T-Mobile results show customers expect completely unlimited offers

Last week, the UKE published its quarterly cyclical report on number porting between operators, which, as usual, provides us with perhaps the most reliable reflection of customer sentiment.

UKE’s number portability reports have power. There is no doubt about that. The operators themselves are aware of this, and they double and stall after each gear to improve their results in the next gear.

They have more power than just the number of customers, because let’s say whether an operator has a fleet of 16 million SIM cards, 15 million or 10 million does not make much difference to customers, but when they see that a given trader loses 60,000 per quarter. the numbers in favor of the competition then realize there must be something to do with it.

Number porting between operators in 2020 / infrastructure operators
Service provider name Giver Recipient Balance
Orange 314878 361403 46525
Cheek 504256 255331 -248925
More 256883 329796 72913
T-Mobile 259541 220732 -38809

A perfect example is Play, whose results in 2020 were downright disastrous. This was reflected in the opinions of this operator among customers, and the offer itself was not a problem here, but the quality of the network. Customers complained about ranges or disconnected connections, so Play was constantly expanding its network, installing new transmitters to improve its results.

Number porting between operators – All 2021 / infrastructure operators
Service provider name Giver Recipient Balance
Orange 335468 365406 29938
Cheek 436410 302956 -133454
More 322161 269523 -52638
T-Mobile 245106 262946 17840

Already in 2021, the situation has improved. I will only mention here that it is a kind of paradox that a given network tries to extend its infrastructure, which is often blocked by the inhabitants of given places, and then these same inhabitants vote by switching to another operator – but this is a topic for a separate article.

Number porting between operators – Q4 2021 / infrastructure operators
Service provider name Giver Recipient Balance
Orange 94856 94368 -488
Cheek 102980 85148 -17832
More 91949 63751 -28198
T-Mobile 60515 75469 14954

Nevertheless, it seems to have normalized to some extent, Play with 60 thousand. less each quarter, it reduced the loss to around 20 thousand. now three times less. However, now the attitude of T-Mobile is the most interesting, which has changed its offer diametrically in the third quarter of 2021 and therefore as the only operator ended the fourth quarter of last year with a positive balance of almost 15 thousand. positive numbers.

It was certainly influenced by the return to unlimited offers for mobile internet at home, which allowed local inhabitants without fixed internet access to use network access without data limits at a usable speed of up to at 30 Mb/s, 60 Mb/s and 90 Mb/s.

Number porting between operators – Q1 2022 / infrastructure operators
Service provider name Giver Recipient Balance
Orange 87435 80256 -7179
Cheek 100287 78020 -22267
More 79123 57085 -22038
T-Mobile 56246 68362 12116

This could not have been a coincidence, because T-Mobile went further and made available a similar unlimited offer in voice subscriptions at the beginning of this year – Internet access on a smartphone without data limits with a speed limit of 30 Mb/s or no data or speed limits. Effect? Another quarter in which T-Mobile ends as the only one in the black, this time with a positive balance of more than 12 thousand. SIM cards.

What else is noteworthy in all of this, T-Mobile’s stock doesn’t qualify as a bank – you know, something like: let’s launch a breakthrough offer, somehow the network can handle, maybe not, but we’ll take customers from the competition.

On the contrary, these actions are deliberate, you can see it with the naked eye. A few years ago, T-Mobile had been offering an offer with unlimited Internet for a while, but when it saw that this offer was becoming too heavy for the network and was directly linked to a drop in quality for other customers, it just walked away.

Its release has been associated with a significant improvement of the infrastructure, its extension and its modernization in recent years for the needs of temporary 5G, which has increased its capacity and enabled a return to this offer. Also note that the appearance of unlimited offers in T-Mobile voice offers was preceded by tests in the form of two offers – GIGAlato and later GIGAjesień with a plan for 65 PLN with 200 GB of data transfer. They also didn’t “clog” the network, you can see that in the monthly reports of Speedtest.pl or Rfbenchmark, so in January this year he changed them to unlimited, only with a speed limit of 30 Mb/s – perfect settings for the Internet on a smartphone.

In short, it was spot on, customers started switching more willingly to T-Mobile and were less eager to leave. That this offer is really expected by customers can be confirmed by the fact of your reaction to each of them: The first unlimited mobile internet offer in 2017 – 103 reviews, the second unlimited mobile internet offer in summer 2021 – 215 comments and the first vote of the unlimited offer in January 2022 – 104 comments. This doesn’t happen often with other new offerings on the market.

It seems to me that this will have an impact on other operators who are closely following the results of these UKE reports, and I think that this year we may see the first unlimited offers from other operators, even before the good 5G is available on the target frequencies.

Image from Depositphotos.

Leave a Comment