Romania Telecommunications Q1 2021

Romania Telecommunications Q1 2021

Key View:

Romanian per capita incomes are low, and the country has some of the lowest mobile and wireline ARPUs in the region.Consumer price sensitivity is therefore a brake on premium service adoption and usage. The current situation notwithstanding,economic growth will strengthen over the next five years, improving consumer spending power. The telecoms sector will focus onthe development of converged wireline/wireless infrastructure and developing the next generation of multi-service products thatwill be delivered over these new platforms. A relative lack of third-party over-the-top service providers gives the network-basedplayers a head start, but they should look to work with network-agnostic services as they emerge, in order to mitigate revenueerosion in the longer term.