Spain Telecommunications Report Q3 2009

Executive Summary .............5
SWOT Analysis....6
Spain Mobile Business Environment SWOT.............. 6
Spain Wireline Business Environment SWOT ........... 6
Spain Political SWOT........... 7
Spain Economic SWOT......... 7
Business Environment Analysis ..........8
Western Europe ... 8
Spain.................. 10
Table: Western Europe Business Environment Rankings......... 11
Industry Forecast Scenario .................12
Mobile.... 12
Table: Spain Telecoms Sector – Mobile – Historical Data & Forecasts.... 12
Fixed Line............... 14
Table: Spain Telecoms Sector – Fixed-Line – Historical Data & Forecasts................. 14
Internet ................... 15
Table: Spain Telecoms Sector – Internet – Historical Data & Forecasts .. 15
Market Data Analysis .........17
Mobile.... 17
Table: Spain Mobile Market, Q408...... 20
Table: Spain Mobile Market Net Additions, Q208-Q408 ......... 20
Table: Spain Mobile Network Operator Subscriber Mix Q408................. 21
Table: Spanish 3G Market, Q408 ........ 25
Mobile Contract Wins.............. 26
Table: Mobile Contract Wins............... 26
Mobile Content ....... 27
Regional Overview.. 27
Country Overview... 27
VAS Timeline .......... 29
Table: VAS Timeline ........... 29
Mobile Data............ 30
Table: Spain Mobile Market Overview ................... 30
Table: Telefónica................ 31
Table: Vodafone.................. 32
Table: Orange.... 33
Table: Yoigo Mobile Market Overview................... 34
Fixed-Line............... 35
Table: Spanish Fixed-Line Market Q108-Q109...... 35
Fixed-Line Revenues in 2008 (EURmn).................. 36
Broadband .............. 38
Table: Spanish Broadband Market Q108-Q109 ..... 39
Regulatory Environment....42
Spain: Regulatory Bodies & Their Responsibilities ................. 42
Background & Regulatory Bodies........ 43
Regulatory Issues................ 43
Competition ....... 44
Industry Developments ....... 44
Company Monitor...............46
Market Structure................. 46
Table: Key Players – Spain Telecoms Sector.......... 46
Table: Selected Operators – Financial Indicators .. 47
Company Monitor... 48
Table: Sony Ericsson Financial Highlights ............ 48
Table: Ericsson Financial Highlights (SEKmn)...... 49
Table: Ericsson Recent Contract Wins In Western Europe...... 54
Operator Profiles................ 56
Vodafone............ 62
Orange............... 64
Appendix ............66
Fixed Line.......... 66
Table: Regional Fixed-Line Penetration Overview.................. 67
Broadband ......... 67
Table: Regional Broadband Penetration Overview ................ 68
Mobile................ 68
Table: Regional Mobile Penetration Overview....... 69
Telecoms Business Environment Ratings Methodology.....70
Ratings Overview................ 70
Weighting................ 71
Weighting........... 71
Indicators................ 71
Indicators........... 72
Country Snapshot: Spain Demographic Data ......73
Section 1: Population............... 73
Table: Demographic Indicators, 2005-2030........... 73
Table: Rural/Urban Breakdown, 2005-2030 .......... 74
Section 2: Education & Healthcare ..... 74
Table: Education, 2002-2005 .............. 74
Table: Vital Statistics, 2005-2030........ 74
Section 3: Labour Market & Spending Power ........ 75
Table: Employment Indicators, 2001-2006............. 75
Table: Consumer Expenditure, 2000-2012 (US$) ... 75
Table: Average Annual Manufacturing Wages, 2000-2012 ..... 76
BMI Telecoms Industry Glossary .......77
Table: Telecommunications Glossary Of Terms ..... 77
BMI Telecommunications Forecasting & Sourcing ..............78
How We Generate Our Industry Forecasts .................. 78
Telecommunications Industry Forecast Table ........ 78
Business Environment Ratings............. 78
Sources ................... 79