European mobile in Q1 2018: North–South divide to exacerbate | Jun 2018

Sectors: 
Non-UK Telecoms
Mobile
Telecoms
Vodafone
Companies: 
EE
France Telecom
Hutchison 3G
Iliad
O2
Orange
SFR
T-Mobile
Telecom Italia
Telefonica
Vimplecom

European mobile service revenue growth was down slightly to 0.3% in Q1, with improving trends in all countries other than France, which was down sharply due to the closure of the VAT loophole and intensifying competition

Iliad's launch in Italy was somewhat muted but its focus on straightforward tariffs is likely to hold considerable appeal there, with hidden charges there commonplace and being investigated by the antitrust authority

We expect greater polarisation between the North and South as the year progresses, the key question marks being Vodafone's strategy in Germany, Iliad's traction in Italy, and whether Iliad's revamp in France will lessen or worsen mobile competition there​

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