Rewheel/research

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

[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

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

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.

Rewheel in the international media

Mobile Price Wars: No Sign of Peace in Europe
The Wall Street Journal

Veto of UK mobile merger sends chill across Europe
POLITICO Europe

We believe that the Commission will no longer accept MVNOs as an effective remedy in a merger situation
Reuters

Telecoms antitrust decision sends chills from UK to Italy
POLITICO Europe

European mobile telecoms - together we stand
The Economist

Appeal stokes telecoms merger controversy
POLITICO Europe

Austria becomes battleground in fight over mobile mergers
Reuters

Telefónica’s KPN deal challenged over impact on competition in front of the EU general court
Financial Times

Europe’s mobile internet divide is widening. Finland and Estonia top EU for low-cost hi-speed internet
President of Estonia, Toomas Hendrik Ilves (twitter)

Europe’s great data divide
POLITICO Europe

Vestager on telecoms collision course with Juncker
POLITICO Europe