0

Market Commentary

filters
 to apply to the current section.
Years  Countries  Type 

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 ...

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 ...

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 ...

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 - 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 ...

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 ...

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 ...

End to Dutch wholesale broadband regulation means no duopoly, but will T-Mobile survive?

Published 20 Mar 2020 11:21 CET | Netherlands

The Dutch corporate appeals court has overturned the ACM's wholesale broadband access decision. This means an end to 'open cable' in the Netherlands, as well as incumbent ...

Dutch 5G licences proposal suggests 3 bidders, little scarcity, short auction

Published 09 Dec 2019 11:26 CET | Netherlands

The Dutch government has started the consultation on the spectrum auction planned for Q2 2020. The most important news is the minimum proceeds of EUR 915 million. This is on ...

T-Mobile Netherlands up for sale: to EQT or Parcom, or an IPO?

Published 26 Nov 2019 15:39 CET | Netherlands

Deutsche Telekom is reportedly preparing to put its Dutch unit T-Mobile Netherlands up for sale. Possible bidders are not obvious, apart from EQT, owner of fixed network ...

VodafoneZiggo vs. ACM: if the regulator wins, new action on wholesale cable rates needed

Published 18 Jul 2019 16:59 CET | Netherlands

VodafoneZiggo had the first hearing of its legal appeal against the wholesale cable regulation in the Netherlands on 12 July. A ruling from the court - the outcome of which ...

Incumbent seeks CEO. Technology and finance experience recommended

Published 25 Jun 2019 15:07 CET | Netherlands

KPN has been forced to search for a new CEO. Maximo Ibarra, who joined the Dutch operator early last year, is leaving at the end of September for 'personal reasons'. KPN's ...

Is KPN pushing newcomers out of the FTTH market?

Published 24 Jun 2019 17:53 CET | Netherlands

KPN has announced plans to roll out FTTH in The Hague, shortly after Primevest started work on its project in the city. Similar overlap has happened in smaller Dutch towns, ...

KPN becomes dependent on cost savings to pay dividend as asset sales come to end, 5G poses risk

Published 27 May 2019 14:42 CET | Netherlands

KPN is facing a challenge. With no growth and a saturated market, the Dutch operator still needs to pay a dividend. Its remaining stake in Telefonica Deutschland has been ...

Success of KPN takeover bid depends on price, infrastructure vision

Published 04 Feb 2019 12:22 CET | Netherlands

Canada-based Brookfield Asset Management is considering a bid for Dutch operator KPN, along with two Dutch pension fund managers, PGGM and APG, according to a report from ...

Outlook 2019: on the way to gigabit networks

Published 28 Dec 2018 12:33 CET | Netherlands

The Dutch market is set for a new year with a new composition. VodafoneZiggo is on track with its merger integration, T-Mobile and Tele2 are set to complete their merger, and ...

 




Calendar   /   Industry Events

02 Aug SBA Communications Q2
02 Aug NXP Semiconductors Q2
02 Aug Arista Networks Q2
02 Aug Ceragon Networks Q2
02 Aug DSP Group Q2 2021
02 Aug ON Semiconductor Q2
02 Aug DZS Q2
02 Aug Harmonic Q2
03 Aug Infinera Q3 2021
03 Aug Akamai Technologies Q2 2021
03 Aug NeoPhotonics Q2 2021
03 Aug Alibaba Q2 2021
03 Aug RingCentral Q2 2021
03 Aug Bredband2 Q2 2021
03 Aug Sequans Q2 2021
04 Aug Intred Q2 2021
04 Aug Softbank fiscal Q1
04 Aug Lumen Technologies Q2
04 Aug EA fiscal Q1
04 Aug Viavi Q4
04 Aug 8x8 fiscal Q1
04 Aug Digi International fiscal Q3
04 Aug Roku Q2 2021
04 Aug Inseego Q2 2021
04 Aug Qorvo fiscal Q1
04 Aug Aferian interim results
04 Aug Liberty Latin America Q2 2021
04 Aug Smith Micro Q2 2021
05 Aug Motorola Solutions Q2
05 Aug Frontier Communications investors meeting
::: More Calendar Items