2007 Europe - Telecoms, Mobile and Broadband in Spain and Portugal

• Market and industry analyses, trends and developments
• Facts, figures and statistics
• Industry and regulatory issues
• Research, Marketing, Benchmarking
• Major Players, Revenues, Subscribers, Prepaid
• VoIP, IPTV, VoD, digital TV and DTTV
• Converged media

1. SPAIN

1.1 Key statistics

1.2 Telecommunications market

1.2.1 Overview of Spain’s telecom market

1.3 Regulatory environment

1.3.1 History

1.3.2 Regulatory authority

1.3.3 Telecom sector liberalisation in Spain

1.4 Fixed network operators in Spain

1.4.1 Overview of operators

1.4.2 Telefónica

1.4.3 The Auna Group

1.4.4 Orange

1.4.5 Tele2

1.4.6 Jazztel

1.4.7 ONO

1.4.8 Comunitel

1.5 Telecommunications infrastructure

1.5.1 National telecom network

1.5.2 Next Generation Networks (NGN)

1.5.3 International infrastructure

1.6 Broadband market

1.6.1 Overview

1.6.2 Cable modems

1.6.3 Asymmetrical Digital Subscriber Line (ADSL)

1.6.4 Fibre-to-the-Home (FttH) networks

1.6.5 Wireless broadband

1.6.6 Broadband Powerline (BPL)

1.6.7 Broadband forecasts to 2017

1.7 Convergence

1.7.1 Overview of media convergence

1.7.2 Key general trends

1.7.3 Triple play models

1.7.4 Regulatory issues

1.7.5 Digital TV

1.8 Mobile communications

1.8.1 Overview of Spain’s mobile market

1.8.2 Regulatory issues

1.8.3 Mobile technologies

1.8.4 Major mobile operators

1.8.5 Mobile voice services

1.8.6 Mobile data services

2. PORTUGAL

2.1 Key statistics

2.2 Telecommunications market

2.2.1 Overview of Portugal’s telecom market

2.3 Regulatory environment

2.3.1 History

2.3.2 Regulatory authority

2.3.3 Telecom sector liberalisation in Portugal

2.4 Fixed network operators in Portugal

2.4.1 Overview of operators

2.4.2 Portugal Telecom

2.4.3 Oni

2.4.4 Novis

2.4.5 Sonaecom

2.4.6 Jazztel

2.4.7 AR Telecom

2.5 Telecommunications infrastructure

2.5.1 National telecom network

2.5.2 International infrastructure

2.6 Broadband market

2.6.1 Overview

2.6.2 Cable modems

2.6.3 Asymmetrical Digital Subscriber Line (ADSL)

2.6.4 Fibre-to-the-Home (FttH) networks

2.6.5 Broadband over Powerline (BPL)

2.6.6 Wireless broadband

2.6.7 Broadband forecasts to 2017

2.7 Convergence

2.7.1 Overview of media convergence

2.7.2 Key general trends

2.7.3 Triple play models

2.7.4 Digital TV (DTV)

2.8 Mobile communications

2.8.1 Overview of Portugal’s mobile market

2.8.2 Regulatory issues

2.8.3 Mobile technologies

2.8.4 Major mobile operators

2.8.5 Mobile voice services

2.8.6 Mobile data services

3. GLOSSARY OF ABBREVIATIONS

List of Exhibits

Exhibit 1 - Narrowband and broadband wireless licensees - 2005

Exhibit 2 - 3G licence results - March 2000

List of Tables

Table 1 - Country statistics Spain - 2007

Table 2 - Telecom revenue and investment statistics - 2006

Table 3 - Telephone network statistics - Sept 2007

Table 4 - Internet user statistics - June 2007

Table 5 - Broadband statistics - March 2007

Table 6 - Mobile statistics - 2006

Table 7 - National telecommunications authority

Table 8 - Telecom retail revenue by sector; annual change - 2005 - 2006

Table 9 - Total telecom revenue: wholesale and retail - 1997 - 2006

Table 10 - Quarterly telecom revenue: retail and wholesale - 2005 - 2007

Table 11 - Telecom revenue by operator, wholesale and retail - 2004 - 2007

