M2M lines drove most of TT Mobil's subscriber gain in Türkiye

TT Mobil, the mobile arm of Türk Telekom, added 4.2 million subscriptions in the year to June 2026, or 73 per cent of the 5.75 million added across Türkiye's three mobile networks, charts in the second-quarter report of the telecoms regulator BTK show.

Türk Telekom's own second-quarter release shows its machine-to-machine (M2M) lines rose by 3.2 million to 6.4 million over the same period, so about three-quarters of the gain was M2M lines, by Corridor Signal's calculation. The additions lifted its share of subscriptions to 32.0 per cent from 29.6 per cent. TT Mobil's share of mobile revenue was 24.2 per cent, BTK says.

What the share figures count

BTK's chart of subscribers by operator is titled as including M2M lines, so the shares built on it include them. BTK puts M2M subscriptions at 15.2 million at the end of June, against 10.3 million at the end of 2024 and 14.4 million at the end of 2025, its report shows. Total mobile subscriptions including M2M rose from 94.32 million to 99.69 million in 2025, so M2M accounted for about 4.1 million of the 5.4 million increase, by Corridor Signal's calculation. The main body of the report does not split M2M by operator.

What the operators report

• Türk Telekom: mobile subscribers rose to 32.7 million from 28.5 million, matching BTK's TT Mobil figures of 32.74 million and 28.54 million, and M2M lines to 6.4 million from 3.2 million, its release shows. Excluding M2M, the base grew to 26.3 million from 25.3 million, or about 4 per cent, by Corridor Signal's calculation.
• Turkcell: its mobile subscriber base passed 40 million, and M2M lines rose to 6.1 million from 5.4 million, its filing with the US Securities and Exchange Commission shows. Excluding M2M, the base grew to about 33.9 million from 33.4 million, or about 1.5 per cent, by the same calculation.
• Vodafone: BTK's chart shows subscriptions of 29.49 million against 29.22 million a year earlier. Its M2M lines are not given in the sources reviewed.

The releases round to 0.1 million, so the growth rates excluding M2M are approximate. By the same calculation from BTK's chart, Turkcell added 1.28 million subscriptions of all kinds in the year and Vodafone 0.27 million.

Revenue, ARPU and portability

By revenue, BTK puts Turkcell at 41.1 per cent of the market, Vodafone at 34.7 per cent and TT Mobil at 24.2 per cent in the second quarter. Against a year earlier, TT Mobil's share was 0.2 points lower, Vodafone's 0.4 points lower and Turkcell's 0.5 points higher, BTK says. Average monthly revenue per user (ARPU) was TL 368.5 at Turkcell, TL 364.4 at Vodafone and TL 280.4 at TT Mobil, the same report shows. The report does not say whether those figures include M2M lines.

The companies' releases show how much M2M can lower a blended figure. Türk Telekom reports mobile ARPU of TL 285.6 including M2M and TL 354.0 excluding it, per its release. Turkcell reports TL 382.7 and TL 447.6, on an inflation-adjusted basis, its filing shows. M2M therefore lowers blended ARPU by 19.3 per cent at Türk Telekom and 14.5 per cent at Turkcell, by Corridor Signal's calculation. BTK's TT Mobil figure is close to Türk Telekom's blended one, which suggests that it includes M2M, although the report does not confirm this. The three sets of ARPU may not share a basis, and Turkcell's is inflation-adjusted, so Corridor Signal does not compare the companies' own figures with each other.

In the second quarter, TT Mobil gained about 161,000 subscribers through number portability, while Turkcell lost 86,000 and Vodafone about 75,000, BTK says. Monthly churn in June was 1.3 per cent at TT Mobil, 1.4 per cent at Vodafone and 1.6 per cent at Turkcell, the report says. In BTK's chart of nine quarters, TT Mobil recorded net portability gains in eight and Vodafone net losses in eight. Total portability volume was 2,782,985 in the quarter against 4,958,583 a year earlier.

Türk Telekom said in its release that it finished the quarter as leader of the portability market and expects year-on-year ARPU growth to turn positive in the second half. Turkcell said that mobile churn improved to 1.6 per cent from 2.2 per cent a year earlier and that it expects ARPU growth to strengthen progressively, with a more visible effect from the fourth quarter, its filing says.