1 Market analysis

2 Mobile statistics

3 Mobile infrastructure
3.1 5G
3.1.1 Government support
3.1.2 Operators
3.2 4G (LTE)
3.2.1 O2
3.2.2 EE
3.2.3 Vodafone
3.2.4 H3
3.3 3G
3.3.1 Network sharing
3.3.2 H3
3.3.3 O2
3.3.4 Vodafone
3.3.5 T-Mobile / Orange
3.3.6 EE
3.4 Other infrastructure developments
3.4.1 M2M networks
3.4.2 NB-IoT

4 Mobile voice

5 Mobile data
5.1 SMS and MMS
5.2 Mobile broadband

6 Regulatory issues
6.1 Spectrum regulations
6.2 Spectrum refarming
6.3 Spectrum sharing
6.4 Spectrum 2.6GHz
6.5 Spectrum 800MHz
6.6 Spectrum 900MHz
6.7 Spectrum 700MHz
6.8 Spectrum 1800MHz
6.9 Spectrum 2.3GHz and 3.4GHz
6.10 Revised licence conditions
6.11 Other spectrum auctions
6.12 Multi-spectrum auction 2020
6.13 Roaming
6.14 Mobile Number Portability (MNP)
6.15 Mobile Termination Rates (MTRs)

7 Major mobile operators
7.1 Hutchison 3
7.2 O2
7.2.1 Proposed sale to BT
7.2.2 Proposed sale to H3
7.3 Vodafone
7.3.1 Project Spring
7.3.2 Sales and acquisitions
7.4 EE
7.4.1 Sale to BT
7.5 Mobile Virtual Network Operators (MVNOs)
7.5.1 Mobile Virtual Network Enablers (MVNEs)

8 Mobile content and applications
8.1 Mobile applications
8.2 M-payment MNO collaboration
8.3 Contactless payments
8.4 m-ticketing
8.5 m-banking
8.6 m-health

9 Appendix Historic data

10 Related reports

List of Tables
Table 1 Growth in mobile voice traffic 2010 2018
Table 2 Change in mobile retail revenue by service 2013 2018
Table 3 Change in the number of active mobile subscribers and penetration 2009 2024
Table 4 Change in the number of mobile connections by type 2013 2018
Table 5 Decline in mobile ARPU by contract, prepaid 2006 2018
Table 6 Change in average household spend of fixed-voice and mobile services 2013 2018
Table 7 Change in the number of prepaid and contract subscribers 2010 2018
Table 8 Growth in the number of LTE subscribers 2013 2018
Table 9 Growth in O2’s LTE subscribers and penetration 2014 2019
Table 10 Growth in the number of M2M connections 2010 2019
Table 11 Growth in the number of O2’s M2M accesses 2014 2019
Table 12 Development of outgoing mobile voice traffic 2013 2018
Table 13 Growth in average mobile data traffic per user 2011 2018
Table 14 Growth in contract/prepaid mobile data traffic 2013 2018
Table 15 Decline in the volume of SMS and MMS messages sent 2004 2019
Table 16 Change in average SMS/MMS traffic per month by contract type 2010 - 2018
Table 17 Change in the number of dedicated mobile broadband subscribers 2008 2019
Table 18 Growth in the number of active mobile broadband subscribers 2009 2024
Table 19 MTRs by operator (pence per minute) 2015 2018
Table 20 Mobile interconnection traffic 2007 2018
Table 21 Growth in the number of H3’s registered subscribers by sector 2008 2019
Table 22 Growth in the number of H3’s active subscribers by sector 2014 2019
Table 23 Development of H3’s financial data 2008 2019
Table 24 Decline in H3’s annualised gross ARPU 2009 2019
Table 25 Development of O2’s financial data 2007 2019
Table 26 Development of O2’s quarterly financial data 2013 2019
Table 27 Change in O2’s mobile ARPU 2006 - 2019
Table 28 O2 proportion of data to service revenue 2006 2019
Table 29 Growth in the number of O2’s mobile subscribers by type 2005 2019
Table 30 Development of Vodafone’s mobile ARPU (blended, contract, prepaid) 2005 2019
Table 31 Vodafone (UK) subscribers and proportion prepaid 2009 - 2019
Table 32 Vodafone (UK) financial data 2008 2020
Table 33 Vodafone customer churn 2007 2019
Table 34 Vodafone Group revenue by sector 2007 2020
Table 35 Vodafone UK service revenue by sector 2009 2020
Table 36 Vodafone mobile customer retention cost 2007 2020
Table 37 Growth in Vodafone’s mobile data traffic 2013 2019
Table 38 Development of EE’s mobile revenue (new format under BT) 2017 2020
Table 39 EE quarterly consumer mobile revenue (new format under BT) 2016 2020
Table 40 Decline in EE’s ARPU 2009 2019
Table 41 Change in the number of Virgin Mobile’s mobile subscribers 2015 2019
Table 42 Development of Virgin Mobile’s revenue 2007 2019
Table 43 Historic - Mobile subscribers and SIM penetration rate 1995; 1997; 1999 2009
Table 44 Mobile retail revenue by service 2002 2018
Table 45 Historic - Virgin Mobile subscribers 2005 2014
Table 46 Average 3G and 4G speeds (Mb/s) 2014 2015
Table 47 Historic - Broadband take-up by technology 2007 2016
Table 48 Historic - Average household spend of fixed-voice, mobile and internet services 2008 2016
Table 49 Historic - Prepaid and contract subscribers 2002 2009
Table 50 Historic - Mobile market share by operator 2004 2016
Table 51 Historic EE’s LTE subscribers 2013 2015
Table 52 Historic - SMS and MMS revenue 2015 2017
Table 53 Historic - EE subscriber data 2009 2018

