1&1 Drilisch’s 4th MNO Entry in Germany, 2021 Case Study Report – ResearchAndMarkets.com

DUBLIN–(BUSINESS WIRE)–The “1&1 Drilisch’s 4th MNO Entry in Germany – Will it work?” company profile has been added to ResearchAndMarkets.com’s offering.

1&1 Drillisch’s MVNO business in Germany would become unprofitable when 5G goes mainstream, so investing in spectrum was 1&1 Drillisch’s only choice to keep its business afloat. 1&1 Drillisch’s 4th MNO business case will be positive if BNetzA intervenes and mandates competitive national data roaming rates.

Highlights

• Why 1&1 Drillisch decided to invest in spectrum?
• What was wrong with 1&1 Drillisch’s MVNO business model?
• How much will 1&1 Drillisch need to invest to build a mobile network that will put it on a similar footing with the other 3 MNOs?
• How much more and what type of spectrum will 1&1 Drillisch need to acquire and by when?
• When will 1&1 Drillisch’s 4th MNO operation in Germany turn cash flow positive?
• How long will 1&1 Drillisch’s MNO business case payback period be?
• Can 1&1 Drillisch run a profitable 4th MNO business case without securing competitive national data roaming rates?
• What is the minimum subscriber share and ARPS level required to break even in a reasonable period?
• Can 1&1 Drillisch break even with smartphone subscribers only?
• Should 1&1 Drillisch pursue fixed-to-mobile broadband substitution?
• How many 4G/5G wireless broadband subscribers can 1&1 Drillisch acquire and how much more spectrum will it need?
• Is 1&1 Drillisch’s incremental 4th MNO business case positive?
• Should Bundesnetzagentur intervene and mandate competitive national data roaming rates?
• How low should a competitive national data roaming rate be when first introduced and how fast should the rate decline?

Key Topics Covered:

1 Study context and methodology

1.1 Context

1.2 Methodology

2 Executive summary

3 The German mobile market: From 4 down to 3 mobile network operators and soon back to 4?

4 Market model projections

4.1 Mobile subscribers: smartphones, prepaid, mobile broadband and wireless broadband subscribers

4.2 Average Revenue Per Subscriber (ARPS)

4.3 Mobile service revenue

4.4 Average mobile data usage per subscriber and mobile data volume

5 1&1 Drillisch’s baseline MNO business case presumptions and outputs

5.1 Current and future spectrum holdings

5.2 Mobile network rollout and 1&1 Drillisch traffic in own versus in national roaming partner’s network

5.3 Purchases used in production including business-critical national data roaming costs

5.4 Operating expenses

5.5 Capital expenditure and spectrum fees

5.6 Gross profit, EBITDA and Cash Flow

5.7 Cumulative cash flow and payback period

6 1&1 Drillisch’s business case analysis & sensitivity

6.1 1&1 Drillisch’s payback period as a function of projected market share and ARPS.

6.2 1&1 Drillisch’s business case with and without 4G/5G wireless home broadband subscribers

6.3 Impact of 1&1 Drillisch’s spectrum holdings on mobile network capacity utilization and national roaming costs

6.4 1&1 Drillisch’s payback period as a function of national data roaming rate glide path

6.5 1&1 Drillisch 4th MNO vs. MVNO business case as a function of wholesale access data rate glide paths

6.6 1&1 Drillisch’s incremental 4th MNO business case

6.7 1&1 Drillisch’s 4th MNO German business case versus Iliad’s 4th MNO Italian business case

Companies Mentioned

• 1&1 Drillisch
• Deutsche Telekom
• Freenet
• Iliad
• T-Mobile
• Telefonica O2
• Vodafone

For more information about this company profile visit https://www.researchandmarkets.com/r/m3q2pz

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