As of Q4 2013, Germany has 115 million mobile subscribers, an increase of 2 million from the previous year, with a significant merger between Telefonica and E-Plus expected by mid-2014. Deutsche Telekom leads the fixed-line broadband market with 12.4 million DSL lines, while Vodafone, after acquiring Kabel Deutschland, is positioned as the second-largest provider with 5 million broadband lines. The competitive landscape shows a clear ranking among mobile and fixed-line providers, with anticipated changes due to pending mergers.

1. Update on Germany‘s
Telecoms-Market
Q4-2013
DSP-Partners I Darmstadt I April 2014
© DSP-Partners 2013

2. Mobile
 115 million Mobile Subscribers/SIMs on the German market per Q4/2013,
up 2 million since Q4/2012
 This accounts for 1,4 SIMs per person in Q4/2013
 European Commission‘s merger-decision Telefonica-O2/ePlus expected 6/2014
 Pending Telefonica-O2/ePlus-Merger would create
- a clear #1 with 44 million customers,
- followed by Deutsche Telekom with 39 million
- and Vodafone with 32 million customers
Fixedline Broadband
 Deutsche Telekom clear market-leader with 12,4 million DSL-lines
 Kabel Deutschland takeover by Vodafone (approved 9/2013) created
a clear #2 with 5 million broadband lines (3m DSL, 2m cable broadband lines)
 United Internet #3 with 3,5 million DSL-lines
Summary: Telecoms Market Update Q4/2013 at a Glance

3. Germany: Number of Mobile Customers
[Q4/2013 in 1,000]
Source: Company Reports, DSP-Partners Market Model
19,401
24,946
32,253
38,625
44,347
+
Pro-forma, Telefonica/ePlus Merger w EU-approval pending

4. Germany: Evolution of Number of Mobile Customers
[2007 – 2013 in 1,000]
Source: Company Reports, DSP-Partners Market Model, per year-end
Pro-forma, Telefonica/ePlus Merger w EU-approval pending

5. Germany: Number of Fixnet Broadband Customers
[Q4/2013 in 1,000]
Source: Company Reports, DSP-Partners Market Model
2,088
2,244
2,580
2,974
3,560
5,062
12,360
+
Kabel Deutschland takeover by Vodafone approved 9/2013
DSL
DSL
Cable
Cable
DSL
DSL

6. Source: Company Reports, DSP-Partners Market Model, per year-end
Germany: Evolution of Number of Fixnet Customers
[2007 – 2013 in 1,000]

7. Germany: Market Position by Number of Customers
Fixedline Broadband Mobile
1
2
3
Ranking
Source: Company Reports, DSP-Partners Market Model
Pro-forma, Telefonica/ePlus
Merger w EU-approval pending

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