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 🏞️
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 🏞️
.@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...
Reports & Presentations
www.investorab.com
October 16, 2025 at 6:30 AM
.@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...
Reposted by Fredrik Jungermann 🏞️
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...
October 16, 2025 at 6:04 AM
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...
Reposted by Fredrik Jungermann 🏞️
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.
2.1 USD per GB with priority vs. 1.9 USD per GB without. From this Saturday on MobileX. www.prnewswire.com/news-release...
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...
www.prnewswire.com
October 15, 2025 at 6:15 PM
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.
Reposted by Fredrik Jungermann 🏞️
*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...
October 15, 2025 at 3:27 PM
*flanker
Reposted by Fredrik Jungermann 🏞️
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...
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.
www.regjeringen.no
October 15, 2025 at 8:48 AM
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...
Reposted by Fredrik Jungermann 🏞️
Bouygues, Iliad and Orange now agree how to chop up SFR (Altice France) www.iliad.fr/media/CP_141...
www.iliad.fr
October 14, 2025 at 7:35 PM
Bouygues, Iliad and Orange now agree how to chop up SFR (Altice France) www.iliad.fr/media/CP_141...
Reposted by Fredrik Jungermann 🏞️
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...
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...
www.ofcom.org.uk
October 14, 2025 at 9:52 AM
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...
Reposted by Fredrik Jungermann 🏞️
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...
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...
www.berlingske.dk
October 13, 2025 at 1:35 PM
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...
Reposted by Fredrik Jungermann 🏞️
The German government launched a "Das beste Internet" campaign promoting fibre. Background: The fibre take-up in Germany has been surprisingly low even though fibre now is available to 53% of the households. das-beste-internet.de
Alle Infos über Glasfaser | Das beste Internet
Schnelles Internet per Glasfaseranschluss: Tipps vom Digitalministerium für den Umstieg, Vergleich mit DSL und Kabelinternet, FAQ und Kontakt.
das-beste-internet.de
October 10, 2025 at 10:56 AM
The German government launched a "Das beste Internet" campaign promoting fibre. Background: The fibre take-up in Germany has been surprisingly low even though fibre now is available to 53% of the households. das-beste-internet.de