Retrouvez en version anglaise l’étude 2018 d’Arthur D. Little sur l’économie des Télécoms : messages clés et analyses sur l’écosystème numérique mondial et français.
L’étude du cabinet de conseil Arthur D. Little édition 2018 met à jour les indicateurs économiques sur le marché des Télécoms. Vous trouverez les messages clés, les analyses sur l’écosystème numérique mondial et celui de la France.
Retrouvez en version anglaise l’étude 2019 d’Arthur D. Little sur l’économie des Télécoms : messages clés et analyses sur l’écosystème numérique mondial et français.
L’étude du cabinet de conseil Arthur D. Little édition 2019 met à jour les indicateurs économiques sur le marché des Télécoms. Vous trouverez les messages clés, les analyses sur l’écosystème numérique mondial et celui de la France.
This report is a reminder that telecom operators are the pillars of the digital economy. It also stresses that France and Europe are at risk of a "digital slip" despite recent initiatives. It calls for public authorities to restore a balance in digital-related policies, by benchmarking against best practices from around the world.
This report is a reminder that telecom operators are the pillars of the digital economy. It also stresses that France and Europe are at risk of a "digital slip" despite recent initiatives. It calls for public authorities to restore a balance in digital-related policies, by benchmarking against best practices from around the world.
2017 "Economics of Telecoms" Report - Update of key economic metrics - December 2017
Retrouvez en version anglaise l’étude 2017 d’Arthur D. Little sur l’économie des Télécoms : messages clés et analyses sur l’écosystème numérique mondial et français.
L’étude du cabinet de conseil Arthur D. Little édition 2017 met à jour les indicateurs économiques sur le marché des Télécoms. Vous trouverez les messages clés, les analyses sur l’écosystème numérique mondial et celui de la France.
Retrouvez en version anglaise l’étude 2019 d’Arthur D. Little sur l’économie des Télécoms : messages clés et analyses sur l’écosystème numérique mondial et français.
L’étude du cabinet de conseil Arthur D. Little édition 2019 met à jour les indicateurs économiques sur le marché des Télécoms. Vous trouverez les messages clés, les analyses sur l’écosystème numérique mondial et celui de la France.
This report is a reminder that telecom operators are the pillars of the digital economy. It also stresses that France and Europe are at risk of a "digital slip" despite recent initiatives. It calls for public authorities to restore a balance in digital-related policies, by benchmarking against best practices from around the world.
This report is a reminder that telecom operators are the pillars of the digital economy. It also stresses that France and Europe are at risk of a "digital slip" despite recent initiatives. It calls for public authorities to restore a balance in digital-related policies, by benchmarking against best practices from around the world.
2017 "Economics of Telecoms" Report - Update of key economic metrics - December 2017
Retrouvez en version anglaise l’étude 2017 d’Arthur D. Little sur l’économie des Télécoms : messages clés et analyses sur l’écosystème numérique mondial et français.
L’étude du cabinet de conseil Arthur D. Little édition 2017 met à jour les indicateurs économiques sur le marché des Télécoms. Vous trouverez les messages clés, les analyses sur l’écosystème numérique mondial et celui de la France.
Using the ICT sector as a growth engine instead of a cash cow – Uganda in FocusChristoph Stork
Rather than fostering economic growth, the government of Uganda is looking at ways of raising additional tax revenues from the ICT sector. This ignores the role of the ICT sector as a contributor to other sectors of the economy. Removing all ICT sector excise duties would facilitate GDP growth, stimulate job creation and help the informal sector to become more formal, leading to a wider tax base and higher tax revenues. Economic growth will generate more tax revenues and enable investment in other parts of the economy, such as infrastructure. The ICT sector needs to be turned into a growth engine to power Uganda’s ambitious development programme.
Rather than fostering economic growth, the government of Uganda is looking at ways of raising additional tax revenues from the ICT sector. This ignores the role of the ICT sector as a contributor to other sectors of the economy. Removing all ICT sector excise duties would facilitate GDP growth, stimulate job creation and help the informal sector to become more formal, leading to a wider tax base and higher tax revenues. Economic growth will generate more tax revenues and enable investment in other parts of the economy, such as infrastructure. The ICT sector needs to be turned into a growth engine to power Uganda’s ambitious development programme.
