Category Archives: Consulting

Chart: Why Netflix’ expansion is good news for mobile carriers

netflixSome of you might feel that tefficient tends to overstate the importance of Netflix for telecoms.

In most European markets where Netflix operates, it has as many subscribers as all other paid video streaming services together. In some of these countries Netflix has more households subscribing to its service than there are IPTV households in the country. Continue reading Chart: Why Netflix’ expansion is good news for mobile carriers

Too much equipment and too little service revenue? Or vice versa? Check here.

We all know that a significant share of mobile operator revenue is equipment, not service, related. Even though equipment subsidisation and lock-in contracts rapidly become less popular, the reality is that if it wasn’t for subsidisation, reported equipment revenues would be even higher.

Our comparison of 80 reporting operators globally – all in mature markets – shows that the equipment revenue to total mobile revenue ratio can be as low as 5% and as high as 77% (click graph to enlarge): Continue reading Too much equipment and too little service revenue? Or vice versa? Check here.

How carriers are using Wi-Fi across the world

One year elapsed since the previous Wi-Fi conference in Europe and carriers’ deployment of Wi-Fi has never been faster.

The graph is fetched from our presentation in the Wi-Fi NOW conference in Amsterdam yesterday and shows the number of hotspots in green and homespots in amber for 45 reporting carriers globally (click to enlarge): Continue reading How carriers are using Wi-Fi across the world

Save, borrow, be rewarded with, give away Gbytes. The new currency?

Back from two mind-blowing days in Helsinki, we sense that nobody – organisers, speakers, participants – on beforehand actually had a notion of just how great the Nexterday North “anti-seminar” would turn out to be. Continue reading Save, borrow, be rewarded with, give away Gbytes. The new currency?

The anti-guide: Six ways to make sure your customer churns

A loyal long-term customer is considered a key asset by companies in most industries. It’s conventional wisdom that it costs more to recruit a new customer than to keep an existing one. Consequently, existing customers should be treated better than new customers. Continue reading The anti-guide: Six ways to make sure your customer churns

Rollover data: Solving Anders’ problems?

Anders 2This is Anders. Like any other Swede, he’s a keen user of mobile data and likes to spend time making sure he gets as much data as possible for his money.

He frequently tethers his iPad or his Mac to his iPhone (yes, he is Swedish) to stream Netflix, HBO, Viasat and SVT Play when out and about. He’s also more or less constantly on Spotify. This behaviour means that in a normal month he uses about 6 GB of mobile data, about twice the Swedish average. Continue reading Rollover data: Solving Anders’ problems?

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

With the iPhone Upgrade Program Apple makes operators replaceable

For operators, the biggest piece of news in Apple’s event yesterday isn’t the iPhone 6S or the iPad Pro. Instead it’s Apple’s introduction of its own iPhone Upgrade Program. Continue reading With the iPhone Upgrade Program Apple makes operators replaceable

Mobile data usage: Price and bucket size matter

Mobile data usage continues to grow: +58% for the markets in this analysis.


Buckets

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