Market News
Number of Cellular Users Up 5% in April
MTS outperformed competitors in Moscow area while Vimpelcom demonstrated the best performance in regional sales. MegaFon's final steps to 'clean' the subscriber base by introducing stricter churn policies in its subsidiaries across Russia resulted in rather weak performance in April, though the company's additions in Moscow were stable with subscriber base exceeding 1 mln in the capital as of April 30.
Russian Mobile Subscribers
| Mobile Subscribers | Apr 30, 2004 | Mar 31, 2004 |
|---|---|---|
| Russia | 44,420,000 | 42,260,000 |
| Penetration | 30.6% | 29.1% |
| Moscow | 12,813,564 | 12,424,223 |
| Penetration | 75.4% | 73.1% |
| St.Petersburg | 4,066,771 | 3,931,481 |
| Penetration | 64.1% | 62.0% |
Russian Cellular | Russian Net Additions, |
Top 10 Mobile Operators
| # | Company | April 30, 2004 | March 31, 2004 |
|---|---|---|---|
| 1 | MTS | 21,000,514 | 19,950,000 |
Moscow | 5,605,849 | 5,390,000 | |
Ukraine (UMC) | 4,103,798 | 3,849,000 | |
Belarus | 636,000 | 593,000 | |
| 2 | Vimpelcom | 14,125,000 | 13,348,000 |
Moscow | 6,150,000 | 6,034,000 | |
| 3 | MegaFon | 8,128,165 | 7,741,730 |
Moscow | 1,002,315 | 942,377 | |
Tajikistan | 16,500 | 16,000 | |
| 4 | Uralsvyazinform | 1,395,389 | 1,338,811 |
| 5 | SMARTS Group | 1,317,000 | 1,265,000 |
| 6 | Sibirtelecom | 604,700 | 599,800 |
| 7 | N.Novgorod Cellular | 437,798 | 430,981 |
| 8 | Dal Telecom International | 276,448 | 258,411 |
| 9 | Ekaterinburg Cellular Communications | 276,189 | 265,137 |
| 10 | New Telephone Company | 160,714 | 153,895 |
Moscow and St.Petersburg
Moscow License Area
MTS leapfroged over Vimpelcom in April winning 55% of all net additions. Vimpelcom still remains the leader with 6.15 mln subscribers leading by 0.5 mln users compared to its main rival, MTS. MegaFon finally reached 1 mln milestone in Moscow earning visible 18% of new users.
Moscow Market Breakdown | Net Additions in Moscow, |
St.Petersburg and Leningrad Region
St. Petersburg Market Breakdown | Net Additions in St.Petersburg |
More Than 6 Million Cellular Users Joined Cellular Networks in 1Q 2004
We berlieve there will be more than 60 mln cellular subscribers in the country by year-end 2004.
Russian Mobile Subscribers
| Mobile Subscribers | Mar 31, 2004 | Feb 29, 2004 |
|---|---|---|
| Russia | 42,260,000 | 39,880,000 |
| Penetration | 29.1% | 27.5% |
| Moscow | 12,424,223 | 12,052,148 |
| Penetration | 73.1% | 71.0% |
| St.Petersburg | 3,931,481 | 3,762,237 |
| Penetration | 62.0% | 59.3% |
Russian Cellular | Russian Net Additions, |
Top 10 Mobile Operators
| # | Company | March 31, 2004 | February 29, 2004 |
|---|---|---|---|
| 1 | MTS | 19,950,000 | 18,945,000 |
Moscow | 5,390,000 | 5,200,000 | |
Ukraine (UMC) | 3,849,000 | 3,652,415 | |
Belarus | 593,000 | 549,348 | |
| 2 | Vimpelcom | 13,348,000 | 12,549,000 |
Moscow | 6,034,000 | 5,909,000 | |
| 3 | MegaFon | 7,741,730 | 7,163,222 |
Moscow | 942,377 | 888,148 | |
Tajikistan | 16,000 | 15,294 | |
| 4 | Uralsvyazinform | 1,338,811 | 1,201,800 |
| 5 | SMARTS Group | 1,265,000 | 1,195,000 |
