How telecom actually prices.
Research-grade analysis of the pricing structures, wholesale economics and competitive dynamics shaping mobile, broadband and travel SIM markets.
Pricing strategy, deconstructed.
How MVNOs price 40% below MNOs, and why it works
MVNOs aren't cheaper because they're more efficient. They're cheaper because they buy capacity wholesale at marginal cost and skip the fixed cost of running a network. Here is how that pricing math actually works, and where it breaks.
Read analysisAre telcos in a pricing war to the bottom?
Mobile connectivity is one of the only goods in the developed world that has got cheaper every year for two decades. That isn't a market success story: it's a margin compression story. Here is what it means for pricing teams.
Read analysisWhy roaming charges still exist, and how they're priced
Roaming was supposed to die with Roam Like At Home in the EU. Instead, the model has fragmented into day-passes, travel add-ons and eSIM-based travel SIMs that are quietly eating operator roaming revenue. Here is the pricing structure underneath it all.
Read analysisHow telcos should price 5G vs 4G, and why most get it wrong
The 5G business case was a price premium. The reality is that 80%+ of consumers won't pay more for 5G. Operators now have three options, and only one of them protects ARPU.
Read analysisARPU vs subscriber growth: the false choice killing telco margin
The boardroom debate every quarter: do we chase subs or defend ARPU? The honest answer is that the framing itself is the problem. Here is how to think about it instead.
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