2015 Q1

ELECTRONIC COMMUNICATIONS
MARKET IN TURKEY
MARKET DATA (2015 Q1)*
* In the event of any discrepancy, the original report in Turkish shall prevail.
AGENDA

Executive Summary

Market Overview

Market Data

Fixed

Broadband Internet

Mobile

Other Services
2
EXECUTIVE SUMMARY (MARKET OVERVIEW)

There are 632 operators providing service within a total of 1,031
authorizations as of May 11th, 2015.

Total net sales of Türk Telekom and mobile network operators
approximately worth 7.3 billion TL, while other operators’ total net
sales approximately worth 2 billion TL.

Total investments of Türk Telekom and mobile network operators is
around 0.8 billion TL’s.

Total investment of other operators has been realized as 163 million
TL’s in the first quarter of 2015.

Mobile traffic volume is 52.2 billion minutes and fixed traffic volume
is 2.9 billion minutes in the first quarter of 2015.
3
EXECUTIVE SUMMARY (FIXED MARKET)

There are approximately 12.2 million fixed telephony subscribers and
penetration rate is 15.9%. However, considering the fact that average
household size is around 3.69 in Turkey, we may assume fixed
telephony services reach to a significant proportion of population.

Number of Carrier Pre-Selection (CPS) users is 150,903, while the
number of users having call-by-call carrier selection services is
79,204.

Percentage of PSTN revenues on total revenues of Türk Telekom is
38.4%, while the proportion of access revenues is around 47%.

“On-net traffic/total traffic” ratio for Türk Telekom is 69.8%. On the
other hand; proportion of traffic to mobile networks is 23.7% of total
traffic.
4
EXECUTIVE SUMMARY (FIXED MARKET)

Market share of alternative operators for local calls is 14.5%, while
Türk Telekom has a market share of 85.5%.

Market share of alternative operators for national calls is 42.3%,
while Türk Telekom has a market share of 57.7%.

Market share of alternative operators for calls to mobile networks is
45.5%, while Türk Telekom has a market share of 54.5%.

Market share of alternative operators for international call
origination is 38.4%, while Türk Telekom has a market share of 61.6%.

Market share of alternative operators for international calls
terminated on fixed network is 58.5%, while Türk Telekom has a
market share of 41.5%.
5
EXECUTIVE SUMMARY (FIXED MARKET)

Market share of alternative operators for international calls
terminated on mobile networks is 58.5%, while Türk Telekom has a
market share of 41.5%.

Market share of alternative operators for call origination from fixed
network is 30% (share in total traffic), while Türk Telekom has a
market share of 70%.

Germany is the most frequently communicated country via fixed
network (outgoing and incoming).

Fixed Minutes of Usage (MoU) is 137.

Türk Telekom’s ARPU is 23.2 TL.
6
EXECUTIVE SUMMARY (BROADBAND INTERNET)

The number of broadband subscribers, which was 6 million in 2008,
is around 42.9 million(*)

Number of internet subscribers in Turkey increased by 4% as
compared to the previous quarter thanks to the increase in number
of mobile, cable and especially fibre internet subscribers. Annual
growth rate of total number of internet subscribers has reached to
22.6%.

Number of xDSL subscribers in the first quarter is over 6.8 million.

Number of mobile broadband subscribers (computer and mobile
handset) is around 33.9 million.
(*) Mobile broadband ratio given here is updated. Currently, it includes the subscribers who have used packages less than one
month period, who have used packages longer than one month period and who have accessed internet without any packages.
Previously, it was just consisted of the subscribers who had packages longer than one month period.
7
EXECUTIVE SUMMARY (BROADBAND INTERNET)

Number of cable internet subscribers reached to 575,461.

Nearly 52.8% of fixed broadband subscribers in Turkey prefer offers
providing 10-30 Mbps download speeds.

81% of users connecting to mobile internet via computer have a data
usage of 100 Mb and above. Almost 15.9% of subscribers are within
the 0-50 Mb interval.
8
EXECUTIVE SUMMARY (MOBILE MARKET)

There are around 72 million mobile subscribers corresponding to 92.7%
penetration rate. Mobile penetration rate exceeds 100% when 0-9 year’s
old population are excluded.

Number of 3G subscribers has reached to 59.4 million.

Turkcell has 47.6%, Vodafone has 29.3% and Avea has 23.1% market
share according to the number of subscribers.

Nearly 54.5% of total mobile subscribers are pre-paid users.

Almost 9.7% of total mobile subscribers are corporate subscribers while
the rest are individuals.

Churn rates are 2.9% for Turkcell, 3.2% for Vodafone and 3% for Avea.
9
EXECUTIVE SUMMARY (MOBILE MARKET)

As of May 14th, 2014 total number of ported numbers are over 82
million(cumulative).

M2M subscribers reached almost 2.6 million in the first quarter of 2015.

Germany is the most frequently communicated country via mobile
networks (outgoing and incoming).

Total number of SMS is around 25.3 billion and number of MMS is 23.9
million.