Table 12 - Percentage annual change of operator revenue - 2004 - 2006

Table 13 - Telecom investment share by sector - 2003 - 2006

Table 14 - Proportion of fixed-line and mobile traffic - 2000 - 2005

Table 15 - Interconnection traffic share by operator - 2005 - 2007

Table 16 - Interconnection revenue - 2005 - 2007

Table 17 - Unbundled loops and access lines - 2004 - 2007

Table 18 - LLU, shared access price - connection, monthly rental - 2004 - 2006

Table 19 - Proportion of access lines, by operator or type - 2003 - 2006

Table 20 - Growth in LLU and shared access lines; annual change - 2006 - 2007

Table 21 - Fixed lines ported - 2002 - 2006

Table 22 - Carrier preselection lines - 2005 - 2007

Table 23 - Fixed-line market share of revenue by operators - 2005 - 2007

Table 24 - Fixed-line subscribers and market share by operators - Q2 2007

Table 25 - Fixed-line market revenue by traffic, line rental - 2002 - 2006

Table 26 - Fixed-line voice ARPU - 2005 - 2006

Table 27 - Fixed-line price index - 2004 - 2007

Table 28 - Telefónica de España financial revenue by sector - 2005 - 2007

Table 29 - Telefónica de España subscribers - 2005 - 2007

Table 30 - Orange broadband subscribers - 2005 - 2007

Table 31 - Jazztel revenue, EBITDA, net profit/loss, CAPEX and annual change - 2005 - 2007

Table 32 - Jazztel subscriber statistics by sector and annual change - 2005 - 2007

Table 33 - ONO revenue, gross profit, EBITDA, ARPU and annual change - 2005 - 2006

Table 34 - ONO subscriber statistics by sector - 2005 - 2007

Table 35 - Telecom network in kilometres - 2006

Table 36 - Fixed lines in service and penetration - 1995 - 2007

Table 37 - Installed accesses by operator/technology - 2006

Table 38 - Broadband revenue by technology - 2003 - 2006

Table 39 - Broadband revenue and market share by operator - 2006 - 2007

Table 40 - Internet access lines by technology - 2005 - 2007

Table 41 - Internet users and penetration - 1996 - 2007

Table 42 - Total broadband subscribers by access type and penetration - 2001 - 2007

Table 43 - Annual growth of broadband by technology - 2004 - 2007

Table 44 - Proportion of lines by data speed - Oct 2007

Table 45 - Lines by data speed - 2005 - 2007

Table 46 - Share of broadband lines, by operator/technology - 2003 - 2006

Table 47 - Share of broadband accesses by operator - June 2007

Table 48 - Broadband lines and market share by operator - 2006 - 2007

Table 49 - Broadband penetration by technology - 2004 - 2007

Table 50 - Broadband subscribers by type - incumbent or other provider - 2006 - 2007

Table 51 - Share of cable accesses - 2005 - 2006

Table 52 - Cable modem subscribers - 2000 - 2007

Table 53 - Cable subscriber growth and annual change - 2006 - 2007

Table 54 - ONO broadband subscribers - 2005 - 2007

Table 55 - ONO broadband monthly ARPU - 2006 - 2007

Table 56 - Telefónica de España broadband and dial-up subscribers - 2005 - 2007

Table 57 - Telefónica wholesale broadband accesses - 2005 - 2007

Table 58 - ADSL subscriber growth; annual change - 2006 - 2007

Table 59 - ADSL subscribers - 2000 - 2007

Table 60 - DSL market share by operator - 2006

Table 61 - Forecast broadband subscriber growth - stronger market growth scenario - 2007 - 2011; 2017

Table 62 - Forecast broadband subscriber growth - weaker market growth scenario - 2007 - 2011; 2017

