All posts by Fredrik Jungermann

Usage growth decelerates after COVID – but monetisation improves

Tefficient’s 33rd public analysis of the development and drivers of mobile data compares 46 countries from all regions of the world.

In our previous reports for 2020 and 1H 2021 we could see that the pandemic drove mobile data usage – contrary to the belief that all that time we spent at home would offload mobile data traffic to Wi-Fi and fixed broadband.

But the usage backlash is here: During the second half of 2021 the demand for more mobile data slowed. If comparing countries where usage is available for both the first and the second half of the year, most experienced decelerating growth. There were even three countries with a decline in absolute usage: Qatar, Austria and Bahrain.

Continue reading Usage growth decelerates after COVID – but monetisation improves

Comparing Scandinavia’s FMC propositions

During the last decade, fixed-mobile convergence – FMC for short – has come to dominate how connectivity and entertainment are sold to households in European markets like Spain, France, Portugal, Belgium and the Netherlands.

In Spain, around three quarters of the households currently subscribe to an FMC plan covering at least fixed broadband and one or multiple mobile subscriptions. Often TV or other entertainment services are included too.

Initially FMC was sold with massive discounts and the base grew quickly as it was a no-brainer not to buy everything from the same operator. Churn levels were improved dramatically too when a churn decision no longer just affected one service for one household member, but many different services consumed by many different people. [Some find it easier to negotiate with an operator than with members of the family].

In later years, FMC ARPU increased much, driven by more content (and more expensive content such as football) in the mix. Eventually, the operator thirst for higher and higher ARPU might have been the start of a negative base trend for FMC. In the graph below, we show the FMC net adds for Movistar (Telefónica Spain) since the launch of its Fusión FMC product.

Continue reading Comparing Scandinavia’s FMC propositions

Assessment of Norwegian mobile and fixed broadband pricing in a Nordic context – 2022

Norway’s Ministry of Local Government and Regional Development yesterday published two analyses commissioned from Tefficient.

The conclusion are summarised (in Norwegian) in a press release from the Ministry: https://www.regjeringen.no/no/aktuelt/norske-mobilpriser-er-fortsatt-hoye-i-nordisk-sammenheng/id2909632/

Both analyses are quite comprehensive and compare Norway to the three fellow Nordic countries Denmark, Sweden and Finland. It means that they are highly interesting not just for the industry and policy makers in Norway, but in all four countries.

Sample graph from the mobile report
Sample graph from the fixed broadband report

Since the Ministry has made both analyses available for public download, you can access them directly and for free from here:

Assessment of Norwegian mobile revenues in a Nordic context – 2022

Assessment of Norwegian fixed broadband pricing in a Nordic context – 2022

The analyses are one-year-later updates of the original analyses that provided input to the government’s white paper to the Norwegian Parliament titled “Vår felles digitale grunnmur — Mobil-, bredbånds- og internettjenester“. See Tefficient’s reference from last year:

Commissioned by Norway’s Ministry of Local Government and Regional Development.

Cloud gaming: Operator propositions + monetisation analysis

Gaming is a multi-billion dollar business – but operators have not really aimed to monetise it. Until now. Cloud gaming relies on a network’s ability to deliver a stable throughput and a low and stable latency. Gaming devices no longer need to have muscles; the rendering happens in powerful cloud servers. With cloud gaming, operators have the possibility to be relevant for gamers; operators can use network features to control and improve the gaming experience. Perhaps operators can even sell cloud gaming with differentiated experience tiers?

Softbank’s cloud gaming proposition, GeForce NOW Powered by Softbank, in Japan
Continue reading Cloud gaming: Operator propositions + monetisation analysis

Who has the best mobile network in the Nordics?

Opensignal’s Global Mobile Network Experience Awards 2022 showed that the mobile networks of Sweden, Finland – and especially Norway and Denmark – provide some of the best experiences in the world.

But there are many companies – some with global, some with local ambitions – that offer their take on who has the best mobile network. To differentiate, providers define different metrics and use different methodologies. Rather than boring you with those, we have compiled a cross-case table naming the winner per each metric across four global network experience specialists: Opensignal, Tutela, Ookla Speedtest and umlaut.

We have included the latest overall or 5G-specific tests made public in 2021 or 2022.

Continue reading Who has the best mobile network in the Nordics?

Back to normal? Or will 5G push the envelope?

Tefficient’s 32nd public analysis of the development and drivers of mobile data compares 46 countries – now with Brazil added – from all regions of the world.

In our previous, full year 2020, report we could see that the pandemic drove mobile data usage – contrary to the belief that all that time we spent at home would offload mobile data traffic to Wi-Fi and fixed broadband.

Although the pandemic was still very much present in our daily life, the relaxation of restrictions in the first half of 2021 led to a more normal growth in mobile data usage.

Continue reading Back to normal? Or will 5G push the envelope?

5G Pacesetters – what’s their secret?

Ericsson ConsumerLab published its latest report today.

The 5G Pacesetters report is the public outcome of a very ambitious project to design and analyse an index that measures both the 5G market performance and the consumer perception of 73 operators across 22 markets globally. Each 5G operator was analysed based on 105 criteria across 16 categories – from customer satisfaction to 5G offering, rollout and marketing efforts. It’s the first time a 5G index takes consumer satisfaction and consumers’ 5G leadership expectation into account.

Continue reading 5G Pacesetters – what’s their secret?

Mobile data usage got a boost when we were immobile

Tefficient’s 31st public analysis of the development and drivers of mobile data compares 45 countries from all regions of the world. The pandemic affected us all but although we to a high extent spent the year in our homes, mobile data usage increased in every single country. Mobile data is apparently not just used by people on the move.

Generally speaking, the growth accelerated in 2020; only a few countries experienced a slower growth rate.

Continue reading Mobile data usage got a boost when we were immobile

Benchmarking fibre broadband pricing in Denmark with Sweden, Norway, Germany, The Netherlands, Belgium, the UK and France

Dansk Energi (Danish Energy) is a business and interest organisation for energy companies in Denmark. These companies spearheaded the rollout of fibre networks in Denmark.

In a press release, Dansk Energi concludes that Denmark has among the lowest prices on fibre broadband in Europe. That conclusion is based on a comprehensive price benchmark performed by Tefficient – a benchmark which Dansk Energi has made public. Open the press release and download the benchmark in the “Dokumenter” area highlighted below.

Continue reading Benchmarking fibre broadband pricing in Denmark with Sweden, Norway, Germany, The Netherlands, Belgium, the UK and France

2020 was a horrific year – but not for the global mobile data traffic that grew 38%

Not just sunshine, though – revenue fell 2%

Tefficient’s 30th public analysis on the development and drivers of mobile data ranks 105 operators based on average data usage per SIM, total data traffic and revenue per gigabyte in the full year of 2020.

The data usage per SIM grew for basically every operator. 39% could turn that data usage growth into ARPU growth.

Continue reading 2020 was a horrific year – but not for the global mobile data traffic that grew 38%