Telco brief: Telefonica
SIMs in EU28 member states: 87,021,100
Share of EU28 SIMs: 13.03%
Link to group reports:(link)
Main brands, sub-brands, MVNOs
This information is available in the DFMonitor-PRO Spreadsheet.
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Competitors in EU28: BritishTelecom DeutscheTelekom Hutchison Masmovil Orange Vodafone
Country
Operator
Compe-
titors
SIMs
GB for €30
(smartphones)
GB for €30
MBB
(data-only)
Total low and high frequency spectrum MHz
Data volume 2016 TB
MB/year/MHz per pop
2016
Chile (CL)Movistar-CL
Entel
AmericaMovil
Novator
9,093,9000.00 30.00 115.0131,08162.9
Germany (DE)O2-DE
DeutscheTelekom
Vodafone
44,320,7006.00 8.00 249.3269,32613.1
Spain (ES)Movistar-ES
Vodafone
Orange
Masmovil
17,237,7000.00 0.50 159.2210,76628.5
Mexico (MX)Movistar-MX
AmericaMovil
26,557,2007.00 0.00 86,315
United Kingdom (UK)O2-UK
BritishTelecom
Vodafone
Hutchison
25,462,70025.00 25.00 86.4244,86743.4
Click to learn more about the DFMonitor-PRO Spreadsheet >
Source: Digital Fuel Monitor-PRO Spreadsheet, 1H2017. The spreadsheet includes 1,690 4G LTE smartphone (with at least 1,000 minutes) and data-only tariffs of 137 operators and 65 MVNOs. Tariffs may have tethering or mobility restrictions. The Digital Fuel Monitor-PRO Spreadsheet allows the analysis of any gigabyte or price baskets. It includes median fully allocated and weighted average incremental gigabyte prices per country and per operator.
Further mobile data competitiveness and spectrum mertics and insights on Telefonica for industry professionals
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Rewheel insights, research reports and external articles citing Rewheel about Telefonica
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".

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.

Four year comparative study of unit prices in 4-MNO and in the 4 to 3 consolidated German & Austrian markets
2017
pricing
merger
Germany
Austria
Italy
Denmark
United Kingdom
France
Poland
Sweden
Netherlands
Hutchison
Telefonica
Iliad
Play
Tele2
Vimpelcom

January 2017
The gap between gigabyte prices in the 4 to 3 consolidated Austrian & German markets and prices in 4-MNO markets where no consolidation has taken place had substantially increased by September 2016

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

O2 nearly triples GB volume allowances (for the same price) after the Commission blocked the 4 to 3 merger in the UK
2016
United Kingdom
Telefonica
O2
Hutchsion

July 2016
Before the blocked merger £25 bought O2 customers 8 gigabytes. Now O2 customers get three times more gigabytes i.e. 25GB by spending £25

Mobile Price Wars: No Sign of Peace in Europe
2016
United States
Iliad
France
Verizon
ATT
DeutscheTelekom
Softbank
Hutchison
Italy
United Kingdom
Telefonica
Vodafone

[External article, The Wall Street Journal]
June 2016
The gap between European and U.S. mobile pricing seems likely to remain wide.

Who’s afraid of the big bad wolf? Probably Telefonica and Hutchison
2016
United Kingdom
Hutchison
Iliad
Telefonica
merger

[External article, Telecom TV]
February 2016
"Here’s the deal. I think that Hutchison (owners of 3) will be willing to complete the merger with O2 even if it meant a new fourth operator had to be established in the market. But that would depend on who the operator was."

The approval of the 4 to 3 Telefonica E-Plus merger with Mickey Mouse MVNO remedies made Germany the least competitive market in EU28
2016
Germany
KPN
Telefonica

February 2016
Denmark vs Germany. Decoupling of mobile internet access prices and gigabyte consumption.

Hutchison defies Vestager and increases prices, ahead of its planned acquisition of o2 in the UK, for the fourth time
2016
United Kingdom
Three
Hucthison
Telefonica

January 2016
Hutchison appears to be confident that price increases will not deter the European Commission from approving the 4 to 3 merger

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.

The 4 to 3 consolidation effect – Hutchison Three UK doubled the price of its flagship smartphone plan
2015
Hutchison
Telefonica
United Kingdom
merger

August 2015
Ahead of its planned merger with Telefonica O2 in the UK Hutchison Three has more than doubled (+113%) the price of its flagship 4G LTE smartphone plan.

UK and French 4-network-operator competitive mobile markets versus the consolidated German protected oligopoly – 2Q 2015
2015
United Kingdom
France
Germany
Iliad
Hutchison
DeutscheTelekom
Vodafone
Telefonica
EverythingEveywhere
SFR
BouyguesTelecom
Orange

June 2015
Triggered by the planned mergers in the UK, Commissioner Vestager’s assertion that “In fact, infrastructure investment can be stimulated by competition” and by the court challenge filed by Airdata AG against the Commission’s unlawful approval of Telefonica E-Plus German merger we take a closer look at effective competition and in particular 4G LTE mobile internet access (smartphone plan) prices and hotspot/tethering restrictions in the consolidated German protected oligopoly, UK and France.