Findings from the latest edition of the Ericsson (NASDAQ:ERIC) Mobility Report show that by 2020 advanced mobile technology will be commonplace around Latin America & Caribbean: smartphone subscriptions will more than double, reaching 603 million, and 86% of the Latam’s population will be using smartphones.
The report, a comprehensive update on mobile trends, shows that growth in mature markets comes from an increasing number of devices per individual. In developing regions, it comes from a swell of new subscribers as smartphones become more affordable; Latin America will add +330 million smartphone subscriptions until year-end 2020.
DWS17 - A time for big strategic bets - Plenary session - Pierre LOUETTE - Or...IDATE DigiWorld
Making telcos great again
Inspite of the attack of the web giants: we're still there!
One sky, two realities...
there is a bright future for telcos
From higher ground to one world
The Communication, Media & Technology Practice at
Booz & Company Paris provides an annual analysis of the trends affecting the TMT sector. In the context of the growth in the Telco industry slowing down over the past 3 years, operators are facing a challenge: the value is shifting towards software providers and IT which oblige them to build a new economic model based on market consolidation, optimization of their pricing models, deployment of advanced technologies, diversification into adjacent markets. The entire industry is really in a turning point.
My first Qtel Group Keynote address at the Telecoms World Middle East 2012 conference in Dubai. Its been great fun to do this parting with Europe analysis and the Outlook for the next 8 years. As I will not be totally retired by 2020 please remember that you will be able to hold me accountable for some of my predictions ;-) The Good Ones, The Bad Ones and for sure The Ugly Ones ... Enjoy and shoot back!
Presentación de Miquel Oliver en el taller "El rol del estado en la promición de la banda ancha" DIRSI en Lima (Perú) el 19 de mayo de 2011.
Miquel Oliver's presentation a the DIRSI Workshop "The role of the state in the promotion of the broadband". Lima (Peru) May 19th 2011.
Using the ICT sector as a growth engine instead of a cash cow – Uganda in FocusChristoph Stork
Rather than fostering economic growth, the government of Uganda is looking at ways of raising additional tax revenues from the ICT sector. This ignores the role of the ICT sector as a contributor to other sectors of the economy. Removing all ICT sector excise duties would facilitate GDP growth, stimulate job creation and help the informal sector to become more formal, leading to a wider tax base and higher tax revenues. Economic growth will generate more tax revenues and enable investment in other parts of the economy, such as infrastructure. The ICT sector needs to be turned into a growth engine to power Uganda’s ambitious development programme.
Rather than fostering economic growth, the government of Uganda is looking at ways of raising additional tax revenues from the ICT sector. This ignores the role of the ICT sector as a contributor to other sectors of the economy. Removing all ICT sector excise duties would facilitate GDP growth, stimulate job creation and help the informal sector to become more formal, leading to a wider tax base and higher tax revenues. Economic growth will generate more tax revenues and enable investment in other parts of the economy, such as infrastructure. The ICT sector needs to be turned into a growth engine to power Uganda’s ambitious development programme.
Findings from the latest edition of the Ericsson (NASDAQ:ERIC) Mobility Report show that by 2020 advanced mobile technology will be commonplace around Latin America & Caribbean: smartphone subscriptions will more than double, reaching 603 million, and 86% of the Latam’s population will be using smartphones.
The report, a comprehensive update on mobile trends, shows that growth in mature markets comes from an increasing number of devices per individual. In developing regions, it comes from a swell of new subscribers as smartphones become more affordable; Latin America will add +330 million smartphone subscriptions until year-end 2020.
DWS17 - A time for big strategic bets - Plenary session - Pierre LOUETTE - Or...IDATE DigiWorld
Making telcos great again
Inspite of the attack of the web giants: we're still there!
