Mobile and Wireless Technology

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  • New
    January 21, 2021

    Top 5 Telco Trends in 2021

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    2020 was a disruptive year for everyone, including the telecommunications industry. But as a semblance of normality emerges, change in the industry continues unabated. Our top telco trends for 2021 are:  
    1. Low end operator brands seize leadership in the consumer market
    2. Telco infrastructure comes into play as operators seek to monetise assets
    3. Government refocus on regional communications as nbn rollout ends
    4. Enterprise market shift as nbn disrupts the fibre wholesale market
    5. 5G comes into its own as handset availability surges and coverage expands
     
  • New
    January 21, 2021

    (UK) Update 2021: COVID-19 and Mobility

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    • The UK entered 2021 in the grip of a dangerous third wave of the pandemic, despite Lockdown 3.0 over Christmas, driving down trips taken by people to depressed levels last seen in Lockdown 1.0, reducing economic activity for Q1
    • Time spent at home closely tracks the severity of lockdowns and mandates to work from home (WFH). Underpinned by the UK’s advanced digital infrastructure and services, WFH is providing resilience to Gross Value Added (GVA) creation, while staff in B2C activities are furloughed
    • The City of London is emblematic of the potential for outsourced GVA creation under WFH. Its skilled and highly paid staff are too valuable to employers to risk exposure to the virus. WFH, largely preserving GVA, will anchor the future of work
  • January 15, 2021

    Roaming charges to return for some: Free EU roaming an optional e [...]

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    • Lockdown 1.0 in March-April-May 2020 reduced mobility in London to 65% of its pre-pandemic baseline, swelling time spent at home. London’s mobility tracked a similar decline to Paris and New York City, all hugely reliant on public transport
    • Easing lockdowns and good weather slowly led to a mobility recovery through the summer and early autumn, but it sharply declined again after November’s Lockdown 2.0. The mobility decline was greatest in the City of London, which is more acutely affected by working from home
    • Each nation in the UK diverged slightly from September due to varying local policies adopted by England, Wales and Scotland to address their public health crises. Notably however, Lockdown 2.0 did not cause mobility to fall to the same degree as late March
  • January 7, 2021

    Battery backup for telco infrastructure: options and necessity

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    The 2019-20 bushfire season has renewed the focus on battery backup for telco infrastructure. About 88% of the tower outages were caused by power failure and only 1% was were due to direct fire damage. Thus, a better power backup could have significantly improved the emergency response during the bushfires by reducing tower outages.
  • January 4, 2021

    Steady now, brighter outlook: European mobile in Q3 2020

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    • Mobile growth improved very marginally to -3.6% this quarter as roaming revenues were harder hit and competitive intensity bounced back, but usage recovered from the lockdowns in Q2 and cuts to intra-EU calls were annualised
    • Italy’s fortunes took a turn for the worse as roaming hit particularly hard and Iliad resurged. After a spate of downgrades to the outlook last quarter, there were some tentative upgrades in Q3 although the tone remains cautious
    • The diminished drag from roaming is the primary positive driver from here. Although lockdowns of some degree are in place in Q4, their impact will be less severe than those in Q2
  • December 16, 2020

    Brighter outlook: UK mobile market in Q3 2020

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    The UK mobile market outlook is better as the COVID impact eases overall thanks to reduced roaming impact, but the November lockdown (including store closures) will drag. Having become more cautious last quarter, many of the European operators, including BT and Vodafone, have edged their EBITDA outlook up very slightly.
    • Service revenue declines stabilised at -7% this quarter with a myriad of factors at play: roaming worsening, the end of lockdown taking some pressure off, B2B a mixed bag, and the annualisation of cuts to intra-EU calls
    • Ofcom’s second 5G auction will be a focus in January. We expect selective bidding, proceeds of up to £2.7bn, and some wrangling over spectrum trading
    • The outlook is better from here as the drag from roaming eases, in contract price rises step up from the spring, Carphone Warehouse diminishes as a factor in the market, and the prospect of consolidation is still on the table
  • December 10, 2020

    2021 spectrum auction: Uncertainty prevails (UK)

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    COVID, potential consolidation, implications for ALF pricing and non-contiguous blocks have conspired to make the forthcoming second 5G spectrum auction a highly complicated affair.
  • November 16, 2020

    FY20 Investor Day – Telstra counting on its 5G leadership to im [...]

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    Telstra held its annual Investor Day event on 12th November 2020. Telstra CEO Andy Penn and senior management addressed progress on its T22 strategy, the financial and earnings outlook, changing dynamics in the Enterprise market, progress on the 5G rollout, and changes to the company structure. In this report, we have analysed some of the key announcements from the event and provided our take on the same.
  • November 13, 2020

    Update: The Australian tower market 2020 – Telstra’s TowerCo

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    The market for traditional macro-towers in Australia is mature. All three carriers have been expanding their tower networks only incrementally in recent years, and site growth is low. 5G will not change this significantly, because 5G base stations are being mounted on existing towers, not new ones.
  • November 9, 2020

    BT: Glacially improving outlook

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    BT had a fairly mixed September quarter at the revenue level, with post-lockdown recovery evident in a number of areas, such as wholesale/commercial sports, Openreach installation and network build volumes, and consumer mobile net adds, but revenue weakness in mobile roaming (seasonal factors) and consumer fixed (regulator-inspired price cuts) resulted in overall group revenue growth unchanged.
  • November 5, 2020

    MVNO Update: Has the Australian MVNO market peaked?