EU’s Margrethe Vestager hits out against telecoms consolidation
2015
Austria
Hutchison
Germany
Ireland
Telefonica
United Kingdom
Italy
TeliaSonera
Telenor
Denmark
merger

[External article, The Financial Times, subscription required]
June 2015
Margrethe Vestager, EU competition commissioner, has thrown down a marker of her intent to curtail consolidation in Europe’s telecoms industry by dismissing suggestions that a wave of big mergers is needed to boost investment. Research from Rewheel, a consultancy, suggests that prices rise sharply following merger approvals, citing the tie-up between Hutchison and Orange in Austria. However, telecoms executives retort that price rises tend to be matched by an increase in data capacity or improved services.

Appeal stokes telecoms merger controversy
2015
Germany
Telefonica
KPN
merger

[External article, POLITICO Europe]
June 2015
A small German mobile company has fired a legal salvo that could ricochet across the European telecoms industry with unknown consequences. “More competitors means lower prices for consumers and more investment into infrastructure,” said Antonios Drossos, managing partner at Rewheel, a telecoms consultancy. “Competition gives operators an incentive to differentiate themselves by investing.”

Telefónica’s KPN deal challenged over impact on competition
2015
Germany
Telefonica
KPN
merger

[External article, The Financial Times, subscription required]
June 2015
The €8.6bn acquisition by Telefónica of KPN’s German business is set to be contested in front of the EU general court after a rival argued that the deal had impaired competition in the country. The group also pointed to data from Finnish consulting company Rewheel that consolidation significantly increased mobile prices ... Rewheel said: “The European Commission approved the harmful four to three Telefónica E-Plus German merger by accepting ineffective commitments that could not remove the competition concerns entirely.”

Affordably priced 100 or unlimited gigabyte 4G LTE smartphone plans with tethering – Trouble is brewing for cable and fixed-line operators
2015
Germany
Telefonica
KPN
merger

June 2015
4G LTE smartphone plans with 100 or unlimited gigabyte volume are promoted by European mobile operators as the ultimate packages for connecting computers and tablets and streaming movies while at home. Affordably priced 100, 200, 500 or unlimited gigabyte 4G LTE data only home broadband plans - Cheaper than cable.

Germany opens the bidding for mobile phone airwaves (700 MHz)
2015
Germany
Telefonica
Vodafone
DeutscheTelekom
spectrum
700MHz

[External article, Reuters]
May 2015
Rewheel: "In this case, there are three players with equal market share of about a third. In such a case nobody is willing to pay extra for additional spectrum ... They are comfortable with the current status quo"


What Telefonica does not want EU competition and regulatory authorities to know
2015
Telefonica

April 2015
Telefonica published (link here) on their public policy blog a review of the Digital Fuel Monitor methodology. Telefonica’s critical review of the Digital Fuel Monitor methodology is based on a review (link here) conducted by a consulting firm called Solchaga Recio & Associates (SR). In this 2-pager research note we respond to Telefonica's criticism. The note also includes the copy of our first reactions posted under the Telefonica blog post.
.

The 4 to 3 consolidation effect – Hutchison Three UK increases prices, again!
2015
United Kingdom
Hutchison
Telefonica
merger

April 2015
Three UK has now more than doubled the price of its flagship SIM-only smartphone plan. Hutchison appears confident that price increases will not deter the European Commission from approving its planned acquisition of o2 in the UK with an ineffective upfront ‘throughput≠capacity’ based MVNO remedy.


New European competition commissioner, new approach to telecoms consolidation?
2015
Germany
Austria
Italy
United Kingdom
Hutchison
Telefonica
KPN
Vimpelcom
WindItaly

[External article, Telecom TV]
March 2015
As competition commissioner, Vestager says that her job is to ensure that European citizens or businesses can enjoy relatively innovative markets at affordable prices.

In 4 to 3 consolidated markets average mobile internet access prices rose by up to 56%
2015
Germany
Austria
Hutchison
Telefonica
KPN
DeutscheTelekom

March 2015
In 4 to 3 consolidated markets and in a market where consolidation is on the making the average price of the 5 gigabyte mobile internet access basket rose by up to 56% while the lowest available price rose by up to 68%. In markets that went from 3 to 4 operators and in a 4-player market where consolidation was blocked the average price of the 5 gigabyte mobile internet access basket fell by up to 37% while the lowest available price fell by up to 40%.

Drillisch, the MVNO that helped clear Telefonica’s acquisition of E-Plus in Germany raised mobile internet gigabyte prices by 138%
2015
Germany
Telefonica
KPN

February 2015
Meanwhile Telefonica, post merger, also raised mobile internet smartphone plan prices by double digit percentage.

