Category Archives: Consulting

Quad-play – a growth engine?

quad signQuad-play isn’t new: Five and a half years have elapsed since Orange launched its converged product Open in France in August 2010. It’s soon been three and a half years since Telefónica launched Movistar Fusión in Spain in October 2012.

Telefónica and Orange are quarter after quarter showing investors and analysts figures that show great take-up of these converged services. Continue reading Quad-play – a growth engine?

Denmark – 5 months after the non-merger

Telenor Telia heart2On 11 September 2015, Telia and Telenor announced that they had been unsuccessful in reaching an agreement with the EU Commission for Competition concerning a merger of the two operators in Denmark, which was announced 9 months earlier on 3 December 2014.

The concerns from EU presumably centered around a weakened competitive market in Denmark if Telia and Telenor were allowed to merge. As a background, the two companies had already merged their networks into a common JV called TT-Netværket.

So what has happened since – it has now been 5 months or so since the news about the failed merger? So you know what to expect in e.g. the UK and in Italy if the mobile mergers won’t be approved there. Continue reading Denmark – 5 months after the non-merger

34 petabytes of zero-rated video streamed since launch of Binge On

Mid November last year, T-Mobile USA launched its 10th uncarrier initiative, Binge On. It has been the most controversial uncarrier launch so far.

Binge on2

Why? Binge On zero-rates commercial video services – so that T-Mobile customers can watch as much as they like without emptying their data bucket. The trade-off? Video streams are slowed down to about 1.5 Mbit/s which means that image quality suffers – which is visible, but perhaps not on smaller screens like smartphones and tablets. Continue reading 34 petabytes of zero-rated video streamed since launch of Binge On

5 GB per any SIM and month no longer a utopia – if price is right

Which operator is in the top when it comes to mobile data usage?

Mobile data usage 1H 2015

Which country charges the most for mobile data?

Find the answers to these and other important mobile data usage and monetisation questions in tefficient’s 12th public analysis on the topic. Continue reading 5 GB per any SIM and month no longer a utopia – if price is right

Wi-Fi – the last piece of the customer retention puzzle?

Why should an operator complement their customers’ experience of mobile data with Wi-Fi? To improve customer loyalty?

puzzle2

Wi-Fi is a positively loaded term for many users – which speaks for using it as a retention tool. But are there operators that successfully reduce churn – without using more on customer retention – by having Wi-Fi included in their mobile propositions? Continue reading Wi-Fi – the last piece of the customer retention puzzle?

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?