key competitor activities january 2015_03162000

8/9/2019 Key Competitor Activities January 2015_03162000

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Key Competitor ActivitiesConsumer and Enterprise

January 2015

Prepared by Vodacom Strategy & ResearchContact: Leandra Jonker or Tersia Esbach

January 2015

This Month:

MTN launched a video-on-demand se

Cell C announced several price plan c

Web Africa announced FTTH package

MTN’s data sharing offer launched

Orange is opening their first retail sho

This and all previous editions available a


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Key Competitor Activities – January 2015Vodacom Strategy & Research C3 – Vodacom

This report provides an overview of competitor activity in the consumer and enterprise segments during December 20 January 2015.

•

Highlights – overview of competitor highlights During December 2014 and January 2015• Consumer P&S Timeline

• Enterprise Market Competitor Activity

• Competitor Activity

– MTN

– Telkom

–Cell C

– Adjacent Players

• Mergers & Acquisitions - New

• Financial and Operational KPIs

Content


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Highlights – Seven things of note

We have added an additional slide from this month focussing on Merger &Acquisitions in our industry over the past year. See slide 15.

1. After a successful pilot MTN launched FrontRow, a video-on-demandservice offering access to movies and television shows. Monthlysubscription starts at R199 per month (R179 for a trial period). Two

service offerings are available – FrontRow Club and FrontRowPremiere. The Premiere service offers movie rentals at R15 per oldertitle and R27 for latest titles. An option including a 10GB data bundleis also available at R499 (R399 during the promotional period). Databundles which can only be used to access FrontRow content areavailable at R300 for 10GB, R450 for 20B, and R800 for 50GB. The first1,000 customers to subscribe to the service will receive their first monthfree. Customers can view content via an Internet browser , or onAndroid or iOS mobile devices. An Android app is available, with an iOS

app planned.

2. While MTN reported a 49% increaChristmas Day, Cell C reported that S21% over the Christmas period and

The SMS decline could be attributed tooffering, which has been extended tillustrating the possible cannibalisatisuch as WhatsApp.

3. Cell C announced several price plan the majority of data bundles weexception of the larger 10GB and 20decreased to an effective in-bundle ratbundle was also added at R6. Selec

monthly subscriptions were cut. Smwill no longer be available. Current their current package for the duration enjoy a lower out-of-bundle daStraightUp Contract and TopUp monincreased, and out-of-bundle voice packages were increased from 79c/mchanges take effect on 1 February 201


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6. Another sub-R1 000 smartphone wAfrica. The Windows based Prolinpowered by Qualcomm’s quad coreand has 512MB RAM.

7. Orange is opening their first retailcustomers will be able to purchasealso function as a point of service foproducts online.

8. MTN launched a data bundle shwhich allows MTN customers to shaup to 20 other MTN customers. Thall MTN customers.

Highlights – Seven things of note

4. Web Africa launched FTTH using Telkom’s network. Pricing starts atR639 for a 20Mbps line to R849 for a 100Mbps line, both excludingdata. A range of options including data is available ranging fromR788 per month for a 20Mbps line with 40GB of data (plus an additional80GB of after hours data) to R2 048 per month for a 100Mbps service

including 400GB of data (plus an additional 800GB of after hours data).WebAfrica launched fibre offers in Parkhurst in November last year.

6. Google is shutting down Woza, a free website design tool aimed atstartups and SMEs on 28 February 2015. Companies are informed onthe site that their sites will disappear from May 2015. According toGoogle this forms part of their plan to improve their SME offerings.

Line rental + data package 20Mbps 40Mbps 100Mbps

40GB (+80GB after hours) R788 R888 R998

60GB (+120GB after hours) R838 R938 R1,048

90GB (+180GB after hours) R938 R1,038 R1,148

120GB (+240GB after hours) R1,038 R1,138 R1,248




Source: My Broadband


5/27Key Competitor Activities – January 2015Vodacom Strategy & Research C3 – Vodacom

Consumer Market

• Consumer P&S launches (August 2014 – Janu



Consumer P&S launches (August 2014 – January 2015)

66c/m prepaid promo (1/06 – 30/09), in July dropped further to

50c/min (30/09/14)

Talk Free & 1c Per Secpromo – 31/08

1c Per Sec Promo – 31/08

Sky Unlimited Promo – 30/09

Ad hoc data Promo – 31/08

August ’14

Nite & Daily Internet

Talk Free

Rush Hour – 30/11

Cliq5 – 31/10

New Internet Bundles

Wow Bonus Weekend

September ’14

MegaBonus (30/11/14), extended in Dec ember to 31/12/14

WhatsApp zero-rated, extended to 31/03/15

BlackBerry Z3

“Bite sized” data bundles

October ’14

Pay4Me

iPhone 6; Galaxy Note 4

Daily “Surprises” summer promo (to 14/01/15)