Reducing Wireless Competition in Europe
2014
Germany
Telefonica
KPN
merger

[External article, The New York Times]
July 2014
A recent decision by European regulators to approve the merger of two cellphone companies in Germany will significantly reduce competition and encourage further consolidation in the industry. Citing Digital Fuel Monitor research.

Ireland's mobile merger conditions inadequate and illegal say critics
2014
Ireland
Hutchison
Telefonica

[External article, Telecom TV]
June 2014
On the face of it, the recent decision by the European Competition Commission to flag through the merger of Hutchison 3 and O2 in Ireland should be straight-forward. Ireland consolidates its operators from four down to three, in return the Commission demands that the competition deficit is made up for by two new MVNOs and a possible exchange of spectrum up the track should they want to become full operators. Job done? Not Exactly.


Telefonica’s Mickey Mouse commitments are irrelevant and ineffective
2014
Germany
Telefonica
KPN
merger

May 2014
Will Almunia succumb to Merkel’s pressure and clear Telefonica/E-Plus merger with toothless Austrian like remedies (leased 2600MHz spectrum, WiFi, MVNOs) or stand firm, enforce the law and prohibit the merger?

Competitive mobile markets bolster take up, says study
2014
dfmonitor
pricing
Iliad
United Kingdom
Finland
Austria
Germany
Ireland
United States
Vodafone
Orange
Telefonica
DeutscheTelekom
Iliad
Tele2
Hutchison

[External article, The Financial Times, subscription required]
March 2014
Rewheel is launching a tracker of prices, performance, spectrum use, consumption and adoption across Europe, which includes 1,404 smartphone and data-only tariff plans offered in 43 countries from 145 operators.

EU regulators open lengthy probe into Telefonica, KPN deal
2013
Germany
Telefonica
KPN
merger

[External article, Reuters]
December 2013
EU antitrust regulators opened an in-depth probe into Telefonica's proposed 8.6 billion euro ($11.9 billion) takeover of KPN's German unit, saying the deal may reduce competition in the German mobile market.

Competition in France & UK versus Germany
2013
France
United Kingdom
Germany
Iliad
BouyguesTelecom
Orange
SFR
KPN
Telefonica
Vodafone
DeutscheTelekom

December 2013
Inefficient operators that cannot make a healthy return on €20 mass market 10 GByte all-you-can-eat minute & SMS smartphone tariffs will soon become telco road kills in Europe’s competitive markets.

Mobile network operator consolidation in Germany
2013
Germany
Telefonica
KPN
merger
spectrum

November 2013
Telefonica’s acquisition of E-Plus, if approved, will turn Germany into a fiercely competitive market.

Mobilfunkfusion treibt Preise in Österreich
2013
Germany
Telefonica
KPN
merger

[External article, Handelsblatt, in German]
September 2013
In einer Studie für europäische und nationale Kartellwächter warnt die finnische Beratungsfirma Rewheel vor einer Fusion der deutschen Mobilfunker O2 und E-Plus, sollte es keine strengen Auflagen geben. Die Spezialisten für den Mobilfunkmarkt verweisen darauf, dass in Österreich sieben Monate nach einer genehmigten Fusion der Anbieter Hutchison 3G Austria („3“) die Preise für Smartphone-Tarife im Durchschnitt um sechzig Prozent erhöht habe.

EU antitrust watchdog put to test with Vodafone, Hutchison deals
2013
Vodafone
Hutchison
Telefonica
Germany
Irelands
merger

[External article, Reuters]
June 2013
European regulators will soon weigh in on two telecom acquisitions worth about 11.5 billion euros, in key test cases for a sector that executives believe needs consolidation to counter falling sales and boost network investments.Rewheel quotes inside.

European smartphone users face huge price disparities -study
2013
Vodafone
Telefonica
pricing

[External article, Reuters]
May 2013
Smartphone users in European countries served only by large groups such as Vodafone Group Plc and Telefonica SA pay twice as much for services as consumers in more competitive markets with an independent "challenger" operator, according to research. Citing Rewheel research.

Phone Mergers Can’t Mean Higher Price, Less Competition, EU Says
2013
Germany
Telefonica
KPN
merger

[External article, Bloomberg]
February 2013
European Union Competition Commissioner Joaquin Almunia said companies’ expansion can’t come at the expense of customers or competition, in a response to a call by telecommunications operators for looser merger reviews. Users pay as much as ten times more to use their smartphones in countries where the biggest European operators have no local competitors, Almunia said, citing [Rewheel] research.

Lack of competition inflates EU smartphone costs
2013
Iliad
Tele2
Hutchison
Vodafone
DeutscheTelekom
Orange
Telefonica
Greece
United States
Spain
Germany
Finland
Denmark
United Kingdom
release

[External article, The Financial Times, subscription required]
January 2013
Mobile users pay up to 10 times more to use smartphones in EU countries that lack an independent “challenger” telecoms group outside the large, dominant pan-European operators, according to Rewheel's research.



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