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Market Commentary

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T-Mobile Netherlands sells for less than expected, strategy unchanged

Published 08 Sep 2021 14:56 CET | Netherlands

Deutsche Telekom and Tele2 have agreed to sell T-Mobile Netherlands to Apax Partners and Warburg Pincus. The quoted price of EUR 5.1 billion includes debt, giving the ...

How Open Dutch Fiber is playing KPN and Ziggo against each other

Published 29 Jul 2021 15:16 CET | Netherlands

Open Dutch Fiber, the newcomer to the Dutch optical fibre market, appears to be playing a game of bluff poker with KPN and Ziggo. It says it wants to prevent large numbers of ...

Ziggo risks losing more customers from 2022 if it doesn't invest in new content

Published 15 Jul 2021 12:58 CET | Netherlands

Ziggo recently lost its rights to show Formula 1 from 2022. Did the Dutch operator make the right decision to withdraw from the bidding war? The cost of content may be ...

Viaplay comes to shake up Dutch streaming and sports markets

Published 26 May 2021 17:15 CET | Netherlands

Sweden-based NENT is coming with its Viaplay streaming service to shake up the streaming and sports rights markets in the Netherlands. NENT has struck a big blow by ...

Media sector consolidation driven by fragmentation and fight for consumer's favour

Published 18 May 2021 17:26 CET | World

A big wave of consolidation has started in the media sector. One can point to the threat from Netflix, Amazon and Disney+ as the cause, but mergers do little to address that. ...

Netherlands heading towards unsustainable situation of 3 gigabit networks

Published 17 May 2021 14:48 CET | Netherlands

The Dutch market for superfast networks is becoming more complicated. Subscribers will in future have a choice of none, one, two or even three networks. Most will have access ...

Covid crisis underlines need for more affordable broadband offers

Published 14 May 2021 12:19 CET | Europe, North America

Long before the Covid-19 crisis, the telecom industry was already talking about broadband as a commodity. With mature markets reaching a high penetration of internet users, ...

KPN ready to wait for higher bid and Dutch state will have conditions

Published 03 May 2021 12:11 CET | Netherlands

KPN has confirmed approaches from KKR and EQT/Stonepeak over a possible takeover of the Dutch operator. No negotiations were held, and a price was not given, KPN said. KKR ...

KPN ramps up competition on FTTH market with new joint venture

Published 23 Mar 2021 16:14 CET | Netherlands

KPN has announced a joint venture with pension fund ABP to invest around EUR 1 billion in connecting nearly 1,000 villages to fibre. The joint venture will be owned 50-50 by ...

TP:Notes: Delta Fiber looks to accelerate roll-out, reach 1 mln premises passed by year-end

Published 10 Mar 2021 10:34 CET | Netherlands

Summary: Delta Fiber is shifting its roll-out from rural areas to larger towns and villages, in an effort to reach 1 million premises passed by its network at the end of ...

Deutsche Telekom may need to accept a lower price to shift T-Mobile Netherlands

Published 11 Jan 2021 17:22 CET | Netherlands

Deutsche Telekom has reportedly restarted the search for a buyer of its Dutch subsidiary, T-Mobile Netherlands. Dutch paper Het Financieele Dagblad said the price tag is ...

Preview 2021: what will T-Mobile Netherlands do, Docsis 3.1 and the future of Ziggo Movies & Series

Published 29 Dec 2020 13:11 CET | Netherlands

It is difficult to give predictions on the mergers and acquisitions market, but we can speculate. Is Iliad eyeing T-Mobile Netherlands? What's Liberty Global's next move? And ...

FTC vs Facebook: WhatsApp or Instragram sale difficult to realise and not likely effective

Published 15 Dec 2020 14:36 CET | United States, World

The FTC is suing Facebook for 'illegal monopolisation'. We look here at the arguments on both sides and conclude that the proposed remedy of forcing Facebook to sell ...

TP:Notes: Proximus to regain lead on Belgian mobile market with Mobile Vikings takeover

Published 15 Dec 2020 08:43 CET | Belgium

Summary: Proximus has agreed to acquire Mobile Vikings and Jim Mobile, two MVNOs owned by DPG Media, for EUR 130 million. The deal adds around 335,000 customers, EUR 50 ...

KPN extends current strategy through 2023, only risk a response from Ziggo

Published 26 Nov 2020 10:40 CET | Netherlands

KPN has presented its new strategy for 2021-2023 under the name 'accelerate to grow'. It overlaps the previous plan for 2019-2021 and puts FTTH central. There is little new ...

TP Notes: Orange Romania becomes FMC player with Telekom takeover as DT prepares exit

Published 09 Nov 2020 16:55 CET | Romania

What we know: Deutsche Telekom has been in discussions for at least a year on selling the Romanian business, with talks complicated by the Romanian state still holding a ...

TP:Notes - T-Mobile takeover of low-cost MVNO Simpel to have minimal market impact

Published 19 Oct 2020 14:47 CET | Netherlands

Summary: T-Mobile Netherlands has agreed to acquire the country's biggest MVNO, Simpel. This gives the company around 1 million extra customers, who already use the T-Mobile ...

KPN's low valuation, not the synergies, attracts EQT's interest

Published 13 Oct 2020 16:24 CET | Netherlands

EQT is considering a takeover bid for KPN, according to a report from Bloomberg. There were few details in the story, but EQT is unlikely to be interested in synergies, as in ...

Microsoft dominates home-work applications market

Published 22 Sep 2020 13:14 CET | Netherlands

Microsoft is the dominant provider of applications used by home workers in the Netherlands, according to research by Telecompaper. The survey looked at common applications ...

Why selling passive infrastructure creates value

Published 07 Aug 2020 10:23 CET | World

Selling infrastructure is a growing trend in the telecom industry, and more specifically, the passive infrastructure. This is a way to create value, as the infrastructure ...

Governments may curb internet platforms with regulation, but can internet boycotts do the same to governments?

Published 14 Jul 2020 11:51 CET | World

The EU is preparing new regulations for online platforms, with a proposal for the so-called Digital Services Act expected by the end of the year. Along with plans to tackle ...

Covid-19 tracing apps face challenge in achieving effective penetration

Published 18 May 2020 12:11 CET | Netherlands, World

With lockdown measures being lifted in many countries, the focus of the coronavirus crisis is shifting towards how to prevent a second wave of infections. Several countries ...

Telecom more resistant than ever to recession, recovery depends on governments

Published 06 May 2020 13:31 CET | World

With several companies already reporting Q1 results, we are starting to get a better idea of the impact the coronavirus crisis is having on the TMT sector. Many companies ...

Is KPN's strategy sustainable over the long term?

Published 04 May 2020 12:02 CET | Netherlands

KPN has not been able to return to sales growth and seems to have accepted that in its current strategy. Can the Dutch operator try anything different? Its share price has ...

Mobile mast attacks show industry needs to take public 5G concerns more seriously

Published 16 Apr 2020 12:56 CET | Netherlands

The anti-5G movement has ramped up in recent weeks with a raft of vandalism against mobile masts in the UK and the Netherlands. Belgium also joined countries such as ...