Rewheel/research

December 2019

In December 2019 Sunrise invited Rewheel to try its 5G based home broadband solution in Switzerland. Rewheel had previously provided consulting support for Sunrise in preparation for the 5G spectrum auction that was held in early 2019. After the modelling work and conceptual sessions, we were eager to go back to Switzerland to see how Sunrise’s engineers managed to turn theory into practice.

3.6 GHz 5G spectrum valuation in Poland

2019

December 2019

The value of 3400-3800 MHz 5G band is substantially higher in Poland than in other large EU markets. The spectrum valuations of the four Polish operators are highly asymmetrical.

The state of 4G & 5G pricing, 2H2019: more-for-less

October 2019

The introduction of 5G has supercharged the transition to a basically unlimited everything model. But despite all the more-for-more buzz gigabyte allowances continue to grow while monthly prices continue to fall.

Competitiveness of Czech mobile data prices – April versus September 2019

October 2019

The Czech government commissioned Rewheel to review the state of competitiveness of Czech smartphone mobile data tariffs, ahead of the upcoming 5G-centric spectrum auction where a frequency package is to be reserved for a new, 4th entrant mobile operator.

Contrary to the claim made by ICLE, T-Mobile and Sprint - the US mobile mavericks - have undeniably constrained the prices of Verizon and AT&T the last 5 years

September 2019

Public flash research note

Root cause of weak competition in the Canadian wireless market

September 2019

The Canadian wireless market is ruled by provincial mobile network duopolies and monopolies. While in some provinces regional operators increasingly challenge the incumbents, at the national level, Canada is a de-facto network duopoly.

4G era – Who got the most out of it?

May 2019

5-year mobile service revenue trends for 143 operators present in EU28 & OECD markets. Finnish operators that executed ‘unlimited everything’ strategies were the undisputed champions of the 4G era.

German 5G spectrum auction – back to 4 MNOs?
Live tracker and Rewheel analysis

April 2019

Free to download Rewheel spreadsheet analysis of the bids, updated continously.

The state of 4G pricing – 1H2019 – Digital Fuel Monitor 11^th release

April 2019

What is wrong with competition in the Canadian, Japanese and US markets? Gigabyte prices in 4-MNO markets continue to fall faster than in 3-MNO markets.
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Site density is key to LTE network performance – and critical for 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.

4G prices in Germany versus the UK, France and Italy – a universe apart!

February 2019

In-depth comparison of 4G prices and gigabytes in the 3-MNO consolidated German versus the 4-MNO UK, French and Italian markets – implications for the German 5G market.

4G prices as a function market concentration, no. of MNOs, operator subscriber share, position, group affiliation, country general price level

January 2019

The less (3 versus 4) mobile network operators present in a market the higher (2x) the market price. The higher the mobile market concentration the higher the market price.

Iliad’s 4th MNO venture into Italy – Will it pay off?

January 2019

Can Iliad make money by charging only €7.99 per subscriber? What is the minimum ARPU level that Iliad will need in order to break even in a reasonable period?