This month:

MTN Uganda increased Mobile Money withdrawal fees

Airtel launched a Virtual SIM platform

Orange not selling its Egyptian operation
Tigo partnered with WorldRemit

The rest of the report:

Competitor updates
Vodacom OPCO operator updates
Estimated subscriber numbers and market share
Market updates
Products and Services (Enterprise and Consumer)
Economic and ICT indicators
Competitors footprint in Africa
Active operators in Africa

Prepared by Strategy and Research

For any questions contact Min Hua or Tersia Esbach

Key African
Competitors and
Country Updates
For the period
June14 to July14

Things to note this month

Airtel and the Tanzanian Government failed to agree on the
sale of 35% TTCL shares owned by Airtel

Mcel reduced the price of its Netmovel Turbo 100 pre-paid and
post-paid package. FNB (SA bank) launched a cross-border
money transfer service between South Africa and Mozambique

Competitors

MTN Uganda increase Mobile Money withdrawal fees

Airtel launched a Virtual SIM platform

Orange is not selling its Egyptian operation

Tigo partnered with WorldRemit to extend Mobile Money
services

Nigeria

Nigeria is targeting 30% broadband penetration by 2017

Mobile money payments hit NGN271bn with 25m
transactions at the end of May, encompassing about 65,000
mobile money agents in the country

Opened bid for the licensing of infrastructure companies to

deploy metropolitan optic fibre infrastructure and associated
equipment in Lagos and the North Central Zone. The bid closes
on the 4th of August

Fines,
Levies,
Sanctions

Uganda levied a 10% Excise tax on Mobile Money

withdrawals
Cte d'Ivoires regulator has fined the countrys six operators
XOF2.92bn (USD6m) in total for not meeting service quality
obligations. MTN was fined XOF1.34bn (USD2.78m), Moov
XOF 800.72m (USD1.66m), Orange XOF 46.29m
(USD0.1m), Comium XOF5.49m (USD11,373), GreenN
XOF4.85m (USD10,047) and Caf Mobile XOF4.85m
(USD10,047)

Nigerias regulator may sanction MTN for failing to abide by its

earlier directives concerning its dominance in the voice
segment, which includes: not to offer differential pricing on its
on-net and off-net mobile voice services, and to stop running
promos on its network until QoS is improved
Orange lodged an appeal with Malis Supreme Court to
overturn a XAF6.86bn (USD14.23m) fine levied by the regulator
accusing them of illegal use of mobile bandwidth for a fixed line
service

Report

According to the June 2014 Sub-Saharan Africa (SSA) Ericsson Mobility Report, mobile internet data has doubled in the past year
in SSA. Current usage is 76,000TB of data per month, compared to 37,500TB per month for 2013, and is estimated to hit
147,000TB per month in 2015. The rise is prompted by increased social media, content-rich apps and video contents. For the full
report please go to the Vodacom Library or visit Ericsson.com

OPCOs

Vodacom Strategy and Research

C2 - Confidential

July 2014

MTN increased Mobile Money withdrawal fees in Uganda

General

Partnered with the Wikipedia Foundation to introduce free

access to Wikipedia to Rwandan subscribers
Is looking for digital content partners for its 'MTN Play' web
portal in Ivory Coast. MTN is offering rights owners between
30 and 60% revenue share depending on the quality of their
content and the traffic they generate
Launched the MTN Kalast prepaid promotion in South
Sudan. It offers 7 days free on-net calls for a registration fee
of SDG10 (USD0.17), and can be renewed after 7 days
Launched Mobile Money Visa card in South Africa

Launched Prestige Club' for high value customers in Liberia

Has been rated 276th among the top 500 global companies on
corporate sustainability and environmental impact in the 2014
Newsweek Green Rankings. Vodafone group is ranked 152nd
MTN was the only African brand to make the 2014 BrandZ Top
100 Most Valuable Global Brand ranking (93rd)
Launched the 21 days of Y'ello Care employee volunteer
initiative programme
MTN Guinea employees went on strike over job cuts and low
pay. The situation was resolved 4 days later

Nigeria

The regulator may sanction MTN for failing to abide by its

earlier directives concerning its dominance in the voice
segment, which includes: not to offer differential pricing on
its on-net and off-net mobile voice services, and to stop
running promos on its network until QoS is improved
The current Chief Marketing Officer of MTN Nigeria will be
moved to South Africa to assume a similar role

A judge ruled against MTN Nigeria for terminating a contract

with Tatacoms Integrated Resources Limited and NGN20,000
was awarded to the plaintiff
MTN Yello Care renovated six blocks of classrooms at Basiru
Dania Primary school, as its contribution to improve education
in Lagos State

Ghana

Announced that more than 5m subscribers use its Mobile

Money services per month, with over 2m registered MTN
users

Introduced Roam like Home, a new roaming tariff that allows

subscribers to pay local rates for Voice, Data and SMS, while
in any MTN operated countries