Table 63 - Proportion of subscribers taking bundled services - 2006

Table 64 - Bundled service subscribers, by sector - 2006

Table 65 - Residential bundled subscribers as proportion of total - 2006

Table 66 - Statistical overview of Spain’s broadcasting market - 2005; 2007

Table 67 - TV revenue by technology - 2002 - 2007

Table 68 - Proportion of pay TV subscribers by technology - 2005 - 2007

Table 69 - TV market subscribers by technology - 2002 - 2007

Table 70 - Digital TV revenue and market share by operator - 2005 - 2007

Table 71 - Pay TV subscribers by operator, market share - 2006 - 2007

Table 72 - Digital TV subscribers by operator - 2003 - 2006

Table 73 - Telefónica IPTV subscribers - 2005 - 2007

Table 74 - Cable TV subscribers - 1996 - 2007

Table 75 - ONO operating and subscriber statistics by sector - 2007

Table 76 - ONO revenues, gross profit, EBITDA and net debt - 2006 - 2007

Table 77 - Satellite TV subscribers - 1997 - 2007

Table 78 - Sogecable revenue, OPEX, EBITDA, net profit and annual change - 2006 - 2007

Table 79 - Revenue, OPEX, EBITDA, income/loss: Sogecable, Pay TV, Cuatro - Q1 2007

Table 80 - Sogecable Digital+ subscribers - 2002 - 2006

Table 81 - Sogecable Digital+ ARPU - 2005 - 2007

Table 82 - Mobile market revenue - 2000 - 2006

Table 83 - Mobile market revenue by sector - 2000 - 2007

Table 84 - Cost per invoiced minute of use: contract, prepaid and total; all operators - 2001 - 2006

Table 85 - Mobile operators, technology, subscribers and annual growth - June 2007

Table 86 - Mobile subscribers and penetration - 1996 - 2007

Table 87 - Mobile subscribers, contract and prepaid - 2006 - 2007

Table 88 - Mobile price index - 2005 - 2007

Table 89 - Subscriber market share by operator - 2004 - 2007

Table 90 - Subscriber market share by operator- June 2007

Table 91 - Operator’ share of net adds - 2005 - 2006

Table 92 - European roaming charges - 2007 - 2009

Table 93 - Cumulative ported mobile numbers - 2002 - 2007

Table 94 - Total ported mobile numbers by operator - Sept 2007

Table 95 - Mobile termination charges by operator - 2006 - 2008

Table 96 - Mobile interconnection revenue by operator - 2006 - 2007

Table 97 - Mobile interconnection revenue - 2005 - 2007

Table 98 - Telefónica Móviles subscribers and ARPU statistics - 2005 - 2007

Table 99 - Vodafone mobile subscribers, and ARPU - 2005 - 2007

Table 100 - Orange mobile subscribers - 2005 - 2007

Table 101 - Orange ARPU - 2005 - 2007

Table 102 - Orange annualised ARPU by sector - 2005 - 2007

Table 103 - Mobile subscribers: prepaid, contract - 2005 - 2007

Table 104 - Telefónica Móviles prepaid and contract subscribers - 2006 - 2007

Table 105 - Change in contract, prepaid subscriber base - June 2007

Table 106 - Prepaid revenue - 2005 - 2007

Table 107 - Vodafone prepaid subscribers (% of total) - 2005 - 2007

Table 108 - Mobile data revenue - 2003 - 2007

Table 109 - Mobile datacards - 2006 - 2007

Table 110 - SMS revenue and messages sent - 2005 - 2007

Table 111 - MMS revenue and messages sent - 2004 - 2007

Table 112 - Country statistics Portugal - 2007

Table 113 - Telephone network statistics - June 2007

Table 114 - Internet user statistics - June 2007

Table 115 - Broadband statistics - March 2007

Table 116 - Mobile statistics - June 2007

Table 117 - National telecommunications authority

Table 118 - Unbundled loops and access lines - 2004 - 2007

Table 119 - Number and type of access lines: analogue and digital - 2004 - 2006

Table 120 - LLU, shared access price - connection and monthly rental - 2004 - 2006

Table 121 - Fixed telephone customers and access type and shared access lines - 2004 - 2007