| 6 | Sibirtelecom | 599,800 | 574,700 |
| 7 | N.Novgorod Cellular | 430,981 | 415,383 |
| 8 | Ekaterinburg Cellular Communications | 265,137 | 245,944 |
| 9 | Dal Telecom International | 258,411 | 236,122 |
| 10 | New Telephone Company | 153,895 | 167,728 |
Moscow and St.Petersburg
Moscow License Area
Moscow Market Breakdown | Net Additions in Moscow, |
St.Petersburg and Leningrad Region
St. Petersburg Market Breakdown | Net Additions in St.Petersburg |
Cellular Subs Almost Doubled During Last 12 Months
Russian Mobile Subscribers
| Mobile Subscribers | Feb 29, 2004 | Jan 31, 2004 |
|---|---|---|
| Russia | 39,880,000 | 37,960,000 |
| Penetration | 27.5% | 26.1% |
| Moscow | 12,052,148 | 11,740,502 |
| Penetration | 71.0% | 69.1% |
| St.Petersburg | 3,762,237 | 3,656,389 |
| Penetration | 59.3% | 57.7% |
Russian Cellular | Russian Net Additions, |
Top 10 Mobile Operators
| # | Company | February 29, 2004 | January 31, 2004 |
|---|---|---|---|
| 1 | MTS | 18,945,000 | 18,070,000 |
Moscow | 5,200,000 | 5,061,000 | |
Ukraine (UMC) | 3,652,415 | 3,490,000 | |
Belarus | 549,348 | 505,400 | |
| 2 | Vimpelcom | 12,549,000 | 11,935,000 |
Moscow | 5,909,000 | 5,757,000 | |
| 3 | MegaFon | 7,163,222 | 6,737,771 |
Moscow | 888,148 | 867,646 | |
Tajikistan | 15,294 | 15,000 | |
| 4 | Uralsvyazinform | 1,201,800 | 1,251,100 |
| 5 | SMARTS Group | 1,195,000 | 1,172,000 |
| 6 | Sibirtelecom | 574,700 | 536,000 |
| 7 | N.Novgorod Cellular | 415,383 | 396,870 |
| 8 | Ekaterinburg Cellular Communications | 245,944 | 237,475 |
| 9 | Dal Telecom International | 236,122 | 220,093 |
| 10 | New Telephone Company | 167,728 | 159,492 |
Moscow and St.Petersburg
Moscow License Area
In February Vimpelcom won back its leading position in monthly net additions from MTS.
Moscow Market Breakdown | Net Additions in Moscow, |
St.Petersburg and Leningrad Region
MegaFon dominated the market in February with 43% of all new users attracted to the network. The company maintains its market share of 50% while MTS and Vimpelcom have 33% and 10% respectively. Penetration of mobile services in St.Pete is about to reach 60%.
St. Petersburg Market Breakdown | Net Additions in St.Petersburg |
Russian Cellular Market Added 1.73 mln in January 2004
MTS remains the market leader with more than 18 mln subscribers werved by the company's networks across Russia, Ukraine and Belarus. Vimpelcom is about to step over 12 mln threshold in February. The company added 540 thousand of new subscribers in January.
Russian Mobile Subscribers
| Mobile Subscribers | Jan 31, 2004 | Dec 31, 2003 |
|---|---|---|
| Russia | 37,960,000 | 36,230,000 |
| Penetration | 26.1% | 25.0% |
| Moscow | 11,740,502 | 11,487,308 |
| Penetration | 69.1% | 67.6% |
| St.Petersburg | 3,656,389 | 3,526,336 |
| Penetration | 57.7% | 55.6% |
Russian Cellular Market Breakdown, Jan 2004 | Russian Net Additions, January 2004 |
MTS have 14.07 mln users in Russia and almost 4 mln of subscribers abroad. Vimpelcom and MegaFon follow MTS with 11.9 mln and 6.7 mln users respectively. Uralsvyazinform moved up in the list of top Russian operators outperforming SMARTS association.
