RSS
Логотип
Баннер в шапке 1
Баннер в шапке 2

SberMobile (Sberbank-Telecom)

Company

width=200px

Owners:
Sberbank
Revenue and Net Profit millions Ths. rub

Owners

The mobile virtual operator MVNO () SberMobile (LLC -Sberbank Telecom) uses networks of existing operators on the market. The license for the provision of communication services was issued in August 2016.

Performance indicators

2023: Revenue growth by 24.5% to RUB 3.16 billion

The revenue of Sberbank-Telecom LLC (in the cellular market operates under the SberMobile brand) in 2023 reached 3.16 billion rubles against 2.54 billion rubles a year earlier (an increase of 24.5%). The company's net profit during this time decreased from 31.4 million to 31 million rubles. This is evidenced by the data of the Kontur. Focus service, which TAdviser got acquainted with at the end of April 2024.

From the reporting of Sberbank-Telecom, it follows that the cost of sales of the company in 2023 amounted to 2.88 billion rubles against 2.32 billion rubles a year earlier. Gross profit increased from 213.5 million to 284.7 million rubles, commercial expenses - from 15.3 million to 23.3 million rubles, management costs - from 215.4 million to 226.6 million rubles.

Revenue of Sberbank-Telecom LLC reached 3.16 billion rubles

Profit from SberMobile sales in 2023 reached 34.8 million rubles, while in 2022 such a loss was measured at 17.2 million rubles. The company's accounts payable on an annualized basis decreased from 742.5 million to 529.6 million rubles, receivables - from 479.1 million to 266.6 million rubles.

One of the new services of SberMobile in 2023 was the service of departure of managers Sberbank"" for issuing SIM cards to new subscribers To Moscow in and. St. Petersburg Previously, all this could be done only in the offices of the bank.

Leading analyst at Mobile Research Group Eldar Murtazin, commenting on the results of the work of virtual operators in 2023, noted that only large companies, including SberMobile, are showing growth. According to the expert, 2023 turned out to be difficult for MVNO projects in terms of profitability and subscriber retention.

File:Aquote1.png
Even the motivational programs disappeared... The consumer has become rational: if he sees no point, he stops paying and holding additional SIM cards, he does not need them, - said Murtazin.
File:Aquote2.png

2021: Exit to net profit - 110 million rubles

In 2021, SberMobile broke even, receiving a net profit of 110 million rubles on revenue of 2.51 billion rubles. Such data "Sberbank," the ecosystem of which includes this virtual mobile operator (MVNO), was published at the end of March 2022.

As noted in Sber, SberMobile demonstrated high business growth rates, which, as emphasized, were achieved through solutions based on its own platforms in the following areas: mobile communications with the possibility of free communication for subscribers, digital communication channels with SMS, Push, VoIP clients, etc., solutions "Digital Transport" and "Smart City." The presence of a product portfolio for B2B and B2G is a distinctive feature of SberMobile from other MVNO operators. The share of solutions in these segments in the company's revenues amounted to 30%.

SberMobile got rid of losses

SberMobile in 2021 continued the implementation of Sber's ESG strategy in all directions. In 2021, together with Aktiv Business Consulting, a service was developed to identify fraudulent calls in real time. Launched a video calling platform for business clients and the first mass digital office for hearing impaired subscribers. In the Primorsky Territory and the Oryol Region, projects of regional medical information systems and telemedicine using Big Data and artificial intelligence have been implemented.

According to Ruslan Gurdzhiyan, CEO of SberMobile, 2021 has become effective for the company in terms of implementing a strategy adapted to work in the context of the COVID-19 coronavirus pandemic. The operator has diversified its product portfolio into three main areas, concentrating on the most promising segments and tightly managing costs, he added.[1]

2020: Revenue growth 1.7 times to 2.16 billion rubles

A representative of Sberbank in a conversation with Kommersant said that in 2020, the revenue of the virtual mobile operator increased 1.7 times. Considering that in 2019 it amounted to 1.27 billion rubles, in 2020 it could reach 2.16 billion rubles.

2019: Doubling of losses to RUB 502 mln

In 2019, Sberbank the company "-telecom" received revenue in the amount of 1.27 billion rubles (according to Russian accounting standards), which is 3.5 times more than a year earlier. About this with reference to the system "" SPARK-Interfax write Sheets"."

The virtual mobile operator Sberbank ended 2019 with a net loss of 502 million rubles, which is twice as many cash losses a year ago (247.9 million rubles). The loss from sales during this time increased by 98.6% and reached 650.5 million rubles.

SberMobile doubled losses in 2019

Sberbank's MVNO project works on Tele2 networks along with about 20 more mobile operators. The total number of subscribers from such operators cooperating with Tele2 reached 3.75 million by the end of 2019, more than doubling compared to the previous year. The audience of SberMobile has not been disclosed.[2]

MVNO banks account for more than half of the subscribers of virtual operators working on the Tele2 network, it was they who ensured the growth of the "virtual" subscriber base (data from the analytical agency TMT Consulting).

Logo in 2019

According to Vitaly Solonin, head of the wireless technologies department at J'son & Partners Consulting, the top 3 Tele2 virtual operators in terms of subscriber base include Rostelecom, Tinkoff Mobile and SberMobile. At the same time, he notes, their shares are unevenly distributed.

Sberbank-Telecom expects to receive frequencies for the provision of 5G communication services. The company is primarily interested in slicing technology, which will allow it to deploy several virtual networks at once for its customers with different parameters of reliability, speed and delay.