Uganda

Increased Mobile Money withdrawal fees in Uganda effective

from 1 August, due to a 10% Excise tax levied by
government on Mobile Money withdrawals
Is suing Threeways Shipping Service, claiming the company
has defrauded MTN of USD4m between 2009 and 2012

Launched MTN mFaith, a message service that will enable

customers to get inspirational messages like verses from the
Bible or the Quran. The service costs UGX100 (USD0.04) per
day or UGX500 (USD0.2) per week

Vodacom Strategy and Research

C2 - Confidential

July 2014

Airtel launched a Virtual SIM platform

Signed a deal with neXva Inc. (global provider of white label
app stores), to launch Airtel-branded mobile app stores in
Africa
Entered into a group-wide framework agreement with
Movirtu to launch a Virtual SIM platform. The platform
enables users to temporarily activate their number on a
shared handset. Already launched in Madagascar and DRC
Launched iPhone 5 in Tanzania and Ghana
Airtel Congo partnered with vehicle tracking company
Tramigo to offer the Tramigo real-time vehicle fleet location
service to customers

Airtel and the Tanzanian Government failed to agree on the sale of

35% TTCL shares owned by Airtel. The operator has rejected the
TZS5bn (USD2.94m) government offer, despite the shares being
valued at TZS3.8bn (USD2.23m), and is asking for TZS21.5bn
(USD12.63m)
Launched a health insurance service Airtel Mobil'Assur in Burkina
Faso, for XAF300 (USD0.62) per month
Airtel Zambia experienced a system error which saw about 28,000
customers lose their airtime, worth about ZMW900,000
(USD145,818). Airtel has refunded affected subscribers and given
them 30min on-net calls as added compensation

Nigeria

Partnered with Apple to unveil iPhone 5s in Nigeria. Airtel is

offering iPhone users zero interest financing and 500MB
data per month for 24 months
Received the Best Corporate Website award at the Web
Jurist Awards

Launched a discounted roaming package for Nigerians in Brazil

during the World Cup. Subscribers could make, and receive calls,
to Brazilian and Nigerian networks from NGN60, with a discounted
SMS rate of NGN50, and data rates of NGN1/10kb

Kenya

Launched a new offer that awards 25% bonus airtime to

prepaid customers when purchasing KES50 (or above)
worth of airtime using Mobile Money. The bonus is valid for
30 days and can be used on all services

Announced its support for Immanuel Afrikas (I-Afrika) biogas

project, which promotes clean and cheaper energy sources

General

Vodacom Strategy and Research

C2 - Confidential

July 2014

Orange not selling its Egyptian operation

General

Orange launched the first e-care app in Kenya, dubbed

myOrange
Senegal's competing petrol station operators have called
for the State to invalidate an exclusive contract between
Orange and Total, due to an unfair advantage. Currently
Orange is steering customers to Total, offering XOF
5,000 (USD10.36) of free call credit on Orange Senegal
when subscribers buy XOF 50,000 (USD103.58) of fuel

Denied reports that it plans to divest its stake in Mobinil - its

Egyptian operator
Lodged an appeal with Malis Supreme Court to overturn a
XAF6.86bn (USD14.23m) fine levied by the regulator for the illegal
use of mobile bandwidth for a fixed line service. The regulator
accused Orange Mali of breaking local telecoms rules by using a
mobile phone platform for its Douba branded fixed line service. The
fine has subsequently been increased to XAF11.4bn (USD23.61m)
after Orange Mali refused to pay

Cte dIvoire

Orange and the BNP Paribas Group partnered to offer

retail banking customers direct access between their BNP
Paribas and Orange Money accounts

Started LTE testing in Abidjan. Subscribers with an LTE compatible

mobile phone or tablet can test the technology for free. However, the
regulator has ordered Orange to pull 4G test ads, as the operator
does not have a 4G licence. ISP YooMee is the only operator
licensed for 4G commercial services

Vodacom Strategy and Research

C2 - Confidential

July 2014

Tigo/Millicom partnered with WorldRemit to extend Mobile Money services

General

Real Estate portal, Lamudi, launched the first Android app for
house-hunters in the world. The App will host more than
400,000 property listings from Africa, Asia, the Middle East
and Latin America, giving international clients a free mobile
platform to buy, rent or sell real estate on the go

Lamudi is a product of Africa Internet Holding (AIH),

developed through the partnership of Millicom, MTN and
Rocket Internet (each owning a third of the business)

Tanzania

WorldRemit has partnered with Tigo Tanzania to allow their

clients to send money to friends and family living in Tanzania
via Tigo Pesa

Partnered with Dar Teknohama Business Incubator (DTBi)

in Tanzania to support a programme aimed at promoting
local talent and employment in the country through ICT

