In data lines won or lost through portability during the months of September and October could see in detail what the evolution not only of the large operators but also the data from virtual mobile operators, evolution of the CNMC doesn’t let us see to group your data in one single.
They include above all that data, and it is to capture more users than any network operator, the of Jazztel and ONO, between the two mentioned months more than 240,000 lines only through portability, and that were not counting the new high potential that we know, but where is the limit of these two operators?
Thanks to the results periodically published ONO and Jazztel already knew they had spectacular growth, approaching as each of them one million mobile lines, but these data have an exact x-ray of the evolution of both that let us see as in one week they are able to attract so many customers as any OMV or almost Orange in a month.
The question then is, what are doing both operators to not only lead lines by portability net profits but to put him so far away its rivals? The answer is very simple, an attractive offer converged with a important fishing ground on its broadband customers fixed.
Limit, its pace of uptake of broadband fixed
Jazztel and ONO have had it easy in part and it is their strategy, also attract new customers who hire both broadband fixed as mobile, focuses on capturing the moving lines of customers that already have with the Internet connection with them, considering them a great fishing.
To capture them Jazztel and ONO turn not only to the official rates that we all know, even free mobile lines in Jazztel or from five euros a month with ONO, but also to special promotions in which the commercials for both brands phone customers to offer free mobile lines or a special price for ever or for a certain time.
But the pace of uptake of mobile lines of both companies is a clear risk now that approximate number of customers ADSL or fiber to the mobile lines It is that they will need to win new clients from the connections from home to continue capturing mobile customers, and is your best mobile offers only offering them their fixed Internet clients.
Jazztel has about 1.5 million ADSL and a million mobile lines
We do not have evidence of few fixed broadband customers has ONO but we do know that Jazztel has 1.415.746 ADSL customers by 993.395 mobile lines, a high penetration that can continue to grow even more than the number of ADSL customers because on many occasions each of these may have more than one mobile line.
But the problem is that if we estimate that each DSL customer can count on average 1.5 mobile lines and hire all of them mobile with Jazztel would have the stagnation point in more than two million mobile lines. It would be logical that for such time the company had achieved more fixed but of course Internet clients, the rate of growth of these is quite slow, specifically 33.641 new ADSL customers in the last quarter.
Therefore ONO and Jazztel you may still be months lead with solvency net profit of lines through portability but when have got to virtually all their fixed Internet clients have mobile will have that, if fail to accelerate your customers fixed number, reconsider to open or improve their mobile offerings users without Internet fixed with them.
Fusion to the Telstra, to the rescue of the operator
But leaving behind the extensive analysis of data portability of Jazztel and ONO let us now which I think the other protagonist the months of September and October, Yoigo, who signed in the said month the worst data in its history, losing 5.778 and 9.876 lines respectively.
In June Telstra had already shown signs of fatigue, with the loss of more than 3,000 lines by portability although in July and August he managed to trace their numbers with the capture of almost 28,000 lines through portability but the absence of convergent offer mid-October it seems to have penalized.
Indeed in the first week of September Telstra still managed to keep the type capturing more of thousand lines, but since then and up to in mid-October launched Fusion to the Telstra lost lines week after week, even more than 4,000 at the beginning of October, but the launch of its convergent offering neither assures you go Although maybe if lose less lines against other rivals with convergent offering.
Fusion to it nor Telstra will ensure you return to positive numbers
If we take into account the two weeks in which Fusion to the Telstra was already available for only the operator would have a positive balance through portability of just 127 lines, which could reflect the feeling that has given their offer If not all as attractive as expected to be so similar to the offer of Movistar, which also now adds uncertainty that could happen with the CNMC record.
The great advantage that Telstra has is the extensive coverage provided by the ADSL of Movistar, arriving there where not can the Vodafone, Orange or ONO, but would clearly require a reformulation of the convergent offer of Yoigo with initiatives such as of improve their offer for second mobile lines.
The rest of virtual, Sun and shadow
We could talk long and hard data of the other large operators with own network but now that we have the detail of the data of virtual operators I think talk of Movistar, Vodafone and Orange has less attractive, taking into account that trends have not changed much in recent months, taking the head the French operator thanks in part to Amena and Simyo.
Outside the virtual greats, ONO and Jazztel, None of them exceed the 5,000 lines won in a month except Pepephone by hairs in the month of October, counting it as five weeks, although few are those who get at least 2,000 lines per month, among which are the other converged operators.
Pepephone dominates both months between operators without origin in the fixed business
The winner among them is undoubtedly Pepephone, with a reputation won with pulse and time and that also has recently improved its offer both mobile and convergent, back to the multichannel regional, leaving that to ONO and Jazztel are an important fishing zone between their fixed Internet clients, while mobile Tuenti and DigiMobil reflect good data with distinct markets between if.
We are a small group that highlights between the virtual which more win and which lose Happy Mobile, that between the two months presents positive results of 700 lines, operator that initially had the foreign audience as niche but now It has reoriented its strategy interesting rates to speak and surf while in the red numbers group we are shortly expected actors.
Highlights MÁSMOVIL, which has recently remodeled its zero rate so that clients adapt it to your voice and data needs, and that this could leave negative numbers but with very light losses while also emphasizes the presence in this group of mobile Eroski, nearly every month it introduces anything new in their rates but it seems to not find the path to growth.
Data that does not miss much are those of Movildia, Carrefour mobile, Lebara, LlamaYa or LycaMobile, all of them with offers very static with little renovation and without possibility of convergence what it means to stay outside the market then rates aimed at foreign in the last three cases, public that tends to move much between operators.
Ahead, we still have a few months that tend to be intense in the world of mobile, but with the steep descent of Terminal grants the main attraction of users to change the company is saving, which offers converged will have much to say, Achilles heel of those virtual that do not have them.