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)
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
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.
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
Rewheel in the international media
Mobile Price Wars: No Sign of Peace in Europe
The Wall Street Journal
The Wall Street Journal
Veto of UK mobile merger sends chill across Europe
POLITICO Europe
POLITICO Europe
Telecoms antitrust decision sends chills from UK to Italy
POLITICO Europe
POLITICO Europe
European mobile telecoms - together we stand
The Economist
The Economist
Appeal stokes telecoms merger controversy
POLITICO Europe
POLITICO Europe
Telefónica’s KPN deal challenged over impact on competition in front of the EU general court
Financial Times
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)
President of Estonia, Toomas Hendrik Ilves (twitter)
Europe’s great data divide
POLITICO Europe
POLITICO Europe
Vestager on telecoms collision course with Juncker
POLITICO Europe
POLITICO Europe
Reducing Wireless Competition in Europe
The New York Times (editorial)
The New York Times (editorial)
Germany Emerges as Net Neutrality Antagonist
The Wall Street Journal
The Wall Street Journal
If it’s any consolation, Europe has net neutrality problems, too
The Washington Post
The Washington Post
Forget fast lanes, the real threat to net neutrality is zero-rated content (volume discrimination)
Gigaom
Gigaom
Democratization of open mobile internet access is at stake
Reaction to ETNO’s take on the net-neutrality debate by Pál Zarándy
Wall Street Journal
Wall Street Journal
Austrian takeover is a touchstone for telecoms dealmakers
Financial Times
Financial Times
Lack of competition inflates EU smartphone costs
Financial Times
Financial Times
Mobile-Deal Strings Might Catch Investors in Germany
Wall Street Journal
Wall Street Journal
Telecoms firms wary of Commission's hard line on mergers
European Voice
European Voice
Mobile merger increases prices in Austria
Handelsblatt
Handelsblatt
EU Changes Tack on Roaming Charges
Wall Street Journal
Wall Street Journal
Rewheel on Nokia's turnaround chances
The New York Times
The New York Times