Ghana

Tigo Ghana signed a USD2m agreement with the

International Finance Corporation (IFC) and the MasterCard
Foundation to expand mobile financial services in the country

Announced an investment programme to improve its

network and services. Tigo plans to invest USD100,000 a
day in upgrades until the end of October, with initial
emphases on fibre infrastructure

Rwanda

Millicom has acquired a controlling stake in Rwandas main

provider of bank-to-bank payment switching services,
Rswitch the company holds one of two switching licences
in the country

Signed a four-year agreement with One UN Rwanda,

aimed at promoting youth and women employment
through ICT

Vodacom Strategy and Research

C2 - Confidential

July 2014

Operators update: Tanzania and DRC

Tanzania subscriber numbers and market share

DRC subscriber numbers and market share

*Vodacom internal reported that subscriber numbers for Jun14 was 10,638

*Vodacom internal reported that subscriber numbers for Jun14 was 10,502

Vodacom Tanzania

Airtel Tanzania

Zanzibar Telecom

Other operators

Tigo Tanzania

9 785

10 471

8.33%

9 319

9.39%

6 409

1.23%

8 604

6 294

1 922

57

1 630
59

(1)

Vodacom Strategy and Research

y-o-y %
change(1)
29.76%
18.74%

8 349
8 089

-17.98%
4.60%

17

5 075
4 282

239.01%

1 990

13.24%

22

44.46%

26.15%

Market update

SEACOM partnered with CDNetworks to enhance Pan-African IP network

footprint in Tanzania
Telecom Italia Group partnered with TTCL for the delivery of IP services in
South and East Africa, through a new point of presence in Dar es Salaam
Despite decline in CPI, the y-o-y rate reached its highest level since August
last year at 6.5% y-o-y, due to base effects

y-o-y % change Calculated using WCIS Informa subscriber numbers

Vodacom Congo
Orange DRC
Standard Telecom DRC
10 548
9 357

3 187
2 000
1 813

Market update

Airtel DRC
Oasis Telecom
Africell DRC

y-o-y %
change(1)

CPI increased marginally, from 1.24% y-o-y during March to 1.25% y-o-y in
April. Annual average inflation declined significantly during 2013 to 1.92%,
compared to an average of 9.22% in 2012

Source: Informa WCIS 2014 estimated figures for subscriber numbers and market share

C2 - Confidential

July 2014

Operators update: Mozambique and Lesotho

Mozambique subscriber numbers and market share

Lesotho subscriber numbers and market share

* Vodacom internal reported that subscriber numbers for Jun14 was 4,604
Mocambique Celular

* Vodacom internal reported that subscriber numbers for Jun14 was 1,342
y-o-y %
change(1)

Movitel Mozambique

Econet Telecom Lesotho

y-o-y %
change(1)

Vodacom Lesotho

Vodacom Mozambique

4 489
3 436

4 633
4 512

39.97%
1.16%

3 687

79.83%

1 399

21.24%

488

42.36%

1 160

2 193
356

Market update

(1)

Market update

Mcel reduced the price of its Netmovel Turbo 100 pre-paid package to
MZN500 (was MZN600), and its post-paid packages Turbo 500 to MZN250
(was MZN450) and Turbo 1000 to MZN500 (was MZN750)
FNB (SA bank) launched a cross-border money transfer service between
South Africa and Mozambique
Mozambique is looking to establish a multilateral partnership that will
contribute to the development and implementation of targeted government
policy for internet access at affordable prices
CPI at 2.91% y-o-y in May, compared to 2.87% y-o-y in April

y-o-y % change Calculated using WCIS Informa subscriber numbers

Vodacom Strategy and Research

CPI increased by its largest y-o-y margin since November 2011, with 6.7%
y-o-y recorded in May, compared to a reading of 5.9% y-o-y seen during
April

Source: Informa WCIS 2014 estimated figures for subscriber numbers and market share

C2 - Confidential

July 2014

Airtel: Financial update 4QFY13/14 (updated Apr14)(2)

MTN: Financial update 1QFY14 (updated Apr14)(1)

150

100

250

5000

200

4000

150

3000

100

2000

50

1000

80
60
40

50

0
FY 09

FY 10
FY 11
FY12
MTN Total Revenue (ZARbn)
MTN Total Subscribers (m)

FY13

0
FY 11

Q1 FY14
MTN EBITDA (ZARbn)

FY 12

FY 13

Airtel Africa Revenue (USDm)

Airtel Africa Subscribers (m)