One sky, two realities...
there is a bright future for telcos
From higher ground to one world
The Communication, Media & Technology Practice at
Booz & Company Paris provides an annual analysis of the trends affecting the TMT sector. In the context of the growth in the Telco industry slowing down over the past 3 years, operators are facing a challenge: the value is shifting towards software providers and IT which oblige them to build a new economic model based on market consolidation, optimization of their pricing models, deployment of advanced technologies, diversification into adjacent markets. The entire industry is really in a turning point.
My first Qtel Group Keynote address at the Telecoms World Middle East 2012 conference in Dubai. Its been great fun to do this parting with Europe analysis and the Outlook for the next 8 years. As I will not be totally retired by 2020 please remember that you will be able to hold me accountable for some of my predictions ;-) The Good Ones, The Bad Ones and for sure The Ugly Ones ... Enjoy and shoot back!
Presentación de Miquel Oliver en el taller "El rol del estado en la promición de la banda ancha" DIRSI en Lima (Perú) el 19 de mayo de 2011.
Miquel Oliver's presentation a the DIRSI Workshop "The role of the state in the promotion of the broadband". Lima (Peru) May 19th 2011.
The Digital Economy and Society Index (DESI) is a composite index that summarises relevant
indicators on Europe’s digital performance and tracks the progress of EU Member States in
digital competitiveness.
Discusses strategic options for European telecommunications both in terms of industrial approach and regulatory framework with reflections on net neutrality and smart network management from the point of view of a major European operator
Belgian cable observatory - 12 septembre 2017 - IDATE DigiWorldIDATE DigiWorld
Context and status of Belgian broadband market - A well-developed market - Copper unbundling not a major success - Fresh momentum for a rigid broadband market
Situation in retail standalone and bundled TV market - Market dynamics: market evolution and market shares - Consumer prices compared - Service quality compared
Wholesale aspects: underlying market observations - Wholesale pricing approaches in Europe - Access prices for cable: - Quality of cable access: Cable KPIs and comparison with BRUO/BROBA
FTTH market in europe: status and analysis in 2015 - Roland Montagne, IDATE D...IDATE DigiWorld
Key conclusions
> More and more countries in the ranking… a positive sign even if the bottom line is 1%.
> Historical trends confirms the move towards FTTH/B: the growth is there, even if not always sustained; 2014 seems to be a year of real start for FTTH/B!
> End users are more and more aware about FTTH/B, but the switch to FTTH/B connection is not systematic yet: there is still a large room for communication by operators.
> Governments and local authorities are entering the game
> DAE’s main requirements are respected in all EU28 countries
> Local authorities are more dynamic in Scandinavian countries and in France: they should impulse a new dynamic in countries where FTTH/B is lagging far behind other architectures
> Highest take up rates in Northern and Eastern countries: still strong competition from other architectures elsewhere
> But Spain and France are still leading countries in terms of new subscribers from one year to another
> Nearly all players, even if less involved in FTTH/B than other architectures, consider that FTTH is the end game!
Fiscalité spécifique : l’évaluation des dispositifs fiscaux imposés aux opérateurs télécoms des 6 pays de l’étude fait apparaître 4 grands enseignements pour le cas de la France :
La France a le niveau le plus élevé de taxes spécifiques au secteur des télécoms, avec 2,98% du chiffre d’affaires total des opérateurs en 2011 (x40 vs Grande-Bretagne)
En France et en Espagne, le secteur des télécoms est un fort contributeur au financement des industries culturelles (cinéma, TV,…) et des collectivités territoriales
Les taxes télécoms représentent 20% des investissements réalisés par les opérateurs télécoms français en 2011
Le taux de fiscalité spécifique et la détérioration des flux de trésorerie des opérateurs français débouchent sur un accroissement de la pression fiscale, critique pour la pérennité des capacités d’investissement des opérateurs et de contribution au financement de la culture
20090616 Investing in Software & Services ResearchArian Zwegers
Presentation about why the European Community funds research in ICT and about the opportunities for funding in Software and Services in the FP7 ICT Work Programme, for the SSAIE Summer School, Heraklion (Greece), 16 June 2009
Similar to Étude 2018 Arthur D. Little sur l'économie des Télécoms (EN) (20)
L’étude du cabinet de conseil Arthur D. Little édition 2020 met à jour les indicateurs économiques sur le marché des Télécoms. Vous trouverez les messages clés, les analyses sur l’écosystème numérique mondial et celui de la France.