Table 122 - Portugal Telecom’s share of voice customers, by type - 2005 - 2007

Table 123 - Fixed-line ported numbers - 2003 - 2007

Table 124 - Portugal Telecom WLR accesses - 2004 - 2007

Table 125 - Portugal Telecom subscriber statistics by sector - 2006 - 2007

Table 126 - Portugal Telecom revenue, EBITDA, net income and annual change - 2005 - 2006

Table 127 - Portugal Telecom operational data: home and subscriber statistics - 2004 - 2006

Table 128 - Portugal Telecom ARPU data, subscription and voice - 2006 - 2007

Table 129 - Portugal Telecom fixed-line operating accesses and wholesale line rental - 2005 - 2007

Table 130 - Portugal Telecom share of access lines - 2004 - 2006

Table 131 - Fixed network voice traffic - 2001 - 2007

Table 132 - Sonaecom turnover and EBITDA - 2005 - 2007

Table 133 - Sonaecom fixed operational KPIs and annual change - 2006 - 2007

Table 134 - Fixed lines in service and teledensity - 1995 - 2007

Table 135 - Internet users and penetration - 1997 - 2007

Table 136 - Internet subscribers by access type - 2005 - 2006

Table 137 - Annual change in access type by Internet subscribers - 2005 - 2006

Table 138 - Broadband and dial-up subscribers by access type and annual change - 2006 - 2007

Table 139 - Broadband subscribers by type, provider - 2006 - 2007

Table 140 - Total broadband subscribers by type and penetration - 2000 - 2007

Table 141 - Internet subscribers by access type: broadband, dial-up and annual change - 2007

Table 142 - Broadband penetration growth by access type: xDSL and cable - 2004 - 2007

Table 143 - Share of broadband accesses by operator - 2005 - 2007

Table 144 - PT Multimedia cable broadband subscribers - 2004 - 2007

Table 145 - Portugal Telecom wholesale accesses - 2004 - 2007

Table 146 - Forecast broadband subscriber growth - stronger market growth scenario - 2007 - 2011; 2017

Table 147 - Forecast broadband subscriber growth - weaker market growth scenario - 2007 - 2011; 2017

Table 148 - Broadcasting statistics - 2006 - 2007

Table 149 - Subscribers to bundled packages - July 2007

Table 150 - VoIP provider market share - 2006

Table 151 - TV Cabo operational data: home and subscriber statistics - 2005 - 2006

Table 152 - Statistical overview of cable TV market - 1998 - 2007

Table 153 - Cable TV subscribers as % of population, by region - 2006 - 2007

Table 154 - Cabled households by region - 2006 - 2007

Table 155 - Cable TV subscribers by region and annual change - Dec 2006

Table 156 - TV market subscribers and penetration - 1998 - 2007

Table 157 - Mobile operators, technology, subscribers and annual change - March 2007

Table 158 - Mobile subscribers and penetration - 1996 - 2007

Table 159 - Mobile subscribers, contract and prepaid (regulator data) and annual change - Q1 2007

Table 160 - Mobile operators’ market share - 2004 - 2007

Table 161 - Mobile operators’ share of net adds - 2005 - 2007

Table 162 - Roaming call traffic volume and annual change - Q2 2007

Table 163 - European roaming charges - 2007 - 2009

Table 164 - Fixed-line ported numbers - 2004 - 2007

Table 165 - 3G video calls and traffic - Q1 2007

Table 166 - TMN subscribers, ARPU and data percentage - 2006 - 2007

Table 167 - Vodafone ARPU: prepaid, contract and blended - 2005 - 2007

Table 168 - Optimus mobile subscribers - 2003 - 2007

Table 169 - Optimus subscribers, ARPU, SMS statistics - 2006 - 2007

Table 170 - Optimus turnover, revenue, sales, EBITDA, CAPEX, net profit and annual change - H1 2006

Table 171 - Prepaid, contract subscribers and market share, all providers - 2003 - 2006

Table 172 - SMS sent quarterly and annual change - 2004 - 2007