Group(1)
Recorded 210.1m subscribers, a 1.1% q-o-q growth, impacted by the ban on SIM card
sales in Nigeria during March, the disconnection of non-revenue generating subscribers
in South Africa and slower subscriber growth in Iran
Group data revenue increased by 43.3% y-o-y, contributing 17.0% to total revenue
Total registered Mobile Money subscribers at 16.6m, a 12.0% increase
Nigeria
Subscribers grew marginally (0.8% q-o-q) to 57.2m, despite the SIM sale ban
Market share down marginally to 49.3%
Data revenue increased by 21.1% y-o-y, with avg. data usage per customer at
41MB/month. Increase was due to growth in 3G devices, which increased to 7.1m
ARPU decreased to 3,2% due to lower effective tariffs
The operator added 483 2G sites and 597 3G sites
Ghana
Subscribers up 1.0% q-o-q to 13.1m
Data revenue increased 99.8% y-o-y, contributing 7.0% to total revenue. Growth was
due to Mobile Money drive
ARPU increased 1,7% for the quarter
Uganda
Subscribers up 8.4% q-o-q to 9.5m
Data revenue increased 67.7% y-o-y, contributing 23,5% to total revenue. Mobile
Money is now the largest contributor to data revenue with nearly 50% of subscribers
actively utilising the service
ARPU declined 13,5% for the quarter due to lower effective tariffs
Vodacom Strategy and Research

20

C2 - Confidential

Group(1)

Africa

Q1 FY 14

Q2 FY 14

Q3 FY 14

Q4 FY 14

Airtel Africa EBITDA (USDm)

Total customer base 285.95m

Total revenue USD3,6bn
EBITDA up to USD1,184m, with an EBITDA margin of 32.9%
Capex of USD539m
Africa revenue up 2% y-o-y to USD1,145m
Non-voice revenue accounts for 19.6% of mobile revenue
Data is 7.4% of mobile revenue
Messaging and VAS are 9.3% of mobile revenue
Total revenues 4QFY14 were impacted by reduction in MTRs in a few
countries
EBITDA grew 2% to USD290m - a 25.3% margin
Capex down 25% y-o-y to USD176m
ARPU down 7% y-o-y to USD5.5
Customer base up 9% y-o-y to 69.443m
Prepaid is 99.3% of total customer base
Data is 32.1% of total customer base - a 53% y-o-y increase
Airtel Money customers increased 28.2% q-o-q to 3.5m, with transaction
value up 28.6% q-o-q to USD2.2m
At the end of the quarter Airtel had 17,792 sites (6,923 3G sites)

(1) MTN
(2) Airtel

quarterly report 2014

quarterly report 2014

July 2014

Tigo/Millicom: Financial update 1QFY14 (updated Apr14) (3)

Orange: Financial update 1QFY14 (updated Apr14)(1)

300

56 000

1200

25

250

48 000

1000

20

40 000

200

32 000

150

FY10

FY11

FY12

FY13

Total Africa subscribers (m)

Group revenue (Euro m)

France Telecom Oranges quarterly results press release 2014

1 USD = 0.72631 EUR

FY11

FY12

FY13

Q1 FY14

Tigo Africa EBITDA

Group(1)
Group revenue of USD1,405m, a reported y-o-y growth of 4% (8.5% local currency growth). Mobile
accounted for 77% of revenue, Cable & Digital Media 15% and Mobile Financial Services 8%
Group EBITDA reported at USD478m with a margin of 34.0%
Increased mobile customer base by 1.6m subscribers
Capex of USD163m (11.6% of revenue)
Africa:
Revenue up 7.2% y-o-y to USD244m. EBITDA at USD56m, a 21% y-o-y decline
Total Mobile ARPU at USD3.5, a 10.0% decline
Capex of USD38m, 15.4% of revenue
Total mobile customers of 21.8m, a 19.5% y-o-y increase
Growth in net additions was stronger than the previous quarter, led by Senegal, Chad, & Tanzania
Mobile Financial Services (MFS): MFS penetration reached 54.5% of Tigo, Tanzanias total mobile customer base
Rwandas penetration is at 38.0%
Chad crossed the 10% penetration mark in the quarter
e-Commerce/Online: Jumia showed double digit growth during the quarter and more than doubled its revenue
Easy Taxi (mobile taxi booking service) launched in Ghana. Hellofood (online food ordering service)
launched in Tanzania, Uganda and Algeria. Kaymu (e-Commerce) expanded into Senegal,
Uganda, Ivory Coast, Ethiopia and Zambia. Lamudi (real estate classifieds) expanded into Ethiopia,
Zambia, Zimbabwe, Mozambique, Madagascar and Ivory Coast. Carmudi (car classifieds)
expanded into Ghana and Cameroon
(3)

Vodacom Strategy and Research

FY10

Tigo Africa Revenue (USDm)

Tigo Africa Subscribers

Rest of Orange group (m)

Africa & Middle East

Mobile customer base increased by 11.4% y-o-y to 91.3m
Revenue at EUR1.0bn, increased by 5.7% y-o-y: Africa and Middle-East growth driven by Mali, Guinea, Ivory Coast and
Egypt
Orange Money at 9.9m customers, a 48% y-o-y growth

