Kenya Telecommunications Report Q4 2010

Executive Summary .. 5
SWOT Analysis .. 6
Kenya Mobile SWOT ....... 6
Kenya Fixed-Line and Broadband SWOT ....... 7
Kenya Political SWOT ..... 7
Kenya Economic SWOT ... 8
Kenya Business Environment SWOT ....... 9
Business Environment ... 10
Sub-Saharan Africa ..... 10
Kenya .......... 11
Table: Regional Telecoms Business Environment Ratings .... 13
Industry Forecast Scenario ..... 14
Mobile ......... 14
Table: Telecoms Sector – Mobile – Historical Data & Forecasts .. 14
Fixed Line ... 16
Table: Telecoms Sector – Fixed Line – Historical Data & Forecasts .... 16
Internet ....... 18
Table: Telecoms Sector – Internet – Historical Data & Forecasts ....... 18
Market Data Analysis ...... 19
Mobile ......... 19
Table: Kenya Mobile Market Q409 ...... 20
Table: Kenya Mobile Market Net Additions Q409 ........ 20
Market Shares ........ 21
Network Strategies ........ 22
Subscriber Mix And ARPU .... 23
Network Developments ......... 24
3G .......... 25
Mobile Content ... 27
Regional Outlook ... 27
Country Outlook .... 29
Table: VAS Developments ...... 31
Mobile Operator Data ... 32
Table: Kenya Mobile Market Overview ........ 32
Table: Zain (formerly Celtel) ........ 32
Fixed Line ... 33
Table: Kenya's Fixed Network Connections ......... 35
Table: Kenya's Fixed Network Traffic (minutes) ... 35
Internet ....... 36
Table: Kenya's Internet Subscribers ..... 37
Table: Wireline Developments ...... 40
Regulatory Environment & Industry Developments .... 41
Table: Kenya: Regulatory Bodies And Their Responsibilities ....... 41
Competition ........ 42
Licensing ..... 43
Industry Developments....... 44
Competitive Landscape .. 46
Key Players ......... 46
Table: Key Players – Kenya Telecoms Sector ....... 46
Table: Selected Operators Financial Indicators, 2002-2008 (US$mn) .. 46
Company Monitor .... 47
Table: Huawei Financial Highlights ..... 48
Table: Huawei - Recent Contract Wins and Other Developments in Sub-Saharan Africa .... 50
Table: Huawei – Recent Contract Wins And Other Developments In North Africa And The Middle East .... 52
Operator Profiles ..... 55
Safaricom ....... 55
Telkom Kenya ........ 58
Regional Telecommunications Penetration Overview ........ 61
Fixed Line ... 61
Table: Regional Fixed-Line Penetration ....... 62
Mobile ......... 63
Table: Regional Mobile Penetration ..... 64
Internet ....... 65
Table: Regional Internet Use Penetration .... 66
Country Snapshot: Kenya Demographic Data ..... 67
Section 1: Population ......... 67
Table: Demographic Indicators, 2005-2030 ......... 67
Table: Rural/Urban Breakdown, 2005-2030 ........ 68
Section 2: Education And Healthcare ........ 68
Table: Education, 2002-2005 ....... 68
Table: Vital Statistics, 2005-2030 ......... 68
Section 3: Labour Market And Spending Power ........ 69
Table: Consumer Expenditure, 2000-2012 (US$) ......... 69
Glossary Of Terms .. 70
Table: Glossary Of Terms ...... 70
BMI Methodology .... 71
How We Generate Our Industry Forecasts ........ 71
Table: Key Indicators For Telecommunications Industry Forecasts ...... 71
Telecoms Business Environment Ratings .... 73
Risk/Reward Ratings Methodology ....... 73
Table: Ratings Indicators ...... 74
Weighting ....... 75
Table: Weighting Of Indicators ..... 75
Sources ......... 75