Anticipating the iPhone's Impact in Europe

Thomas Husson | August 22, 2007, 11:34 AM

According to an article in the Financial Times Deutschland, O2 in the UK, Orange in France and T-Mobile in Germany, have all agreed contracts with Apple to sell the iPhone later this year. According to FT again, Apple has managed to obtain a revenue share of over 10 per cent of the revenues from calls and data traffic from iPhone users.

If true, this highlights how disruptive Apple may be not in terms of impact on volumes but in the existing mobile ecosystem, since such an agreement has never been reached to my knowledge with European carriers.

I already made previous comments on this: here and here.

However, if you are a client and want a synthetic view of key differences between the US and Europe to try to anticipate the iPhone's European launch, please click here to see our latest report.