This technology, for example, will create a wireless network for ATMs, couriers, collectors, car sharing or city bicycles. In addition, in the future, 5G networks and new technical solutions will be useful not only to the cellular operator, but also to Sberbank itself, which is actively interested in projects in the field of the Internet of Things and unmanned vehicles.

2018: Revenue - 362.4 million rubles, loss - 247.9 million rubles

In 2018, Sberbank-Telecom's revenue amounted to 362.4 million rubles, and the net loss of the mobile operator Sberbank reached 247.9 million rubles. This is evidenced by the data of SPARK-Interfax.

It follows from the same base that in 2018 Sberbank-Telecom fulfilled two contracts for the provision of telecommunications services to Sberbank itself and its subsidiary Settlement Solutions in the amount of almost 88 million rubles. Basically, these were deliveries of SIM cards for POS terminals, Vedomosti notes.

Own mobile operator brings losses to Sberbank

The representative of the operator told the publication that by the beginning of August 2019, Sberbank-Telecom operates in 45 regions. The company is focused on regional expansion, improving customer experience and service quality, and also invests a lot of funds in the development of IT infrastructure, Sberbank Telecom CEO Ruslan Gurdzhiyan told the newspaper through his representative.

In addition to Sberbank, Tinkoff Bank has its own mobile operator. The revenue of Tinkoff Mobile in 2018 amounted to 239 million rubles, that is, one and a half times less than that of Sberbank Telecom. Tinkoff Mobile's losses turned out to be even higher compared to its competitor - 1.1 billion rubles, of which 254 million rubles fell on customer acquisition costs and 814 million rubles on administrative and operating costs. By the beginning of August 2019, Tinkoff Mobile operates in 60 regions of Russia. Neither Tinkoff Mobile nor Sberbank-Telecom disclose the number of their subscribers.

Logo in 2018

According to Konstantin Ankilov, head of TMT Consulting, although both operators launched on the mass market almost simultaneously, Sberbank's project managed to attract more customers over the year thanks to a wider distribution network. In September 2019, VTB mobile operator VTB is expected  to launch. [3]

History

2020: Agreement with Tele2 and Huawei to test 5G technology

On October 8, 2020, it became known that SberMobile (the brand of the telecom operator Sberbank-Telecom LLC), part of the Sberbank ecosystem, mobile operator Tele2 and Huawei will test scenarios for using 5G technology based on technologies and infrastructure of the Sberbank ecosystem. The three companies signed a memorandum of intent and agreed to establish a working group to investigate the technological capabilities of the 5G standard.

SberMobile, Tele2 and Huawei will conduct several stages of desk research to develop business models in 5G networks, ways to monetize the technology, options for its scaling and use in various segments and sectors of the economy. The tests will be carried out jointly with Sberbank ecosystem companies, including Cognitive Pilot, using SberMobile platforms, Tele2 infrastructure and Huawei developments.

5G use cases for an AI-based smart analytics platform, unmanned vehicle fleet management, transportation infrastructure and agricultural process monitoring will be worked out. 5G technology should provide the transfer of video data stream from unmanned equipment for real-time interaction of the fleet, remote control of equipment and building a reliable picture in real time based on visual data from the field.

Another area of ​ ​ research is the creation of a digital twin of the city during the construction of a smart quarter Rublevo-Arkhangelskoye in Moscow. As part of the project, thanks to the technology of the Internet of Things, a single situational center for managing buildings and infrastructure of the smart quarter will be created, as well as real-time monitoring systems for construction work at the facility will be built.

Ruslan Gurdzhiyan, CEO of Sberbank-Telecom:

File:Aquote1.png
5G technology provides fundamentally different opportunities to digitalize businesses of all sizes in a wide variety of sectors of the economy. Sberbank has an ecosystem that includes all the components for end-to-end digitalization of companies - from equipping homes, offices and even vehicles with smart devices to creating ʺtsifrovykh dvoynikovʺ enterprises that transmit data in real-time mode. We have a stack of technologies that can be scaled and tailored to 5G requirements. This combination of capabilities and technologies allows us to offer our customers various services and solutions.
File:Aquote2.png

Igor Maistrenko, Director of Sales and Development of the Tele2 Mass Segment:

File:Aquote1.png
Tele2 launched a 5G pilot zone on Tverskaya Street in August 2019 and demonstrated user and industrial scenarios for the use of technology. A full-fledged launch of 5G remains a prospect, but in any case it will take place as soon as the issue of frequency availability is resolved. The market and companies must be technologically ready for commercial deployment of networks. Together with our partner SberMobile, we explore two important areas - the autonomous use of MVNO technology by the operator and the range of its capabilities based on the developed digital ecosystem of Sber. Together, we will expand our case portfolio and explore the possibilities for commercializing the technology, which is especially important given the insufficient pool of practical 5G use cases.
File:Aquote2.png

Zhao Lei, Vice President of Huawei Technologies, CEO of Huawei's carrier business in Russia:

File:Aquote1.png
As a 5G development spokesperson, Huawei will provide its technology to create opportunities and scenarios for 5G business cases. In the framework of strategic cooperation with SberMobile and Tele2, we will join our efforts to develop business models and adaptations of 5G technologies for MVNO. We believe that thanks to the synergy of the strongest parties of each of the partners, a reliable "platform" for technology integration will be created.
File:Aquote2.png

2018: Launch of a mobile virtual operator service under the SberMobile brand

On September 26, 2018, Sberbank announced the launch of a mobile virtual operator service under the SberMobile brand, which will be available for 4 constituent entities of Russia - Moscow, St. Petersburg, Moscow and Leningrad regions. By the end of 2018, 13 more constituent entities of the Russian Federation will join them. Read more here.

Notes