With the official data of the CNMC in hand, we can now close another year in the lives of the telecommunications operators and have a more global vision of how the main groups have evolved, grouping the annual data and comparing the results between 2017 and 2020.
A review of the total number of mobile and fixed broadband lines in which 2020 has achieved slightly lower results than last year, with 6.8 million covered mobile lines and 2.1 million fixed lines who changed operators while keeping the number. A total of 500,000 and 100,000 lines less respectively than a year earlier, but they would be due to the portability stop caused by the pandemic.
One more year, the Group MoreMobile follow leader, Digi continues to stand out among the independent MVNOs, Vodafone maintains recovery symptoms although somewhat unstable, Movistar was the one who ended up losing more fixed broadband lines and Orange who lost the most mobile lines. We are going to analyze it in parts.
MásMóvil sweeps for the fifth consecutive year
The Group that over the years has brought together brands such as MásMóvil, Yoigo, Pepephone, Llamaya, Hits, Lycamobile, Lebara, Ahí + and Oceans, has once again been the leader in net line profit in Spain for the fifth consecutive year during 2020 and is once again the envy of his rivals after winning more than 410,000 fixed broadband lines.
In the mobile section, it is more difficult to establish the trend of MásMóvil, given that the purchase of different operators continually distorts that trend and as an example, the million and a half lines that it added to its ranks after the purchase of Lyca became effective has ended up pushing the Group with a total of 2.1 million more mobile lines.
Digi leads the group of independent MVNOs
The group of independent virtual mobile operators has once again been stripped of a large number of lines that have ended up in the hands of other larger companies, thus ending the year negatively, as during the first major market concentration with the purchase of Ono and Jazztel.
Among the independent MVNOs, Digi once again stands out above all the others, contributing more than 440,000 mobile lines and 120,000 fixed broadband lines. Figures close to those harvested by Grupo MásMóvil despite the fact that Digi still does not have fiber coverage in all provinces.
The point is that users have continued to opt mainly for low cost brands, and although MásMóvil and Digi have very good data, the reality is that the low-cost cake is now shared with Digi, making it difficult for MásMóvil to continue growing at the same rate for a long time. Perhaps Digi is becoming the next target that the big four groups might be interested in buying.
Also striking is the fact that Digi has only increased more lines than the set of independent virtual. It does not have to be the only one that grows, but it is certainly the one that contributes the most, and there are a number of other virtual ones that end up tipping the balance in a negative way.
Vodafone recovers, in part
After suffering the worst year in its history in 2018 and showing the first signs of recovery in 2019, in 2020 Vodafone has maintained the trend of improvement at least in fixed broadband, where its 36,000 lines earned they are the only positive data of the three traditional operators.
The instability in the last half of the year ended up leaving Vodafone with close to 186,000 fewer mobile lines, worse record than previous years if we ignore the hecatomb suffered by the abandonment of football.
Movistar, who has lost the most fiber lines
The year 2020 has not been a good year for Movistar. For the first time he lost mobile lines. Nail 30,000 lines less that are far behind the nearly 300,000 that it earned in previous years, although it is the traditional operators who have missed the least lines by far.
But the worst record of Movistar has been marked in lines of fixed broadband, with about 59,000 fewer lines, and that they place it as the operator that has lost the most lines in 2020. However, this poor result is better than that harvested in 2019, so the bleeding seems to be slowing down.
Orange collapses, especially on mobile
If the drop in Vodafone’s mobile lines when it left football was a record, in 2020 Orange almost doubled it after lose more than 777,000 mobile lines. The fall of Orange has continued to increase despite the fact that it was already the operator that had been losing the most lines in recent years.
The poor results of Orange continue to show the negative trend of recent years.
In fixed broadband, the bad results are similar to those obtained by Movistar, and Orange more than 51,000 lines have been left, although the trend in recent months could indicate that something is changing with a view to improving next year, possibly thanks to the boost from its low-cost brands.
This has been the evolution during the last five years
In a more global vision, market shares will help us see another approach to how the main brands have evolved.
Evolving from mobile lines, Yoigo has been the only one to have increased its market share by 10.96 percentage points During the last six years, while Movistar has lost 0.9 points, Orange has lost 3.56 points, Vodafone has lost 3.18 points and Independent MVNOs have lost 3.43 points.
Evolving lines fixed broadband, Yoigo has managed to gain a 12.1% market share In six years, Vodafone has lost 1.71 points, Orange has lost 3.42 points and Movistar has lost 6.26 points.
Cover Image | Freepik.