Category Archives: UK

Public Wi-Fi: Lost in transition to 5G?

Two years ago, telcos were still proudly reporting their progress in utilisation of their own public Wi-Fi hotspots for cost efficient offloading of mobile data. Public Wi-Fi was also positioned as an investment in a better customer experience – especially in public indoor environments. Telcos that were late with 4G – such as in Taiwan and Belgium – could utilise their public Wi-Fi to bridge the transition from 3G to 4G.

You can find this in our telco Wi-Fi analysis from September 2016.

But something changed. Continue reading Public Wi-Fi: Lost in transition to 5G?

Apple Watch 3 Cellular, how much data does it eat?

It’s here. I’ve been salivating after the latest Apple Watch 3, with all the bells and whistles. Slick, beautiful, cool and I’ll only need a watch to make/receive calls and text, stream music, etc. This should be easy, I’ll just pre-order the GPS & Cellular version. I’m a UK consumer and have a passion for all things mobile & telco, both home and abroad. Therefore, I decided to find out how Apple Watch 3 offers compare in the UK, USA and Australia. Continue reading Apple Watch 3 Cellular, how much data does it eat?

European 4G – mission accomplished?

Look at the graph below. It should satisfy mobile end-users, operators, regulators, politicians and equipment suppliers.

It shows that all operators have improved 4G coverage to the extent that they all (well almost) reach above 90% of the population by the end of June.

Mission accomplished then? Continue reading European 4G – mission accomplished?

In fiber, leadership is created with a shovel

Certain European incumbents are betting on that copper access will be sufficient for the future communication needs of households and smaller businesses.

But where most incumbents regard copper-based DSL technologies as a fallback for areas where fiber-to-the-home (FTTH) or fiber-to-the-building (FTTB) deployment isn’t financially feasible (or not yet rolled out), a few seem to be determined that copper is it. Continue reading In fiber, leadership is created with a shovel

Plan B: Avoid the merger-to-no-merger journey

EU 4The shock waves reverberate in the European telecoms industry ever since Telenor and TeliaSonera in September deemed it pointless to continue negotiations with the European Commission to win support for a mobile merger between Telenor and Telia in Denmark. Continue reading Plan B: Avoid the merger-to-no-merger journey

What buys you a load of data in Finland, France & Denmark, buys you nothing in Belgium & Switzerland

How much mobile services do you get for 20 EUR?

For 25? 30? 35? 40 EUR?

We have compared the service prices of all mobile operator brands in eleven countries: Germany, the UK, France, the Netherlands, Belgium, Sweden, Austria, Switzerland, Denmark, Finland and Norway.

And Europe is divided. Continue reading What buys you a load of data in Finland, France & Denmark, buys you nothing in Belgium & Switzerland

Increase loyalty. Increase revenue. Reduce SAC/SRC. Is the combo possible?

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.Decoupled Non-binding Unsubsidised

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?

BT Mobile: Surprisingly disruptive

After 14 years, BT is back into consumer mobile. The long-rumoured launch of BT Mobile happened today. Continue reading BT Mobile: Surprisingly disruptive

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

O2 is better for BT than EE – it might even be a love marriage

BT plus O2 or EE tefficient


BT confirmed yesterday that they are in talks with two mobile operators about a possible merger in the UK – one being O2. EE is believed to be the other. To assist BT, tefficient presents a matchmaking table.

Business overlap: Since O2 last year sold its fixed business to Sky, a BT-O2 marriage means a minimal business overlap. EE is not bad as a partner either; EE’s fixed business is small. What complicates is that EE recently positioned itself in the upcoming quad-play market through the launch of EE TV. But it helps that EE didn’t enter the same content arena as BT to compete with e.g. BT Sport.

Regulatory hurdles: It took EU a year or more to agree to the mergers of ‘3’ and Orange in Austria, of ‘3’ and O2 in Ireland and of O2 and E-plus in Germany. These mergers were all consolidating mobile operators. Numericable, a French cable operator, received green light from French authorities to acquire SFR, an integrated operator, in just six months (and EU kept out). Since the experience from the merger in Austria is that prices went up, the new EU commission is believed to be more skeptical to mergers which increase market consolidation. A merger between BT and O2 would create a giant, but with the old way of looking at it (fixed and mobile are separate markets), approval might be as easy as in Numericable-SFR. A marriage with EE is somewhat more complicated since it would be a merger of two No 1 operators (in fixed and mobile respectively) plus, of course, the fact that EE today is competing with BT in fixed (and TV).

Owners’ deal willingness: Telefónica, who owns O2, sold O2 branded operations in Ireland and Czech Republic in 2013. Telefónica was behind O2’s entry into UK fixed market in 2006-2007, but demonstrated deal willingness when it was sold to Sky last year. Telefónica has also merged its O2 operation in Germany with E-plus. With all these deals in mind and with a need to control debt after the acquisition in Germany and the upcoming GVT acquisition in Brazil, Telefónica is so ready to sell. EE, on the other hand, has been surrounded by rumours on deals and IPOs, but EE’s owners have recently put an end to it saying that time is not now. The 50/50 ownership split between Orange and Deutsche Telekom makes decisions on EE slow.

Mobile backbone: O2 has continued to rely on BT as a provider not only for backbone transmission but also for field engineering services. EE has sourced much of its backbone from BT’s competitor Virgin Media.

Mobile radio network sharing: Regardless of choosing O2 or EE, BT will get a third party involved through network sharing within mobile. In O2’s case, that sharing partner is Vodafone (who recently said they would go after BT also in the consumer business in the UK), but O2 and Vodafone never went further than sharing passive infrastructure like masts and transmission. Marrying EE would bring ‘3‘ to the table since EE shares network with ‘3’. In contrast to O2/Vodafone, the EE/’3′ network sharing is based on sharing also active infrastructure like radio equipment. It’s not a showstopper, but calls for more coordination.

MVNO partnership: At last, a category where a marriage with EE would be the easiest: BT has a fresh MVNO agreement with EE which grants BT’s mobile customers access to EE’s network. In spite of being part of BT until 2001, O2 never had such an agreement with BT; it was Vodafone who was BT’s host prior to the change to EE this year.

To conclude, both O2 and EE would be good partners to BT. But a marriage with O2 would be quicker to the altar and contain more love. Hopefully.