Category Archives: Germany

European 4G – mission accomplished?

Look at the graph below. It should satisfy mobile end-users, operators, regulators, politicians and equipment suppliers.

It shows that all operators have improved 4G coverage to the extent that they all (well almost) reach above 90% of the population by the end of June.

Mission accomplished then? Continue reading European 4G – mission accomplished?

In fiber, leadership is created with a shovel

Certain European incumbents are betting on that copper access will be sufficient for the future communication needs of households and smaller businesses.

But where most incumbents regard copper-based DSL technologies as a fallback for areas where fiber-to-the-home (FTTH) or fiber-to-the-building (FTTB) deployment isn’t financially feasible (or not yet rolled out), a few seem to be determined that copper is it. Continue reading In fiber, leadership is created with a shovel

German operators: We listened to your customers. Maybe you should too?

This innocent tweet – based on official statistics from the German and Finnish telecom regulators – has currently been read by more than 90 000 people:

Continue reading German operators: We listened to your customers. Maybe you should too?

Plan B: Avoid the merger-to-no-merger journey

EU 4The shock waves reverberate in the European telecoms industry ever since Telenor and TeliaSonera in September deemed it pointless to continue negotiations with the European Commission to win support for a mobile merger between Telenor and Telia in Denmark. Continue reading Plan B: Avoid the merger-to-no-merger journey

What buys you a load of data in Finland, France & Denmark, buys you nothing in Belgium & Switzerland

How much mobile services do you get for 20 EUR?

For 25? 30? 35? 40 EUR?

We have compared the service prices of all mobile operator brands in eleven countries: Germany, the UK, France, the Netherlands, Belgium, Sweden, Austria, Switzerland, Denmark, Finland and Norway.

And Europe is divided. Continue reading What buys you a load of data in Finland, France & Denmark, buys you nothing in Belgium & Switzerland

Mobile consolidation: Less is more?

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You already have a view about the consolidation of mobile operators in Europe, don’t you?

FourSome people believe that four mobile operators are the guarantee for sufficient market competition. The entry of Free Mobile in France suggests this. Continue reading Mobile consolidation: Less is more?

EU’s largest mobile operator born. But has EplusO2 passed best before date?

45 million SIMs: The combined EplusO2 will be the largest mobile operator in Germany and in the European Union. A mobile giant was in practice born today with EU’s approval of Telefónica’s acquisition of E-plus.

But during the more than 11 months of approval, the competitive playground changed:

  • Vodafone acquired Kabel Deutschland and is about to integrate it in order to offer quad-play
  • Telekom developed a new strategy, bringing quad-play to Germany during 2014

Germany revenue dev 2012 2014

Realising that the future battlefield won’t be mobile-only, we should understand how EplusO2 would rank when it comes to integrated revenue. See the graph above.

When we sum up O2 and E-plus (dotted line), we are no longer looking at market leader. EplusO2 will be number 3.

E-plus is (and has always been) mobile-only. O2 has a fixed arm in Germany, but its share of integrated revenue is just about 25% (and much of it relates to wholesale). What’s worse from a quad-play perspective is that O2 discontinued its TV product by the end of 2013. It never gained more than 90 000 customers – nothing in a country with a population of 82 million.

Telefónica might have something up their sleeve, but the question still has to be asked: Has the mobile-only scale logic behind the merger of O2 and E-plus passed best before date?