BMI View: There are diminished subscription addition opportunities in the mature German telecoms market, requiring operators to turn to higher value services as a means of improving financial performance. The large investment in 4G-LTE infrastructure means there is considerable scope for development in the mobile broadband sector, particularly as services are launched in urban areas. In the wireline sector, fixedline subscriber numbers continue to fall, while growth has slowed in the broadband sector. Here competition focuses on higher-speed packages, which will intensify with the implementation of vectoring by the incumbent, while bundled offerings are also helping to increase revenues. Key …
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