Only catching up on this thread now...
Ignoring factors such as number of subscribers served is folly. Ideally I would've also liked to include CAPEX, but that would be even trickier than gathering the data used here.
That said, I will try to get information on the amount of data transferred as it will make for an interesting addition to the metric. I doubt whether I will get it, and even if I do I may not get data over comparable periods.
The results, I suspect, will remain disappointing for those who dislike the big telcos. There will also be those from other telcos who argue that data volumes and speeds do not adequately measure other network quality factors such as contention and reliability.
This issue is not simple. Certainly spectrum assigned and data volumes alone don't paint a full picture, and although I would argue that SEAS provides a more nuanced perspective, it is also not perfect.
Past performance is not necessarily indicative of future performance, for instance, which is where CAPEX considerations come in. Yet the operator with the deepest pocket may not necessarily be the most effective at rolling out networks that end up getting used.
In short, for every attempt at trying to provide useful analysis on this, I can probably find a shortcoming of some kind. It's easy to come up with reasons not to do something.
Right. With the navel-gazing out the way, one last point: what this does is give some indication of where you can maximise impact. If you want to quickly improve the experience of the most cellular subscribers in the country, who do you give the spectrum to?
With that question answered we can start discussing a reasonable wholesale model to open up the sector to wider competition.