)
15
Industry Risk Reward Ratings
21
Central And Eastern Europe Industry Risk Reward Index
21
Table: Central And Eastern Europe Telecoms Risk/Rewards Index, Q4 2015
24
Market Overview
26
Regional Perspective
26
Table: Russian Mobile Market - Regional Comparisons, 2013
26
Key Developments
27
Mobile Growth
28
Market Share And Net Additions
31
Table: Net Additions/(Losses) By Operator, Q312-Q115 ('000)
32
Subscription Mix
33
Usage
33
Table: Market Share Of VAS, Q211-Q412 (%)
37
MVNOs
38
Networks
39
Mobile Content/Value-Added Services
43
Broadband
46
Fixed Line
57
Regulatory Development
61
Table: Russia - Regulatory Bodies And Their Responsibilities
61
Regulatory Developments
64
Competitive Landscape
66
Table: Key Players
66
Table: Russia Mobile Market Overview 2012-2015
67
Table: MTS
67
Table: Tele2
68
Table: Megafon
69
Table: VimpleCom Overview 2012-2015
70
Company Profile
72
Rostelecom
72
Table: Rostelecom's Subscriptions By Service And Geography, Q115 ('000)
75
Mobile TeleSystems (MTS)
78
VimpelCom
84
MegaFon
91
Demographic Forecast
97
Table: Population Headline Indicators (Russia 1990-2025)
98
Table: Key Population Ratios (Russia 1990-2025)
98
Table: Urban/Rural Population & Life Expectancy (Russia 1990-2025)
99
Table: Population By Age Group (Russia 1990-2025)
99
Table: Population By Age Group % (Russia 1990-2025)
100
Glossary
102
Table: Glossary Of Terms
102
Methodology
104
Industry Forecast Methodology
104
Sources
106
Risk/Reward Index Methodology
106
Table: Risk/Reward Index Indicators
107
Table: Weighting Of Indicators
108

The Russia Telecommunications Report features BMI Research's independent industry forecasts on the future strength of Russia'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 Russia 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 Russia.

Key Benefits

  • Benchmark BMI's independent telecoms industry forecasts for Russia to test other views - a key input for successful budgeting and strategic business planning in the Russian telecoms market.
  • Target business opportunities and risks in Russia's telecoms sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in Russia.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

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).

Regulatory Environment

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.

Company Profiles*

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.

Sources

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.