MásMóvil anuncia despliegue propio de red FTTH con 500.000 hogares

Muy interesante. Hacen hincapié que todos los operadores se están centrando en las mismas áreas en los despliegues de FTTH y que ellos buscarán desplegar en otras zonas (municipios entre 50k-5k habitantes). Diapositiva 33: "MASMOVIL will rollout 500k FTTH BUs on its own in low competition areas".

Destacan entre otras cosas:

87% of the households covered by FTTH are located in big cities (>50k inhabitants). There are more than 5M households not covered by FTTH in municipalities with population between 5k to 50k where national players (eventually with exception of the incumbent) are not yet focusing

Ojo, también ampliarán la cobertura de la red FTTH adquirida a Orange en zonas de "alta competencia " de las 720k viviendas actuales hasta 1 millón de "unidades inmobiliarias":

MASMOVIL has acquired 720-750k FTTH BUs and will co-invest to build up to 1,000k BUs until 2018 to complement its footprint in high competition areas

Otro datos interesantes:

Jazztel's network footprint is highly overlapped with Telefonica's and Vodafone's with Orange's (0.8M)

… and lower competition is leading to higher prices for consumers

(FTTH) Orange will operate the network for a transition period of 12 months

(ADSL) Bitstream access to Jazztel's ADSL network (18.6m BUs) with interconnection in a single national concentration point  Duration: 8 years (initial 4 years with option to extend by 4 years)

The Spanish broadband penetration is still lagging behind EU28 average

MASMOVIL will reach c400k FBB customers and 1 million mobile lines in 2018, approx. multiplying revenues by 2 and EBITDA by 6 (Similar footprint than Euskaltel, R and Telecable all together)

Bienvenida sea la competencia.

Diría que tenemos una nueva Jazztel. Eso es bueno.