0
FY09

Q1 FY14

Group(1)
Revenue at EUR9.8bn(2), a 3.8% y-o-y decline: Excluding regulations, revenue declined by 3.0% y-o-y
Revenue growth in emerging markets offsetting difficulties in Europe
EBITDA at EUR3.0bn, 3.8% y-o-y decline, margin at 30.8%
Capex at EUR1.2bn, 1.6% y-o-y decrease, 11.8% of revenue
Group subscribers at 239.4m, a 4.2% y-o-y increase

(2)

0
FY09

200

8 000

10

400

16 000

50

15

600

24 000

100

(1)

800

Millicom/Tigo quarterly report 2014

C2 - Confidential

July 2014

10

Enterprise products and services launched Jun14 to Jul14

Enterprise

Cloud

Africa

PayPal launched PassPort a free site that provides information and tools to small businesses on country-specific customs, trends and shipping logistics, in an effort to
help businesses generate sales in those countries

East Africa

Oracle has unveiled Oracle Database In-Memory, which will enable organizations to discover business insights in real-time

West Africa

TI Sparkle, the International Services arm of Telecom Italia Group, and Dolphin Telecom have announced a new partnership for the provision and the development of IP
connectivity services in West Africa

Tanzania

SEACOM partnered with CDNetworks to enhance pan-African IP network footprint in Tanzania

Angola

Unitel selected network solutions provider Mycom for an end-to-end mobile network and service performance management solution

App

Enterprise
solution

Mobile
Money

Other

PayPal

Oracle
TI Sparkle,
Dolphin
Telecom

SEACOM,
CDNetworks

Unitel
Sage
Pastel

Sage Pastel has launched a mobile phone-based accounting system that monitors financial performance of a company in real time
Kenya
IKAZZ an Indian based technology firm expands to Kenya with its Near Field Communication (NFC) and Bluetooth-powered cloud-based payments platform

Seagate Technologies Limited partnered with Coscharis Technologies on IT solution

Nigeria

IKAZZ

Seagate

Nomanini (Cape Town-based technology solution) partnered with Nigerian enterprise Aurora VM to expand into West Africa

Nomanini,
Aurora VM

Checkpoint unveiled software-defined protection security solutions

Checkpoint

Zimbabwe

Telecel launched an API for developers and merchants to integrate their services with Telecash

Congo

Airtel Congo partnered with vehicle tracking company Tramigo to offer the Tramigo real-time vehicle fleet location service to customers

Vodacom Strategy and Research

C2 - Confidential

Telecel
Airtel

July 2014

11

Enterprise & consumer products and services launched Jun14 to Jul14

Enterprise and Consumer

Tariff

LTE

eCommerce/
e-Payment

Mobile
Money

VAS

Airtel signed a deal with neXva, Inc. (global provider of white label app stores), to launch Airtel-branded mobile app stores in Africa
Multiple

Airtel
Lamudi
Guaranty
Trust Bank

Guaranty Trust Bank launched a service that allows subscriber from MTN, Etisalat and Airtel to top up via its bank accounts

Ghana,
Kenya,
Tanzania

Other

Airtel

Airtel Entered into a group-wide framework agreement with Movirtu to launch a Virtual SIM platform. The platform enables users to temporarily activate their
number on a shared handset. The service has launched in Madagascar and DRC

Real Estate portal Lamudi launched the first Android app for house-hunters in the world. The App will hosts more than 400,000 property listings from Africa,
Asia, the Middle East and Latin America, giving international clients a free mobile platform to buy, rent or sell real estate on the go

East Africa

App

Microsoft launched an online portal dubbed 'Tuko Works', which will provided free content on career guidance, access to online courses and
entrepreneurship skills

Microsoft

GeoPoll, the world's largest real-time mobile survey platform launched ts Audience Measurement Service, which offers the first ever daily TV ratings in
several African markets

GeoPoll

Telecom Italia Group partnered with TTCL for the delivery of IP services in South and East Africa through a new point of pres ence in Dar es Salam

TTCL

Tanzania
Tigo

WorldRemit has partnered with Tigo Tanzania to allow their clients to send money to friends and family living in Tanzania via its Tigo Pesa
Mozambique
Angola

Ghana

Kenya

Mcel reduced the price of its Netmovel Turbo 100 pre-paid package to MZN500 (was MZN600) and the post-paid packages of Netmovel Turbo 500 to
MZN250 (was MZN450) and Turbo 1000 to MZN500 (was MZN750)
FNB (SA bank) launched a cross border money transfer service between South Africa and Mozambique
Multitel selected Israels Telrad Networks todeploy TD-LTE technology
MTN introduced Roam like Home, a new roaming tariff that allows subscribers to pay local rates for Voice, Data and SMS, whi le in any MTN operated
countries
Tigo Ghana signed a USD2m agreement with the International Finance Corporation (IFC) and the MasterCard Foundation to expand mobil e financial
services in the country
Surfline Communications launched 4G LTE technology in Ghana

