Debut in 5G for Tiscali which presents the new offer thanks to the Tim network and which to date can count on coverage of over 3,600 municipalities. The new Smart 200 5G offer, available to all customers (not just new ones), includes 200 GB, 10.56 GB in the EU area, unlimited minutes and 100 text messages at a monthly cost of 9.99 per month. New customers will benefit from free activation, with a one-off SIM contribution of 10 euros, while activation for already active customers requires a contribution of 15 euros. 5G also in fixed-mobile convergence: for a monthly cost of 32.90 euros, new customers will have access to fiber up to 2.5 Gbps with unlimited calls and modem included and the 5G Smart 150 Top mobile service with 150 GB of data, unlimited minutes and 100 text messages.
Vodafone anticipates everyone on Ho-Mobile
But Vodafone is ahead of Tiscali: Ho customers. Mobile (Vodafone’s second brand, with 3.2 million customers at the end of December, almost 19% of the entire customer base) can activate 5G thanks to the Turbo option (for an additional 99 cents per month) or access dedicated offers starting from 9.99 euros per month, an option that includes 200 GB and unlimited minutes.
The low cost challenge opens
“The opening of the 5G network to second brand customers represents a very controversial move”, highlight the Intermonte analysts. “On the one hand, this should contain the commercial aggressiveness of Iliad (180 GB at 9.99 euros per month) and of Fastweb mobile which today offers the least expensive entry level 5G offer on the market (150 GB at 7.99 euros per month) month), while the low-cost brands of Tim (Kena) and Wind3 (VeryMobile) do not offer 5G. On the other hand, if this move were to be replicated by all the main operators, we do not exclude a risk of internal cannibalization and consequent dilution of the ARPI with a shift towards low cost 5G offers”.
Vodafone’s move linked to the Fastweb operation?
According to Intermonte “Vodafone’s choice to open the 5G network to Ho.Mobile could be linked to the fact that Vodafone is now leaving Italy and has already crystallized an interesting valuation for its activities thanks to the deal announced with Fastweb, for which We are not surprised by a less than rational decision which could in the short term exacerbate competition in the low cost segment and also put the high end segment under pressure.” Analysts recall that today Vodafone offers 5G at 24.99 per month with unlimited gigabytes to everyone and at 9.99 euros per month for those coming from Iliad, Fastweb, Poste while Tim at 14.99 euros per month (50 GB in 5G ) or 19.99 euros (100 GB in 5G).
Iliad’s share grows
“Over the last year, Iliad has expanded its market share to 13.7% (+1.5 percentage points) at the expense of Wind3 (24.6%, -1.0 pp) and Vodafone (21.7%, -0.9 pp ) and to a lesser extent than Tim (24.1%, -0.5pp) while Poste achieved a share of 5.4% (-0.2pp), Fastweb of 4.6% (+0.6pp) and CoopVoce of 2 .7% (+0.2pp)”.
