DFMonitor-PRO and public mobile data pricing and network economics insights, research notes, reports, external articles 2010–2017
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O2 – Ready to disrupt the German tight oligopoly market
2017
networkeconomics
mobile-first
pricing
merger
spectrum
5G
massiveMIMO
Germany
Telefonica
DeutscheTelekom
Vodafone

April 2017
In March 2017 Telefonica O2 Germany announced 3.5 GHz (they have 83 MHz) Massive MIMO (= very high capacity LTE macro sectors) field trials with Huawei for wireless home broadband and 4K video. Our models predict that O2's macro site grid and spectrum resources (FDD+TDD) could allow it to drive fixed-to-mobile broadband substitution in Germany by connecting millions of households with HD TV service on its high capacity LTE network.

Capacity utilization and fixed-to-mobile broadband substitution potential – A study of 64 European operators
2017
networkeconomics
mobile-first
spectrum
5G
massiveMIMO
Finland
United Kingdom
Poland
Austria
Germany
Hutchison
Telefonica
Play
Elisa

March 2017
When LTE base stations are upgraded to 'Gigabit' speed the gigabyte volume capacity of the networks also greatly expands. We modelled LTE network capacity based on existing FDD and TDD spectrum holdings (and potential acquisitions in 2.3 and 3.4-3.8 GHz bands) and sizes of the macro site grids. Without and with Massive MIMO in the TDD bands. Topical for operators contemplating fixed-to-mobile broadband substitution ahead of upcoming 700, 1500 (SDL), 2300, 3400-3600 MHz spectrum auctions.

Tight oligopoly mobile markets in EU28 in 2016
2016
spectrum
networkeconomics
pricing
merger
mobile-first
zero-rating
Germany
DeutscheTelekom
Vodafone
Telefonica
Orange

December 2016
Fixed-line broadband interest, zero-rating video and big telco ownership impedes competition in mobile markets

Is spectrum usage harmonised across the EU28 national mobile markets?
2016
5G
spectrum
mobile-first
networkeconomics
Vodafone
Telefonica
DeutscheTelekom
Orange
KPN
DNA
Elisa
Tele2
Finland
Greece

November 2016
Spectrum harmonisation: the key to 5G? Rewheel's material presented on the ECTA Regulatory Conference 2016


Finnish-like unlimited mobile data model now proliferating in Europe
2016
Finland
Germany
Hungary
Elisa
Vodafone
DNA
mobile-first
spectrum
roaming
pricing
networkeconomics

[External post, Linkedin]
October 2016
Efficient use of radio spectrum resources: Elisa Finland is the world's most efficient operator in turning MHz-s into gigabytes. Elisa in Finland pumps 26 times as much gigabyte per MHz per population as Vodafone in Germany. Unlimited mobile data model spreading in Europe, increasing North-South tentions in the EU mobile data roam like at home debate.

EU’s 5G competition challenge
2016
5G
mobile-first
networkeconomics

July 2016
A handful of big telco groups – with vested interests in fixed-line broadband – impose very restrictive mobile internet usage caps. This raises serious concerns that these telco groups – that tightly control most EU national markets – will not be incentivised to sell competitively priced 5G internet access.

Success of the unconventional Finnish mobile data model
2016
Finland
Hungary
mobile-first

[External post, Linkedin]
July 2016
A few mind-opening facts about the unconventional Finnish mobile data model. Linkedin post by Rewheel's senior partner.

Mobile data usage (gigabyte volume) in Finland is set to overtake fixed-line broadband usage in Germany in 2016
2016
Finland
Germany
mobile-first
Elisa
Dna
TeliaCompany
networkeconomics

May 2016
In 2016 mobile data volume consumption per person in Finland is set to exceed fixed-line broadband volume consumption per person in Germany. Anecdotal evidence reported by WDR (German public media) indicated that younger users are frustrated by very restrictive smartphone plan volume caps.


Telenor Denmark – Turnaround strategy
2016
Telenor
Denmark
mobile-first
networkeconomics

April 2016
Telenor’s Danish strategy is in tatters. Telenor’s 4 to 3 consolidation attempt was blocked by the European Commission while its ‘me too’ strategy has been a failure dragging down its profitability. Can Telenor turn the business around and return to profitability?

Tight oligopoly mobile markets in EU28 in 2015
2016
spectrum
pricing
merger
mobile-first
zero-rating
Germany
DeutscheTelekom
Vodafone
Telefonica
Orange

January 2016
Comprehensive analysis of factors that give rise to unilateral anti-competitive effects leading to non-competitive outcomes and consumer harm in tight mobile oligopolies.

Tight oligopolies and the need for ex ante regulation – Why BEREC is right and ETNO is wrong
2015
tight-oligopoly
mobile-first
zero-rating
pricing

August 2015
There are substantial empirical market evidences supporting the notion that close to half of EU’s mobile markets exhibit tight oligopoly non- or sub-competitive market outcomes.

Austrian telecoms auction squeezes smallest player
2013
Austria
Hutchison
TelekomAustria
mobile-first
spectrum

[External article, Reuters]
October 2013
Telekom Austria paid a high price for new spectrum in a fourth-generation telecoms auction that may pay off if it reduces a competitive threat from smaller rival Hutchison Whampoa's H3G. Rewheel quotes inside.

E-Plus Germany mobile data impact analysis — showing way forward for challenger operators?
2010
Germany
KPN
spectrum
mobile-first
networkeconomics

November 2010
Up until late 2009 E-Plus had been following a low cost challenger strategy primarily targeting customers with no or very light mobile data needs. But late 2009, when it became apparent that fast mobile data is not a niche offering any longer but is becoming an essential need of the mass consumer base in Germany and in other developed telecoms markets, they swiftly declared a new, “voice+data” strategy.

Mobile telecom margins safe in data surge - study
2010
spectrum
mobile-first
networkeconomics

[External article, Reuters]
September 2010
New technology and falling equipment prices will sustain profit margins at mobile telecom operators even if data traffic over their networks grows twentyfold, a [Rewheel] study said.

2010
spectrum
mobile-first
networkeconomics

September 2010
Market saturation, eroding voice ARPU and climbing data capacity upgrade costs are threatening the sustainability of mobile operators’ historically high profitability. We show that by taking timely actions on both the retail and network cost fronts smart operators can sustain their profitability while redefining their business to serve the increasingly data centric life style of their customers.

Fixed-to-mobile broadband substitution
Mobile data usage in Finland
Effectiveness of MVNO remedies
Tight oligopoly markets in EU28
EU's first 700 MHz spectrum auction
DFMonitor in the international media
Reducing Wireless Competition in Europe
The New York Times (editorial)


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