Mcel
FNB
Multitel
MTN
Tigo
Surfline

Asus launched the Asus Transformer T100, which they classifieds as a mobile laptop in Kenay for KES49,000 (USD550)

Asus

Fountain Enterprise Programme and MobiKash launched the Lipa Sasa Na MobiKash merchant payment service.
Nigeria
Uganda

Zimbabwe

Cote dIvoire

MobiKash
Digital
Jewels

Digital Jewels Limited unveiled the Cyber Threat Barometer

MTN increased Mobile Money withdrawal fees in Uganda effective from 1 August, due to a 10% Excise tax levied by government on Mobile Money
withdrawals
EcoCash teamed up with WorldRemit to offer instant international money transfers to EcoCash mobile wallets
TelOne, Eagle Insurance, First Mutual Life, Old Mutual, Zimnat and Nyaradzo signed an agreement for the payment of fees through Telecel

MTN

MTN
EcoCash
Telecel

TelOne and the City of Bulawyao signed agreements with Telecel for the payment of telephone bills and municipal bills with telecash

Telecel

Orange and the BNP Paribas Group partnered to offer retail banking customers direct access between their BNP Paribas and Oran ge Money accounts

Orange

Vodacom Strategy and Research

C2 - Confidential

July 2014

12

Consumer products and services launched Jun14 to Jul14

Promotions

Consumer
Tanzania,
Ghana
Ghana

Kenya

Mobile
Money

VAS

App

Airtel launched iPhone 5 in Tanzania and Ghana

Airtel

Airtel
Orange
XTOUCH
StarTimes
Microsoft,
Nokia

Airtel launched a discounted roaming package for Nigerians in Brazil during the World Cup. Subscribers can make and receive calls to
Brazilian and Nigerian networks from NGN60, send SMS at NGN50 and NGN1/10kb of data

Airtel
Airtel

Airtel
Microsoft,
Nokia
Globacom

Microsoft Devices has introduced the first smart dual SIM Windows smartphone, Lumia 630 into the Nigerian market
Globacom partnered with Samsung on Galaxy S5
Samsung launched premium warranty for Galaxy S5 users with the Galaxy Gifts package

Samsung

Samsung launched Dr. Samsung, a campaign that offer free service on all products, both under warranty and out of warranty items

Samsung

Etisalat launched Cliqlite devices, an educational product designed for children between the ages of nine to 15 years with pre-installed
educational content

Samsung
Etisalat

MTN launched the MTN mFaith, a message service that will enable customers to get inspirational messages like verses from the Bible or the
Quran. The service costs UGX100 (USD0.04) per day or UGX500 (USD0.2) per week

MTN

Zimbabwe

Econet cut its international tariff rates by up to 25% for countries in the region and also to ZAR0.20 (USD0.02) per minute for call s to the UK,
the US, China and Canada

Burkina
Faso

Airtel launched a health insurance service Airtel Mobil'Assur, in Burkina Faso, for XAF300 (USD0.62) a month

Airtel

MTN launched 'Prestige Club' for high value customers in Liberia

Cellcom introduced the Mobile Reader app, which will give subscribers free access to eBooks
MTN partnered with the Wikipedia Foundation to introduce free access to Wikipedia to subscribers
Rwanda to launched Kiguzo Attendance Tracking System an app to track school absenteeism
MTN launched the MTN Kalast prepaid promotion in South Sudan. It offers 7 days free on-net calls for a registration fee of SDG10
(USD0.17), and can be renewed after 7 days

MTN

Rwanda
South
Sudan

Vodacom Strategy and Research

C2 - Confidential

Etisalat

Uganda
Telecoms

Uganda Telecoms introduced Do Not Disturb (DND), an option of opting out on receiving subscriber SMS alerts

Liberia

Other

Techno
RLG

Airtel partnered with Apple to unveil iPhone 5s in Nigeria. Airtel is offering iPhone users zero interest financing and 500MB data per month for
24 months

Uganda

eTariff/
Learning Packages

Airtel

Tecno launched the R7, a 1.5 GH 6 Core Processor handheld device

RLG introduced the G52 Sports Limited Edition, the latest TV phone for football fans
Airtel launched a new offer that awards 25% bonus airtime to prepaid customers when purchasing KES50 or above worth of airtime using
Mobile Money. The bonus is valid for 30 days and can be used on all services
Orange launched the first e-care app in Kenya dubbed myOrange
XTouch X3 Hexa-Core smartphone was launched in Kenya
StarTimes reduced its decoder prices
Microsoft launched the Nokia XL in Kenya for KES15,500