Express Bundle Promo

Roaming (Saudi Arabia)promo (to 10/10/14)

66c/min voice ratepermanent

Lumia 730; iPhone 6

iPhone 6

Prepaid internet starterpacks

Smartplan 100

Completely Unlimited SIM (20/11/14)

Data Bundle Promo extended to 31/08/14 offering additional free data & extended validity in 06/14; additional data promo extended to 30/11/14

SmartHome deals

Promotional Bundles

November ’14

Steppa

Night Express Bundles & OneTime data Bundles

International voice promo

MTN Sky Promo (31/

Free Symfy Africa Promo

Unlimited Lite

LTE-A launch, promotionalpackage

Black Friday deals – 5GB data;XBox

DStv Explora

D

Infin

2.4

S



Enterprise Market

• Competitor Activity at a Glance



Enterprise Market Competitor Activity at a Glance – South Africa

Activ

MTNas Geand Entebe rthe ICand

partnothe

MTNenteordeservidifferetrethe reMore

Sig

Activity

MTN launched Data Share, aservice that allows an MTNcustomer to share their databundle with up to 20 MTNnumbers. The service is availableto all customers and can beactivated via USSD. Any SIM

enabled device can be linked tothe main account holder. Whilethe service was launched to theconsumer market, it will beattractive to SME/SoHo clientstoo.

more

Significance

SoHo/SME

Large/VGE

Segment Segment

Significance

SoHo/SME

Large/VGE

Activity

Telkom will focus on the SMEmarket this year. Dedicatedbusiness desks to serve thismarket are now available inTelkom stores, where ICT needsof SME are analysed to helpchoose suitable products across

mobile and fixed offers.more

Segment

Significance

SoHo/SME

Large/VGE

Activity

MTN will offer Amazon WebServices, a cloud computingoffering, through a servicedubbed “Direct Connect” tobusinesses across Africa. Clientswill be provided with connectivityto their data centres or

businesses and the AWS EUIreland region through MTN’s extensive Global MPLS network.

More & more

Segment

Significance

SoHo/SME

Large/VGE

Activity

Google is shutting down Woza, afree website design tool aimed atstartups and SMEs on 28 February2015. Companies are informedon the site that their sites willdisappear from May 2015.According to Google this forms

part of their plan to improve theirSME offerings. Local tech start-up Vigo, offers an online webcreation platform targeted atSMEs, has stepped in, offeringclients a “seamless transitionfrom their current Woza Websites” to Vigo.

More & more

http://www.bdlive.co.za/business/technology/2015/01/22/mtn-to-restructure-business-service-unithttp://www.itnewsafrica.com/2015/01/mtn-appoints-senior-it-exec-to-drive-enterprise-business/http://www.inforocked.com/consumer-cellular/138-what-is-the-mtn-data-share-servicehttp://www.itweb.co.za/index.php?option=com_content&view=article&id=140438https://www.mtn.com/Media/Pages/pressreleasedetail.aspx?pid=286&country=South%20Africa&year=2015http://www.fin24.com/Tech/Mobile/MTN-links-up-to-Amazon-Web-Services-20150127http://www.fin24.com/Tech/Companies/Google-shutting-down-Woza-Online-service-20150112http://www.fin24.com/Tech/Companies/Google-shutting-down-Woza-Online-service-20150112http://www.biztechafrica.com/article/sa-tech-start-solves-google-woza-online-problem/9524/http://www.biztechafrica.com/article/sa-tech-start-solves-google-woza-online-problem/9524/http://www.fin24.com/Tech/Companies/Google-shutting-down-Woza-Online-service-20150112http://www.fin24.com/Tech/Mobile/MTN-links-up-to-Amazon-Web-Services-20150127https://www.mtn.com/Media/Pages/pressreleasedetail.aspx?pid=286&country=South%20Africa&year=2015http://www.itweb.co.za/index.php?option=com_content&view=article&id=140438http://www.inforocked.com/consumer-cellular/138-what-is-the-mtn-data-share-servicehttp://www.itnewsafrica.com/2015/01/mtn-appoints-senior-it-exec-to-drive-enterprise-business/http://www.bdlive.co.za/business/technology/2015/01/22/mtn-to-restructure-business-service-unit


9/27


Competitor Activity

• MTN launched FrontRow, a VoD service• Telkom to focus on SME market• Cell C announces changes to pricing st•

Adjacent Players


10/27


MTN launched FrontRow, a VoD service

MTN launched FrontRow, a video-on-demand service offering access to moviesand television shows. Monthly subscription starts at R199 per month (R179 fora trial period). Two service offerings are available – FrontRow Club and

FrontRow Premiere.