With respect to revenues, market share of Turkcell is 44.3% while market
shares of Vodafone and Avea are 35.2% and 21.5%, respectively.
10
EXECUTIVE SUMMARY (MOBILE MARKET)

Voice revenues make up 60.2% of Turkcell’s total revenues, 56.6% of
Vodafone’s and 48.6% of Avea’s. SMS+MMS revenues make up 6.3%
of Turkcell’s revenue and corresponding figures are 10.3% for Avea
and 10.3% for Vodafone. Data revenues make up 30.5% for Vodafone,
36.9% for Avea and 28%for Turkcell.

ARPU is 22.5 TL for Turkcell, 22.4 TL for Vodafone and 21.8 TL for
Avea.

As of March 2015, Turkcell’s MoU is 313, Vodafone’s MoU is 450 and
Avea’s MoU is 484. Overall MoU rate for Turkey is 367 minutes for
2015 Q1.
11
EXECUTIVE SUMMARY (OTHER OPERATORS)

Alternative operators have fiber length of 53,352 km, while Türk
Telekom has 197,262 km of fiber infrastructure. Nearly 123,957 km of
this infrastructure is used for backbone and the remaining is used for
access.

Infrastructure operators’ total revenue is around 177.8 million TL.

TURKSAT, as an operator of cable broadcasting services, has
1,170,459 cable TV subscribers and has 725,386 digital cable TV
subscribers.

Number of subscribers having GMPCS mobile telephony services is
6,230 and corresponding revenue is approximately 2.2 million TL.
12
EXECUTIVE SUMMARY (OTHER OPERATORS)

Satellite communication operators provide services such as
international internet connections, video conference and point-topoint international satellite data circuits, to 11,048 subscribers. Total
revenue generated from these services is approximately 85.6 million
TL.

Total number of calls for directory services is 8,312,524 and the
corresponding call time is 13,213,921 minutes. Total revenue of DQ
operators is approximately 18 million TL.

