Unlimited mobile data and near zero marginal cost – a paradigm shift in telco business models
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?

Key findings
  • Mobile capacity abundance is disrupting converged operator fixed-line broadband centric business models
  • While data traffic increased up to 7 times the last four years mobile-only operator CAPEX fell or was mostly flat
  • Mobile-only and mobile-centric operators grew their mobile service revenue and cash flow the last 4 years
  • Mobile-only and mobile-centric operator service revenue growth was driven by market share gains, customers willingness to pay a bit more for unlimited plans and fixed-to-mobile broadband substitution gains
  • Converged operator mobile service revenue and cash flow continued to fall across the board
  • Despite the heavy investments in fiber fixed revenues continued to decline across the board
  • The fully allocated cost per gigabyte is a very unreliable (Mickey Mouse) metric
  • Peak speed network upgrades have driven mobile network CAPEX the last four years
  • Ultra-competitive network gear market feeds the flat mobile network CAPEX
  • CAPEX elasticity and the spectrum valuation CAPEX paradox
  • Will mobile network CAPEX stay flat in the long run?
Free content
Free summary, key findings, table of contents (11 pages, pdf) » Download here


PRO content
Full report (69 pages, pdf) » Get it



2017
networkeconomics
mobile-first
pricing
spectrum
5G
massiveMIMO
Telefonica
DeutscheTelekom
Vodafone
Orange
Hutchison
TelecomItalia
Elisa
DNA
Sunrise
Salt
Play
Tele2
Telenor
Swisscom
TelekomAustria
Back
List of all research reports and external articles


Featured research reports
Site density is key to LTE network performance – and critical for 5G
2019
spectrum
networkeconomics
Finland
Switzerland
Germany
Elisa
Play
Telenor
Vodafone
5G

February 2019
Rewheel-Tutela research study. Analysis of 99 mobile networks across EU28, Norway and Switzerland, key network performance drivers and implications on 5G infrastructure and spectrum investment strategies.


Iliad’s 4th MNO venture into Italy – Will it pay off?
2019
Iliad
Hutchison
WindTre
Italy
spectrum
5G
networkeconomics
pricing

January 2019
Can Iliad make money by charging only €7.99 per subscriber?


Capacity utilization and fixed-to-mobile broadband substitution potential with existing macro site grids – 2017
2018
spectrum
mobile-first
massiveMIMO
Finland
Elisa
5G
networkeconomics
Verizon
UnitedStates
Play
Poland

September 2018
A study of 80 European, US, Japanese, Korean, Australian and New Zealand mobile operators. Topical for operators contemplating fixed-to-mobile broadband substitution ahead of upcoming 700, 1400 (SDL), 2300, 3400-3800 MHz spectrum auctions.

First impressions from the world’s first commercial 5G network
2018
spectrum
massiveMIMO
Finland
Elisa
5G

August 2018
In June 2018 Elisa became the first operator in the world to launch commercial service over its 5G (3.5 GHz) network in Tampere Finland and Tallinn Estonia. Elisa invited Rewheel to try its 5G network.

The massive MIMO effect: has the 3.4-3.8 GHz TDD spectrum become more valuable than 800 MHz (and 700 MHz) FDD?
2018
spectrum
massiveMIMO
United Kingdom
Vodafone
Telefonica
Hutchison
BritishTelecom

April 2018
Paradigm change in mobile technology leads to paradigm change in spectrum valuations (observations after the UK auction)


The market is changing. Mobile data pricing and network economics metrics and research reports for industry professionals
PRO >


Contact us:

Tel: +358442032339
E-mail: research@rewheel.fi
Twitter: @RewheelResearch

Copyright © 2009-2019 Rewheel Oy. All rights reserved.