MTS in 2008 (Part II)

$ or minutes per month… Churn must be per year.

Uzbekistan
2007 2008 Abs chg Prct chg
ARPU 9.7 7.7 -2 -25.97%
MOU 516 536 20 3.73%
Subscriber Acquisition Cost 4.3 7.7 3.4 44.16%
Churn 58% 21% -36.90% -173.24%
Turkmenistan
2007 2008 Abs chg Prct chg
ARPU 51.9 17.1 -34.8 -203.51%
MOU 250 258 8 3.10%
Subscriber Acquisition Cost 24.7 8 -16.7 -208.75%
Churn 24.40% 14.30% -10.10% -70.63%
Armenia
2007 (since 09.2007) 2008 Abs chg Prct chg
ARPU 15.5 12.6 -2.9 -23.02%
MOU na 178 na na
Subscriber Acquisition Cost 9.7 19.3 9.6 49.74%
Churn na 28.00% na na
Belarus
2007 2008 Abs chg Prct chg
ARPU 9.4 9.7 0.3 3.09%
MOU 464 483 19 3.93%
Subscriber Acquisition Cost 16.3 18.3 2 10.93%
Churn 24% 20% -3.40% -16.75%

And some measures of VAS…

VAS Russia 2008 mln $
Messaging Revenue 521 44%
Data Revenue 260 22%
Content Services Revenue 359 30%
Other 54 4%
Total 1193
VAS Ukraine (incl. CDMA network)
Messaging Revenue 70 31%
Data Revenue 35 16%
Content Services Revenue 42 19%
Other 76 34%
Total 223

The data for the last two tables was given by quarters so I thought that may be there are some interesting trends like the growth of data revenues over the course of the year. Data revenue have, indeed, grown faster than any other segment, and almost 4 times faster than VAS in general:

1Q09 to 4Q08 2Q09 to 1Q09 3Q09 to 2Q09 4Q09 to 3Q09 4Q09 to 4Q08
Messaging Revenue 12.54% -0.48% 9.31% -12.71% 8.67%
Data Revenue 62.42% 7.94% 17.69% -5.68% 82.37%
Content Services Revenue 6.63% -1.54% 14.42% 0.66% 20.16%
Total 17.06% 0.46% 11.90% -6.72% 22.70%

On April 8th, 2009, posted in: MTS, Russia, Statistics and metrics, Uncategorized by Tags: ,

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