Other

MTN reported that voice call traffic was ~100% higher on Christmas day, whileSMS traffic increased by 49% and data by 60%. New Year’s Eve saw ~106%increase in voice call traffic, while data traffic increased by 78%.

MTN appointed Debbie Minnaar as General Manager for Products and Servicesin their Group Enterprise Business unit. She will be responsible for determiningthe ICT offering across all markets and identification of key partnerships todrive Cloud and other services.

MTN is restructuring their enterprise unit in South Africa in order to enhancecustomer service and market differentiation, and confirmed retrenchments inthe unit due to the restructure.

MTN has opposed the Vodacom-Neotel deal,unfair advantage, and that Neotel’s spectrum control is approved.

MTN apologised for network disruptions expupgrades, vandalism, theft, and the migration o

MTN’s shares were upgraded from “hold” to “b

MTN erroneously sent messages to non-subTwitter access. This promotion is available tostill on-going.

MTN launched Data Share, a service that allows an MTN customer to share theirdata bundle with up to 20 MTN numbers. No connection or linking fees apply.

Financial &OperationalKPIs

ConsumerBroadband

ConsumerProducts &

Services


11/27


Telkom to focus on SME market

LTE coverage was expanded to an additional five suburbs in Gauteng,Cape Town, and KZN. LTE-A is currently offered at R1399 per month ona 36 month contract for a promotional period.

It is rumoured that Telkom’s ADSL entry-level line will be increasedfrom 2Mbps to 4Mbps.

Telkom appointed four new non-executive Directors, and announcedthe resignation of non-executive director Dr Clive Fynn.

480 Call Centre staff contracts will not be renewed, and were allegedlyremoved from the premises by security guards. According to Telkomthe affected staff members were notified at the beginning ofNovember. The CWU will fight this decision on behalf of the affectedworkers. According to Solidarity this move was driven by the newLabour relations Amendment Act (effective 1 January 2015), whichrequires companies to offer the same benefits to temporary em ployeesafter three months as they do to permanent employees.

In December Telkom’s share price reached a new five year high of R70.

Since its lowest point 18 months ago, their share price has increased byalmost 500%, and over the past year gained almost 150%.

Telkom launched direct carrier billing in partnership with Bango andSamsung. The service will be available to Samsung smartphone andtablet customers.

Telkom announced that discussions on thagreement with MTN are still in process.

Telkom is suing Neotel and their sub-contractofor R363 744 for damages on underground cab

Telkom and Blue Label telecoms have reachfollowing the Multi-Links failure in Nigeria. Allwithdrawn.

Telkom will now focus on FTTB, with their covecoverage.

Telkom M2M subsidiary, FastNet, selected Semtechnology to target low power connectivity foplans on building a network specifically of IoT s

ICT needs of SME are analysed to help choose s

and fixed offers.

Telkom will focus on the SME market this year. Dedicated business

desks to serve this market are now available in Telkom stores, where

Other

Network

ConsumerProducts &services

FinancialKPIs

Enterprise

Products &Services


12/27


Changes made to pricing structure

Cell C has opposed the Vodacom-Neotel deal, stating that it wouldentrench Vodacom’s dominance, and possibly lead to abuse ofdominance.

Cell C’s RAN upgrade which was completed in Gauteng will addressnetwork instability issues and has created the required framework fortheir LTE strategy. The upgrade involved replacing 1 215 base stations.

Cell C is investing R2.4 billion in their network this year.

Cell C reported a 7.1% increase in voice over the Christmas period, whiledata usage increased by 62% and SMS declined by 21%. On New Year’s Day voice increase by 4.8%, data by 57% and SMS was down 22% year-on-year.

MegaBonus, which offers four times the customer’s recharge value, hasbeen extended to 31 December 2014.

Cell C’s SmartChat voice contract range will not be available after 1February. Existing customers will remain on their contracts for theremainder of their contract period, and also benefit from a reduction inthe out-of-bundle data rate from 99c/MB to 79c/MB.

Saudi Telecom has attributed a R1.2 billion imCell C, and said they would be evaluating optioinvestments.

