Wednesday, November 10, 2004

Q3 data points - Germany

The three main listed German ISPs have reported this week, and between them have reported sequential growth of 12.5% in DSL over Q2 results. United Internet continues to outpace T-Online (13% sequential vs. 11%) and is creeping up on 1m lines, but relatively smaller freenet has broken the quarter-million mark and posted sequential growth of 29%. Both companies have been bundling in VoIP (Freenet since March, United since the summer), but neither has specified how many VoIP users they have currently. United's release describes the product as "extremely well-received" and Freenet says "...more and more DSL customers are choosing to use the freenet iPhone." It's nice to have an idea on market trajectory guys, but a bit more granularity would help.

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