Principaux faits :
L’usage du téléphone portable est généralisé et on estime à 7,7 milliards le nombre des abonnés dans le monde.
Les champs électromagnétiques produits par les téléphones portables sont classés par le Centre international de Recherche sur le Cancer dans la catégorie des cancérogènes possibles pour l’Homme.
Des études visant à évaluer plus complètement les effets potentiels à long terme de l’utilisation des téléphones portables sont toujours en cours.
L’OMS procède régulièrement à une évaluation formelle du risque pour tous les effets sur la santé dus à une exposition à des champs de radiofréquences.
Que dit l’Organisation Mondiale de la Santé (OMS) ? Y-a-t-il des effets sur la santé ?
Un grand nombre d’études a été mené au cours des deux dernières décennies pour déterminer si les téléphones portables représentent un risque potentiel pour la santé. À ce jour, il n’a jamais été établi que le téléphone portable puisse être à l’origine d’un effet nocif pour la santé.
Aide-mémoire n°193 de l’OMS sur le téléphone mobile, octobre 2014 dont sont extraites ces citations.
Voir la suite sur notre site internet www.fftelecoms.org.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
Welcome to the first live UiPath Community Day Dubai! Join us for this unique occasion to meet our local and global UiPath Community and leaders. You will get a full view of the MEA region's automation landscape and the AI Powered automation technology capabilities of UiPath. Also, hosted by our local partners Marc Ellis, you will enjoy a half-day packed with industry insights and automation peers networking.
📕 Curious on our agenda? Wait no more!
10:00 Welcome note - UiPath Community in Dubai
Lovely Sinha, UiPath Community Chapter Leader, UiPath MVPx3, Hyper-automation Consultant, First Abu Dhabi Bank
10:20 A UiPath cross-region MEA overview
Ashraf El Zarka, VP and Managing Director MEA, UiPath
10:35: Customer Success Journey
Deepthi Deepak, Head of Intelligent Automation CoE, First Abu Dhabi Bank
11:15 The UiPath approach to GenAI with our three principles: improve accuracy, supercharge productivity, and automate more
Boris Krumrey, Global VP, Automation Innovation, UiPath
12:15 To discover how Marc Ellis leverages tech-driven solutions in recruitment and managed services.
Brendan Lingam, Director of Sales and Business Development, Marc Ellis
Essentials of Automations: The Art of Triggers and Actions in FMESafe Software
In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation.
We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios.
Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!
Enhancing Performance with Globus and the Science DMZGlobus
ESnet has led the way in helping national facilities—and many other institutions in the research community—configure Science DMZs and troubleshoot network issues to maximize data transfer performance. In this talk we will present a summary of approaches and tips for getting the most out of your network infrastructure using Globus Connect Server.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdfPaige Cruz
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
Climate Impact of Software Testing at Nordic Testing DaysKari Kakkonen
My slides at Nordic Testing Days 6.6.2024
Climate impact / sustainability of software testing discussed on the talk. ICT and testing must carry their part of global responsibility to help with the climat warming. We can minimize the carbon footprint but we can also have a carbon handprint, a positive impact on the climate. Quality characteristics can be added with sustainability, and then measured continuously. Test environments can be used less, and in smaller scale and on demand. Test techniques can be used in optimizing or minimizing number of tests. Test automation can be used to speed up testing.
