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

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

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

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

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

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

Contact

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