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    Australian MVNOs (not including sub-brands) have seen their market share grow from 6% in 2010 to 15% in 2020 with a majority of the growth happening between 2010-2015. However, we believe that MVNOs have reached a peak in Australia in FY20.
  • October 25, 2017

    Australia’s 5G roadmap – on your mark, get set, go…

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    While 5G standards are yet to be finalised, it is clear 5G will significantly increase network performance with improved connectivity, faster speeds and very low latency. However, to fully exploit the potential of 5G, the Australian telco market needs a policy framework that prioritises 5G and focuses on spectrum management and deployment strategies.
  • October 9, 2017

    Broadband pricing – more bang for your buck

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    As headline price competition continues to remain important, Australian RSPs are looking to other avenues to differentiate their broadband services. Data inclusions, media and bundles are emerging as the next frontier in the battle to capture greater share of the fixed broadband market for Australian RSPs.
  • October 5, 2017

    New Zealand Mobile Market Outlook

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    Challenging times driven by increasing competitive intensity, rising data usage and transitioning to new network technologies
  • August 25, 2017

    The 5G Evolution, Part 2 – Standards, Deployment and Challenges

    The 5G era will soon be upon us, with key stakeholders in developed countries progressing well towards commercial deployment in the early 2020s. Key challenges such as spectrum management and privacy and security will need to be addressed to ensure 5G successful implementation.
  • August 17, 2017

    UFB Market to 2020 and beyond –Why the Kiwis are winning…

    For much of its history, New Zealand’s fixed broadband market was dominated by a single incumbent. This is no longer the case. Structural separation of the incumbent, along with the UFB Initiative, have thrown the fixed broadband market wide open, unleashing a competitive retail market that is a win-win for everyone.
  • July 28, 2017

    Mobile Telco Market Outlook

    A mature mobile market with steady growth driven by a rising population is on the cusp of change with both innovation (5G) and disruption (TPG) just around the corner.

  • June 21, 2017

    Vodafone Q4 2016/17 results: Solid results, better (short-term) o [...]

    Vodafone Europe’s service revenue growth reached positive territory in the March quarter, having recovered from a long term decline that it has suffered since 2009, thanks mainly to market stabilisation within the countries where it operates. The company’s service revenues are now growing in Germany, Italy and Spain, with the UK now the laggard, having suffered from recent billing migration issues. With Europe’s major mobile markets now stabilised, Vodafone’s continued high investment levels gives it an opportunity to develop a competitive advantage and outperform its competitors, rather than just keeping up with them.

  • UK mobile market Q4 2016 – Nearly back to growth
    UK mobile market Q4 2016 – Nearly back to growth
    April 21, 2017

    UK mobile market Q4 2016 – Nearly back to growth

    UK mobile service revenue growth was -0.1% in Q4, a 0.6ppt improvement from the previous quarter. This was helped by some modest price firming, continued strong data growth, and some inflation in handset prices. In the shorter term, the outlook for market service revenue growth is fairly positive, with ARPU-enhancing pricing moves in evidence, supported by continuing strong data volume growth, and existing customer price increases due to take effect from Q2 2017.

  • Slides for Media & Telecoms: 2017 & Beyond Conference
    Slides for Media & Telecoms: 2017 & Beyond Conference
    April 19, 2017

    Media & Telecoms: 2017 & Beyond Conference transcript

    Enders Analysis co-hosted the annual Media & Telecoms 2017 & Beyond conference in conjunction with Deloitte, Moelis & Company, Linklaters and LionTree, in London on 2 March 2017. The day saw over 450 senior attendees come together to listen to 30 leaders and senior executives of some of the most creative and innovative businesses in the media and telecoms sector, and was chaired by David Abraham.

  • European mobile in Q4 2016
    European mobile in Q4 2016
    April 19, 2017

    European mobile in Q4 2016

    European mobile service revenue growth was unchanged in Q4 on the previous quarter at -0.1%, tantalisingly close to growth but just held back by renewed mobile termination rate cuts in Germany. ‘More-for-more’ tariff changes are becoming increasingly commonplace, as operators increase data bundle sizes to allow for volume demand growth, but nudge up pricing as partial compensation. This has not yet translated into positive revenue growth across Europe as a whole, but increasingly looks like it will do, with a number of moves made in early 2017.
  • April 12, 2017

    French election: High tide of populism receding?

    France’s first round of the presidential election on 23 April looks set to deliver a run-off on 6 May between nationalist Marine Le Pen and pro-EU, pro-NATO reformer Emmanuel Macron, who holds a 20 point lead in that contest – a much higher margin than last year’s mistaken projections for Clinton and Remain Should Mr. Macron become president and win a majority in the June parliamentary elections, a challenge for nascent party En Marche!, his reformist platform would tackle France’s main economic issue: low employment. The anticipated privatisation of Orange could launch a burst of media and telecom M&A
  • March 24, 2017

    The Future of Wi-Fi – Applications and Revenue Opportunities

    Two decades after its introduction, Wi-Fi continues to improve and innovate the way we wirelessly connect devices and access the Internet. These improvements will lead to new and emerging markets and applications for Wi-Fi, which in turn will provide new revenue opportunities for carriers and operators.
  • March 10, 2017

    New Zealand Telecommunications Market Outlook: The Ultra-Fast Bro [...]

    The scale and pace of consolidation within the New Zealand telecommunications market has been high over the past few years with the focus now moving towards increasingly higher levels of competition across broader and deeper product offerings. There is clear structural shift from fixed voice to mobile while fixed line broadband remains steady, as the market continues to experience increasing rates of data consumption, increased internet speeds and greater flexibility with entertainment. The Ultra-Fast Broadband (“UFB”) network continues to expand with almost all New Zealanders having access to faster broadband by 2020.