Number of subscribers having PMR/PAMR services is 2,653; number
of users is 85,582 and the total revenue is around 5,4 million TL.
13
MARKET OVERVIEW
Number of Authorizations Based on Authorization Type
(As of May 11th, 2015)
Authorization Type
Services
Number of
Authorizations
Authorization Agreement
Satellite and Cable TV Services
1
GSM Services
3
IMT-2000/UMTS Services
3
Several Telecommunication Services
1
Satellite Telecommunication Services
41
Satellite Platform Services
19
Infrastructure Operation Services
157
Internet Service Providers
381
Fixed Telephony Services
7
Cable TV Services
26
GMPCS Mobile Telephony Services
10
GSM 1800 Services on Air Vehicles
4
Mobile Virtual Network Operator Services
61
GMPCS Mobile Telephony Services
3
PMR/PAMR Services
82
Infrastructure Operation Services
9
Fixed Telephony Services
180
Directory Enquiry Services
11
Mobile Virtual Network Operator Services
32
Concession Agreement
Authorized by Notification
Authorized by Right of Use
TOTAL
1.031
14
MARKET OVERVIEW
Net Sales of Türk Telekom and Mobile Operators* , ¨
2010
2011
2012
2013
2014
Türk Telekom
7.340.362.030
7.374.599.666
7.253.226.575
7.237.240.887
7.698.705.632
Turkcell
7.991.150.227
8.332.040.983
8.828.290.710
9.123.141.855
9.371.204.954
Vodafone
3.349.822.000
3.741.607.933
4.380.371.258
5.734.390.000
6.747.411.285
Avea
2.497.421.759
2.906.743.653
3.354.467.547
3.808.180.931
4.312.489.175
TOTAL
21.178.756.016 22.354.992.235 23.816.356.090 25.902.953.673 28.129.811.044
*2010-2014 data Based on the income statements of operators notified to ICTA. Vodafone updated its 2013 net sales
data in 2014 Q4.
Net Profit of Türk Telekom and Mobile Operators* , ¨
2010
2011
2012
2013
2014
Türk Telekom
2.956.000.797 2.468.971.871 2.995.771.673
1.277.576.133
2.483.731.826
Turkcell
2.154.605.000 2.262.195.067 2.421.010.843
2.365.193.056
2.300.631.352
Vodafone
Avea
-239.277.770
-696.907.047
-91.669.117
40.981.479
53.634.967
-962.938.607 -1.054.556.808
-752.521.475
-726.954.492
-793.497.469
* Based on the income statements of operators notified to ICTA.
15
MARKET OVERVIEW
Net Sales of Türk Telekom and Mobile Operators*, ¨
2014-1
2014-2
2014-3
2014-4
2015-1
Türk Telekom
1.841.304.824
1.864.910.968
1.968.569.071
2.023.920.769
1.862.988.411
Turkcell
2.204.904.252
2.295.798.874 2.477.025.035
2.393.476.792
2.350.445.902
Vodafone
1.584.537.273
1.617.740.772 1.726.949.041
1.818.184.199
1.911.129.199
Avea
957.083.201
1.055.891.809 1.143.942.329
1.155.571.836
1.166.441.198
TOTAL
6.587.829.551
6.834.342.423
7.391.153.596
7.291.004.710
7.316.485.475
* Based on the quarterly notifications of operators to ICTA.
Net Sales of Other Operators, ¨
Operator Type
2014-1
Internet Service Providers
1.151.274.415
Fixed Telephony
269.898.385
292.080.183
297.090.202
280.764.744
290.659.607
Infrastructure
156.914.030
167.370.274
170.349.056
181.528.123
177.774.738
Satellite Telecommunication
64.058.866
67.719.903
60.220.838
89.046.099
85.567.472
Directory Information
15.459.780
16.803.773
22.892.570
18.126.410
17.982.552
Cable TV
110.534.588
105.148.267
109.019.212
117.392.317
125.188.262
GMPCS
2.143.905
3.755.230
2.227.269
5.002.309
2.163.121
PMR/PMAR
4.400.977
5.099.146
4.227.162
3.960.873
5.398.125
TOTAL
1.774.684.947
2014-2
2014-3
2014-4
2015-1
1.178.104.243 1.184.990.337 1.213.093.325 1.316.095.972
1.836.081.019 1.851.016.646 1.908.914.200 2.020.829.849
•Based on the quarterly notifications of operators to ICTA.
16
MARKET OVERVIEW
Annual Investment of Türk Telekom and Mobile Operators*, ¨
2010
Türk Telekom
2013
2014
1.430.588.567 1.372.029.459 1.012.532.009
779.323.342
894.292.037
947.118.055 1.057.753.655 1.360.000.236
1.043.320.000
799.790.150
588.602.244
621.412.373