Cell C lodged an application with the high implemented last year.

During 2014 442 base stations were erected nGauteng. An additional 158 are planned for deployment to connect all base stations is a to

The out-of-bundle rate of 99c/MB remains uThe monthly subscription on selected Smartda

Cell C increased the data allowance on their In3GB) to all customers singing up for the contMarch 2015. (December 2014)

Cell C cut the price of their 2.4GB once-off data bundle from R189 toR79. 200MB of data is allocated each month for 12 months. Thispromotion will be available until end January 2015. (December 2014)

Cell C has increased the price of the majority of their data bundles,increasing the effective in-bundle rate from the 15c/MB flat rateimplemented. A 25MB bundle has also been announced, at R6(24c/MB).

Cell C’s zero-rated WhatsApp promotion has be Cell C announced changes to their pricing str

on 1 January 2015 for prepaid customers, wchanges due on 1 February 2015.

Cell C has announced an increase in the montUp contract and top up packages. Out-of-bunfrom 99/min to R1.05/min.

Other

Network

ConsumerProducts &services

Operational &FinancialKPIs

ConsumerBroadband


13/27


FNB is reportedly expanding their fibre network to act as a back-haulfor telecoms services. No details on what services will be offered.

Free VoIP and a movie streaming service, Wi-Fi Drive-Inn, will belaunching on the City of Tshwane’s free WiFi network during 2015.

Pinnacle Africa announced the Proline SP4, a R999 Windows baseddual-SIM Smartphone. The device is powered by Qualcomm’s quadcore Snapdragon 200 processor, has 512MB RAM, a 480x800 LEDdisplay and runs on Windows Phone 8.1.

Adjacent Players

Nedbank is trialling a mobile payments serviBLE beacons to connect customers with paentering a store. The app facilitates sepayments. In concept, customers will be abquantities purchased within the app and check

Axxess launched prepaid ADSL vouchers that can be converted intomobile data via their Client Control Panel or Axxess Mobile App. Thedata has a 3 month roll-over.

Johannesburg based Data SIM launched a SIM card offering unlimitedMTN mobile data at R149 per month. According to founder SaeedMoosa Data SIM has an agreement with Mocks Technologies that hasan APN with MTN, after MTN announced they had no workingrelationship with Data SIM. MTN subsequently closed down the APNowned by Mock Technologies, as they were not allowed to resell tothird parties. Data SIM plans on launching another unlimited dataservice soon, this time from Telkom Mobile.

Vox Telecom was awarded the contract tinternet access and voice to 300 farmers in tthe sensitive radio astronomy telescope. satellite receiver equipment and 2GB of d(2Mbps download and 512Kbps upload speeds

Engen launched free WiFi at their 1-Stop servi Web Africa launched FTTH using Telkom

speeds of up to 100Mbps. Pricing starts a20Mbps line to R849 per month for 100MR1 749 set-up fee applies, which includes a Hu

OpenWeb is offering premium uncapped ADSdata of between 500MB for 2Mbps custom

customers.

Network

ConsumerBroadband

ConsumerProducts &Services

Google is shutting down Woza, a free website design tool aimed atstartups and SMEs on 28 February 2015. Companies are informed onthe site that their sites will disappear from May 2015. According to

Google this forms part of their plan to impLocal tech start-up Vigo, offers an onlinetargeted at SMEs, has stepped in, offering cliefrom their current Woza Web sites” to Vigo.

EnterpriseProducts &Services

Adj Pl


14/27


Adjacent Players

Blue Label Telecoms have called off acquisitions talks with anunnamed party.

The Competition Commission recommended that the Tribunalapprove Didata’s acquisitions of certain MWEB divisions.

Following a Supreme Court ruling that typed e-mail signatures werebinding, Norton Rose Fulbright noted that the same rule applies datamessages, such as WhatsApp and BBM.

According to Internet Solutions the Vodacom-Neotel deal willnegatively impact competition, lead to higher prices and poor networkquality, and increase the risk of collusion.

Vigo won MTN App of the Year 2014 and 2014 NSBC BusinessChampion of SA Award and Carl GER Global Technology Entrepreneurof the Year.

A Netflix spokesperson has confirmed that they will launch in SouthAfrica within the next two years, as part of their global expansionstrategy.

Facebook is reportedly opening a local office. They have placed anadvert to a position which would be loca ted in Joburg.

Craig Fleischer, former mobile communications head at SamsungSouth Africa, has been appointed as Neotel’s Chief Sales and MarketOfficer.

