1、THE E VOLUTION OF DATA GROW TH IN EUROPEEvaluating the trends fueling data consumption in European markets2023NEJC JAKOPINPartner,TIME*Central E ELISABETTA CAFFORIOPrincipal,TIMEI MATYAS WEBERManager,TIMEA GABRIEL MOHRPrincipal,TIMEA GLEN PERESManager,TIMEA KAMIL BURKHANOVBusiness Analyst,TIMECentra

2、l ECONTENTEXECUTIVE SUMMARY 31.SPECIFIC USE CASES WILL FUEL HIGH GROWTH TRAJECTORY 52.DEMAND DRIVERS VIDEO,SOCIAL NETWORKING&LIVE SPORTS 63.SUPPLY DRIVERS ATTRACTIVELY PRICED DATA BUNDLES,FTTP COVERAGE&5G COVERAGE 144.MOBILE CONSUMPTION WILL ACCELERATE UNTIL 2030 185.FIXED CONSUMPTION TO GROW UNTIL

3、2030 206.CONCLUSION DATA CONSUMPTION TO CONTINUE AT ELEVATED LEVELS 23APPENDIX A METHODOLOGY 24APPENDIX B ADDITIONAL CONSIDERATIONS 28*TIME:Telecommunications,Information Technology,Media&ElectronicsWe would like to acknowledge all those who contributed in the review of this Report,especially:Vincen

4、zo Basile,Gaetano Rauseo,and Albert Meige.General disclaimerThis report was made in cooperation with the European Telecommunications Network Operators(ETNO)and Groupe Speciale Mobile Association(GSMA)on terms specifically limiting the liability of Arthur D.Little.Arthur D.Littles conclusions are the

5、 results of the exercise of its best professional judgment,based in part upon information provided to Arthur D.Little by ETNO or GSMA,along with primary and secondary research as well as expert interviews conducted by Arthur D.Little.Such information is provided for reference purposes only and use o

6、f this report by any third party for whatever purpose should not,and does not,absolve such third party from using due diligence in verifying the reports contents.Any use that a third party makes of this document,or any reliance on it or decisions to be made based on it,are the responsibility of such