All posts by Fredrik Jungermann

Mobile data usage: Price and bucket size matter

Mobile data usage continues to grow: +58% for the markets in this analysis.


Buckets

In some high usage markets like the US and Singapore, we however see signs of saturation with annual usage growth of just about 20%.

But it’s not a general trend: In other high usage markets – Finland, Estonia, Denmark, Japan and Ireland – the mobile data usage grew 60 to 80%. Continue reading Mobile data usage: Price and bucket size matter

Increase loyalty. Increase revenue. Reduce SAC/SRC. Is the combo possible?

Decoupled, non-binding, unsubsidised: A game changer?

Our analysis shows that mature market mobile operators on average use 15-20% of service revenue on subscriber acquisition and subscriber retention cost (SAC/SRC). In most cases without growing.Decoupled Non-binding Unsubsidised

Consequently, we examine the success of the operators who – in order to reduce SAC/SRC and improve margin – are challenging the mature market norm with binding contracts with coupled, subsidised, equipment. Continue reading Increase loyalty. Increase revenue. Reduce SAC/SRC. Is the combo possible?

Nordic operator benchmark 2015

Benchmarks, 2015 Nordic flags

For the third consecutive year: Comprehensive business benchmark including more than 500 KPIs covering revenue, OPEX, CAPEX, headcount productivity, subscriptions & channels, performance, load, quality and innovation & growth – for 33 functions within a mobile operator, within a fixed/cable operator and/or within an integrated operator – respectively. Continue reading Nordic operator benchmark 2015

Operator proposition & positioning analysis and workshops

Analysis & Go-to-market, 2015

Preparing analysis of the commercial and financial development for competing operators – aligning it with their respective propositions and positioning. Focusing on the operators in the market in question – but supplementing it with analysis of other international markets relevant to take learning from and apply in a local context. Continue reading Operator proposition & positioning analysis and workshops

OPEX and CAPEX breakdown for operators in seven large countries

Analysis & Go-to-market, 2015

Providing a global solutions provider with a country-per-country OPEX and CAPEX breakdown comparison between all major operators in seven large countries – based on combining operator reported figures, regulatory data, market data and operators’ communicated plans & targets with tefficient‘s understanding of what is industry typical given market position and strategy.

4G penetration top 21 of Europe

Not many operators in Europe report the number of 4G subscribers, but in this graph we have collected those who have. We recalculated end of March 2015 figures into penetration figures of the total SIM base. Continue reading 4G penetration top 21 of Europe

T-Mobile’s churn lowest ever – following introduction of Data Stash

Since T-Mobile’s plans for Data Stash were made public in December last year, we have looked forward to T-Mobile’s reporting of Q1 results – since we hoped to see the first indications of  if rollover data actually helps customer retention. Continue reading T-Mobile’s churn lowest ever – following introduction of Data Stash

Liberty Global buys a mobile operator. What does it mean for Europe?

Liberty-Global-logoLiberty Global has through a number of major acquisitions – Virgin Media in the UK and Ziggo in the Netherlands being the latest – expanded its European cable footprint. Continue reading Liberty Global buys a mobile operator. What does it mean for Europe?

4G population coverage: Marketing vs. reality

We have previously addressed the challenge to translate high population coverage into customer experience in 4G LTE.

The graph below shows the difference (in percentage points) between operator reported population coverage for the end of 2014 and the actual time 4G customers could indeed be on 4G – according to OpenSignal’s crowdsourced data for Q1 2015 (gathered November 2014-January 2015). Continue reading 4G population coverage: Marketing vs. reality

BT Mobile: Surprisingly disruptive

After 14 years, BT is back into consumer mobile. The long-rumoured launch of BT Mobile happened today. Continue reading BT Mobile: Surprisingly disruptive