MVNO TrueMove H added 678,000 subscribers during Q213Written by Allan T. Rasmussen
The group’s revenue in second quarter of 2013 grew 10.6% year-on-year to THB 8.5 billion driven mainly by the growth of True’s MVNO/Reseller division “TrueMove H” subscriber base, while non-voice usage continued its strong growth.
Quarter-over-quarter, revenue declined 0.3% offset by seasonal declines in voice usage mainly from TrueMove’s prepaid segment.
True Mobile Group’s postpaid revenue grew 4.0% quarter-over-quarter, 38.6% year-on-year to THB 4.5 billion as the MVNO, TrueMove H continued to gain high-value postpaid customers.
Prepaid revenue declined 5.3% quarter-over-quarter, 13.8% year-on-year to THB 3.3 billion due to lower voice revenue from TrueMove’s prepaid customers, despite rising data usage among TrueMove H’s prepaid customers.
Non-voice revenue rose 5.1% quarter-over-quarter, 50.5% Year-on-year to THB 3.3 billion mainly on rising mobile Internet usage. Contribution from non-voice revenue to service revenue increased to 37.5% in 2Q13 from 35.6% in 1Q13 and 27.6% in 2Q12.
TrueMove H’s blended ARPU was THB 467 in 2Q13, declining from THB 491 in 1Q13 as its subscriber base was expanded beyond early 3G/ smartphone adopters to include lower tier customers while the proportion of prepaid subscribers also increased.
Product sales grew 26.5% year-on-year to THB 3.4 billion from rising popularity of smartphones (i.e. iPhone, Samsung) but declined 16.2% quarter-over-quarter mainly due to lower momentum of iPhone 5. During the quarter, TrueMove H launched two True branded smartphones and one tablet (True Beyond). More device-bundling packages as well as a wide range of content and applications were introduced.
Cash OPEX rose 13.7% quarter-over-quarter, 27.0% year-on-year to THB 6.4 billion driven mainly by higher selling and advertising expenses. Expenses related to network expansion also contributed to the year-on-year increase in OPEX.
EBITDA increased 4.4% year-on-year in line with rising revenue but declined 25.1% quarter-over-quarter to THB 1.2 billion from the significant increase in cash OPEX.
Thailand’s MVNO Market 2016 – TOT, 2100MHz, 2300MHz
End of 2016 TOT’s three MVNOs: i-Kool, Mojo3G, IEC3G/Buzzme and TOT itself, had a combined market share of just 0.18% representing 163,658 subscribers out of a total market size of 90,921,572.
Thailand’s MVNO Market 2016 - CAT Telecom, Penguin, Myworld3G
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Thailand’s MVNO Market 2016 - Regulations, Licenses, MVNO Club
2016 started off with 39 MVNO licenses issued, and ended with 43. It was yet another year with zero MVNOs launched on AIS, DTAC and True, and still no updates from the regulator on promoting or supporting MVNOs.
Mobile Market Shares Thailand 2016 ส่วนแบ่งการตลาดของบริการโทรศัพท์เคลื่อนที่ 2559
AIS, DTAC and TOT lost market shares in 2016 while TRUE and CAT Telecom picked up.
And then there was 43 MVNO licenses in Thailand
Knowledge Group (KEG) is the 43rd company to receive a MVNO license in Thailand since the introduction of MVNOs to the market 6 years ago, however only 9 have launched, 7 are active.