Rewheel/research

November 2010

Up until late 2009 E-Plus had been following a low cost challenger strategy primarily targeting customers with no or very light mobile data needs. But late 2009, when it became apparent that fast mobile data is not a niche offering any longer but is becoming an essential need of the mass consumer base in Germany and in other developed telecoms markets, they swiftly declared a new, “voice+data” strategy.

Operator profits CAN be sustained even with twentyfold surge in mobile data traffic

2010

spectrum

mobile-first

networkeconomics

September 2010

Market saturation, eroding voice ARPU and climbing data capacity upgrade costs are threatening the sustainability of mobile operators’ historically high profitability. We show that by taking timely actions on both the retail and network cost fronts smart operators can sustain their profitability while redefining their business to serve the increasingly data centric life style of their customers.

Are cellular operators running out of spectrum?

August 2010

There is a common opinion in the industry that 3G/HSPA mobile data networks are congested because operators are running out of their spectrum resources. Considering the traffic demand, likely traffic geo-distribution, daily profile and the constrains of HSPA and LTE technology our models show that in typical mature mobile telecommunications markets spectrum scarcity alone does not cause a capacity crunch yet.

LTE - turning point in telecom infrastructure sourcing models

2010

spectrum

networkeconomics

February 2010

The budget of operators’ LTE investments is being squeezed by the challenging mobile data business case. In order to make economic sense, the cost of rolling out an LTE network cannot be more than a fraction of the money that has been spent on 3G rollouts. Moreover, the price of incremental capacity upgrades needs to be at least ten times lower than the typical price of adding comparable capacity to HSPA networks.

Rewheel in the international media

Sprint T-Mobile merger antitrust lawsuit survives motion to dismiss
Hausfeld

Why are Canadians' cellphone bills higher than other countries?
Canadian Broadcasting Corporation

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

Veto of UK mobile merger sends chill across Europe
POLITICO Europe

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

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