Wrap Text
TELKOM SA LIMITED - VODACOM QUARTERLY UPDATE - VODACOM GROUP SURPASSES 10
MILLION CUSTOMER MARK
Telkom SA Limited
(Registration Number 1991/005476/06)
ISIN ZAE000044897
JSE and NYSE Share Code TKG
("Telkom")
Vodacom quarterly update - Vodacom Group surpasses 10 million customer mark
Vodacom Group (Proprietary) Limited ("Vodacom" or "Vodacom Group") (unlisted),
South Africa"s leading mobile communications group, in which Telkom has a 50.0%
holding, announced a quarterly update for the three months ended 31 December,
2003. As of December 31, 2003, Vodacom Group recorded 10.2 million customers on
its networks operated in South Africa and other African countries, a 6.2%
increase in the three months since September 30, 2003. The Group"s international
operations comprised approximately 1.3 million, or 12.7% of the customer base.
Vodacom South Africa increased its customer base by 4.6% since September 30,
2003 to 8.9 million customers. This consists of 1.3 million contract customers
and 7.6 million prepaid customers, with increases of 6.6% and 4.3% since
September 30, 2003 respectively. The South African ARPU increase from R179 for
the year-to-date September 30, to R184 per month for the year-to-date December
31, 2003, more reflective of the seasonal nature of Vodacom"s business in South
Africa but supporting the concept of a stable ARPU going forward.
Customers, ARPU and 3-month inactive statistics for December 31, 2003 for
Vodacom South Africa are as follows:
Vodacom South Africa September 30, 2003 December 31, 2003 % change
Customers (thousands) 8,522 8,910 4.6
Contract 1,251 1,334 6.6
Prepaid 7,242 7,553 4.3
Community services 29 23 (20.7)
telephones
3-month inactive customers 15.3 13.8 -
as % of total customers
Contract 5.6 6.4 -
Prepaid 17.1 15.2 -
ARPU (ZAR) 179 184 2.8
Contract 663 665 0.3
Prepaid 87 91 4.6
Community services 1,912 2,115 10.6
telephones
Vodacom International increased its customer base by 19.1% since September 30,
2003 to 1.3 million customers. Vodacom Mozambique, which only started
commercial operations in December 2003, already had 15,815 customers by December
31, 2003.
Vodacom"s other African operations" customers and year-to-date ARPU as of
December 31, 2003 compared to September 30, 2003 are as follows:
Vodacom International September 30, 2003 December 31, 2003 % change
Vodacom Tanzania
Number of customers 541,285 611,682 13.0
Contract 5,027 5,109 1.6
Prepaid 533,259 603,445 13.2
Public phones 2,999 3,128 4.3
ARPU (US$) 18 18 -
Vodacom DRC
Number of customers 457,707 568,462 24.2
Contract 5,934 6,920 16.6
Prepaid 442,757 553,257 25.0
Public phones 9,016 8,285 (8.1)
ARPU (US$) 24 22 (8.3)
Vodacom Lesotho
Number of customers 70,524 77,647 10.1
Contract 3,031 3,060 1.0
Prepaid 66,875 73,888 10.5
Public phones 618 699 13.1
ARPU (ZAR) 119 125 5.0
Vodacom Mozambique
Number of customers - 15,815 -
Total other African 1,069,516 1,273,606 19.1
customers
Johannesburg
21 January 2004
Date: 21/01/2004 12:00:31 PM Supplied by www.sharenet.co.za
Produced by the JSE SENS Department
Sharenet Sites 
