Fredrik Jungermann 🏞️
@fjungermann.bsky.social
Founder of Tefficient, a competitiveness consultancy. Do it now! To measure is to know. Allergic to corporate BS. Love outdoor life.
Reposted by Fredrik Jungermann 🏞️
Sweden: Telia was the MNO with the lowest share of traffic on 5G in the first half of 2025 after leadership in 2H 2023. Telenor leading, but its network mate Tele2 has a much lower share. '3' second highest.
November 18, 2025 at 6:29 AM
Sweden: Telia was the MNO with the lowest share of traffic on 5G in the first half of 2025 after leadership in 2H 2023. Telenor leading, but its network mate Tele2 has a much lower share. '3' second highest.
Reposted by Fredrik Jungermann 🏞️
Putting all Nordic mobile providers into one chart - for mobile consumer satisfaction - shows just how low the satisfaction is with the Swedish main brands. Situation worsened in 2025. But Sweden is also winning - with Vimla and Fello. Data from EPSI/Svenskt kvalitetsindex.
November 17, 2025 at 8:32 AM
Putting all Nordic mobile providers into one chart - for mobile consumer satisfaction - shows just how low the satisfaction is with the Swedish main brands. Situation worsened in 2025. But Sweden is also winning - with Vimla and Fello. Data from EPSI/Svenskt kvalitetsindex.
Reposted by 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.
November 14, 2025 at 7:09 AM
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.
Reposted by Fredrik Jungermann 🏞️
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.
November 13, 2025 at 7:21 AM
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.
Bravo, Telia Sverige www.mynewsdesk.com/se/telia/new...
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...
www.mynewsdesk.com
November 13, 2025 at 6:53 AM
Bravo, Telia Sverige www.mynewsdesk.com/se/telia/new...
Reposted by Fredrik Jungermann 🏞️
[email protected] 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...
www.telenor.com/media/newsro...
Telenor Consolidates IoT Operations to Launch Global IoT Powerhouse
Telenor announces a significant step in its Internet of Things (IoT) strategy by consolidating its Nordic IoT operations under Telenor Connexion, creating a unified global IoT powerhouse
www.telenor.com
November 13, 2025 at 6:48 AM
[email protected] 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...
www.telenor.com/media/newsro...
Reposted by Fredrik Jungermann 🏞️
Stockholmers now have the fastest median mobile download among the Nordic cities listed by Ookla. Stockholm is city #11 globally.
November 12, 2025 at 10:55 AM
Stockholmers now have the fastest median mobile download among the Nordic cities listed by Ookla. Stockholm is city #11 globally.
Reposted by Fredrik Jungermann 🏞️
With 5G outdoor coverage rollout soon completed and fibre rollout slowing, Nordic operators have passed peak CAPEX to revenue
November 12, 2025 at 7:23 AM
With 5G outdoor coverage rollout soon completed and fibre rollout slowing, Nordic operators have passed peak CAPEX to revenue
Reposted by Fredrik Jungermann 🏞️
Seems inspired by Denmark's CBB Mix (CBB is a flanker brand of Telenor Denmark) www.cbb.dk/shop/mobilab...
November 11, 2025 at 8:26 AM
Seems inspired by Denmark's CBB Mix (CBB is a flanker brand of Telenor Denmark) www.cbb.dk/shop/mobilab...
Reposted by Fredrik Jungermann 🏞️
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 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...
www.tele2.com
November 7, 2025 at 7:40 AM
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...
Reposted by Fredrik Jungermann 🏞️
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
Telekomnyheterna
www.telekomnyheterna.se
November 6, 2025 at 11:39 AM
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
Reposted by Fredrik Jungermann 🏞️
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%.
November 3, 2025 at 10:16 AM
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%.
Reposted by Fredrik Jungermann 🏞️
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.
October 29, 2025 at 11:17 AM
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.
Reposted by Fredrik Jungermann 🏞️
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...
www.rtr.at/TKP/aktuelle...
October 29, 2025 at 8:30 AM
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...
www.rtr.at/TKP/aktuelle...
Reposted by Fredrik Jungermann 🏞️
Here's a graph on that
October 29, 2025 at 7:23 AM
Here's a graph on that
Nokia+NVIDIA = ❤️ www.nokia.com/newsroom/ins...
www.nokia.com
October 28, 2025 at 3:46 PM
Nokia+NVIDIA = ❤️ www.nokia.com/newsroom/ins...
Reposted by Fredrik Jungermann 🏞️
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
October 28, 2025 at 1:20 PM
36% of the data traffic in 1H 2025 was 5G - up from 24% a year earlier @traficomfinland.bsky.social
Reposted by Fredrik Jungermann 🏞️
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
October 28, 2025 at 11:37 AM
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
Reposted by Fredrik Jungermann 🏞️
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.
October 23, 2025 at 1:41 PM
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.
Reposted by Fredrik Jungermann 🏞️
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
October 23, 2025 at 1:10 PM
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
Reposted by Fredrik Jungermann 🏞️
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...
October 23, 2025 at 5:42 AM
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...
Reposted by Fredrik Jungermann 🏞️
October 22, 2025 at 2:06 PM
Reposted by Fredrik Jungermann 🏞️
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...
October 22, 2025 at 1:48 PM
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...
Reposted by Fredrik Jungermann 🏞️
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...
October 21, 2025 at 8:48 AM
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...
Reposted by Fredrik Jungermann 🏞️
[email protected] 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...
Reports & Presentations
www.investorab.com
October 16, 2025 at 6:30 AM
[email protected] 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...