Fredrik Jungermann

CK Hutchison reports that 3 Sweden had 85% 5G population coverage in June. 3 Sweden is one of just two Nordic operators with less than 90% population coverage. Ice is the other one, not stating its 5G population coverage. The dotted line is an interpretation of regulatory data.

'Πρωταθλήτρια' η Ελλάδα στην αύξηση δεδομένων κινητής τηλεφωνίας το 2024 Η Ελλάδα αναδείχθηκε για 2η συνεχόμενη χρονιά "πρωταθλήτρια" στην αύξηση κατανάλωσης δεδομένων κινητής τηλεφωνίας (data) σύμφωνα με έκθεση της Tefficient για το 2024.

Good summary of Tefficient's latest analysis - with focus on Greece - in Capital
www.capital.gr/epixeiriseis...

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New data for:
- Poland
- Denmark
- Austria
- Belgium
- Qatar
- New Zealand
- Italy
added to our latest mobile data usage and revenue analysis.

Download here: tefficient.com/the-demand-f...

Taiwan: The mobile data usage growth collapsed since the two challenger MNOs were acquired by FET and Taiwan Mobile. The same happened to the service revenue growth. Consolidation doesn't always return what one expects.

Opensignal data show that 5G is getting slower in all of the Nordic countries. Expansion of 700 MHz 5G is mentioned as a reason, but surely it is just also a factor of traffic load gradually moving to 5G?
www.opensignal.com/2025/07/02/m...

In spite of low population density, Nordic countries often lead in 5G availability according to Ookla. Spain leads in 5G SA with (just) 8% of the samples. www.ookla.com/articles/eur...

It's been years since Telia Sweden reported on convergence (FMC), but in its Q2 25 presentation, it states that 57% of consumers on the Telia brand, 1 million in total, are convergent. What's moved quicker is the share on unlimited mobile: 65% for consumers on the Telia brand (excl. Halebop, Fello).

In Norway, it's worth much to have the national roaming agreement with Ice/Lyse. Telenor's "wholesale and other mobile revenue" jumped in Q2 25 when the transfer of the Ice national roaming agreement came into full effect. Consequently, Telia's "other mobile service revenue" fell.

We said it would happen, and it did: India's Jio is now, narrowly, the operator in the world with the largest FWA base. T-Mobile US closely behind, but the population of India is so much larger that the difference will likely increase going forward. As a country, US still leading over India.

Returned from a 350 km mountain walk from Åndalsnes to Finse in Norway in fantastic weather. 12 km vertical (up) in total.

God digital aftale, men med foden på bremsen På Christiansborg er en ny aftale om digital infrastruktur netop landet. Den indeholder ifølge Fiberalliancen en række lyspunkter, men glimter også ved væsentlige mangler. På den positive side sættes ...

Så er der eksamens-nyt fra Christiansborg. Ny aftale for digital infrastruktur er indgået blandt stort set alle Folketingets partier: fiberalliancen.dk/nyheder/god-...

Given how successful sales of 5G FWA is reported to be in the Danish broadband market, it is odd that the authority from the beginning says that it will only look at fixed broadband.

1/2 Welcoming 🇺🇦 Ukraine to the EU roaming area. From 1 January 2026, Ukrainian citizens will be able to stay connected both at home and across Europe, using their mobile services between Ukraine and the EU, without any additional charges.

Russia was kicked out of the G8 in March 2014 exactly BECAUSE it launched its war in Ukraine by invading and forcibly annexing Crimea.

AT&T introduces Turbo on its business offering too, but in a different way than in consumer; as a new premium tier. Is prioritization a new effective tiering lever when all plans have become unlimited? about.att.com/blogs/2025/t...

This chart is for all (other) mobile data usage trend nerds out there. tefficient.com/the-demand-f... Latvia and Greece the usage growth leaders.

Maybe our report as commissioned by the Greek regulator, EETT, helped? tefficient.com/evaluating-m...

The absolute growth in mobile data usage weakened in 2024 compared to 2023. Some countries, Latvia particularly, bucked the trend. tefficient.com/the-demand-f...

Greece had the fastest year-on-year growth in mobile data usage. Again. tefficient.com/the-demand-f... But most countries experienced slower growth in 2024 than in 2023 - also if measured in absolute GB terms.

5G's share of total mobile data traffic increases - but neither growth nor levels impress. Data-only (incl. FWA) drives traffic, but 5G not so much. tefficient.com/the-demand-f...

New countries: Serbia, Oman, and Tunisia

Sweden: According to the reported figures by PTS today, Telenor's 5G share of traffic dropped in 2H 2024. It makes us suspect that the total mobile data traffic reported by Telenor to PTS is incorrect. If trusting it, 3 Sweden is back as the 5G share of traffic leader with 23% of traffic on 5G.

The world's largest FWA provider, T-Mobile US with 7 million FWA subs, launches fiber at 500k US households. Fiber comes with a premium compared to FWA. T-Mobile says it has more than a million customers on FWA waiting lists. investor.t-mobile.com/events-and-p...

Är det ni som bygger nytt, 3?

In total usage terms, Finland still leads comfortably, though. Will take decades for the other countries to close the gap.

This graphs shows how many *additional* GB each mobile subscription consumed year-over-year in the Nordics. Sweden and Denmark have not yet reported 2024 yet. Finland went from growth leader to growth laggard. 5G FWA behind Denmark's recent development.

PTS presenterar regler och villkor för auktion i 1800 MHz-bandet

The no-ZTE and no-Huawei requirement is there also in the upcoming (November) 1800 MHz auction in Sweden.
pts.se/nyheter-och-...

Sveriges delmål för *mobil* konnektivitet i Sveriges nya digitaliseringsstrategi för 2025-2030. Sedan tidigare gäller målet om tillgång till 1 Gbit/s för alla hushåll och näringsställen. www.regeringen.se/contentasset...

Yesterday, Volodymyr Zelenskyy told journalists that he thinks President Donald Trump and his administration — looking for a quick end to hostilities in Ukraine — have now understood that Vladimir Putin does not want to end his full-scale invasion.

🔗 ow.ly/4Vcb50VZPYL

Yet more consolidation about to happen in the US (and more companies being forced to give up DEI plans to get it approved). As previously rumored, AT&T wants to buy Lumen's mass market fiber biz with 1 million customers and 4 million passed addresses. about.att.com/story/2025/l...