mobile data pricing
network economics
Mobile data pricing and network economics
metrics and insights for the unlimited era

4.5G and 5G technologies, new radio spectrum bands and the evolving infrastructure vendor ecosystem radically change mobile network operators’ cost dynamics and chart a sustainable path towards unlimited mobile data, mass market fixed-to-mobile broadband substitution and the Internet of Things.

Rewheel’s research reports aim to bring leading edge insights and help prepare for the paradigm shift in network economics, spectrum valuation, network sharing, M&A, MVNO economics and mobile data pricing. Rewheel is a Finland-based boutique management consultancy, established in 2009. The authors of the Rewheel research reports advise European mobile operators, MVNOs, regulators, investors on spectrum auctions, network sharing, M&A, vendor economics, fixed-to-mobile broadband substitution and mobile data pricing.

Latest research reports

The CAPEX paradox


Unlimited mobile data and near zero marginal cost – a paradigm shift in telco business models
2017
networkeconomics
mobile-first
pricing
spectrum
5G
massiveMIMO
Telefonica
DeutscheTelekom
Vodafone
Orange
Hutchison
TelecomItalia
Elisa
DNA
Sunrise
Salt
Play
Tele2
Telenor
Swisscom
TelekomAustria

September 2017
European winners and losers in 4.5G and 5G – study of 30 operators. Will mobile network CAPEX stay flat in the long run? Spectrum valuation implications.

Volume-based mobile data monetisation is unsustainable
2017
Finland
Germany
Austria
Hungary
Elisa
DeutscheTelekom
Tele2
Telenor
Telefonica
massiveMIMO
5G
mobile-first
spectrum
pricing
networkeconomics

[External post, Linkedin]
September 2017
5G capacity abundance, flat Capex = paradigm shit. Comments from Finnish Elisa's consumer business VP under the article "what makes these [volume-based] pricing ideas profoundly unsustainable".

Digital Fuel Monitor 7th release, 1H2017
2017
dfmonitor
spectrum
data-caps
pricing
mobile-first
zero-rating
roaming
networkeconomics

May 2017 (updated 22.05.2017)
The state of 4G pricing, mobile data usage, spectrum usage, network capacity utilization and fixed-to-mobile broadband substitution. After its comeback in 2016, in 2017 unlimited mobile data goes viral and spreads to 22 countries. And while in competitive markets such as France and Denmark consumers can buy 100 or unlimited gigabytes for less than €30, in tight mobile oligopoly markets such as Portugal, Greece and Hungary €30 hardly buys any gigabytes. Europe’s mobile data divide widens further: 200x more gigabytes for €30 in smartphone plans, 600x more gigabytes in mobile broadband plans, 200x difference in median gigabyte prices, 40x difference in mobile data usage per capita and spectrum usage.

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.

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Top industry issues covered

Rewheel research covers the below listed mobile data pricing and network economics related industry topics:
  • Unlimited mobile data
  • Vertical services, zero rating
  • Mobile-first business models, fixed-to-mobile broadband substitution
  • Spectrum auctions (700, 700 SDL, 1500 SDL, 2300 TDD, 3400-3800 MHz TDD)
  • Small cells, massive MIMO, TD-LTE, 5G
  • Capex sustainability
  • In-market mergers, competition assessments, remedies, network sharing
  • New entrants
  • EU Telecoms single market, data roaming, MVNOs

Rewheel country briefs

Links to country specific tariff price points, competitiveness metrics and insights

Austria Australia Belgium Bulgaria Canada
Switzerland Chile Cyprus Czech Republic Germany
Denmark Estonia Greece Spain Finland
France Croatia Hungary Ireland Israel
Iceland Italy Japan Korea Lithuania
Luxemburg Latvia Malta Mexico Netherlands
Norway New Zealand Poland Portugal Romania
Sweden Slovenia Slovak Republic Turkey United Kingdom
United States


Rewheel telco briefs

Links to telco group specific tariff price points, competitiveness metrics and insights

2degrees Accessindustries Altice AmericaMovil ATT
BCE Bezeq BITE BouyguesTelecom BritishTelecom
Bulsatcom Cellcom CYTA DeutscheTelekom DNA
eir Electra Elisa Entel Go
Hutchison Iliad KDDI KPN KT
LGUplus Libertyglobal Masmovil MTN Nos
Novator NTTdocomo Orange Partner Play
Polkomtel POSTLuxemburg PPF Primetel Proximus
RCS-RDS RogersCommunications Siminn SingTel Shaw
SKTelecom Softbank Spark Sunrise Swan
Swisscom TDC Tele2 TelecomItalia Telefonica
TelekomAustria TelekomSlovenije Telemach Telenor TeliaCompany
Telstra Telus Turkcell TurkTelekom VEON
Verizon Vivacom Vodafone VodafoneIceland WindHellas
Main brands: 2degrees, 3, 4ka, A1, ATT, au, Avea, BASE, Bell, BITE, BouyguesTelecom, Bulsatcom, Cellcom, Claro, Cosmote, CYTA, Digi, DNA, EE, Elisa, Entel, Freedom, FreeMobile, Go, GolanTelecom, HotMobile, ice, KPN, LMT, MEO, Meteor, Movistar, Mtel, MTN, Nos, Nova, NTTdocomo, O2, Olleh, Optus, Orange, Partner, Pelephone, Play, Plus, Post, Primetel, Proximus, Rogers, Salt, Saunalahti, SFR, Siminn, Softbank, Spark, Sprint, Sunrise, Swisscom, T-Hrvatski, T-Mobile, Tango, Telcel, Tele2, TelekomSlovenije, Telemach, Telenor, Telia, Telstra, Telus, TIM, Turkcell, Tworld, Uplus, Verizon, VIP, Vivacom, Vodafone, Wind, WOM, Yoigo, YouSee
Sub brands: 3, Amena, Amigo, BASE, Ben, Bob, Boostmobile, BT, CBB, chess, Comviq, Cricket, Diil, Dipper, dlgTele, eety, Ezys, Fido, Fonic, Fullrate, giffgaff, Halebop, Hallon, Heyah, iWireless, Koodomobile, Masmovil, MetroPCS, mycall, Oister, onecall, Pepephone, pmobile, Scarlet, Skinny, Sosh, Talkmore, Telenet, Telering, Telfort, Telmore, TescoMobile, yallo, yess, Ymobile, yooopi
MVNO brands: 1und1, Alltele, Amaysim, Blackwireless, Boostmobile, Chilimobil, Coriolis, Credomobile, dodo, ecoMobile, Exetel, Flashwireless, Google, H2Owireless, Hayai, Hello, Hofertelecom, idmobile, iPrimus, Joltmobile, Koganmobile, Lapostemobile, LOLMobile, Lycamobile, MintSIM, Mobilcom-Debitel, Mobilevikings, moi, Multimedia, Net10wireless, Netia, NRJmobile, pageplus, Pcmobile, PhoneBox, Plenti, Postemobile, Publicmobile, PureTalkUSA, RedBullMobile, Redpocketmobile, Republicwireless, Robinmobile, Rokmobile, SimpleMobile, Simply, Smartmobil, spusu, Straighttalk, Telechoice, Tello, Tjeep, TotalWireless, TPG, TPO, UPC, UPC-cablecom, vaya, Virginmedia, Virginmobile, Voo, VTR, yomojo, Youfone, Yourfone




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