One of the major challenges that operators face when formulating 5G business strategies is the lack of visibility of how far 5G actually affects KPIs such as ARPU and market share. Few operators provide breakdowns of 5G ARPU or other metrics and those that do, such as the two Korean leaders, SK Telecom and KT, are hardly typical of the global MNO base. However, the two operators’ recent results announcements did provide some insights into the potential commercial impact of 5G, in one of the most demanding markets on earth in terms of mobile quality of experience. Both companies reported strong third quarter results, with 5G a significant factor, although both stressed that it was the use of 5G to…