Mobile Operators: Attractiveness Trends

Mobile Operators - Hot or Not?

  • Senior executive sentiment about the attractiveness of the Mobile Operator segment has risen for the last two quarters with guarded optimism on the wider UK economy.  
  • Telefonica O2 (7.0) and Vodafone (7.0) continued their tussle to be Top Mobile dog; though Vodafone had a significant drop in Q412 
  • Everything Everywhere (7.0) (Orange & T-Mobile) and 3UK (6.5) both rose on more positive sentiment towards the sector
  • Tesco Mobile (6.0) broke above 6.0 for the first time in Q412, though this was more sector-driven than company specific