Benedict,
interesting - but I don't think I agree with all of what you wrote.
DoCoMo's ARPU for 2001 is US$ 62.68 for voice and US$ 17.02 for
data/imode. This gives an ARPU(data)/ARPU(total) of 21%.
Since you have this information in your head - could you email us
the ARPU(data)/ARPU(total) ratio for SONERA? It would be really
interesting to compare this with DoCoMo's!
Gerhard Fasol
http://www.eurotechnology.com/
Benedict Evans wrote:
>
> I have to take issue with that. DoCoMo's voice tariffs remain much higher
> than those in the rest of the world, as do their voice ARPUs (sorry, average
> revenue per user), and are falling much faser In fact, the leading mobile
> operators in Europe in each country (i.e. those which the best customers)
> are seeing flattening out in the ARPU decline of the past few years.
>
> This is partly a feature of the maturing in the market, and the much higher
> penetration than in Japan. That is, usage goes up the longer you've had a
> phone, but the rapid growth in the last 2 years (90m net new customers in W
> Europe in 2000) means that most people haven't had a phone very long (= few
> calls/user = low ARPU). As growth is now much slower, that 'bulge' will work
> it's way through the system and drive average voice usage way up, which
> *should* more than compensate for falling tariffs. Looking into the past to
> see the future, Sonera's ARPUs have risen every year since 1996, despite
> very rapid growth.
>
> So, it's as much a case of 'DoCoMo hasn't got to where other operators are'
> as the other way around ;)
>
> )if you look at DoCoMo's figures you'll see that DoCoMo's voice
> )income goes down and the data income goes up. Most other mobile
> )carriers in the western world have not reached that position yet,
> )because they have not found a viable business model for mobile
> )data service yet. That's one of the reasons the valuation of
> )DoCoMo is so high.
> )
> )Gerhard Fasol
>
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Received on Thu Aug 9 05:11:22 2001