BMI View: The increase in competition in Israel’s mobile market, following the arrival of new MNOs and MVNOs, and cuts to interconnection rates in 2012 led to a sharp decline in key operational and financial indicators, notably ARPUs and voice revenues, during FY12 and H113. We expect operators to respond to the erosion of their top line financial results by expanding their high value service offerings and migrating existing customers unto postpaid subscriptions. We also expect mobile operators with high-speed fixed infrastructure to perform strongly in terms of revenue and subscriptions growth during our forecast period, though to 2017, by …
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