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Telecom services (AO) | Nordic mobile price tracker Q2 2026: Repricing continues, Finland lags

发布日期: 2026-07-01研究机构: Kepler Cheuvreux公司 / 股票: 1U1.DE,BT.L报告页数: 8原文语言: 英语证据页码: 1

研报英文原文证据摘录

Telecom services (AO) | Nordic mobile price tracker Q2 2026: Repricing continues, Finland lags

now refers customers to Telia mobile subscriptions. This leaves Telia with the same two-brand

structure as the other Swedish MNOs in the consumer space, with Telia as the main brand and Fello as the value brand. We see

this as positive for market structure, as it reduces intra-group overlap and could make it easier for Telenor/3 to justify retiring one

or more brands in a potential consolidation scenario.

On main-brand pricing, Tele2’s January increase has not been widely followed. Telia and 3 left list prices unchanged through H1,

while Telenor was the only clear follower, raising comparable Unlimited prices by c. 10% in June. As a result, pricing momentum

has been weaker than in the past two years, with fewer operators following Tele2 and lower average price increases across the

main brands. The lack of action from 3 stands out versus recent years, while Telia’s timing may simply be later, as it raised prices

in July last year.

In no-frills, Comviq moved lower on 12-month pricing. It kept list prices unchanged, but lowered effective pricing by extending

discount periods. Comviq is the only no-frills brand with lower 12-month pricing versus April, while Fello and Hallon moved

higher, and Vimla ended flat. This further cements Comviq’s positioning as a no-frills brand rather than its traditional mid-tier

role, which makes more sense now that Halebop has been retired.

Norway: Ice simplifies portfolio, while Telia turns more promotional

Ice revamped its mobile portfolio in June, cutting the number of plans and making the offer simpler. This mirrors the

simplification trend we have seen from Telenor in Norway in Q1 and Tele2 in Sweden in Q1. The refresh also lifted Ice’s price

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