Category Archives: Analysis

4G LTE, 5G, Analysis, Austria, data monetisation, FWA, mobile data usage, South Korea

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 →
Analysis, Belgium, Denmark, France, FTTx, Germany, Netherlands, Norway, References, Sweden, UK

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

Reference: Analysis, 2021

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 →
4G LTE, 5G, Analysis, data monetisation, mobile data usage

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% →
4G LTE, 5G, Analysis, CAPEX, data monetisation, Denmark, Finland, FTTx, FWA, mobile data usage, Nordic, Norway, References, Sweden

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

Reference: Analysis, 2021

Norway’s Ministry of Local Government and Modernisation has today published an extensive white paper to the Norwegian Parliament titled “Vår felles digitale grunnmur — Mobil-, bredbånds- og internettjenester“.

Tefficient has written two comprehensive analyses to support chapter 7 in the white paper addressing mobile and fixed broadband networks:

  • “Assessment of Norwegian mobile revenues in a Nordic context”
  • “Assessment of Norwegian fixed broadband pricing in a Nordic context”

The first analysis investigates whether Norwegian mobile prices should be considered high or moderate given certain specific Norwegian conditions. A multitude of metrics are used – always compared between the same four markets: Norway, Denmark, Sweden and Finland.

The second analysis investigates Norwegian broadband prices, comparing them against three other Nordic markets: Denmark, Sweden and Finland.

The white paper (in Norwegian) summarises the two analyses in sections 7.2.1.4 and 7.2.2.3 using selected graphs and conclusions. The ministry has integrated the key findings with own and independent research, data and viewpoints to form a basis for future policy.

Continue reading Assessment of Norwegian mobile and fixed broadband pricing in a Nordic context →
5G, Cloud gaming, Go-to-market, Mobile video, References

Cloud gaming and immersive video in a 5G perspective

Reference: Analysis, 2021

Which cloud gaming and immersive video propositions are leading operators offering their 5G customers? How have operators gone about it; partnering with global brands, integrating a white label product – or even building it on their own?

KT 모델들이 14일부터 통신사에 관계 없이 110종의 게임을 마음껏 즐길 수 있는 구독형 스트리밍 게임 서비스 ‘게임박스’를 소개하고 있다. https://corp.kt.com/html/promote/news/report_detail.html?datNo=15881
KT celebrating 40k GameBox customers one month after launch

What about exclusivity? Can anyone buy or is it just for connectivity customers? Even for 5G customers only? Or have operators made the cloud gaming/immersive video service inclusive? If so, on an all plans or just on the more premium plans?

In this project we summarised and categorised all propositions in leading 5G markets globally and could spot some global trends.

Commissioned by an operator group.

4G LTE, 5G, Analysis, data monetisation, FWA, mobile data usage

The growth in mobile data wasn’t stopped by a pandemic

But growth is unevenly distributed and few countries could grow ARPU

Tefficient’s 29th public analysis of the development and drivers of mobile data compares 44 countries from all regions of the world.

Although a pandemic hit the world in 1H 2020, usage grew in every single country. But the growth was unevenly distributed – some countries grew faster than before while others grew slower than before.

Continue reading The growth in mobile data wasn’t stopped by a pandemic →
Blog, Churn, SAC and SRC

How COVID-19 measures improved the margin of operators by improving customer loyalty

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.

Continue reading How COVID-19 measures improved the margin of operators by improving customer loyalty →
4G LTE, 5G, Analysis, data monetisation, mobile data usage

40% more gigabytes in spite of the pandemic

But revenue negatively affected: -0.5%

Tefficient’s 28th public analysis on the development and drivers of mobile data ranks 116 operators based on average data usage per SIM, total data traffic and revenue per gigabyte in the first half of 2020.

The data usage per SIM grew for basically every operator. 42% could turn that data usage growth into ARPU growth.

Continue reading 40% more gigabytes in spite of the pandemic →
5G, Analysis, Austria, CAPEX, Churn, Denmark, equipment sales, France, Go-to-market, References, SAC and SRC, UK, US

Equipment sales and bundling: Best practices

Analysis & Go-to-market, 2020

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.

Continue reading Equipment sales and bundling: Best practices →
4G LTE, 5G, Blog, fixed data usage, FTTx, FWA, mobile data usage, Wi-Fi

Is mobile eating fixed’s lunch?

In our latest mobile data usage and revenue analysis, there are 43 countries. Of these, 27 are European. And among these, about half (13) of the regulators are not just reporting the mobile data traffic but also the fixed broadband traffic.

It allows us to compare the two and answer the question “is mobile eating fixed’s lunch?”

Split between mobile and fixed data traffic – Austria (#1 in mobile share) and the UK (#13)
Continue reading Is mobile eating fixed’s lunch? →