The 12th edition of the joint annual report by Arthur D. Little and Exane BNP Paribas focuses on 4G LTE. We held 91 meetings in the telecom-media-technology arena, across 15 countries.
Overall, 4G is unlikely to restore pricing power in the European mobile industry. We see no capacity shortage before 2020 and differentiation is elusive, with spectrum imbalances in favour of challengers. European telecom operators‘ revenues will further decline by -1.8% pa until 2016.
If you would like your own full copy of the report, please contact Isabelle Tisserant.