Nigeria

Device

Uganda
Telecoms

Econet

Econet

Cellcom

Cellcom

MTN
Government
MTN

July 2014

MTN

13

Non-commercial products and services launchedJun14 to Jul14

Infrastructure

Non-commercial
Multiple
countries

MTN Group launched 21-day employee volunteer initiative Y'ello Care programme

East Africa

Liquid Telecom completed the construction of the East Africa Fibre Ring which connects Kenya, Uganda, Rwanda and Tanzania; creating the first
fully redundant regional fibre ring

Tanzania

Tigo partnered with Dar Teknohama Business Incubator (DTBi) in Tanzania to support a programme aimed at promoting local talents and
employment in the country through ICT

ICT
Development

Merger &
Acquisition

Liquid
Telecom
Tigo
MTN

Tigo announced an investment program to improve its network and services. Tigo plans to invest USD100,000 a day in upgrades until the end of
October, with initial emphases on fibre infrastructure

Tigo
ITU,
Ghana

ITU awarded Ghana the Project Prize 2014 Award in Rural Telephony for bridging the communication gap in rural communities
Airtel anounced its support for Immanuel Afrikas (I-Afrika) biogas project, which promotes clean and cheaper energy sources

Airtel

Kenya launched the Integrated Financial Management Information System (IFMIS), which will post all government tenders, bids a nd contracts in
Kenya online, and combat corruption

Kenya

Phase 2 of the National Optic Fibre Broadband Infrastructure (NOFBI) is under way which expands Kenyas fibre optic coverage with an additional
1,600KM

Government
NOFBI

The government plans to process license applications through online and mobile platforms

Government

ICT Authority signed a three year Memorandum of Understanding with Huawei Technologies to enhance skill development in the IC T sector

Huawei

Nigerian mobile-phone manufacturer, Tingo Mobile, will buy a majority stake in Mass Telecom Innovation Nigeria Plc (MTI) for about NGN4bn
(USD25m) to develop rural broadband

Tingo Mobile,
MTI

MTN Yello Care renovated six blocks of classrooms in Basiru Dania Primary school, as its contribution to improve education in Lagos State

MTN

Nigeria
Data Power Technologies Limited and human resources management firm, Primex Consulting have partnered to train the youth in ICT

Data Power

UNICEF launched U-report a free SMS-based communications technology to enable accountability in governance, health, education, the
environment and other areas of community endeavour through social mobilisation
Uganda

Smile Communications will provid government schools with a free router and 20 GB's of free data on the 4 G LTE platform every month

Liberia

Cellcom launches new 4G tower on Cuttington University Campus

Rwanda

UNICEF

Smile

Smile

Cellcom

Millicom has acquired a controlling stake in Rwandas main provider of bank-to-bank payment switching services RSwitch, the company holds one
of two switching licences in the country
Tigo signed a four-year agreement with One UN Rwanda aimed at promoting youth and women employment through ICT

Vodacom Strategy and Research

Other

MTN

MTN Foundation donated school items and office furniture to the Roman Catholic Primary and Junior High schools at Fumso
Ghana

Social
e-Government
responsibility

C2 - Confidential

Tigo/ Millicom
Tigo

July 2014

14

Economic and ICT indicators for Vodacoms operating countries

Tanzania

Real GDP (USD bn)

GDP (% real change pa)
28.1
26.0
24.0
8.2
8.0

22.4

7.1

6.9
2012

DRC

2013

2014

2013

Mozambique

2014

10.5

12.9

12.0

7.6

7.4

2013

Lesotho

2014

5.5

5.4

General Economic Indicators (2014 est.)

Population Size (m)(1)
2.1
GDP per Capita (USD)
2 150
PPP)(1)

4.6

4.0
2012

General Economic Indicators (2014 est.)

Population Size (m)(1)
26.5
GDP per Capita (USD)
1 170
PPP)(1)

2013

2014

Communications (est.)
Main Fixed-line (2014)(2)
Fixed-line Penetration (2014)(2)
Mobile Subscribers (m) (Jun14)(3)
Mobile Penetration (Jun14)(3)
Internet Penetration (2013)(2)

167 200
0.4%
27.89
54.87%
14%

60 000
0.1%
31.27
45.04%
3.2%

88 900
0.7%
12.83
48.44%
7.4%

2015

Real GDP (USD bn)

GDP (% real change pa)
2.2
2.1
2.0

1.9

Communications (est.)
Main Fixed-line (2013)(2)
Fixed-line Penetration (2013)(2)
Mobile Subscribers (m) (Jun14)(3)
Mobile Penetration (Jun14)(3)
Internet Penetration (2014)(2)

7.3

6.5
2012

General Economic Indicators (2014 est.)

