Category Archives: Analysis

Tele2: From industry’s black sheep to customer’s best friend?

Frank undercover2Late November last year, Tele2 launched a major transformation campaign in Sweden under the Tele2.0 banner.

The message? Tele2 had questioned all industry practices and concluded that many of them were outright stupid. And consequently stopped or changed them. Continue reading Tele2: From industry’s black sheep to customer’s best friend?

Finland: The land of three thousand megabytes

In our public industry analysis “Peak data” in sight? we use regulator data to identify Finland as the number 1 country in the world when it comes to mobile data usage, beating all the countries which typically are followed closely – USA, South Korea, Japan.

It’s with great pleasure we note that Finland’s third operator, DNA, has followed in its larger competitor Elisa’s footsteps and reported total mobile data traffic. And it is a blast. Too. Continue reading Finland: The land of three thousand megabytes

Why 100% population coverage on 4G doesn’t imply a great customer experience

Once you pop, you can’t stop?

When the rollout of 4G LTE eventually got up to speed in Western, Central and Southern Europe, it wasn’t long until operators started to report that the rollout was more or less completed, using population coverage as the proof point.

Let’s look at the stats from 19 operators who reported 4G population coverage both for December 2013 and 2014: Continue reading Why 100% population coverage on 4G doesn’t imply a great customer experience

Niel buys Orange Switzerland: So will Swiss headcount follow French?

Orange Switzerland (which since 2012 isn’t owned by Orange Group) is just about to be sold to Xavier Niel’s private holding company. What makes it interesting is that Niel is the person behind Iliad, the company who operates under the Free brand in France. Continue reading Niel buys Orange Switzerland: So will Swiss headcount follow French?

Four years (and a net neutrality law) later, Dutch operators foul again

Dutch operators KPN and Vodafone were both fined for violations of net neutrality today.

KPN got a fine of 250000 EUR for having blocked access to voice over IP services on public Wi-Fi hotspots. Vodafone was fined 200000 EUR for having zero-rated content from HBO. Continue reading Four years (and a net neutrality law) later, Dutch operators foul again

Rollover: The next big thing for customer retention

RolloverBucket plans – with volume caps on the number of minutes, messages and Mbytes – have been offered by mobile operators for years. Even though the composition has varied over time (e.g. through elements made unlimited), the concept is well known to customers.

Monthly caps have become the standard of our industry. Another standard is to reset those caps at the start of a new month. This means that any balance left – minutes, messages, Mbytes – is voided. Or confiscated – to use the word of John Legere, CEO of T-Mobile USA. Continue reading Rollover: The next big thing for customer retention

The Alps operator benchmark

In 2013, tefficient introduced the Nordic operator benchmark to telcos in Sweden, Finland and Norway. The feedback has been strong, leading to repetitions in 2014 and 2015. Denmark was added in 2015.

Unlike other benchmarks, it has a local view since the peer group only contains operators from the covered countries – which have been selected based on high comparability. Unlike other benchmarks, it is therefore 100% fact based since no numbers need to be “adjusted” in an attempt to mask that they weren’t comparable in the first place. Continue reading The Alps operator benchmark

Zero-SIM game

The graph below shows the annual (2014: annualised) growth rate in reported mobile SIM base for about 100 mobile operators in mature markets globally.

Zero SIM sum mature markets 2011 2014 tefficient Continue reading Zero-SIM game

Copper Europe?

Whereas the “Europe is behind” accusation today is a myth rather than a fact when it comes to 4G LTE rollout, Europe still has an issue when it comes to really fast, two-way, fixed broadband – something only fiber-to-the-home (FTTH) or fiber-to-the-building (FTTB) networks can deliver. Continue reading Copper Europe?

Churn: Still a concern

The subsidy model – which dominated operators’ handset and equipment sales in mature markets for decades – is rightfully retiring. It wasn’t a brilliant idea to discount goods not produced inhouse (taking cost pressure away from equipment manufacturers like Apple) and, to compensate, overcharge for the services actually produced (making over-the-top services and Wi-Fi more attractive). Continue reading Churn: Still a concern