Altron has warned that headline earnings for the year ending February2015 would be at least 40% down due to “difficult trading conditions”.

Vox Telecom announced a stand-alone business strategy will befollowed and that the company is no longer for sale.

According to the latest Akamai State of the Internet report South Africawas the only EMEA country to not meet their minimum broadbandspeed requirements, with an average broadband speed of 3.6Mbps(10Mbps and 4Mbps are their “high broadband” and “broadband” thresholds)

The Competition Commission approved the Takealot, on condition that job losses do not excee

The DA is questioning the validity of a R4.3 bigovernment-subsidised set-top boxes, based on selow key measure in which it was conducted; finanR2.39 billion has been approved, DTH standards haand the Broadcast Digital Migration policy has not

Cabinet. An outgoing ICASA councillor, Joseph Leboosa,

operational inefficiency and void of leadershcommittees to review several ma tters.

ICASA responded to criticism received on their INovember 2014. According to ICASA the RoFrequency Migration Plan of 2013 a step furtherdemand for mobile broadband how to clear the ide

The DA filed an application to access minutes of aas the regulator has failed to publish these as requthe ICASA website is poorly maintained.

ICASA published revised draft radio frequency spare open for industry and public comm ent until 13 In a proclamation signed by Jacob Zuma, ICAS

Ministry of Communications and the telecomDepartment.

ConvergeNet will convert into an investment company currently has no operating entities, and wfocus on converged solutions in the ICT sector.

Orange announced their first retail shop will stClaremont in cape town.

Other


15/27


Mergers & Acquisitions

Newaddition

to themonthly

CI

M & A i iti


16/27


Mergers & Acquisitions

Date Buyer Target Detail

January 2014 Internet Solutions AntfarmInternet Solutions bought Antfarm, an online media streaming service company providing products andpodcasting and encrypted content delivery, for an undisclosed amount. The company will continue to hopes to expand services in other African countries. more

March 2014 Didata NextiraOneDimension Data announced the acquisition of subsidiaries of NextiraOne, a European communications

their target of doubling revenue to $12 billion by 2018, which will be completed in two parts.

April 2014 Altech NuPayAltech increased their shareholding in NuPay, a transaction service provider specialising in payment andelectronic payment solutions, to 100% in a deal worth R80 billion.

May 2014 Internet Solutions AlwaysOn Internet Solutions increased their stake in AlwaysOn from 51% to 100%. more

May 2014 Telkom Business Connexion Telkom made a R2.7 billion offer to acquire BCX in may 2014. The deal is still awaiting approval.

August 2014 Blue Label Telecoms Via Media Blue Label Telecoms have put in an offer to acquire a 75% stake in mobile content developer Via Media

September2014

Didata MultiChoiceDimension Data and MultiChoice have announced plans to launch Wi relessCo, a JV that will combine DiMWEB’s Wi-Fi assets. The two companies will build and operate an open-access carrier-grade Wi-Fi netw

October

2014Didata Xpedia Fusion

Didata acquired 100% of Xpedia Fusion, a subsidiary of Xpedia Consulting and part of Xpedia IT. more

October2014

DidataAgile BusinessSolutions

Didata acquired 100% of privately owned Agile Business Solutions specialising in PeopleSoft and Oraclesystems. more

November2014

MTN AfrihostMTN agreed to acquire 50% +1 share of Afrihost in May 2014 in a deal rumoured to be valued at aroundby both the Competition Commission and Competition Tribunal in November 2014.

December2014

Didata (IS) MWEBThe Competition Commission recommended that the Tribunal approve Didata’s acquisitions of certain core network assets of MWEB ISP, and Optinet), on condition that retrenchments not exceed 35. The de

January 2015 Naspers/Kalahari Takealot The Competition Commission approved the merger of Kalahari and Takealot, on condition that job loss

