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State of the mobile sector - Kenya

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murchr		#11 Posted : Friday, April 18, 2014 9:29:53 PM
Rank: Elder Joined: 2/26/2012 Posts: 15,980		dunkang wrote: murchr wrote: dunkang wrote: Tangerine have completely lost it. From 600 customers a few quarters ago to 200s now. Sausands? Are we doin this poorly, eish Kwani how many companies are in Kenya? Not Thousands. Just plain 267 customers. The thing is most Kenyans depend on mobile internet (both cellphones and modems). How can an internet service providing company operate with 200 customers? How? Or maybe they have other core business. They should just close shop thats such a poor show. Who'se the. MD? But surely these numbers are poor across board. Any data out there showing the spread of the fibre optic? "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore .
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muganda		#12 Posted : Wednesday, July 30, 2014 6:05:38 PM
Rank: Elder Joined: 9/15/2006 Posts: 3,907		Just in case you missed the Jan-Mar 2014 report http://ca.go.ke/images/download...ort%20Q3%202013-2014.pdf Only news is Porting Access Kenya Ltd will almost never recoup their investment of over Kes. 350 million as the number of the in-ports for the quarter is a shocking 362, up 31%. Otherwise people have increased usage of WhatsApp, Viber etc as Roaming SMS declining 36% and Roaming Voice declined 33%. As for Skype, international outgoing SMS down 7.4% and voice down 4.3%
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murchr		#13 Posted : Wednesday, July 30, 2014 6:42:46 PM
Rank: Elder Joined: 2/26/2012 Posts: 15,980		Whatsup & viber are the reason why voice and sms numbers are down. Telcos have to diversify to data bigtime "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore .
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mlennyma		#14 Posted : Wednesday, July 30, 2014 7:55:39 PM
Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi		This is why encroaching on mpesa can make safcom kill you. "Don't let the fear of losing be greater than the excitement of winning."
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murchr		#15 Posted : Thursday, April 02, 2015 6:42:28 AM
Rank: Elder Joined: 2/26/2012 Posts: 15,980		muganda wrote: CCK shares their sector statistics report Oct to Dec 2013. For once, thought to note some key ...who'd have thunk it! • ZUKU just owns Fixed Data with 43% market share and growing 13% per quarter. AccessKenya is 3rd and Jamii is 7th. Safaricom Business is struggling here 5th with only 7% market share (would you believe it) and losing 2% every quarter. • Seacom just owns Undersea Cable to the country with 67% of the capacity. Even TEAMS second is a meagre 14% of international internet bandwidth. • Dark days ahead for TV with average weekly viewership declining 30% per quarter. Only Music, Movies primarily foreign content; Drama, News, Documentaries, Discussions all primarily local content. • Only one SMS player in Kenya with 96% of all sent – Safaricom. So forget all those silly offers from who else. Even Whatsapp has no effect considering SMS grew 25% per quarter. • Out of every 10 people with a sim card 7 have a Safaricom one Out of every 10 calls made this minute, 8 involve the Safaricom network • 26m out of 31m subscribers use mobile money, or a shocking 84% with 93,689 agents. These agents now nearing to approx. 10% of all SMEs in Kenya. • Only a miserable 276 souls are served by Porting Access Kenya http://cck.go.ke/resc/downloads...ics_Report_Q2_201314.pdf New Report here. "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore .
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