Top 10 Mobile Operators
| # | Company | January 31, 2004 | December 31, 2003 |
|---|---|---|---|
| 1 | MTS | 18,070,000 | 17,291,000 |
Moscow | 5,061,000 | 4,940,000 | |
Ukraine (UMC) | 3,490,000 | 3,349,000 | |
Belarus | 505,400 | 465,000 | |
| 2 | Vimpelcom | 11,935,000 | 11,395,000 |
Moscow | 5,757,000 | 5,651,000 | |
| 3 | MegaFon | 6,737,771 | 6,353,335 |
Moscow | 867,646 | 850,308 | |
Tajikistan | 15,000 | 13,000 | |
| 4 | Uralsvyazinform | 1,201,800 | 1,143,100 |
| 5 | SMARTS Group | 1,172,000 | 1,150,000 |
| 6 | Sibirtelecom | 536,000 | 507,000 |
| 7 | N.Novgorod Cellular | 396,870 | 368,321 |
| 8 | Ekaterinburg Cellular Communications | 237,475 | 230,112 |
| 9 | Dal Telecom International | 220,093 | 205,199 |
| 10 | New Telephone Company | 159,492 | 150,920 |
Moscow and St.Petersburg
Moscow License Area
In January MTS attracted more users than Vimpelcom for the first time in 7 months. Nevertheless, Vimpelcom maintains the lead in Moscow with market share of 49%.
Moscow Market Breakdown January 31, 2004 | Net Additions in Moscow, January 2004 |
St.Petersburg and Leningrad Region
In St.Petersburg MegaFon leads both in net additions and market share. On its home market the company enlisted 44% of all new subs, which is more than combined additions of its main rivals, MTS and Vimpelcom. Please note that additions in Delta Telecom IMT-MC-450 network were not meaningful in January.St. Petersburg Market Breakdown January 31, 2004 | Net Additions in St.Petersburg January 2004 |
Russian Cellular Market Update 2003 Released
January 9, 2004
AC&M releases a report on Russian cellular operators' performance in 2003. It includes a general overview of the Russian market and provides a brief outlook on regional markets including operations of Russian mobile communications companies in Ukraine and Belarus
You may download AC&M Russian Cellular Market Update, 2003 by clicking on a following link:
Adobe PDF file (~200 Kb).
Number of Russian Cellular Users Doubled in 2003
You may find more from our latest Russian Cellular Market Update, 2003. It includes subscriber growth numbers for the whole year 2003 and detailed figures on Moscow, St.Petersburg and regional markets. The report also covers Russian cellular operators' activities in Ukraine and Belarus.
Top 10 Mobile Operators
| # | Company | December 31, 2003 | November 30, 2003 |
|---|---|---|---|
| 1 | MTS | 17,291,000 | 15,783,000 |
Moscow | 4,940,000 | 4,709,052 | |
Ukraine (UMC) | 3,349,000 | 2,810,000 | |
Belarus | 465,000 | 405,000 | |
| 2 | Vimpelcom | 11,395,000 | 10,498,000 |
Moscow | 5,651,000 | 5,420,000 | |
| 3 | MegaFon | 6,353,335 | 5,817,225 |
Moscow | 850,308 | 803,554 | |
Tajikistan | 13,000 | 10,000 | |
| 4 | SMARTS Group | 1,150,000 | 1,080,000 |
| 5 | Uralsvyazinform | 1,143,100 | 1,066,400 |
| 6 | Sibirtelecom | 507,000 | 439,900 |
| 7 | N.Novgorod Cellular | 368,321 | 334,444 |
| 8 | Ekaterinburg Cellular Communications | 230,112 | 172,774 |
| 9 | Dal Telecom International | 205,199 | 175,632 |
| 10 | New Telephone Company | 150,920 | 136,534 |
Russian Cellular Market Breakdown, 2003 | Russian Net Additions, December 2003 |
Russian Mobile Subscribers
| Mobile Subscribers | Dec. 31, 2003 | Nov. 30, 2003 |
|---|---|---|
| Russia | 36,230,000 | 33,520,000 |
| Penetration | 25.0% | 23.1% |
| Moscow | 11,487,308 | 10,987,606 |
| Penetration | 67.6% | 64.7% |
| St.Petersburg | 3,526,336 | 3,338,643 |
| Penetration | 55.6% | 52.7% |