Update on Germany‘s Telecoms-Market

Q1-2015 DSP-Partners I Darmstadt I May 2015

Mobile

In Q1-2015, the number of SIM-cards on the German market declined again, as in Q4/2014

Deutsche Telekom showed strongest growth with 211,000 new SIMs, O2/ePlus grew by 54,000 new SIMS

Vodafone lost another 572,000 SIM-cards in Q1/2015

Fixed-line Broadband

Deutsche Telekom showed stronger growth by 57,000 new DSL-subscribers to 12.347 mil. customers

With 93,000 new broadband customers, Kabel Deutschland/Vodafone grew stronger than Deutsche Telekom – but growth was only fueled by Kabel Deutschland acquiring 123,000 new subscribers and a decline in DSL

United Internet remains on position 3 with 4,2m DSL-lines

Telecoms Market Update Q1-2015 at a Glance

Germany: Number of Mobile Customers [Q1-2015 in 1,000]

Source: Company Reports, DSP-Partners Market Model

30.943

39.200

42.179

Germany: Number of Mobile Customers [Q1-2015 vs Q4-2014 in 1,000]

Source: Company Reports, DSP-Partners Market Model

-572

211

54

Germany: Number of Fixnet Broadband Customers [Q1/2015 in 1,000]

Source: Company Reports, DSP-Partners Market Model, Vodafone/Kabel Deutschland

+

DSL

DSL

DSL

Cable

DSL

Cable

2.128

2.628

2.822

2.931

4.230

5.450

12.437

DSL + Cable

Germany: Broadband Customers with DSL vs. Cable [Q1/2015 in 1,000]

Source: Company Reports, DSP-Partners Market Model

20%

80%

Cable

DSL

Contact

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