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Tuesday, December 05, 2017

Volume-based mobile data monetisation is unsustainable | Pal Zarandy

Volume-based mobile data monetisation is unsustainable | Pal Zarandy | Pulse | LinkedIn: "Case in point: as I mentioned in my post a year ago, Finnish networks – after over ten years of supplying the market with truly unlimited mobile data plans both for smartphones and for data-only devices) – now carry more mobile data volume per capita than fixed-line internet networks in Germany. 


Near zero marginal cost

investment intensity is basically independent of traffic volume growth

While operators invest every year huge amounts of money (~10% of service revenues) into their mobile infrastructure, our research showed that the investment intensity has been basically independent of traffic volume growth. Volumes grew by an order of magnitude, annual Capex stayed flat." 'via Blog this'

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