942.973.136
838.780.574
799.871.481
756.699.109
705.706.896
782.085.603
Avea
TOTAL
2012
1.099.376.770 1.371.661.333
Turkcell
Vodafone
2011
3.760.800.686 3.865.615.001
3.723.007.975 3.756.902.383 4.097.590.985
*Based on the income statements of operators notified to ICTA.
Quarterly Investment of Türk Telekom and Mobile Operators, ¨
2014-1
2014-2
2014-3
2014-4
2015-1
Türk Telekom
77.722.674
140.024.451
209.905.142
584.879.742
75.557.021
Turkcell
230.186.595
173.944.324
363.784.872
592.084.444
221.053.493
Vodafone
235.363.218
242.557.663
231.594.801
233.457.454
368.452.571
Avea
124.684.946
92.361.855
184.452.413
380.586.389
158.318.364
TOTAL
667.957.434
648.888.294
989.737.228
1.791.008.029
823.381.449
Quarterly Investment of Other Operators, ¨
Other Operators
17
2014-1
2014-2
2014-3
2014-4
2015-1
367.433.755
361.365.315
303.771.660
540.072.409
163.014.182
MARKET OVERVIEW
Annual Voice Traffic Volume, Billion Minutes
250
202,6
16,7
189,2
200
168,9
150
149,5
132,2
19,4
219,1
14,0
21,8
23,6
23,9
100
50
147,1
125,8
108,2
169,8
185,9
2012
2013
205,2
0
2009
2010
2011
Mobile
Fixed
2014
Total
Quarterly Voice Traffic Volume, Billion Minutes
60
55
50
45
40
35
30
25
20
15
10
5
0
47,2
4,3
42,9
52,2
4,4
52,0
4,0
51,1
4,0
51,0
3,8
47,8
48,0
47,2
47,2
55,8
3,7
56,4
3,3
55,9
3,2
55,1
2,9
52,1
53,1
52,7
52,2
18
2013-1
2013-2
2013-3
2013-4
Mobile
2014-1
Fixed
2014-2
Total
2014-3
2014-4
2015-1
MARKET OVERVIEW
Total Traffic Distribution, Million Minutes
2015-1
49.449
2.119
2014-4
49.927
2.173 1.046 2.802
2014-3
50.277
2.1861.105 2.829
2014-2
49.493
2.503 1.198 2.610
2014-1
44.652
2.633 1.128
2.587
2013-4
44.559
2.800 1.171
2.610
2013-3
45.392
2.735 1.247 2.636
2013-2
45.199
2.7271.347
2013-1
40.484
0%
10%
20%
Mobile to Mobile
30%
40%
2.565
3.303 1.025 2.428
50%
Fixed to Fixed
820 2.748
60%
70%
Fixed to Other
80%
90%
100%
Mobile to Other
Total Traffic Distribution, %
2015-1
89,7
2014-4
89,2
2014-3
89,1
2014-2
88,7
5,0
5,0
5,0
4,7
3,8 1,5
3,9 1,9
3,9 2,0
4,5 2,1
2014-1
87,6
5,1
5,2 2,2
2013-4
87,1
5,1
5,5 2,3
2013-3
87,3
5,1
5,3 2,4
2013-2
87,2
4,9
5,3 2,6
2013-1
85,7
0%
10%
20%
Mobile to Mobile
30%
40%
Mobile to Other
5,1
50%
60%
Fixed to Fixed
70%
80%
Fixed to Other
90%
7,0
2,2
100%
19
FIXED MARKET
Fixed-Line Subscribers and Penetration Rate
28
18
22,81
16
22,30
24
20,63
18,33
14
17,68
16,34
15,94
%
12,22
12
12,53
13,55
13,86
6
15,21
8
16
16,20
10
16,53
Millions
12
20
8
4
4
2
0
0
2009
2010
2011
# of Subscribers
2012
2013
2014
2015-1
Penetration
20
FIXED MARKET
Number of Users of FTS Providers, 2015 Q1
Method
2014-1
2014-2
2014-3
2014-4
2015-1
Carrier Pre-selection
202.056
206.535
162.620
178.737
150.903
Call-by-call Carrier
Selection
88.135
81.650
78.028
77.018
79.204
Market Shares of FTS Providers
Based on # of Users, 2015 Q1
Alternative Operators
Market Share
(%)
TTNet
53,7
Superonline
16,2
Turknet
9,9
İş Net
5,9
Vodafone Net
5,3
Millenicom
4,0
TTM Telekom
1,8
Others
3,2
21
FIXED MARKET
Breakdown of Annual Fixed Revenues of Türk Telekom, %
2014
39,56
2013
42,08
47,67
2012
3,76 4,76
4,29 4,78 4,73
38,52
56,60
9,85
31,60
5,26 3,86 2,68
2011
60,62
27,03
6,44 3,68 2,23
2010
60,50
27,14
6,90 3,40 2,07
2009
61,37
24,29
7,57 3,31 3,45
0%
10%
20%
30%
40%
PSTN
Access
50%
60%
Leased Lines
70%
Interconnection
80%
90%
100%
Other
Breakdown of Quarterly Fixed Revenues of Türk Telekom, %
2015-1
38,36
2014-4
46,95
36,74
2014-3
3,81 4,26
42,33
38,49
3,58 4,10
41,25
6,62
13,25
3,69 4,83
11,75
2014-2
41,08
43,20
3,84 5,27
6,61
2014-1
42,25
41,56
3,97 4,88
7,35
90%
100%
0%
10%
PSTN
20%
30%
Access
40%
50%
Leased Lines
60%
70%
Interconnection
80%
Other
22
FIXED MARKET
Breakdown of Türk Telekom’s Traffic, %
2015-1
69,8
2014-4
2,2
71,4
2014-3
2,0
70,0
2014-2
2,1
72,4