In his public lecture, Christian Timmerer provides insights into the fascinating history of video streaming, starting from its humble beginnings before YouTube to the groundbreaking technologies that now dominate platforms like Netflix and ORF ON. Timmerer also presents provocative contributions of his own that have significantly influenced the industry. He concludes by looking at future challenges and invites the audience to join in a discussion.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Étude 2018 Arthur D. Little sur l'économie des Télécoms (EN)
1. Fédération Française des Télécoms
2018 « Economics of Telecoms » Report –
Update of key economic metrics
December 2018
2. 2
Agenda
1 Evolution of the global digital ecosystem
2 French digital ecosystem: dynamics and European benchmark
3. 3
All regions have been growing at a similar pace since 2014
Source: Thomson Reuters, Arthur D. Little
Notes : 1) Constant exchange rate 2017, 1USD = 0,887EUR, 2) Includes top 30 players from everywhere but Asia, North America, and Europe (i.e Oceania and South America)
Evolution of the global digital ecosystem
454 443 454 461 458 429 415 446 478 495
842 836 983
983 983
32
2008
1 089
2010
2 715
35
2 908
Europe
2009
46
1 119
1 030
44
55
2011
51
59
1 186
1 213
2012
1 263
1 599
2016
1 301
1 657
2013
1 356
1 390
20172014
1 468
1 459
2015
63
1 486
1 525
68
52
Asia
North America
2 311 2 296
Other2
3 046
3 216
3 432
3 552
3 818
2 510
+6%
Revenues of the digital ecosystem
World, 2008-2017, billions of euros1
+6%
+6%
+6%
+7%
CAGR
2014-2017
+6%
+1%
+8%
+9%
CAGR
2008-2017
4. 4
After a low point in 2014, the European digital ecosystem returned to
growth, mainly driven by telecom operators
Evolution of the global digital ecosystem
Revenues of the European digital ecosystem1
Europe, 2008-2017, billions of euros2
-1%
-4%
+7%
+41%
+1%
CAGR
2008-2017
287 288 292 295 294 283 275 296 312 324
69 60 61 59 52
37 39
40
50 47
25 29 33
33 35
41
43 46
73 72 76 75 75
69 59
62
65
680 1 1 3 4
6
8
Telecom equipment
24
20152008
429
0 23
454
2014 2017
0
0
Telecom
operators
2009 20132010
0
0 0
8
9
0
0
2016
495
IT and
software services
10
0
Internet
Content
2012
Devices
454
0
2011
443
461 458
415
478
446
+1%
Source : Thomson Reuters, Arthur D. Little
Note : 1) Panel of 180 companies corresponding to the top 30 by sector in terms of turnover 2) Constant exchange rate 2017, 1USD = 0,887EUR
+5%
+7%
+10%
+10%
+6%
CAGR
2014-2017
5. 5
The ecosystem has caught up with its pre-crisis market capitalization level
long ago, with growth driven by the Internet and Software segment
Source: Thomson Reuters, Arthur D. Little
Note : 1) Constant exchange rate 2017, 1USD = 0,887EUR
Evolution of the global digital ecosystem
CAGR
2014-2017
Market capitalization by sector
World, 2007-2017, billions of euros1
993
417
347 383 420
444 523
724
515 640
797 878
699
614 634
719 868
930
401
405
439
503
579
98
49
325
656
683
990
2011
1 101
1 490
245
2007
Content
1 753
194
2008
218
276
1 725
20172009
1 094143
257
1 708
305
Telecom
Operators
2010
1 078
1 212
4 514
156
2 665
240
270240
3 979
2016
326
1 335
211
271
1 136
1 161
2012
2 869
1 030
1 315
2013
1 316
1 465
2014
1 345
2015
275
Telecom
Equipment
1 433
1 416IT / Software
1 841
Internet
1 544
1 047
3 703
3 299
3 484
5 106
5 739
6 187
7 410
Devices
+1%
+13%
+13%
+11%
+12%
+13%
+45%
+6%
CAGR
2007-2017
+8%
+2%
+10%
+10%
+26%
+1%
6. 6
Agenda
1 Evolution of the global digital ecosystem
2 French digital ecosystem: dynamics and European benchmark
7. 7
83%
(+4)
1%
(0)
1%
(0)
1%
(0)
0%
(0)
83%
