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Consolidation Prospects and Implications for 5G

  • ID: 4231776
  • Report
  • May 2017
  • Region: Global
  • 25 Pages
  • Mobile Market Development Ltd (Wireless Profit)
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  • Aircell
  • Bpost
  • Free
  • MTN Rwands
  • SK Telecom
  • Three UK
  • MORE

Consolidation has been the topic of many conversations and opinion pieces in early 2017. In the US, the new Trump administration seems to have brought new hope to network operators that the regulator (the FCC) may be more in deal mode and open to constructive merger and acquisition (M&A) proposals.

In Europe, by contrast, the regulators have recently re-committed to maintaining four-player markets, after allowing consolidation in Germany, Austria and Ireland, and perhaps based on the results there. The current indication is that cross-border consolidation may be more favourably considered here.

MNOs have witnessed major disruptions to their business models due to intense competition and disintermediation at the hands of digital players, exacerbated by fragmented regulatory policy (particularly in Europe) and restrictive rules such as net neutrality.

MNOs are now touting consolidation as necessary to make investment in 5G networks worthwhile (along with a range of protections, such as longer licences).

Have digital players shifted competition to the service level away from the transport infrastructure (network)? If so, does this make the number of network operators in a market irrelevant to discussions of consumer and economic benefits?

This report looks at the scale issues MNOs face in rolling out 5G and the case MNOs are making to justify consolidation. It examines regulatory approaches and thinking, including propensity to allow consolidation or preference for other approaches. It concludes with recommendations for MNOs seeking to address the issues and influence regulatory (and competitor) impact on their future.

Note: Product cover images may vary from those shown
2 of 3


  • Aircell
  • Bpost
  • Free
  • MTN Rwands
  • SK Telecom
  • Three UK
  • MORE

1 Overview

2 Introduction
2.1 Background
2.2 Report Content
2.3 Currency and Conversions
2.4 Further Questions and Feedback

3 Commercial & Investment Drivers
3.1 5G Network Requirements and Costs
3.2 Current MNO Capex Trends
3.3 Loss of Customer Ownership to Digital Natives
3.4 Regulatory & Systemic Headwinds
3.4.1 Spectrum & Standardisation
3.4.2 Competition, Regulation and Market Structure
3.4.3 Opposition to Consolidation

4 Consolidation Examples
4.1 Background
4.2 Revenue Consolidation in India
4.3 Revenue Consolidation in Europe
4.3.1 The Netherlands - Consolidation in Revenue Share
4.3.2 Germany - Consolidation in Mobile Revenue Share
4.4 UK - Mobile Consolidation Blocked
5 Shifts in Regulatory Approach
5.1 USA - New Administration - New Approach
5.2 Europe - A Slower Pace of Change
5.2.1 Overall Approach
5.2.2 Consequences of European Cross-border Consolidation
6 Model Approaches
6.1 Number of Networks
6.2 Facilities-based or Open Access Network Competition
6.2.1 Facilities-based Network Competition
6.2.2 Open Access Approach - Public-Private Partnership Rwanda Mexico

7 Conclusions and Recommendations

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  • AT&T
  • Aircell
  • Airtel Rwanda
  • Amazon
  • America Movil
  • Apple
  • Arqiva
  • BT
  • Bharti Airtel
  • Bouygues Telecom
  • Bpost
  • Deutsche Telekom
  • Drillisch
  • E-Plus
  • EE
  • EU
  • FCC
  • Facebook
  • Free
  • Freeview
  • GSMA
  • Google
  • Idea Cellular
  • Iliad
  • KPN
  • Korea Telecom
  • Korea Telecom Rwanda Networks
  • Liberty Global
  • MTN Rwands
  • MTS
  • O2 UK
  • Ofcom
  • Openreach
  • Orange
  • PostNL
  • Red Compartida
  • Reliance Communications
  • SK Telecom
  • SoftBank,Reliance Jio
  • Sprint
  • T-Mobile Netherlands
  • T-Mobile USA
  • TT-Netvaerket
  • Tata Teleservices
  • Telcel
  • Telefonica O2 Deutschland
  • Telenor
  • Telia Company
  • Telmex
  • Three UK
  • Tigo Rwanda
  • Virgin Media
  • Vodafone Germany
  • Vodafone India
  • Vodafone Netherlands
  • Vodafone UK
  • Wind
Note: Product cover images may vary from those shown