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KPN shifts growth aims to profit over revenues, cost-cutting set to continue 'at least a decade'

Published 30 Nov 2018 13:02 CET | Netherlands

KPN's new strategic plan builds on its plan from 2016. In short, the focus is on cost savings, investing in technology and convergence. This should result in a higher margin ...

The future of Dutch telecoms: Tele2 as an operator or a sub-brand of T-Mobile

Published 21 Nov 2018 16:13 CET | Netherlands

The European Commission can approve or block the proposed merger of T-Mobile and Tele2 Netherlands, but whatever the case, the decision will have big consequences for future ...

Why Amazon's growth may (not) disappoint

Published 29 Oct 2018 12:29 CET | World

Amazon.com's share price hit a new record in early September of USD 2,040, taking the company to a market capitalisation of over USD 1 trillion. After Amazon's latest ...

Alphabet Q3 results show Google working on diversification

Published 29 Oct 2018 11:33 CET | World

Alphabet, the parent company of Google, reported third-quarter sales of USD 33.7 billion, up 21 percent, or 22 percent more excluding currency effects. The growth was ...

KPN, VodafoneZiggo joint dominance leads to open cable, new budget brand from VZ and likely tariff regulation

Published 01 Oct 2018 15:47 CET | Netherlands

The Dutch telecom sector may be set for radical changes after the ACM's latest decision on regulation of the fixed broadband market. The decision could also influence other ...

Comcast takeover to help Sky expand across Europe

Published 01 Oct 2018 13:46 CET | Europe

Comcast has won the bidding for Sky, after a long takeover battle. Now the question is what the entry of the US's largest cable operator will mean for the European market. ...

EC unconvinced with T-Mobile, Tele2 creation of third FMC player, time for T-Mobile to find mobile market remedies

Published 17 Sep 2018 16:53 CET | Netherlands

The European Commission has decided not to reject outright the T-Mobile and Tele2 Netherlands merger and thrown the ball back in the operators' court to come up with remedies ...

T-Mobile NL headed for merger approval with Tele2, with remedies or guarantees

Published 28 Aug 2018 13:57 CET | Netherlands

T-Mobile Netherlands has made a number of promises regarding its proposed takeover of Tele2 in order to gain approval from regulators. After analysing the context of the ...

Could KPN become an unregulated marketing organisation?

Published 14 Aug 2018 13:47 CET | Europe, Netherlands

There is a simmering change underway on the European telecom markets. Independent investors are increasingly involved in the roll-out of fibre-optic networks, while the ...

Twitter Q2: drop in users due to clean-up, underlying growth still solid

Published 31 Jul 2018 12:03 CET | World

After Facebook, Twitter is the latest tech stock to take a dive on disappointing quarterly results. While the company is succeeding in monetising usage better, the declining ...

Facebook has a hedge but damage control is needed to address problems of privacy, fake news

Published 31 Jul 2018 10:22 CET | World

Facebook's first loss of customers in Europe resulted in a 20 percent drop in its market capitalisation. Is this the beginning of the end for Facebook or will the share price ...

Multiple drivers for price increases in OTT video sector

Published 09 Jul 2018 11:53 CET | World

Netflix is testing new subscription options that could result in higher prices for some subscribers. It's not the only OTT service planning to raise prices. Netflix is likely ...

Iliad share price may be set for recovery after promising start in Italy

Published 02 Jul 2018 12:11 CET | Europe, Italy

Iliad has signed up 300,000 customers in its first month as Italy's fourth mobile operator, according to estimates from German bank Berenberg based on number porting figures. ...

Tech sector risks reputation damage with monopoly tendencies

Published 29 Jun 2018 13:49 CET | World

The technology sector is struggling with several big problems that can have a significant impact on an important asset for companies like Google, Facebook and Amazon: their ...

Belgian operators push for consolidation in battle for Voo

Published 21 Jun 2018 15:12 CET | Belgium

The Belgian telecom market appears set for some significant changes as the fight to acquire Voo shows no sign of abating. First Orange showed an interest in Voo and then ...

5G reaches important milestone but are we ready for it yet?

Published 19 Jun 2018 15:30 CET | World

The 3GPP has published Release 15, formalising the 5G standard. A Non Stand-Alone (NSA) version of 5G was approved last year already, with signalling still over 4G, and now ...

Belgian mobile prices show little opportunity for 4th operator

Published 19 Jun 2018 12:21 CET | Belgium

De Croo claims that Belgium is an expensive country for mobile data and that its mobile data usage is lagging other countries. Using data from Telecompaper's latest EU ...

AT&T/Time Warner merger: pros and cons still unclear

Published 18 Jun 2018 11:45 CET | United States

AT&T has won the lawsuit brought by the US Department of Justice against its takeover of Time Warner, allowing the US operator to complete the deal without conditions. The ...

Vodafone takeover of Unitymedia unavoidable

Published 17 May 2018 12:38 CET | Europe

Vodafone has agreed to buy Liberty Global's operations in Germany, Hungary, Romania and the Czech Republic. Germany may raise some regulatory issues, but we expect the deal ...

Iliad's dramatic Q1 forces intervention and a refocus on innovation

Published 15 May 2018 15:41 CET | Europe, France

Iliad reported disappointing first-quarter results, with fixed revenues down 1.6 percent. The company points to the weak spots, presumably the result of competitors Altice ...

Europe stuck in the middle as US-China telecom trade war looms

Published 30 Apr 2018 16:52 CET | Europe, World

The threat of a global trade war initiated by the US has spread to the telecom sector. From blocking takeovers, such as Qualcomm by Broadcom, to banning exports to China's ...

Sky Italia, Open Fiber deal underlines business case for open fibre, Sky strategy

Published 04 Apr 2018 11:43 CET | Italy

Sky Italia is planning to launch in the summer of 2019 services over the Open Fiber FTTH network being rolled out by utilities group Enel and the bank CDP. This is another ...

Orange Belgium takeover of Voo: 2 duopolies plus a strong challenger

Published 03 Apr 2018 14:21 CET | Belgium

Orange Belgium has confirmed it's ready to take over the cable operator Voo, owned by Nethys and Brutele in respectively Wallonia and Brussels. If it's successful, the ...

Facebook facilitating immoral acts means time for consumers to wake up

Published 20 Mar 2018 12:58 CET | World

Facebook's share price has fallen nearly 7 percent on the news of its user data being co-opted by Cambridge Analytica to influence elections. There are problems at multiple ...

KPN closes iBasis chapter - will Proximus follow?

Published 08 Mar 2018 17:36 CET | Belgium, Netherlands, World

KPN has sold its international wholesale unit iBasis for an undisclosed amount. This is something we predicted some years ago, as iBasis adds little to the Dutch company. It ...