Population Size (m)(1)
69.4
GDP per Capita (USD)
470
PPP)(1)

2015

Real GDP (USD bn)

GDP (% real change pa)
11.2

Communications (est.)
Main Fixed-line (2013)(2)
Fixed-line Penetration (2013)(2)
Mobile Subscribers (m) (Jun14)(3)
Mobile Penetration (Jun14)(3)
Internet Penetration (2013)(2)

2015

Real GDP (USD bn)

GDP (% real change pa)
14.1
13.0
12.0
11.1
8.5
8.2
7.9
7.2
2012

General Economic Indicators (2014 est.)

Population Size (m)(1)
50.8
GDP per Capita (USD)
1 730
PPP)(1)

2015

Communications (est.)
Main Fixed-line (2014)(2)
Fixed-line Penetration (2014}(2)
Mobile Subscribers (m) (Jun14)(3)
Mobile Penetration (Jun14)(3)
Internet Penetration (2014)(2)

46 300
2.2%
1.89
89.97%
6.2%

(1) EIU,

2014
(2) Budde, 2014
(3) WCIS, 2014

Vodacom Strategy and Research

C2 - Confidential

July 2014

15

Competitors in Africa Apr14(1)

The table displays the key Mobile Operator footprint in Africa. Orange has the biggest footprint in 18 countries, followed by Airtel
Orange

Bharti Airtel

MTN

Etisalat

Vodacom &
Vodafone

Millicom/Tigo

Lap Green
Network

Global Telecom
(Orascom)

18

17

16

10

Botswana

Burkina Faso

Benin

Benin

DRC

Chad

Cte d'Ivoire

Algeria

Cameroon

Chad

Botswana

CAR

Egypt

DRC

Sierra Leone

Burundi

CAR

Congo

Cameroon

Cte d'Ivoire

Ghana

Ghana

Southern Sudan

CAR

Cte d'Ivoire

DRC

Congo

Egypt

Kenya

Mauritius

Uganda

Zimbabwe

DRC

Gabon

Cte d'Ivoire

Gabon

Lesotho

Rwanda

Egypt

Ghana

Ghana

Niger

Mozambique

Senegal

Equatorial
Guinea

Kenya

Guinea

Nigeria

South Africa

Tanzania

Guinea

Madagascar

Guinea-Bissau

Sudan

Tanzania

Guinea-Bissau

Malawi

Liberia

Tanzania

Number of
operations

Kenya

Niger

Nigeria

Madagascar

Nigeria

Rwanda

Mali

Rwanda

South Africa

Mauritius

Seychelles

Sudan*

Morocco

Sierra Leone

Swaziland

Niger

Tanzania

Uganda

Senegal

Uganda

Zambia

Tunisia

Zambia

Note: *MTN does no

split between Sudan
or South Sudan

Uganda

(1)

Togo

Note: Vodafone has

a partnership with
Almadar Aljadd in
Libya

Note:
Millicom is
present in South
Africa, Kenya,
Nigeria,
Morocco, Egypt,
Ivory Coast,
Senegal and
Ghana, via its
online and eCommerce
services

Note: Sierra
Leone in
deployment stage

Note: Changed
its name from
Orascom
Telecom Holding
to Global Telecom
Holding, as part
of the WIND
Telecom S.p.A.
and VimpelCom
Ltd. merger

Various company websites, updated on a quarterly basis, next update will be in the July issue

Vodacom Strategy and Research

C2 - Confidential

July 2014

16

Number of active mobile operators per country as of Apr14 (1)

The most common, and seemingly most sustainable number of operators per African country appears to be three, with outliers like Nigeria (11), Tanzania (8) and
Uganda (8). There are still a number of African countries that have a monopolistic market
**Bharti Airtel has announced its acquisition of Warid Uganda and Congo, but the operators will remain separate entities until further notice

Number of active mobile operators per country in Africa

1
Comoros Islands
Djibouti
Eritrea
Ethiopia
Sao Tom & Principe

2
Angola
Cameroon
Cape Verde
Lesotho
Libya

3
Algeria
Botswana
Burkina Faso
Chad
Egypt

Swaziland

Malawi
Mali
Seychelles
Togo

Equatorial Guinea
Guinea-Bissau
Madagascar
Mauritania
Mauritius
Morocco
Mozambique
Namibia
Rwanda
Senegal
Sudan
Tunisia
Zambia
Zimbabwe

(1) WCIS,

CAR
Congo
Gabon
Gambia
Kenya

5
Benin
Burundi
Guinea Republic
South Sudan

6
Cte d'Ivoire
Ghana
Somalia
DRC

8
Tanzania
Uganda**

11

Nigeria

Liberia
Niger
Sierra Leone
South Africa

Informa Telecoms, updated on a quarterly basis, next update will be in the July issue

Vodacom Strategy and Research

C2 - Confidential

July 2014

17