Tefficient🚥

Netflix Declines to Raise Offer for Warner Bros. Netflix, Inc. today announced that it has declined to raise its offer for Warner Bros. Netflix had earlier received notice from Warner Bros. Discovery (WBD) that its Board of Directors has determined ...

"But this transaction was always a 'nice to have' at the right price, not a 'must have' at any price." ir.netflix.net/investor-new...

OK, Nordic operators. Since you already won most metrics globally, limiting it to Europe will make you even more dominant. Maybe just latency (games experience) left to fix?
insights.opensignal.com/2026/02/24/e...

Digi is growing its RGU base very quickly in, but apparently it has just gained 95k RGUs in Belgium since its launch. Belgium and Portugal are not described a "core markets" but only Belgium not shown in these bar charts www.digi-communications.ro/en/see-file/...

In 2025, all of South Korea's MNOs eventually admitted that they had experienced data breaches, potentially compromising customers' data.

www.linkedin.com/feed/update/...

"Orange aims to improve churn rates by up to 3 points in European countries"

Great, but raises questions:

#1: Improve 3 points on what churn metric? Annual, quarterly? Mobile, fixed or any churn?

#2: Up to? Meaning that no churn improvement also is on target.

www.orange.com/en/capital-m...

Tele2 storsatsar på Norrland: har byggt ut mobilnätet med 35 000 km[2] Mellan 2021 och 2025 har Tele2 genomfört miljardinvesteringar för att bygga nästa generations

Tele2 Sweden has added 35,000 square kilometers to its mobile coverage in Norrland (the north half of Sweden) in the past four years.

To put it in proportion, that's an area larger than the country of Belgium - or just a bit smaller than Denmark.

news.cision.com/se/tele2-sve...

Vodafone Group continues to sell assets, now its 50% of VodafoneZiggo in the Netherlands www.libertyglobal.com/wp-content/u...

Lithuania: Market leading Tele2 is a couple of years behind competition (Telia, Bite) when it comes to 5G proportion of traffic.

Numbers as reported by RRT www.rrt.lt/d/elektronin...

Telia Norge lanserer landsdekkende 5G standalone | Telia Norge Telia Norge var først med et landsdekkende 5G-nett i 2024, og nå er selskapet først med kommersiell 5G standalone (SA) i hele sitt mobilnett. Dermed åpner Telia for at bedriftsmarkedet kan ta i bruk 5...

Following on several trials, Telia is first to launch 5G SA commercially in Norway. Telia now offers 5G SA as 'Avansert 5G' to B2B customers across its 5G network nationwide. kommunikasjon.ntb.no/pressemeldin...

Telenor Norway reports 111k FWA subs in Dec 2025, a number that is the same as in the beginning of 2022 (or 15k down from peak). The total number of fixed broadband subs (incl. FWA) is in decline as a growth in fibre subs can't compensate for losses in cable and FWA. FWA now 16% of total base.

Telenet mag de term 'fiber' niet zomaar gebruiken bij reclame | VRT NWS: nieuws Telecomoperator Telenet mag niet zomaar de termen 'fiber', 'fibre' en 'glasvezel' gebruiken in advertenties, omdat het aanbod betrekking heeft op een gemengd netwerk dat niet volledig uit glasvezel be...

Telenet mag de term 'fiber' niet zomaar gebruiken bij reclame
vrtnws.be/p.JNnZLoKJw

In most APAC markets, smartphones are more often on Wi-Fi than on mobile (but, somewhat ironically, FWA drives the share on Wi-Fi)
insights.opensignal.com/2026/02/03/o...

China had close to 13 million base stations in December 2025 - of which 38% 5G. The number of 5G base stations continues to grow, but the overall total grew slower than previously.

Telia Norway and ice to combine mobile radio access networks · Telia and ice to combine mobile radio access networks in Norway, with operations expected to

Breaking: Lyse Tele (ice Norge) and Telia Norway to share mobile network across Norway, a first for the country. news.cision.com/telia-compan...