(-4)
3%
(-1)
7%
(+4)
74%
(-2)
6%
(+2)
3%
(0)
4%
(0)
52%
(-1)
2%
(-1)
16%
(0)
12%
(0)
18%
(+2)
Telecom operators are essential to the French digital ecosystem
5 content
providers
5 Internet OTT
players
5 telecom
operators
5 equipment
vendors
5 device
manufacturers
Revenues1,2
€74 billion (-€1Bn v. 2016)
Direct Employment
163 000 (-3 000 v. 2016)
Investments3
€10 billion (+€1Bn v. 2016)
Taxes4
€4 billion (+€0,6Bn v. 2016)
Relative size of players in the digital ecosystem 2016-2017
France, 2017 (v. 2016)
Source : Diane, annual reports, Arthur D. Little
Note : 1) Revenues declared in France or from literature search, 2) Data adjusted to take into account the estimated actual turnover of international players in France, 3) Nokia's
mobile division investments are integrated into Microsoft following the acquisition of the mobile division in 2014, 4) Corporation tax, taxes and similar disbursements
French digital ecosystem: dynamics and European benchmark R E I T
y compris filiales
13%
(0)
7%
(+1)
14%
(-4)
8. 8
Telecom operators have faced a sharp increase in their tax rates, as
opposed to equipment vendors and internet players
Source : Diane, annual reports, Arthur D. Little
Note : 1) Corporation tax, taxes and similar disbursements, 2)Revenues declared in France or from literature search, 3) Data adjusted to take into account the estimated actual
turnover of international players in France
French digital ecosystem: dynamics and European benchmark
Internet OTT playersTelecom operators Equipment vendors
0,5%
Device manufacturers Content providers
6,2%
6,9%
8,1%
2,2%
2,5%
0,2%
5,9%
0,5% 0,6%
+1,9 pts
+0,3 pts
+0,3 pts
-1,0 pts
+0,1 pts
2013
2017
Taxes1 to Revenues2,3 ratio per type of players
France, 2013 v. 2017, %
R E I T
y compris filiales
9. 9
The share of telecom services in French households’ spending is low and
has decreased over the last years, contrary to other expense items
Source : INSEE, Arthur D. Little
Share of telecom services expenses in French households’ total spending
France, 2008-2017, % of total spending
ClothingLeisureTransportation Food OtherHealthcare
9%
Housing
15%
Telecom services
24%
26%
14% 14%
16% 15%
17%
4% 4%
10%
3%
2%
13%14%
20172008
French digital ecosystem: dynamics and European benchmark R E I T
10. 10
Contrary to other key regulated sectors, telecom services have witnessed
a sharp fall in prices over 2010–2017
Source: INSEE, Arthur D. Little
Consumer price index evolution on selected products
France, 2010–2017, Base 100 in 2010
129
132
114
117
107
62
102
60
65
70
75
80
85
90
95
100
105
110
115
120
125
130
135
20172010 2011 20152012 2013 20162014
Electricity
Rail
Postal services
Inflation
City gas
Telecom services
Highway services
French digital ecosystem: dynamics and European benchmark R E I T
11. 11
R E I T
Prices of telecom services in France remain the lowest among large
Western countries
Source: Operators, Arthur D. Little
Note: 1) Triple play offers only; unlimited calls to landline at least; unlimited broadband internet through xDSL or fibre; television included, excluding additional packs; operators with
market share > 10%, 2) Unlimited calls (whenever possible or else >500 minutes), unlimited SMS/MMS, at least 5 GB Internet; packages without devices, packages without
commitment; operators with market share > 10%
Offer benchmark – Main operators
Selection of countries, November 2018, € incl. taxes/month
9€ 10€
23€
60€ 61€
Fixe (Triple Play)1 Mobile2
15€
23€ 25€
38€ 40€
78€
Benchmark
Mobile 50 Go
French digital ecosystem: dynamics and European benchmark