List of Charts
Chart 1 Growth in mobile voice traffic 2010 2018
Chart 2 Change in mobile retail revenue by service 2013 2018
Chart 3 Change in the number of active mobile subscribers and penetration 2009 2024
Chart 4 Change in the number of mobile connections by type 2013 2018
Chart 5 Decline in mobile ARPU by contract, prepaid 2006 2018
Chart 6 Change in average household spend of fixed-voice and mobile services 2013 2018
Chart 7 Change in the number of prepaid and contract subscribers 2010 2018
Chart 8 Growth in the number of LTE subscribers 2013 2018
Chart 9 Growth in O2’s LTE subscribers and penetration 2014 2019
Chart 10 Growth in the number of M2M connections 2010 2019
Chart 11 Development of outgoing mobile voice traffic 2013 2018
Chart 12 Growth in average mobile data traffic per user 2011 2018
Chart 13 Growth in contract/prepaid mobile data traffic 2013 2018
Chart 14 Decline in the volume of SMS and MMS messages sent 2004 2019
Chart 15 Change in average SMS/MMS traffic per month by contract type 2010 - 2018
Chart 16 Growth in the number of active mobile broadband subscribers 2009 2024
Chart 17 Growth in the number of H3’s registered subscribers by sector 2008 2019
Chart 18 Development of H3’s financial data 2008 2019
Chart 19 Decline in H3’s annualised gross ARPU 2009 2019
Chart 20 Development of O2’s financial data 2007 2019
Chart 21 Development of O2’s quarterly financial data 2013 2019
Chart 22 Change in O2’s annualised ARPU blended, contract, prepaid and data 2006 2019
Chart 23 Growth in the number of O2’s mobile subscribers by type 2005 2019
Chart 24 Development of Vodafone’s mobile ARPU (blended, contract, prepaid) 2005 2019
Chart 25 Vodafone (UK) subscribers and proportion prepaid 2009 2019
Chart 26 Vodafone (UK) financial data 2008 2020
Chart 27 Growth in Vodafone’s mobile data traffic 2013 2019
Chart 28 Development of EE’s mobile revenue (new format under BT) 2017 2020
Chart 29 EE quarterly consumer mobile revenue (new format under BT) 2016 2020
Chart 30 Decline in EE’s ARPU 2009 2019
Chart 31 Change in the number of Virgin Mobile’s mobile subscribers 2015 2019
Chart 32 Development of Virgin Mobile’s revenue 2007 2019

List of Exhibits
Exhibit 1 3G licence results April 2000
Exhibit 2 3G licensee and infrastructure suppliers
Exhibit 3 Spectrum available for mobile services
Exhibit 4 Spectrum awards 800MHz and 2.6GHz 2013
Exhibit 5 Spectrum awards 2.3GHz, 3.4GHz April 2018
Exhibit 6 Spectrum auction results 10GHz February 2008
Exhibit 7 H3 spectrum concessions

Companies Mentioned
• H3
• Vodafone
• O2
• Everything Everywhere (BT/EE
• incorporating the former T-Mobile UK and Orange UK)
• Virgin Mobile
• Tesco Mobile