2014-1
20%
Onnet
3,9
24,5
3,4
1,8
40%
60%
International
22,6
3,0
20,7
2,9
80%
Mobile
4,3
22,7
1,9
74,6
0%
23,7
100%
FTS
Breakdown of Türk Telekom’s Traffic, Million Minutes
2014 Q1 2014 Q2 2014 Q3 2014 Q4 2015 Q1
On-net
2.094
1.982
1.695
1.645
1.501
International
49
52
51
46
47
Mobile
582
620
595
523
509
FTS
81
83
83
89
92
Total
2.806
2.736
2.423
2.303
2.150
23
FIXED MARKET
Market Shares Based on Voice Revenues*, %
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
12
14
15
15
14
88
86
85
85
86
2014-1
2014-2
2014-3
2014-4
2015-1
TT
FTS
(*) Calculated from minute-based voice revenues of TT and net sales of FTS
providers.
Call Origination Market Shares from Fixed Networks, %
100%
80%
32
42
41
45
44
58
59
55
56
60%
40%
68
20%
24
0%
2014-1
2014-2
2014-3
TT
2014-4
FTS
2015-1
FIXED MARKET
FTS and TT Comparison for Local Calls, %
100
80
86,4
85,6
13,6
14,4
85,6
84,8
85,5
15,2
14,5
%
60
40
20
14,4
0
2014-1
2014-2
2014-3
TT
2014-4
2015-1
FTS
FTS and TT Comparison for National Calls, %
80
60
70,0
71,3
67,2
63,7
%
57,7
42,3
40
30,0
32,8
28,7
* Market Shares are based on traffic volume.
36,3
20
25
0
2014-1
2014-2
2014-3
TT
FTS
2014-4
2015-1
FIXED MARKET
FTS and TT Comparison for F2M Calls, %
80
60
%
* Market Shares are based on
traffic volume.
56,7
40
43,3
58,7
56,7
43,3
54,6
54,5
41,3
45,4
45,5
2013-3
2013-4
2014-1
20
0
2013-1
2013-2
TT
FTS and TT Comparison for International Calls, %
FTS
Most Frequently Communicated
Countries via Fixed Networks
80
%
60
40
52,1
47,9
61,6
59,3
55,2
44,8
56,1
40,7
43,9
38,4
20
0
2014-1
2014-2
2014-3
TT
FTS
2014-4
2015-1
Highest Rate of
Traffic Sent to
Germany
Highest Rate of Traffic
Received From
Germany
UK
Turkish Republic of
Northern Cyprus
Iraq
France
Belgium
Georgia
Greece
UK
26
FIXED MARKET
FTS and TT Comparison for International Incoming Calls
Terminated on Fixed Networks*, %
80
70
(*)Due to an update by
alternative operators,
2014 data has been recalculated and differs
from the data published
in previous quarters.
66,5
64,0
62,3
56,2
60
58,5
%
50
40
30
43,8
36,0
33,5
2014-1
2014-2
37,7
41,5
20
10
0
2014-3
TT
2014-4
2015-1
FTS
FTS and TT Comparison for International Incoming
Calls Terminated on Mobile Networks, %
80
73,1
62,6
67,1
66,7
67,7
Market Shares are based
on traffic volume.
%
60
40
37,4
33,3
32,9
20
32,3
26,9
0
2014-1
2014-2
TT
2014-3
FTS
2014-4
2015-1
27
FIXED MARKET
Fixed MoU, Minutes
250
200
153
150
150
147
146
2014-3
2014-4
137
100
50
0
2014-1
2014-2
2015-1
ARPU, ¨
25
20
23,2
23,1
23,1
22,7
10
22,6
15
5
28
0
2014-1
2014-2
2014-3
2014-4
2015-1
BROADBAND INTERNET
Number of Broadband Internet Subscribers*
50
45
41,2
40
32,6
35
27,6
Millions
30
22,3
25
20
14,3
5
0
8,8
6,0
6,0
6,4
2,5
Fixed
8,9
8,4
7,9
7,6
32,4
15
10
8,9
42,9
7,1
19,7
14,7
33,9
24,2
7,2
Mobile
Total
•(*) Fixed, mobile, cable modem, fiber etc. all means of broadband access are included.
•(*)Mobile broadband ratio between 2009-2013 is updated. Currently, it includes the subscribers who have used packages
less than one month period, who have used packages longer than one month period and who have accessed internet
without any packages. Previously, it was just consisted of the subscribers who had packages longer than one month period.
29
BROADBAND INTERNET
Breakdown Number of Internet Subscriptions
2014-1
2014-4
2015-1
xDSL
6.671.447
6.799.100
6.802.510
Mobile Internet from
Computer
1.541.425
1.354.746
1.543.816
Mobile Internet from Mobile
Handset
24.902.577
31.005.915
32.391.046
Cable Internet
492.288
558.456
FTTH
345.882
FTTB
Quarterly Growth Rate Annual Growth Rate
(2014 Q4 – 2015 Q1) (2014 Q1 – 2015 Q1)
0,1%
2,0%
14,0%
0,2%
4,5%
30,1%
575.461
3,0%
16,9%
472.424
512.126
8,4%
48,1%
931.829
984.973
1.002.024
1,7%
7,5%
1.277.711
