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%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:
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 contextBut 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 pandemicBut 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
Tefficient’s 27th public analysis of the development and drivers of mobile data compares 44 countries from all regions of the world. We say hello to the new additions Chile, New Zealand and Qatar.
Usage is growing in every single country, but few are able to turn this into ARPU growth. Too few.
Continue reading ARPU doesn’t follow usage upwards. If we can’t monetise gigabytes, then what?Analysis & Go-to-market, 2020
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?
Is 5G changing FMC?
Continue reading European FMC propositions and outcome5G monetisation lessons from China and Korea
Tefficient’s 26th 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 2019.
Continue reading The gig economy: 58% more gigabytes generated 0.4% more revenueLobbyists coined the term “the race to 5G”. If there ever was such a race, South Korea won it as unlike other markets there are – read on – many reported numbers to support a leadership claim. With 4.7 million 5G subscriptions by the end of 2019, 7% of Korea’s mobile subscribers used 5G just nine months after launch.
The subscriber take-up has been fast, but not linear. In August, September and October, when Samsung launched three new 5G smartphones (Note 10, A90 and Fold) and LG updated its V50 smartphone, 5G sales was exceptionally fast. During November and December no new smartphones were introduced and South Korea missed the expectation of 5 million 5G subscribers by year end 2019.
Tefficient’s 25th public analysis of the development and drivers of mobile data compares 42 countries from all regions of the world.
Usage is growing in every single country, but few are able to turn this into ARPU growth.
Continue reading Updated: Usage up, but monetisation falters. 5G a chance to level up.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.
