When COVID-19 hit the world and governments and authorities enforced restrictions on the society, the whole economy trembled. The telco business was affected, but the change in movement and usage patterns didn’t just bring negatives. Although the high margin mobile roaming revenue was lost, mature market telcos have, generally speaking, never reported higher margins than what they did in the just-closed third quarter of 2020.
We’ll show you what the key to this margin increase is.
Which are the equipment sales models in mobile and how have they developed over time? Can best practices be spotted when comparing equipment sales and profitability for a large number of mature market operators globally?
Using facts: What outputs are different equipment sales models such as subsidy, instalment, leasing, rental and BYOD generating – and how is an early upgrade promise affecting?
In this project we identified and documented a few operator best practices across different models in different markets.
How have operators introduced fixed-mobile convergent plans in Europe’s most advanced markets France, Spain, Portugal, Belgium, Switzerland, the Netherlands – and in emerging FMC markets like the UK and Sweden? How – and how quickly – did competition react?
Using facts: What is the take-up of these FMC plans? How have the FMC introductions affected mobile and fixed market share, customer churn, acquisition & retention cost, demand for fibre and TV – and revenue and margin?
How do you avoid making FMC a discount-centric thing? How have the best FMC propositions been put together and how have they been marketed? Is there a way to leverage content and exclusivity?
Without subscription growth it’s difficult for mature market operators to report service revenue growth.
Some operators – anxious to still show growth – have thus begun to regularly highlight their fixed-mobile convergence base in quarterly results presentations. It’s most often a smoke screen. Here are seven examples – of which six aren’t growth stories.
Nowhere else in the world will you find as many 5G users as in South Korea. Nowhere else will you find as many 5G base stations up and running. If there ever was a race to 5G, the Korean government and industry won it.
Seeing is believing: After having dug up, read and compiled all reporting and data on Korea’s mobile business there was no other way forward than to seeing it for ourselves and interview people involved in creating Korea’s ‘5G wonder’.
We spent eight busy days (11-18 July) in Seoul to finish a comprehensive 106-page analysis – full of graphs and photos – with recommendations for European operators.
Quantitative and qualitative exploration and analysis project starting with a Nonstop Retention® benchmark for a specific country market.
Analysing a wide area of propositions and tactics from several different markets:
Multi-user and multi-device plans
Fixed-mobile convergent plans
Premium value plans and options
Flexible plans and sub-brands
Early upgrade plans for handsets
Identifying best practice with regards to impact on revenue, take-up and customer loyalty. Applying it to the local market competitive context, resulting in a recommendation presented during interactive workshops.
2019 will be a year with significant uncertainty for many operators. Will we get that frequency license? Will the merger in our market be approved? Will we be able to launch 5G? Will competing fixed wireless propositions steal our broadband customers and erode prices? Will our competitors begin producing original content?
Good then that there are questions that can be answered here and now. These are the ones we know many of you are busy with:
Fresh milk and mobile data seem to share the same bacteria problem. Even if treated carefully, it eventually goes sour. To protect consumers from a possibly unpleasant experience, dairy producers put a best before date on milk cartons. Mobile operators go further – they revoke unused mobile data before those gigabytes have become a health hazard.
But consumers have started to question if unused data really is unhealthy and deserve a similar down-the-drain treatment as sour milk. Clever mobile operators realised that they can offer rollover data. One of the pioneers globally is New Zealand’s 2degrees. In this video they ask what is happening to all that leftover data.
The research insights are based on a survey of 14000 Android and iOS smartphone users between 15 and 65 in fourteen countries: Argentina, Brazil, China, Egypt, Finland, France, Germany, Indonesia, Ireland, Japan, Mexico, South Korea, the UK and the US.
To prepare this consumer research, we worked with Ericsson ConsumerLab to analyse and benchmark the mobile data strategies of operators globally. When we had the research results, we jointly reviewed them.