Telefonica’s and Hutchison’s so called ‘upfront capacity MVNO’ remedies in Germany and Ireland are neither capacity based nor effective Lessons learned from the Austrian, German, Irish and Norwegian mergers 22 nd April 2015 Consulting topics - Effective remedies in telecom consolidations A. The Commission, following a flawed and incomplete analysis, incorrectly concluded that the ‘upfront capacity MVNO’ remedy will remove the competition concerns in the 4 to 3 consolidations in Germany and Ireland (MVNOs ≠ MNOs) B. Telefonica’s ‘upfront capacity MVNO’ remedy in Germany was materially weaker than Hutchison’s in Ireland – Why? C. Mobile network capacity ≠ network throughput (bandwidth Gbps) or network traffic (volume gigabytes) D. What are the ‘essential components’ of a genuine ‘upfront capacity MVNO’ remedy? E. Can a genuine ‘upfront capacity MVNO’ remedy create effective long lasting competitors and remove the competitions concerns entirely in a 4 to 3 consolidation? F. Are there any effective remedies (that will remove the competition concerns entirely) for Hutchison’s Telefonica’s o2 UK merger and TeliaSonera’s - Telenor’s Danish merger? G. What remedies shall be imposed to mergers where a fixed-line broadband incumbent operator acquires a mobile-only operator: British Telecom - EE UK and Telenet (Liberty Global) - Base KPN Belgian mergers Some operators carry more traffic at 2x faster speeds with 10x less customers Mobile data volume (terrabytes), subscribers and end -user experience average blended 2G/3G/4G speeds (Mbps) in 4Q2014 11Mbps 6Mbps 10GB smartphone plan Operator: Operator: Operator: Operator: Operator: Operator: Operator: Operator: Operator: Operator: Operator: Operator: 5Mbps Terrabytes 6Mbps 12Mbps 6Mbps 8Mbps 19.5m subs 11.5m subs 23.7m subs 2.5m subs 29.2m subs 9.7m subs 34.0m subs 4.5m subs 5Mbps 9Mbps 6Mbps Prices dfmonitor.eu data volumes operator websites and Rewheel analysis, speeds opensignal.com © REWHEEL 2015 all rights reserved | www.rewheel.fi | [email protected] | +358 44 203 2339 €25 €101 €38 €53 (5GB) €25 €41 (8GB) €44 €44 (6GB) €40 (6GB) €60 €60 (6GB) €89 6Mbps 6Mbps
© Copyright 2024