Deals not yet finalised

http://www.antfarm.co.za/http://www.antfarm.co.za/http://www.techfinancials.co.za/index.php/company-news/494-internet-solutions-buys-antfarmhttp://www.itweb.co.za/index.php?option=com_content&view=article&id=71766http://businesstech.co.za/news/mobile/55766/altech-acquires-nupay-for-r80-million/https://www.is.co.za/press-release/is-increases-its-shareholding-in-alwayson-wifi-to-100http://www.htxt.co.za/2014/05/22/telkom-makes-r2-7-billion-offer-for-business-connexion/http://www.techcentral.co.za/telkom-bcx-wait-for-regulators/51867/http://www.techcentral.co.za/blue-label-offers-r247m-for-via-media/50280/http://www.bdlive.co.za/business/technology/2014/10/22/dimension-data-buys-two-technology-firmshttp://www.bdlive.co.za/business/technology/2014/10/22/dimension-data-buys-two-technology-firmshttp://www.itweb.co.za/index.php?option=com_content&view=article&id=138626http://www.bdlive.co.za/business/technology/2014/06/03/mtn-to-take-control-of-afrihosthttp://businesstech.co.za/news/internet/62187/mtns-r1-billion-valuation-of-afrihost/http://www.techcentral.co.za/is-mweb-deal-greenlighted/53324/http://www.techcentral.co.za/is-mweb-deal-greenlighted/53324/http://businesstech.co.za/news/internet/62187/mtns-r1-billion-valuation-of-afrihost/http://www.bdlive.co.za/business/technology/2014/06/03/mtn-to-take-control-of-afrihosthttp://www.bdlive.co.za/business/technology/2014/06/03/mtn-to-take-control-of-afrihosthttp://www.bdlive.co.za/business/technology/2014/06/03/mtn-to-take-control-of-afrihosthttp://www.itweb.co.za/index.php?option=com_content&view=article&id=138626http://www.bdlive.co.za/business/technology/2014/10/22/dimension-data-buys-two-technology-firmshttp://www.techcentral.co.za/blue-label-offers-r247m-for-via-media/50280/http://www.techcentral.co.za/telkom-bcx-wait-for-regulators/51867/http://www.htxt.co.za/2014/05/22/telkom-makes-r2-7-billion-offer-for-business-connexion/https://www.is.co.za/press-release/is-increases-its-shareholding-in-alwayson-wifi-to-100http://businesstech.co.za/news/mobile/55766/altech-acquires-nupay-for-r80-million/http://businesstech.co.za/news/mobile/55766/altech-acquires-nupay-for-r80-million/http://www.itweb.co.za/index.php?option=com_content&view=article&id=71766http://www.techfinancials.co.za/index.php/company-news/494-internet-solutions-buys-antfarmhttp://www.antfarm.co.za/http://www.antfarm.co.za/


17/27


Financial and Operational KPIs

• Total Telecoms Revenue

• Mobile Subscription Market Share – Sep ’14

Operational and Financial KPIs


18/27


41.0%

26.8%

9.1%1.6%

19.0%

2.6%

52.3%

34.1%

11.5%2.0%

Total Telecoms Revenue Mobile Subscription MarkTotal Telecoms

Revenue Market Share13/14

Mobile RevenueMarket Share

13/14


Notes:Subscription market share based on active subscriptions only.Source: WCIS, Informa Telecoms & Media, Vodacom Strategy & ResearchTotal revenue reflects Vodacom financial years. Where applicable data has been recalculated to reflect this.Source: Company annual reports, Analyst reports, Vodacom Strategy & Research

FY 10/11 FY 11/12 FY 12/13 FY 13/14

Vodacom MTN Cell C Telkom Mobile Telkom Neotel

R 133 837m R 141 053m R 145 158m R 150 603m

Vodacom’s share of the total telecommunications market at end March 2014 (estimated at R151 billion) was 41%. Vodaco

and subscription market share. The total telecommunications market grew by 3.8%, fuelled mainly by mobile network operator growth. Telkom fixed re

over this period.

Mobile subscription continue to grow, with SIM penetration estimated at 147% at June 2014. Year-on-year growth of 15.9%of September 2014.

35%

17%

3%



19/27


MTN Interim Results – June 2014

Next Results Release: Annual results for 2014 expected March 2015

For the six months ended June 2014 MTN Group revenue increased by 10.7% (4.1% constantcurrency) year-on-year to R72 759 million, supported by continued weakness of the Rand,

particularly the stronger Nigerian Naira. The increase in revenue was mainly supported byan 8% increase in revenue in Nigeria.

Group EBITDA increased by 19.6% (10.6% constant currency) to R33 663 million (excl. profitfrom tower sales)

Group Capex is down 28.1% (32.7% constant currency).

Locally MTN revenue declined by 7% year-on-year to R19 157 million, while EBITDAdeclined by 7.5% to R6 382 million*.

The decline in total revenue was attributed to lower outgoing voice revenue (down 8.6% toR8 470 million) and a 30.4% decline in incoming voice revenue due to the impact of MTRreduction.

Data revenue increased by 13.7% to R4 483 (23.4% of total revenue) despite a 38.1%decrease in the average price per MB. Data users increased by 2.7% to 14.7 million. MTNnow has 5.3 million active smartphones on their network.


