Telefonica Loses Ground To Mexican Rivals In Colombia
21 August 2009 - 4:50AM
Dow Jones News
Spanish phone giant Telefonica SA (TEF) is losing ground in
Colombia to its Mexican rivals, after investing 4.8 trillion
Colombian pesos ($2.38 billion) between 2005 and 2009 in the Andean
nation.
The Spanish company entered Colombia later than Mexico's America
Movil SAB (AMX), its main mobile competitor, with the goal of
gaining market share. Its expansion plans ran into technological
problems, however, and some decisions didn't pay off as expected,
analysts say.
The market share of Telefonica's local mobile phone unit fell to
22% at the end of June from 26% a year earlier, while that of
America Movil unit Comcel SA rose to 68% from 64%, according to
data from Colombian regulators.
Telefonica reported just under 144,000 pay-TV subscribers at the
end of June, compared with more than 1.75 million served by the
local unit of Telmex Internacional SAB (TII), which, like America
Movil, is controlled by Mexican billionaire Carlos Slim.
"Telefonica and Slim are arch-enemies," said Martin Lara, an
analyst with Mexican brokerage Vector. "In Colombia, Slim's people
have had the upper hand."
Comcel reported a net profit of COP1.09 trillion in 2008,
according to data from the regulator for non-financial companies,
while Telefonica's mobile phone unit booked a net loss of COP268
billion. Telmex Internacional registered a profit of COP466 billion
in 2008.
Telefonica had around 9 million mobile customers in Colombia at
the end of June, about a third of what America Movil had.
Lara said size is important for a mobile telephone operator
because of high fixed costs, which are roughly the same for 1
million lines or 10 million lines.
Jose Otero, a Buenos Aires-based telecom analyst with
consultancy Signals Telecom, said the Spanish company lost
customers when it switched to the GSM standard, which turned out to
be much more complicated than expected in Colombia.
Also, Telefonica's strategy on pricing cell phone calls below
America Movil didn't appear to pay off, and ended up reducing its
average revenue per user, Otero added.
Telefonica officials declined to comment for this article.
Telefonica entered the Colombian market in 2005, when it bought
the Latin American operations of U.S.-based mobile telephone
operator Bellsouth Corp. Comcel bought a local operator in the late
1990S.
Telefonica failed to dent the supremacy of Comcel even though
the market has grown fourfold since the end of 2004, to 40.82
million mobile phone lines in a country of 45 million people.
In 2006, Telefonica won the control of state-owned Colombia
Telecom with an offer of about $370 million. Telefonica started to
offer the bundling of Cable TV, broadband and fixed telephone
lines, known as triple play.
But Telmex Internacional has been more successful in triple
play, even though it missed the acquisition of Colombia Telecom in
2005 when the country's comptroller annulled an agreement reached
between Telmex and the government.
Telmex didn't participate in the subsequent auction, but instead
went on a shopping spree for cable TV operators. In a matter of
months, Telmex bought six TV operators, garnering more than 55% of
the Colombian market, and has kept on growing. Telmex spun off
Telmex Internacional in 2008.
Otero of Signals Telecom said Telefonica has the financial
strength to invest and improve its standing in Colombia.
In the coming months, the state-owned telephone company Empresa
de Telecomunicaciones de Bogota (ETB.BO) will sell a controlling
stake to a "strategic operator," and other Colombian operators such
as Medellin-based UNE and Cali-based Emcali may follow suit.
Telefonica would be a possible candidate, Otero said. The company's
market shares in Colombia wouldn't raise any antitrust issues.
-By Inti Landauro, Dow Jones Newswires; 57-1-610 70 44 Ext.
1131; colombia@dowjones.com
(Diana Delgado contributed to this article).