1.457.397
1.514.150
3,9%
18,5%
Other
112.808
97.326
94.798
-2,6%
-16,0%
TOTAL
34.998.256
41.272.940
42.921.781
4,0%
22,6%
Fiber (Total)
30
BROADBAND INTERNET
Data on 3G Subscribers
2014-1
2014-2
2014-3
2014-4
2015-1
# of 3G Subscribers
51.023.960
53.385.734
56.780.787
58.329.492
59.422.663
Mobile Internet from Computer
1.541.425
1.379.300
1.277.070
1.354.746
1.543.816
Mobile Internet from Mobile Handset 24.902.577
27.066.363
29.826.976
31.005.915
32.391.046
84.940
96.544
107.970
Mobil Internet Usage, TByte
52.359
61.913
Post-Paid and Pre-Paid Mobile Broadband
Internet Subscriptions, 2015 Q1, Thousands
18.000
17.782
16.153
15.000
12.000
9.000
6.000
31
3.000
0
Pre-Paid
Post-Paid
BROADBAND INTERNET
ISP Market Shares Based on # of
Subscribers, 2015 Q1*
Operator
Breakdown of Other Means of Internet
2014-1
2014-4
2015-1
%
TTNet
75,3
Superonline
15,8
Doğan TV Digital
4,4
Turknet
1,9
Vodafone Net
1,1
Dial Up
47.177
45.918
45.734
Millenicom
1,0
ISDN BA/PA
15.994
15.381
15.291
Others
0,5
Satellite Communications
10.506
10.870
10.418
Metro Ethernet
11.403
12.227
12.319
PLC, BPL
18.495
3.309
3.959
Frame Relay
80
49
43
ATM
25
17
15
Other
9.128
9.555
7.019
TOTAL
112.808
97.326
94.798
(*) xDSL, Fiber, Metro, FR, PLC, ATM,
etc. included cable and mobile
connections are excluded.
32
BROADBAND INTERNET
Distribution of Fixed Broadband Subscribers according to Technology and
Operator, %
2015-1
62,7
2014-4
63,8
2014-3
65,0
2014-2
66,1
2014-1
66,9
2013-4
68,1
13,4
12,8
2013-2
71,5
2013-1
72,7
20
xDSL TTNet
30
0,5
6,3
16,4
0,6
5,9
16,0
0,7
5,8
15,6
0,7
5,8
15,0
0,8
14,2
0,8
11,8
70,5
10
16,9
12,4
2013-3
0
6,4
11,5
11,1
5,8
10,9
5,9
10,8
10,8
40
50
xDSL Other ISPs
60
Cable
70
Fiber
11,8
0,9
6,1
10,7
1,0
6,3
9,3
1,0
80
Others
90
100
33
BROADBAND INTERNET
Mobile Internet Usage Speeds
from Computer, 2015 Q1, %
5,2
15,8
16,4
3,2
6,1
18,2
Connection Speeds for Fixed
Broadband, 2015 Q1
35,1
0-50 MB
250 MB-1 GB
>8 GB
50-100 MB
1-4 GB
100-250 MB
4-8 GB
Mobile Internet Usage Speeds from
Mobile Handsets, 2015 Q1, %
1,0
%4,7
4,5
%36,2
23,5
29,8
%0,4
%4,0
%1,5
%0,1
1,4
2,4
%52,8
2,5
%0,2
7,5
3,8
23,6
x≤1 Mbps
2 Mbps < x ≤4 Mbps
8 Mbps < x ≤10 Mbps
1 Mbps < x ≤2 Mbps
4 Mbps < x ≤8 Mbps
10 Mbps < x ≤30 Mbps
0-5 MB
50-100 MB
4-8 GB
5-10 MB
100-250 MB
>8 GB
34
10-25 MB
250 MB-1 GB
25-50 MB
1-4 GB
MOBILE MARKET
Number of Mobile Subscribers and Penetration Rate
80
92,1%
86,5%
70
87,4%
83,8%
Millions
60
89,5%
25,9
50
90,9%
20,4
92,7%
100%
13,6
12,6
80%
33,9
40
65,8
30
60%
42,4
55,7
20
31,4
10
41,8
58,3
49,3
59,4
40%
Penetration, %
72.040.764
92,5%
20%
19,4
7,1
0
2008
2009
0%
2010
2011
2G Subscribers
2012
2013
3G Subscribers
2014
2015-1
Mobile Penetration
Total Number of Mobile Subscriptions, Million
80
70,12
70,79
71,91
71,89
72,04
40
34,79
34,64
34,73
34,63
34,26
30
20,03
20,37
20,95
20,92
21,14
15,29
15,78
16,23
16,33
16,64
2014-1
2014-2
2014-3
2014-4
2015-1
70
60
50
20
10
0
Avea
Vodafone
Turkcell
Total
35
MOBILE MARKET
Monthly Churn Rates of Mobile Operators, %
5%
4%
3%
2%
1%
0%
Jan-14
Feb-14
Mar-14
Apr-14
May-14
Jun-14
Jul-14
Aug-14
Sep-14
Oct-14
Nov-14
Dec-14
Jan-15
Feb-15
Mar-15
Avea
2,9%
2,7%
3,0%
2,7%
2,9%
3,1%
3,3%
2,9%
3,1%
3,1%
2,7%
2,9%
2,6%
2,6%
3,0%
Vodafone
3,1%
3,0%
3,4%
3,0%
3,1%
3,2%
3,1%
2,9%
3,0%
2,9%
2,6%
4,8%
3,0%
2,8%
3,2%
Turkcell
2,6%
2,5%
2,9%
2,7%
2,9%
2,8%
2,8%
2,6%
3,0%
2,8%
2,5%
2,7%
2,6%
2,5%
2,9%
Distribution of Individual and Corporate
Mobile Subscribers, %
Pre-Paid and Post-Paid Mobile Subscriptions, %
100%
80%
9,7
58,8
57,7
57,1
55,7
54,5
41,2
42,3
42,9
44,3
45,5
2014-1
2014-2
2014-3
2014-4
2015-1
60%
Individual
40%
Corporate
20%
36
0%
90,3
Pre-Paid
Post-Paid
MOBILE MARKET
Mobile Number Portability, Quarterly
3.700.000
3.600.000
