You already have a view about the consolidation of mobile operators in Europe, don’t you?
Some 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?
Vodafone Group is running an ambitious investment and modernisation programme called Project Spring.
And it is much needed: During the financial crisis in Europe, Vodafone lost millions of customers who found that other brands did not only have lower prices, but often also better service. It took time for Vodafone to react, but Project Spring is now addressing the investment backlog of Vodafone. Continue reading What is “perfect voice” anyhow?
Mobile data usage continues to grow: +58% for the markets in this analysis.
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
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.
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?
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
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.
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
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 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?
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