Elisa had a tough Q4, losing 27k mobile subs in Finland - similar to Telia. Elisa states that it earns 3 EUR more on customers upgrading to 5G, but Elisa's figures show that 24% of customers with a 5G smartphone haven't chosen a 5G subscription. Q4 23 was better, 21%. elisa.com/corporate/in...

Latvian operator LMT reports "rekordrezultati" - and refers to LMT's position in Tefficient's global operator report on average mobile data usage
lmt.lmt.lv/preses-reliz...

Reports and presentations - Tele2

Tele2 Sweden suddenly finds 14k low-ASPU mobile postpaid B2C subscriptions previously uncounted to take the total B2C+B2B blended mobile net loss in Q4 to just -14k. '3' Sweden had +50k. Tele2's financials strong though, helped by layoffs. www.tele2.com/investors/re...

Nu blockeras problematiska telefoner

Following Sweden's 2G/3G shutdown and 112/VoLTE issues, PTS reports that 8k phones were blocked 1 December 2025 and that 45k additional phones will be blocked on Monday 2 February 2026.
pts.se/nyheter-och-...

Reports & Presentations

.@3sverige.bsky.social added 50k mobile subs in Q4 (net) with an annual service revenue growth of 8% - likely again best-in-class in Sweden. 3 Denmark added 31k subs (net) with an annual service revenue growth of 8% - likely best-in-class in Denmark.
www.investorab.com/investors-me...

Turbo Live from AT&T "coming soon" - to begin with at 11 stadiums. Interesting is that it is supposedly available also to (paying) 5G customers of Verizon and T-Mobile. How does that work?🤔

DNA’s last landline telephone exchange shut down in Lahti: Over 140 years of copper network history at DNA comes to an end | DNA Oyj DNA’s last telephone exchange used for copper, i.e. landline, networks was shut down on Harjukatu in Lahti on Wednesday, 21 January 2026. The shutdown was carried out by DNA’s CEO, Jussi Tolvanen, in ...

Finnish operator DNA decommissioned its last copper-based telephone line today. And it was the CEO that did it. www.sttinfo.fi/tiedote/7175...

Tres kunder först i Sverige med ny 5G-teknik Tre först i Sverige med ”äkta” 5G – lanserar 5G Standalone Mobiloperatören Tre blir först i Sverige med att lansera 5G Standalone (SA) i sitt kommersiella...

3 first with 5G standalone in Sweden, but as no new service or tier is presented, it looks like just a technology introduction www.mynewsdesk.com/se/tre/press... @3sverige.bsky.social

Telia also wins the new reliability category

Telia wins the umlaut test in Sweden. Also this year. Telia has commissioned the test from umlaut. www.accenture.com/content/dam/...

Mobile and fixed broadband ARPUs are generally improving in the Nordics & Baltics.

Lithuanian & Latvian operators lead in their ability to improve ARPU; Estonia does well too.

In the Nordics, Norway & Denmark have the best development, followed by Finland. Sweden features the weakest development.

But in November and December, the portings were back at record levels in Sweden. Tele2's practice (if continued) hence seems not to have had any dampening effect on portings in Sweden.

The month in which Tele2 started its new practice, October, was one of three months in 2025 where the portings weren't higher than both 2023 and 2024. Tele2's new practice could possibly have lowered the number of portings in October.

For Sweden as a whole, 2025 has been a porting year: The green dots show where 2025 had a higher number of mobile portings than in 2023 and in 2024.

Tele2 created a fuzz among Swedish mobile providers in October 2025 when it started to manually contact customers who had requested a port-out to ask for an confirmation, thereby not following the industry agreement.

Regulator PTS examined this, concluding in December that it wasn't illegal.

Telia Finland jatkaa organisaation yksinkertaistamista kasvustrategian toteuttamiseksi | Telia Finland Oyj Telia Finland jatkaa yksinkertaisemman ja tehokkaamman organisaation rakentamista. Yhtiö käynnistää muutosneuvottelut, jotka voivat johtaa noin 200 tehtävän vähentymiseen Telian Suomen toiminnoissa. “...

Telia Finland starts negotiations to reduce its headcount with about 200 (net) from today's 3000. www.sttinfo.fi/tiedote/7171...