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1Q08 Mobile Forecast: Peru, 2007 - 2010
IE Market Research Corp., Jan 2008


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IEMR’s Mobile Forecast on Peru provides over 65 operational and financial metrics for the Peru wireless market. We cover quarterly historical data starting in 3Q2003 and ending in 3Q2007. We also provide four-year forecasts at the operator level going out to 2010. Operators covered for Peru include: Movistar Perú (TEF), Claro Perú (AMX), BellSouth, and Nextel. Our Mobile Forecasts are updated quarterly and are available for one-time delivery or through regular updates.

Notable highlights of the 1Q08 Peru Mobile Forecast include:

- The number of total subscribers in Peru will be increasing from our projected 13.7 million in 2007 to 23.5 million in 2010. The wireless penetration level in the country will also increase from 47.0% to 76.0% during this period.

- We are now predicting that Movistar Peru (TEF), while seeing declines in its market share over the forecast period will still serve 54.8% of the subscriber base in 2010. Our previous forecast was aggressive and predicted a roughly equal market share for Movistar and Claro Peru (AMX).

- Nextel will continue to receive the highest ARPU in the country. We are forecasting that Nextel’s ARPUs will be at US$ 36.52 in 2010 while Movistar Peru and Claro Peru will only achieve ARPU levels of US$ 10.93 and US$9.49, respectively.

- The operator with the highest EBITDA margin in 2010 will be Claro Peru at 44.0% EBITDA margin.





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