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TKG - Telkom SA - Vodacom Results For The Period Ended December 31, 2007
Telkom SA Limited
(Incorporated in the Republic of South Africa)
(Registration number 1991/005476/06)
Share code: TKG ISIN: ZAE000044897
("Telkom")
Vodacom results for the period ended December 31, 2007
As at December 31, 2007, Vodacom Group recorded 33.0 million customers
across its networks operating in South Africa, Tanzania, the Democratic
Republic of the Congo, Lesotho and Mozambique, reflecting a 4.7% increase
in the three months since September 30, 2007. The growth in the customer
base is a result of high gross customer connections of 4.8 million for
the quarter. The Group`s non-South African operations comprised 8.8
million customers, or 26.6% of the total customer base.
Year on year, revenue for the 9 months ended December 31, 2007 increased
by 17.3% to R35.7 billion, while total Group customers increased by 17.1%
since December 31, 2006.
South Africa
South Africa increased its customer base by 4.1% since September 30, 2007
to 24.3 million customers. South Africa`s customer base includes 3.4
million contract customers and 20.7 million prepaid customers, reflecting
an increase of 0.7% and an increase of 4.7% since September 30, 2007,
respectively.
Vodacom South Africa has retained its leadership position in a highly
competitive South African mobile communications market with an estimated
market share of 55.6% at December 31, 2007.
Vodacom South Africa customers, year to date ARPU and churn as at
December 31, 2007 compared to September 30, 2007 are as follows:
South Africa September 30, December 31, % change
2007 2007
Customers (thousands) 23,297 24,255 4.1
Contract 3,409 3,432 0.7
Prepaid 19,790 20,720 4.7
Community services 98 103 5.1
ARPU (ZAR) 119 123 3.4
Contract 487 485 (0.4)
Prepaid 59 62 5.1
Community services 711 707 (0.6)
Churn (%) 45.9 43.6 (2.3 pts)
Contract 8.3 8.1 (0.2 pts)
Prepaid 51.9 49.4 (2.5 pts)
Non-South African operations
Vodacom`s non-South African operations increased their total customer
base by 6.3% since September 30, 2007 to 8.8 million customers.
Satisfactory customer growth was achieved in all Vodacom`s non-South
African operations, most notably Lesotho with a 9.9% increase and
Mozambique with an 11.9% increase in its customer base.
Vodacom`s non-South African operations` customers, year to date ARPU and
churn as at December 31, 2007 compared to September 30, 2007 are as
follows:
Non-South African September 30, December 31, % change
operations 2007 2007
Vodacom Tanzania
Customers (thousands) 3,678 3,945 7.3
Contract 13 15 15.4
Prepaid 3,654 3,921 7.3
Public phones 11 9 (18.2)
ARPU (ZAR) 48 50 4.2
Churn (%) 46.8 46.0 (0.8 pts)
Other African operations
Vodacom Congo
Customers (thousands) 3,178 3,269 2.9
Contract 20 21 5.0
Prepaid 3,102 3,183 2.6
Public phones 56 65 16.1
ARPU (ZAR) 64 59 (7.8)
Churn (%) 43.3 46.1 2.8 pts
Vodacom Lesotho
Customers (thousands) 332 365 9.9
Contract 4 4 -
Prepaid 323 355 9.9
Public phones 5 6 20.0
ARPU (ZAR) 72 74 2.8
Churn (%) 17.9 18.1 0.2 pts
Vodacom Mozambique
Customers (thousands) 1,079 1,207 11.9
Contract 18 22 22.2
Prepaid 1,060 1,174 10.8
Public phones 1 11 >200
ARPU (ZAR) 27 27 -
Churn (%) 57.3 59.6 2.3 pts
Issued by: Dot Field On behalf of: Alan Knott-Craig
Chief Communications Officer Chief Executive Officer
Vodacom Group (Pty) Ltd Vodacom Group (Pty) Ltd
Tel: 011 - 653 5440
Cell: 0829900174
E-mail: dot.field@vodacom.co.za
29 January 2008
Pretoria
Sponsor: UBS South Africa (Pty) Ltd
Date: 29/01/2008 07:30:02 Supplied by www.sharenet.co.za
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