Abstract
America Movil and Telefonica dominate Latin America and 2007 was a very strong year for both players in the region. We expect similar performances in 2008. This report compares the qualities and positioning of the two power players, analyses their performances to date and examines their strategic goals going forward.
Table of Contents
- Executive summary
- In a nutshell
- Ovum view
- Key messages
- Power players keen to leverage their supremacy
- Two Latin American power players
- America Movil and Telefonica dominate Latin America
- The Mexican is stronger than the Spaniard
- America Movil: the unstoppable giant
- 2007: another strong year
- Dependent on Latin America
- Mexico is the cash cow
- Outstanding performance in Brazil
- America Movil: SWOT analysis
- Telefonica - the growing importance of Latin America
- Looking to Latin America for connections
- Subscriber acquisition is still the priority
- Migration to GSM is important
- Limited demand for postpaid
- Brazil' s merger could jeopardise its power
- Telefonica: SWOT analysis
Table of figures
- Figure 1: America Movil' s and Telefonica' s mobile footprint in Latin America at the end of 2007
- Table 1: Power player markets as at the end of 2007
- Figure 2: Latin American power players: mobile connections 4Q07
- Figure 3: Power players' performance in Brazil and Argentina
- Table 2: Performance of America Movil' s subsidiaries at year-end 2007
- Figure 4: Telcel' s revenue contribution to Group performance
- Figure 5: Subscriber growth and net additions for selected Brazilian MNOs at year-end 2007
- Table 3: Telefonica' s mobile subsidiaries in Latin America, 2007
