Tefficient🚥

Tele2 appoints Nicholas Högberg as new EVP Chief Commercial Officer B2C and Deputy CEO Sweden - Tele2 Stockholm – Tele2 AB (“Tele2”) (Nasdaq Stockholm: TEL2 A and TEL2 B) appoints Nicholas Högberg as Executive Vice President, Chief Commercial Officer and Deputy CEO Sweden, reporting to CEO Jean Marc H...

Tele2's management chaos continues following Iliad's entry as largest shareholder. Now the B2C CCO that Iliad recruited nine months ago, Petr Cermak, will be replaced by Nicholas Högberg who led 3 Sweden until 2016. www.tele2.com/media/news/2...

Tele2 has since October 8 introduced a manual step in the otherwise automated Swedish mobile number porting. Competitors Telia, @3sverige.bsky.social, and Telenor have all written to regulator PTS asking them to take action. Scoop by Telekomnyheterna: www.telekomnyheterna.se/pub/viewStart

The introduction of 5G FWA in fiber-rich France has been a success: Number of subscriptions +25% y-o-y while the FWA traffic +38%.

Orange has reached a non-binding agreement with Lorca to fully own their Spanish joint venture
newsroom.orange.com/orange-annou...

This post on Linkedin www.linkedin.com/feed/update/...

Q3 is the best FWA net add quarter so far - but, as suggested in the post, Verizon is a bit squeezed by AT&T and T-Mobile. What's not shown is that Verizon does well in business FWA, not so good in consumer. FWA represented 3.6% of Verizon's total mobile service revenue in Q3.

Survey by RTR: Only 58% of Austrian households say they have fixed broadband (and FTTH is overestimated to27% when the correct is 13%). 44% of households use FWA ("Cube").
www.rtr.at/TKP/aktuelle...

Here's a graph on that

DNA Plc’s Business Review for July–September 2025: Revenue and profitability continued to grow | DNA The third quarter of the current year was financially successful for DNA. During July–September, total revenues, service revenue, operating profit, and EBITDA all increased, as did the number of mobil...

DNA added 28k mobile subs in Q3 (Elisa -7k, Telia +2k) but DNA's mobile service revenue growth was just 1.8% - below Elisa for the first time since Q3 2022. DNA did a one-time adjustment for earlier periods in Q3 which affected the Q3 ARPU negatively. corporate.dna.fi/press-releas...

Nokia+NVIDIA = ❤️ www.nokia.com/newsroom/ins...

36% of the data traffic in 1H 2025 was 5G - up from 24% a year earlier @traficomfinland.bsky.social

The mobile data traffic growth in Finland (excl. FWA) was only 1.6% between 1H 2024 and 1H 2025. The fixed data traffic for 1H 2025 isn't reported yet. @traficomfinland.bsky.social

Jio overtook T-Mobile as the operator with the largest FWA base in the world already last quarter. After this quarter, it's no longer questionable. Have in mind that India has 4x the US population and T-Mobile meets more FWA and broadband competition.

If we read it right, this is how the employee base of Tele2 Group developed since just before Iliad took over as its largest shareholder

Teleboss efter afsløring af SMS-snageri: »Jeg kan ikke garantere noget som helst« | Ingeniøren Teleselskabernes brancheorganisation mener, selskaberne har handlet ganske ansvarligt, selv om de implementerede og kørte en AI, der krævede at samtlige danske SMS’er skulle screenes og op mod…

Teleselskabernes brancheorganisation mener, selskaberne har handlet ganske ansvarligt, selv om de implementerede og kørte en AI, der krævede at samtlige danske SMS’er skulle screenes og op mod tusindvis af beskederne skulle læses af tele-medarbejdere. Læs Ingeniørens interview med tele-bossen her.

Telia Norway now has more fibre+FWA subscriptions than HFC (cable) subscriptions - and you can see in their Q3 presentation that they can't wait to get out of cable. www.teliacompany.com/assets/u5c1v...