Telkom Interim Results – September 2014

Next Results Release: Annual results for 2014/5 ex

Telkom reported a 0.5% decline in operating revenue to R1ended September 2014. This was driven by lower fixed voice r

line revenue.

Fixed voice revenue was down 12% to R3.6 billion, dri ven by a 6decline in fixed lines from 3.7 million to 3.6 million, and fi xed to

Group EBITDA increased by 12.2% to R4.4 billion. Consolidexcluding one-off items. Mobile EBITDA improved by 50.7%.

DSL lines increased by 7.4% to 965 000.

Mobile subscriptions increased by 26.7% to 2 million, with bleR71.99.

Mobile Revenue increased by 55% to R1.4 billion. Mobile data million and mobile voice and subscriptions revenue by 54.7% to

Total interconnect revenue declined by 1.49%, while mobileincrease to R60 million.

Telkom denied underinvestment in their network after theyCAPEX (R164 million) and a 42.8% decline to R1.8 billion in totrevenue from 19.8% in September 2013). The decline in moshift to a more concentrated metropolitan roll-out.

According to CEO Sipho Maseko the company “hung on to fixetoo long to invest in broadband and drive fibre investment. Obillion spent on Multi-Links in Nigeria, and the most damagingthe 50% in Vodacom, rather than investing more by purchacontrol.


20/27


Competitor Activity Tables

• Consumer Services - Competitor Products &Services

• Enterprise Services - Competitor Products &Services

• MTN - Products & Services

• Telkom and Telkom Mobile / 8ta - Products& Services

• Cell C - Products & Services

C S i C tit P d t & S i


21/27


Consumer Services - Competitor Products & Services

Access the attached Word Document for further detail on the relevant activity for each competitor by month

The table below summarises Products and services launches, M&A activities, and network or technology improvements and launches

Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov

Consumer

Broadband BitCo, SANTC OpenWeb Axxess, Cell C, MTN MTNMTN, Telkom,

OpenWeb, iBurst

MTN, TeMultiChoic

Afrihost,

Broadband Pricing/changes/ enhancements TelkomAfrihost, MWEB,

TelkomTelkom MTN

Pricing Telkom MWEB, Cell C Cell C, MTN, Axxess Cell C

Broadband Promotions MTNMWEB, AlwaysOn,

MTNMTN, ITNT MTN, Telkom

Telkom, AlAxxe

Loyalty/Rewards

Promotions MTN MTN, Cell C MTN MTN, Telkom, Cell CMTN, Telko

Mob

Apps Oran

Content MTN Altech, Times Media Oran

Financial/Mobile Money services MTN ZapperCommerce Standard Bank

Voice and Data Cell C MTN, Cell C Mr Price Mobile, MTN Telkom MTN, Telkom Telko

VAS iBurst Zwip

Product Cancellation

Hardware MTN, Afrihost, Nokia BlackBerry Cell C MTN, Cell C, Telkom MT

Enterprise Services - Competitor Products & Services


22/27


Access the attached Word Document for further detail on the relevant activity for each competitor by month

The table below summarises Products and services launches, M&A activities, and network or technology improvements and launches f

Enterprise Services - Competitor Products & Services

Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov

EnterpriseBroadband CS MWEB MWEB, iBurst Telkom, Neotel

Broadband Pricing/changes/enhancements MWEBManaged Services MTN Telkom

Managed Services - changes/enhancement M

Voice and Data Telkom

Mobile Advertising MTN

Financial Services

M&A/Investments

Network/Technology ImprovementsVumatel, FibreCo,

Western CapeGovernment

MTN, Cell C MWEB MTN, Telkom Broadband Infraco Telkom

MTN - Products & Services


23/27


The table below shows only MTN’s Products and services launches, M&A activities, and network or technology improvements and launches fo

Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14

Consumer

Broadband MTN MTN MTN MTN

Broadband Pricing/changes/enhancements MTN

Pricing MTN MTN

Broadband Promotions MTN MTN MTN MTN

Loyalty/Rewards

Promotions MTN MTN MTN MTN MTN MTN

Voice and Data MTN MTN MTN

VAS

Content MTN

Hardware MTN MTN

Mobile Money MTN

CommerceEnterprise

Managed Services MTN MTN

Voice and Data

Mobile Advertising

M&A/Investments

Network/Technology Improvements MTN MTN MTN

Telkom and Telkom Mobile / 8ta Products & Services


24/27


Telkom and Telkom Mobile / 8ta - Products & Services

The table below shows only Telkom’s Products and services launches, M&A activities, and network or technology improvements and launches

Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 No

Consumer

Broadband Telkom T

Broadband Pricing/changes/enhancements Telkom Telkom Telkom

Pricing Telkom

Broadband Promotions Telkom T

Promotions Telkom T

Voice and Data Telkom Telkom T

VAS

Hardware Telkom

Enterprise

Broadband

Voice and Data TelkomManaged Services Telkom

Managed Services - changes/enhancement

Network/Technology Improvements Telkom T

Cell C - Products & Services


25/27


The table below shows only Cell C’s Products and services launches, M&A activities, and network or technology improvements and launches fo

Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Consumer

Broadband Cell C

Broadband Pricing/changes/enhancements

Pricing Cell C Cell C

Voice and Data Cell C Cell C

Hardware Cell C Cell C

Promotions Cell C Cell C Cell C

Broadband Promotions

EnterpriseM&A/Investments

Network/Technology Improvements Cell C


26/27


Article Links

MTNReference information


27/27


Axxess mobile data vouchEngen offers free WiFi moBlue Label calls off buyouOrange SA store 'won't seMWEB-DiData merger deaWhatsApp, BBM messageFree voice calls, movie strmore… Quiet, please! Vox wins SKFNB adding fibre for telco

Competition Commissionahead more… Nedbank pilots mobile paR4.3 billion digital TV tenIcasa is leaderless and cluDA seeks Icasa council mNew draft radio spectrumZuma emasculating SA’s Now Icasa to report to MuICASA responds to IMT roConvergeNet to bow out Google to shut down freeGoogle SA 'drops' thousanVigo aims to pick up WozaR149 uncapped mobile dR149 unlimited data SIMmore… Beware R149 uncapped dPinnacle Africa releases PThe Proline SP4 is a new R

MTN

Load shedding, theft impact MTN’s network quality more…

MTN : Lifted to Buy at Deutsche Bank (MTNOY) more…

Free MTN Twitter notifications on Vodacom more…

MTN Data Share launching early 2015 more…

MTN FrontRow video streaming review more…

MTN launches subscription-based video service in South Africamore…

MTN unveils its video-on-demand play more…

MTN launches video-on-demand services more… Icasa must block Neotel sale: MTN more…

MTN appoints senior IT executive to drive enterprise businessofferings more…

MTN launches data sharing service more…

MTN Plans South Africa Job Cuts in Overhaul of Business Unitmore…

MTN to retrench in restructuring more…

MTN links up to Amazon Web Services more…

Cell C

Massive Cell C data price cut more…

Cell C completes Gauteng RAN upgrade more… Cell C promises network stability more…

Cell C targets fibre in 2015 more…

Cell C to oppose Vodacom, Neotel deal more…

New Cell C data prices released more…

Cell C contract price hikes on the way more…

Festive season cheer for networks more…

Cell C slams Vodacom-Neotel deal more… Cell C allots R2.4bn for 4G expansion more…

Cell C heads to court over call rates more…

Cell C unmoved by R1.2 billion investor write off: report more…

Telkom

Changes to the Board more… Telkom call centre dispute looms more… Telkom contract workers get the boot more… Five more suburbs get Telkom LTE-A more… Bango brings direct carrier billing to Telkom S amsung mobileusers more… Telkom share price rallies 500% more… Telkom stock continues gains more… Telkom, Blue Label kiss and make up more…

Telkom targets fibre-to-the-business more… Telkom terminations may have snowball effect: union more… Telkom South Africa Expands LTE-Advanced to Additional FiveSuburbs more… Telkom ADSL speed upgrade planned: sources more… Telkom sues Neotel for cable damage more… FastNet selects Semtech LoRa Tech as IoT Wireless Solution ofChoice more… South Africa's FastNet to develop IoT network for low-powerapplications more… Telkom-MTN deal discussions continue more… South Africa: Telkom Commits to Growth of SA SME Sector more…

OtherAltron warns of slump in profits more… Samsung’s Fleischer takes top job at Neotel more… Free mobile data with premium uncapped ADSL more… Openweb offers free mobile data with premium uncapped ADSLmore… Sale of Vox Telecom cancelled more… Big broadband speed increases in South Africa more… Vodacom taking SA back to monopoly more… Netflix said to confirm SA launch plans more… 100Mbps fibre-to-the-home from R998 per month more… Facebook is hiring in SA more…

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key competitor activities january 2015_03162000

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