In Poland, the Internet speeded up in September – the speed of downloading data via mobile Internet increased by 6.1% (up to 39.9 Mb / s), and home Internet – by 9.2% (up to 95.3 Mb / s). In addition, thanks to the information on the SpeedTest.pl platform, we present some interesting facts about the business benefits of UPC’s capture by Play.
The September rating is based on 3.6 million measurements (including 814,000 in mobile applications). This information applies to users from Poland.
INEA ranks first in the ranking of home Internet providers
The highest data download speeds in the Home Internet rating were achieved among INEA customers (~ 187 Mb / s) and nationwide UPC operators (~ 184 Mb / s). In third place is T-Mobile (~ 172 Mb / s), and Vectra closes the list with ~ 154 Mb / s.
The future of home Internet in Poland belongs to convergent operators
The direction of the Polish Internet providers market is shown by the recently announced UPC acquisition by Play. Much has been written about it: about building a strong group, offering more rapprochement, higher revenues and higher purchase amounts. Thanks to the information obtained from SpedTest.pl, we can see several additional aspects of the combination from a market point of view.
The capture of UPC will definitely end the long-running cycle of Play’s “mobile only” strategy. Together with UPC, it will become the second largest provider of fixed (“cable”) Internet and, together with its customer base for mobile broadband (taxi, mobile Internet access) services, the most popular Internet providers in Polish households. The second important market element that Play will also benefit from is the speed of the Internet – Currently, the average speed of home Internet on the Play network is 26.7 Mb / s, and on UPC – 184.4 Mb / s.. This will give Play vendors a whole new argument.
The strength of the synergy is illustrated by the following maps of the number of tests and distribution of download speeds for home Internet on the Play and UPC networks over the last 12 months. It is clear that the combination will connect a wide range of Play mobile networks (but at lower speeds) with much faster Internet than UPC, which is available mainly in large and medium-sized cities. By the way, the existing mobile traffic on Play can be a good indicator of future investments in UPC cable infrastructure.
Number of tests performed by home Internet users via Wi-Fi on Play (left) and UPC (right) networks in the last 12 months.
Average download speed of data obtained by home Internet users via Wi-Fi on Play (left) and UPC (right) networks in the last 12 months.
The capture of UPC strengthens Playa technologically, thus increasing the capacity of the access network
Play is still struggling with huge mobile traffic. This is due to a marketing strategy adopted many years ago, aimed at customers who need unlimited access to the Internet. The increase in the customer base and the consumption of a single data resulted in an increase in traffic, which included Play in the group of operators with the largest mobile data transfer in Europe. For this reason – despite the massive expansion of the mobile network in recent years – Internet speed settings are weaker than T-Mobile and Orange. To optimize the mobile network, Play will likely shift customers from mobile broadband offers (which generate a high percentage of traffic in all mobile operators) to UPC cable offers. In this way, the operator can cook “two roasts”. The release of resources on the mobile network will improve the quality of the Internet for smartphone users, which is the basis of the mobile branch business. At the same time, it should increase SpeedTest.pl According to NPS research, the satisfaction of existing mobile broadband customers is significantly lower than that of customers of leading fixed operators.. In addition, the UPC infrastructure is also a guarantee of quality TV – in the long run, it is difficult to imagine the development of mass and high-quality IP TV based only on the mobile network.
An important business lever is the potential to “develop” UPC’s customer base with Play services. According to a survey by SpeedTest.pl (based on a survey of more than 5,200 UPC Internet users) The vast majority of UPC Internet customers have mobile offers from operators other than Play. This allows Play’s mobile customer base to grow by offering attractive integrated offers. But this is not the only value, the customer segment is also important. UPC usually covers large and medium-sized cities, ie the segment of large city customers who are most wanted by operators – active, use the Internet a lot and want to buy additional services.
The logic of synergy in terms of home Internet can be seen in the example of Warsaw. UPC is one of the leaders in this market and offers home / mobile internet offers (with routers) from mobile operators in large cities, complementing high-speed fixed lines that are mostly used by households or as a second Internet access by people. those in need of mobility (students, business customers, etc.).
Number of tests performed by home Internet users in Warsaw over the past 12 months via Wi-Fi in Play (left) and UPC (right) networks.
An interesting issue will be the branding of offers from both operators
Play has a very strong brand, but it is linked as a mobile operator, and the launch of fixed Internet sales on the Vectra network will probably not change this image quickly. On the other hand, UPC is a well-known player in this market, has a wide customer base and the best quality Internet access in Poland, which is confirmed by the rating SpeedTest.pl. Our research (based on 77,000 questionnaires) shows this UPC is also one of the two most sought after home Internet providers by customers In Poland, therefore, it will be difficult to turn off this brand. However, maintaining the two brands is simply more expensive, so it can be expected that after the transition period, UPC will become the “Home Division” of Play.
This, of course, is just speculation. Undoubtedly, the movement of Play has confused the market, although it should be approached more as an order and consolidation than a revolution. The target telecommunications market is formed around 4 mobile players who will set the tone for the entire industry. Play and UPC groups will not become market hegemons, they will have the same power as the group centered around Orange or Polkomtel. Since it does not have its own stationary T-Mobile arm, the attitude of the “lonely” will be interesting. But this is a matter for other considerations.
Orange with the fastest fiber-optic Internet (FTTH)
The September FTTH rating is based on more than 411,000 people. measurements, which is 13.1% of the results of all fixed lines in Poland. The average speed of fiber-optic lines in September was 203.9 Mb / s, which is an increase of 1.6% compared to the previous month.
In September, Orange (220 Mb / s) remains the leader in the FTTH rating for the third month in a row. The second place belongs to INEA (~ 214 Mb / s) and Netia closes the podium with a result slightly higher than 200 Mb / s. T-Mobile (~ 174 Mb / s) is in fourth place.
T-Mobile maintains a leading position in mobile internet providers
In September, the acceleration of mobile internet was observed in all mobile internet providers in Poland. The average data download speed was 39.9 Mb / s, which is 6.1% faster than the previous month. This is the “rebound” effect of the holiday delay on the mobile Internet, which is the result of increased traffic in tourist destinations.
T-Mobile ranks first in the mobile internet rating with a result of 47.0 Mb / s. The second place belongs to Orange (43.3 Mb / s), and the third place belongs to Play with the result of 36.4 Mb / s. Plus (34.6 Mb / s) was left off the podium.