Link www.opensignal.com/2025/10/21/g...

Opensignal's Global Network Excellence Index - Q3 2025:
- Norway overtakes Denmark to become no 2.
- Sweden up three positions to no 5.
- Finland down nine (!) positions to no 13 due to deterioration in "Excellent Consistent Quality".

AT&T continues to accelerate its FWA (AT&T Internet Air) net adds. Our graph suggests that AT&T FWA aggressiveness hits Verizon, but not T-Mobile. investors.att.com/financial-re...

Tele2 Sweden will now fight churn by cutting the number of independent retailers it works with across both consumer and business. Tele2 will instead invest in its own channels. www.tele2.com/files/New-St...

Reports & Presentations

.@3sverige.bsky.social adds 36k mobile subscriptions (net) in Q3 with total revenue growth of 4.2%. As usual, service revenue growth (excl. I/C) is faster, 8.1%. EBITDA grew at about the same pace as total revenue, 4.8%. 3 Denmark with similar trends. www.investorab.com/investors-me...

The auction ended quickly - a bargain: "EE, O2 and VodafoneThree each won 800 MHz of spectrum in the 26 GHz band and 1 GHz of spectrum in the 40 GHz band. They have committed to pay £13m each for this spectrum." (Assignment stage remains) www.ofcom.org.uk/spectrum/spe...

But is it a first? AT&T has since some time offered AT&T Turbo for 7 USD per month giving priority over those not having it.

Introducing the MobileX Gold Network: First-of-its-Kind On-Demand Priority Access On-Demand or Monthly Options Put Customers in Control of Speed /PRNewswire/ -- MobileX, the most customizable wireless service designed to save consumers money, today announced the upcoming launch of the MobileX Gold...

2.1 USD per GB with priority vs. 1.9 USD per GB without. From this Saturday on MobileX. www.prnewswire.com/news-release...

*flanker

T-Mobile USA introduces 5G FWA also on its recently acquired Mint Mobile brand. The introductory 3 month price is just a one-time price, though. T-Mobile took 5G FWA to its other flaker brand, Metro, years ago. www.mintmobile.com/5g-home-inte...

Justerer pengebruken fra dekning til sikkerhet og oppetid i mobil- og bredbåndsnettene Den skjerpede sikkerhetssituasjonen gjør at regjeringen omprioriterer. Tilskudd til sikkerhets- og beredskapstiltak økes, og bredbåndsmidlene foreslås redusert i statsbudsjettet for 2026.

Norway with a target of 100% of households having access to 1 Gbit/s broadband by 2030 seems to be in conflict with that now: It redirects 400 MNOK from fibre rollout support to support for safety and resilience www.regjeringen.no/no/aktuelt/j...

Bouygues, Iliad and Orange now agree how to chop up SFR (Altice France) www.iliad.fr/media/CP_141...

mmWave Auction On 16 and 17 September 2025 we will accept applications to participate in the auction of licences authorising use of 26 GHz and 40 GHz spectrum in ‘High Density Areas’. We then expect to begin the pri...

UK: The mmWave auction in 26 and 40 GHz between EE, O2 and VodafoneThree will start tomorrow. It'll be interesting to see what the valuation of the 5.4 GHz auctioned spectrum will be. www.ofcom.org.uk/spectrum/spe...

Telegigant slår alarm: Slæk på reguleringen – ellers får vi ikke råd til enorme investeringer i sikkerhed | Berlingske Bestyrelsesformanden for Danmarks største telekoncern, TDC, er svært bekymret for, om den måde, myndighederne vil styre priserne på i de næste fem år, vil betyde færre investeringer. TDC har ellers af...

TDC NET and Nuuday (both ex-TDC) now have one and the same chairman. She says that Danish telcos face to spend billions of DKK on capacity and resilience. To afford it, authorities will have to cut regulation, while consumers have to accept higher prices. www.berlingske.dk/virksomheder...