Friday, February 7, 2014

Vodafone: LTE (2M Subscribers) and Unlimited Plans Improve ARPU

Vodafone's Dec 2013 results (here and here) provide some information on data services, including the roll-out of LTE ("4G") and RED, Vodafone's unlimited plans.

"We have continued to make progress with our Vodafone 2015 strategy. 9.8 million customers are now on Vodafone Red plans, and we remain on track to meet our upgraded target of 11-12 million customers by March 2014 .. Our 4G services are now available in 13 countries and we now have around 2 million 4G Red customers in Europe. Data consumption has increased significantly, with customers using on average double the amount of a 3G plan. Group data usage grew 64% year-on-year, with Europe up 44%, and AMAP [Africa, Middle-East and Asia Pac] up 110%" .

See the slides below for the data usage growth, Application usage, ARPU etc.

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