2nd VATM Competition Analysis 2024: The Competitive Landscape in the German Fixed-Line Market (VATM / DIALOG CONSULT)

Summary

• The fixed-line telecommunications market is estimated at 33.0 billion euros in 2024, with Telekom holding 17.2 billion euros, or 52.1 percent.p.5
• Copper connections based on Telekom infrastructure still make up around two thirds of all active lines (66.9 percent).p.6
• The total market comprises 39.9 million connections at mid-2024.p.6
• Telekom holds a 46.7% share of homes passed in fibre, up from 41.5% at the end of 2022 and 18.7% at the end of 2015.p.8
• Of 16.9 million FTTH/B access lines (homes passed), Telekom accounts for 7.9 million and Deutsche Glasfaser for 2.1 million.p.9
• Competitors' FTTH/B connections number 3.4 million (8.5 %), versus 1.2 million (3.0 %) for Telekom.p.6
• Telekom's share of homes connected is 30.3% and of homes activated 23.8% at the end of 2023.p.8

Key insights

1. Vodafone accounts for 0.6 million homes passed (3.8 %) and Tele Columbus for 0.5 million (2.8 %).p.9
2. Cable (HFC) connections of all competitors number 8.6 million (21.5 %).p.6
3. Telekom's DSL end-customer connections number 13.9 million (34.8 %).p.6
4. Other small and regional companies hold 2.2 million homes passed (13.1 %).p.9