Agcom Observatory

Tlc, fibre customers up 26.1% in one year

Figures as of January-March 2024: in fibre to the home (Ftth) Tim leads the way, but Iliad and Sky are advancing, with a share of over 5%. In mobile telephony, the number of switches continues: 7.8 million in the first quarter.

by Andrea Biondi

3' min read

3' min read

Something is starting to move. The numbers are still far from optimal, with Italy lagging behind the European average in terms of adoption rate. More or less it can be said that the Belpaese is halfway to the European average.

Ftth: 1 million more customers

In any case, the +26.1% growth in Ftth lines (fibre to the home, the one with the highest performance and the subject of Open Fibre's and Fibercop's coverage plans) reported in the Agcom Communications Observatory released yesterday with numbers updated to the first quarter, is anything but negligible. On balance, this is 1.02 million more lines than a year earlier, at 4.93 million.

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The fall of mobile telephony between 2019 and 2023

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Numbers, these, that are litmus tests of an ultra-wide band that is slowly (perhaps too slowly) making its way in Italy and that, speaking of fixed, represents at the moment the strategic pillar for a Tlc sector that has paid and is still paying a heavy duty to the downward trend of mobile. Agcom itself, in its communiqué presenting the data, recalled how 'in the last five years (2019-2023), the resources of electronic communications have shrunk by around EUR 2.93 billion (from EUR 30.07 billion to EUR 27.14 billion), more than 90% of which can be attributed to the reduction in revenues from services on the mobile network, a market characterised by accentuated competitive pressure'.

Growing ultrabroadband

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Fixed broadband and ultrabroadband lines grew by 112 thousand in one year. However, this figure is the result of a decrease of 615 thousand dsl lines and an increase of 727 thousand 'other technology' lines.

But who gains and who loses from this trend? Considering broadband and ultrabroadband as a whole, at the end of March 2024 Tim tops the list with 37.3% of accesses, followed by Vodafone (16.4%) and Wind Tre and Fastweb respectively 14.2% and 13.5%. This is followed by Tiscali (3.6%), Eolo and Sky Italia (both 3.5%). "Sky Italia, among the main players on the market, is the one that has shown the greatest dynamism on an annual basis, gaining 0.7 percentage points," the Authority wrote.

Tim first and Iliad growth leader in fibre

Focusing on Ftth, market leader Tim (26.4% of lines) grew by two percentage points and was followed in the ranking by Vodafone (18.2%; -0.4); Wind Tre (18%; -1.1); Fastweb (16.2%; -2.3); Sky Italia (5.5%; +0.2); Iliad (5%; +1.6); Tiscali-Tessellis (3%; -0.6) and other operators (7.9; +0.6). Iliad was thus the operator with the largest. growth. On the other hand, in the data set, in addition to Fixed wireless access (Fwa) - with accesses increased by 2.2 million (+8.3%) and with Eolo (29.9% of lines; -1.3 percentage points), Tim (19%; +2.5%) and Tiscali Tessellis (17.8%; -6.9 points) the trio on the podium - there is Fttc (with copper in the latter part) down by 4.9% to 9.69 million accesses which still sees Tim in the lead (40.2%).

Higher-performance networks, but also higher data consumption: 'Average daily traffic in the first quarter of 2024,' writes Agcom, 'marked a growth of 14.8% compared to the corresponding value of 2023, at the same time +158% compared to the corresponding value of pre-pandemic 2019'.

Furniture and the price war

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Of a different tenor is the analysis on mobile. Here in the period from January to March 2024, daily data traffic grew year-on-year by 16.9% and by more than 350% compared to 2019. Sims also grew: +1.3 million to 108.9 million. But the increase is attributable almost exclusively to M2M sims (+1.2 million units to 30.5 million) used to make machines talk to each other and certainly not to human sims (+60 thousand to 78.5 million). Tim is the market leader with 27.5%, followed by Vodafone with 26.8%, Wind Tre with 23.8% and Iliad at 10.1%. Considering only the 'human' sim segment, Wind Tre remains the main operator with 24.4%, followed by Tim with 23.9%, Vodafone with 21.4% and Iliad, which, with a growth of 1.5 percentage points on an annual basis, the highest in this case too, reaches 14%. With lower shares, PostePay (5.4%), Fastweb (4.8%) and CoopVoce (2.8%) follow.

It remains a market, the mobile market, which is bent by the price war and continues to be far too competitive. Considering portability data, there have been 7.8 million changes (these are the mobile number portability operations). That is practically 10% of the customers seen in the sim human market. An effect of competition played out far too much on everything.

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