3.500.000
3.100.000
3.000.000
3.131.101
3.355.104
3.200.000
3.476.395
3.300.000
2.900.000
3.268.086
3.655.772
3.400.000
2.800.000
2014-1
2014-2
2014-3
2014-4
2015-1
2014 Q4 Net Gaining Subscriber Numbers, Thousands
800
698
Net Transfered Numbers
600
384
400
200
0
-200
31
2014-1
184
91
21
2014-3
2014-4
2015-1
-119
-231
-400
-600
2014-2
210
224
103
-327
-415
-579
-800
Avea
Vodafone
Turkcell
-275
37
MOBILE MARKET
Market Shares according to Number of Subscribers, %
100%
21,8
22,3
22,6
22,7
23,1
28,6
28,8
29,1
29,1
29,3
49,6
48,9
48,3
48,2
47,6
2014-1
2014-2
2014-3
2014-4
2015-1
80%
60%
40%
20%
0%
Avea
Vodafone
Market Shares according to Traffic Volume, %
Turkcell
Market Shares according to Revenue, %
100%
100%
25,1
26,7
26,5
27,0
80%
60%
27,5
34,5
33,9
34,2
35,3
35,3
40%
20%
20,2
21,3
21,4
21,5
21,5
33,4
32,6
32,3
33,9
35,2
46,5
46,2
46,3
44,6
43,3
2014-1
2014-2
2014-3
2014-4
2015-1
80%
60%
40%
40,5
39,4
39,3
37,7
37,2
20%
38
0%
0%
2014-1
2014-2
Avea
2014-3
Vodafone
2014-4
Turkcell
2015-1
Turkcell
Vodafone
Avea
MOBILE MARKET
Breakdown of Mobile Traffic, Million Minutes
2015-1
28.587
20.862
2014-4
29.211
20.716
2014-3
30.258
2.564
184
2.602 200
20.018
2.605
225
2014-2
30.708
18.785
2.390 220
2014-1
28.092
16.560
2.388
0%
20%
40%
60%
80%
On-Net
Other Mobile Network Operators
Fixed Networks
International+DQ Services+Satelite+Others
199
100%
Breakdown of Mobile Traffic, %
2015-1
54,8
40,0
4,9
0,4
2014-4
55,4
39,3
4,9
0,4
4,9
0,4
2014-3
57,0
37,7
2014-2
58,9
36,1
4,6
0,4
2014-1
59,5
35,1
5,1
0,4
0%
20%
On-Net
40%
Other Mobile Network Operators
60%
Fixed Networks
80%
100%
International+DQ Services+Satelite+Others
39
MOBILE MARKET
Most Frequently Communicated Countries via
Mobile Networks, 2015 Q1
100%
Highest Rate of Traffic
Sent to
Germany
Highest Rate of Traffic
Received From
Germany
Turkmenistan
Saudi Arabia
UK
Iraq
Netherlands
Austria
Iraq
France
Breakdown of Mobile Revenue, %
5,4%
2,6%
28,0%
30,5%
6,3%
10,3%
4,2%
4,3%
36,9%
30,6%
90%
80%
70%
60%
8,3%
10,3%
50%
40%
30%
60,2%
56,6%
48,6%
20%
56,7%
40
10%
0%
Turkcell
Voice
Vodafone
SMS+MMS
Avea
Data
Toplam
Value Added Services
MOBILE MARKET
Mobile SMS and Mobile MMS, Million (*)
40.000
34.452
31.979
30.738
27.153
30.000
25.279
20.000
10.000
30,9
33,5
31,1
25,7
23,9
2014-1
2014-2
2014-3
2014-4
2015-1
0
SMS
MMS
Number of SMS & MMS, Million
2014-1
2014-2
2014-3
2014-4
Service
Avea
Turkcell
Vodafone
SMS
8.940
12.580
12.920
MMS
9,1
15,3
6,5
SMS
9.680
10.310
11.980
MMS
10,9
14,9
7,7
SMS
9.890
9.360
11.490
MMS
10,2
13,2
7,7
SMS
9.280
7.390
10.480
MMS
9,0
11,0
5,7
SMS
8.825
6.730
9.724
2015-1
(*) The dramatic difference in SMS numbers
before 2014 is due
method. SMS’s
MMS with respect to quarters
9,1
9,1 to calculation 5,7
with Turkish characters might count more than one SMS at interconnection systems, however they are billed as one.
Therefore the calculation source has shifted from interconnection system to billing system starting 2014 Q1 in order
to present the most accurate data.
41
MOBILE MARKET
Mobile ARPU, ¨
25
20
15
21,8
22,4
22,5
22,5
22,1
22,8
22,9
22,2
23,3
21,7
21,7
21,7
20,8
20,7
20,8
10
Avea
Vodafone
Turkcell
5
0
2014-1
2014-2
2014-3
2014-4
2015-1
MoU values of Mobile Operators, Minutes (*)
600
500
400
399
366
461
441
407
391
401
437
412
433
415
440
448
422
426
417
410
309
306
299
288
440
428
456
435
450
425
355
300
200
425
428
275
250
287
284
307
299
301
303
295
484
412
450
390
270
313
100
(*)Data dedicated
mobile subscriptions
are deducted from
total # and recalculated back to a
full year.
42
0
Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 Aug-14 Sep-14 Oct-14 Nov-14 Dec-14 Jan-15 Feb-15 Mar-15
Avea
Vodafone
Turkcell
MOBILE MARKET
Pre-Paid Mobile ARPU, ¨
15
11,0
Avea
12,7
