Fredrik Jungermann 🏞️

After failed 4th MNO entry, government pressure on prices, and severe security breaches, South Korean 5G usage reaches a new high in August with 33.4 GB per 5G subscription. Never ever has the total mobile data traffic grown faster YoY than it did in August.

We wonder how this new metric, "FTTH % of base" is defined by Telekom/DT, because based on DT's own reporting, FTTH should only be 11.7% of fixed broadband retail base. If we apply your reported FTTH net adds to the base reported in Q1 2024 (1091k), it sums up to 1761k. 16.1% would mean 2431k.

Elverk från Telia krigsanpassas och skänks till Ukraina Två kraftfulla elverk från Telia är nu på plats i Ukraina för att leverera livsviktig el till sjukhus och samhällen nära fronten, och ytterligare tre elverk...

Bravo, Telia Sverige www.mynewsdesk.com/se/telia/new...

.@telenorgroup.bsky.social consolidates IoT operations into Telenor Connexion, using the "Telenor IoT" brand. But not quite: "The Nordic business units ... will continue providing IoT connectivity and 5G private network services for their key segments."
www.telenor.com/media/newsro...

Stockholmers now have the fastest median mobile download among the Nordic cities listed by Ookla. Stockholm is city #11 globally.

With 5G outdoor coverage rollout soon completed and fibre rollout slowing, Nordic operators have passed peak CAPEX to revenue

Seems inspired by Denmark's CBB Mix (CBB is a flanker brand of Telenor Denmark) www.cbb.dk/shop/mobilab...

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%.

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

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

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...

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.

*flanker

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...