BMI View: Poland has received a boost in its Risk/Reward Ratings in Q3 2013 from a better-than-expected mobile subscriptions growth in the fourth quarter of 2012. However, operators’ aggressive marketing strategies increased the pressure on ARPUs, which continue to trend downwards. Meanwhile, the number of data subscriptions for fixed and wireless technologies continues to grow strongly, driven by the rapid take-up of data-enabled devices, including smartphones and tablets. This scenario is in line with our positive outlook for the data market in Poland, a view supported by the increasing contribution of data revenue to the total revenues of mobile operators …
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