NA
12. 12
Operators increased their investments despite lower turnover, but could
not maintain employment levels
Source: ARCEP, DARES, Insee, Arthur D. Little
Note: 1) Investment efforts: operators’ investments (excluding frequency acquisition)/revenues of operators 2) Provisional ARCEP figures for 2017
3) ARCEP figures 4) ARCEP figures including part of indirect jobs 5) Provisional ARCEP figures for 2017 corresponding to revenues collected from final client
Employment, revenues and investments of French telecom operators
France, 2010–2017, base 100 in 2010
83
89
83
149
179
60
70
80
90
100
110
120
130
140
150
160
170
180
2010 2011 2012 2013 2014 2015 2016 2017
CAGR
2010-2017
- 1,6 %
- 2,6 %
- 2,6 %
5,9 %
8,7 %
French digital ecosystem: dynamics and European benchmark R E I T
Revenues5
Operators’ direct jobs3
Sector jobs4
Operators’ investments
(excluding frequency acquisition)2
Investment effort1
13. 13
Telecom operators’ investments have peaked in 2016 and 2017 – €81
billion were invested over the period
Investments of network operators1
France, 2007–2017, billions of euros
3,8 4,3 3,7 4,4 5,0 4,9 4,7 4,7 5,5 6,2 6,6
2,4 2,2
2,2
2,1
2,3 2,5 2,6 2,4
2,3
2,7
3,0
2014201320112007
6,5
2008 2009 2010 2012 2015 2016 2017
6,2
9,6
6,5
5,9
7,17,3 7,4 7,3 7,8
8,9
€81 billion
(excluding frequency acquisition)
Before very
high speed
Investment phase
including very high
speed
+ 11% CAGR between 2014 and 2017
Source: ARCEP, Arthur D. Little
Note: 1) Investments excluding frequency acquisition
French digital ecosystem: dynamics and European benchmark R E I T
Mobile investments Fixed investments
ou
278 TGV trains
ou
ou
ou
6 nuclear power
plants
716 high
schools
1524 km of
highways
(i.e Paris - Budapest)
26 Stades de
France
2017 investments are equivalent
to…
14. 14
159
(6%)271
(11%) 1 261
(51%)
72
(3%)
133
(5%)
411
(17%)
177
(7%)
2017
Investments keep growing in spite of a heavy specific taxation
Source: Operators, FFT, Arthur D. Little
Note: 1) Perimeter: corporate tax on top 5 companies (set reconfigured in 2012 with corporate tax corresponding to Numéricable + SFR) & FFT members specific taxes 2) VOD &
private copy
Telecom operators’ taxation
France, 2013 and 2017, millions of euros and % of total taxes
2 484
1 223
(49%)
1 261
(51%)
2013
1 223
(39%)
1 923
(61%)
2017
3 146
Specific
tax
2013
Corporate
tax
+0%
+52%
Variation
13-17
Corporate tax1
IFER copper IFER antenna
TOCE (France TV)
Frequencies + FH
COSIP (CNC)
Other2
French digital ecosystem: dynamics and European benchmark
98
(3%)
1 923
(61%)
408
(13%)
118
(4%)
206
(7%)
194
(6%)
199
(6%)
R E I T
15. 15
Increased investments and taxes lead to lower cash flow despite
productivity efforts
Source: Companies, literature search, ARCEP, Arthur D. Little
Note : 1) Top 5 French telecom operators including Orange, SFR, Bouygues Telecom, Free and EI Telecom 2) Estimated operational FCF
(EBITDA – CAPEX) 3) ARCEP figures representing sector investments, excluding frequency acquisition 4) Taxes = Corporate + Specific Taxes
Economic performance of major French telecom operators1
France, 2013–2017, billions of euros
Revenues EBITDA
Operational
FCF2
2013 2017
40,3 38,9
-3%
2013 2017
13,112,0
+9%
2013 2017
4,7
3,5
-26%
30% 34% 12% 9%
x% % of revenues
2017
9,63
2013
7,33
+32%
18% 25%
Capex
+€1,1billion
Of EBITDA
French digital ecosystem: dynamics and European benchmark
Taxes4
6% 8%
2017
51%
2013
61%
49%
39%
2,5
3,1
+27%
Corporate tax
Specific tax
R E I T
+€2,3 billion
of investments
-€1,2 billion
of operational FCF