BMI View: The Israeli government's decision to force incumbent operator Bezeq to open wholesale accessto its wireline infrastructure will catalyse investment and growth in the country's broadband sector. This willcreate much needed growth opportunities for mobile operators and ensure the telecoms market can keep upwith the demands of Israel's vibrant IT market.
Mobile subscriptions declined by 0.3% y-o-y in the 12 months to June 2014. This was a total net subscription loss of 28,000.
The rate of decline of the market share weighted average ARPU accelerated in H114, with a decline of 6.1% compared to a decline of 4.7% in FY13.
The fixed telephony and fixed broadband markets recorded mixed fortunes in FY13, with a contraction in the former and positive growth in former.