14,0
13,0
11,6
14,3
12,4
14,7
13,2
12,6
11,8
13,8
11,9
5
10,8
12,8
10
Vodafone
Turkcell
0
2014-1
2014-2
2014-3
2014-4
2015-1
Post-Paid Mobile ARPU, ¨
45
40
35
30
36,7
35,3
30,1
38,0
35,1
30,9
39,4
35,6
30,8
36,8
35,4
15
30,1
Vodafone
36,3
20
34,8
Avea
29,5
25
10
5
0
2014-1
2014-2
2014-3
2014-4
2015-1
Turkcell
43
OTHER SERVICES
Market Shares of Alternative Network
Operators, 2015 Q1
Revenue of Alternative Network
Operators
Period
Revenue, ¨
2014 Q1
156.914.030
2014 Q2
167.370.274
2014 Q3
170.349.056
2014 Q4
181.528.123
2015 Q1
177.774.738
Fiber Optic Networks of Alternative Operators
Total
Total Access
Total
Backbone
Length
Length (km)
Length
Operators
Market Share
based on Net
Sales (%)
Superonline
33,7
Kule Hizmetleri
20,7
Vodafone Net
20,0
Mtctr Memorex
8,0
İş Net
4,8
T-Systems
3,4
Turknet
1,9
AT&T Global
1,8
BT Bilişim
1,6
Mednautilus
1,5
Total Length
Owned
Total Length
Leased
2014 Q1
39.823
11.421
41.886
9.358
51.244
2014 Q2
40.475
11.103
41.970
9.609
51.579
2014 Q3
39.464
11.633
42.548
8.549
51.098
Equant İstanbul
1,3
2014 Q4
40.345
11.831
43.108
9.068
52.176
BT Telekom
0,7
2015 Q1
40.960
12.392
43.868
9.484
53.352
Others
0,6
44
OTHER SERVICES
Satellite Communications Services
Period
# of Subscribers
Revenue, ¨
2014 Q1
10.506
64.058.866
2014 Q2
10.629
67.717.903
2014 Q3*
10.799
60.301.508
2014 Q4
10.870
89.046.099
2015 Q1
11.048
85.567.472
(*)2014 Q3 revenue data has been updated due to correction from operators.
Cable Platform Services
Market Share of Satellite
Communication Operators
based on # of Subscribers
Period
# of Cable TV
Subscribers
# of Cable
Telephony
Subscribers
# of IPTV
Subscribers
2014 Q1
1.166.268
43.931
308.315
Operator
%
2014 Q2
1.150.403
45.474
303.578
EserTelekom
39,1
2014 Q3
1.152.103
42.882
304.757
İş Net
24,4
2014 Q4
1.176.126
40.346
349.561
Superonline
18,2
2015 Q1
1.170.459
37.737
380.159
Türksat
8,3
Others
10,0
45
OTHER SERVICES
Digital Platform Services Number of Domestic Users
2014-1
2014-2
2014-3
2014-4
2015-1
DIGITÜRK
2.956.344
2.957.205
3.019.947
3.032.761
2.931.394
D-SMART
1.649.191
1.669.284
1.708.716
1.730.236
1.737.340
FILBOX
-
361
1.110
3.125
4.880
46
Directory Information Services
OTHER SERVICES
# of Calls
Call Duration
(Minutes)
Total # of Enquiries
Revenue,¨
2014 Q1
9.480.153
14.885.822
26.231.202
15.459.782
2014 Q2
9.938.552
15.742.307
25.904.647
16.803.773
2014 Q3
10.530.948
17.553.246
25.710.188
22.892.570
2014 Q4
8.810.695
14.056.139
22.520.977
18.585.203
2015 Q1
8.312.524
13.213.921
17.065.874
17.982.552
Period
Market Share of Directory Information
Operators based on Number of Calls, 2015 Q1
%
Average Call Duration
(Min.)
BN Telekom (11880 – 11810 -11844)
81,3
1,5
11818 Rehberlik (11818-11820)
12,1
2,1
Pluss Telekom (11870 – 11890 – 11899)
4,0
2,1
Jan İletişim (11860)
1,1
1,6
Infoline (11824)
0,7
0,9
Callturk (11858)
0,6
1,7
Mega Telekom (11881-11883)
0,2
1,7
Rehberlik Hizmetleri Servisi (11819-11850)
0,1
1,1
Operator
47
OTHER SERVICES
Market Share of GMPCS Operators
Based on # of subscribers, %
Operator
2014 Q1
2014 Q2
2014 Q3
2014 Q4
2015 Q1
Teknomobil
65,4
65,7
65,8
66,4
66,6
Globalstar
33,2
32,9
32,7
32,2
32,0
Mobilkom
1,4
1,4
1,5
1,4
1,4
GMPCS Services
PMR/PAMR Services
Period
# of
Subscribers
# of Users
Revenue, ¨
2014 Q1
2.350
68.213
4.400.977
2014 Q2
2.295
69.449
5.099.146
2014 Q3
2.548
75.584
4.221.024
2014 Q4
2.555
76.955
3.960.873
2015 Q1
2.653
85.582
5.398.125
Period
# of
Subscribers
Revenue, ¨
2014 Q1
6. 082
2.143.905
2014 Q2
6. 087
3.755.230
2014 Q3
6. 164
2.227.269
2014 Q4
6.230
5.002.309
2015 Q1
6.230
2.163.121
48
ELECTRONIC COMMUNICATIONS
MARKET IN TURKEY
MARKET DATA (2015 Q1)*
* In the event of any discrepancy, the original report in Turkish shall prevail.