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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. ...

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 ...

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 ...

Digital transformation offers telcos opportunity to return business market to growth

Published 16 Dec 2019 13:48 CET | World

Several new developments suggest the business telecom market may return to growth in the coming quarters. Plans from companies such as Orange, Iliad and QSC point in this ...

Selling passive network assets: a tragic mistake for the telco?

Published 06 Dec 2019 10:58 CET | World

More and more operators are looking at selling off passive networks. This underlines not only the value of such networks, but also the advantages of structural ...

Telco and broadcast mergers remain rare - for good reasons

Published 04 Dec 2019 17:24 CET | World

Telia has completed its takeover of Bonnier Broadcasting, after securing conditional regulatory approval. We find it difficult to get excited about this kind of vertical ...

4G is no regret investment, despite the quick arrival of 5G

Published 17 Jul 2019 14:03 CET | World

There has been just six years between the launch of 4G networks (2013) and the first 5G networks (2019). Was that enough time to earn a return on 4G? It may seem unlikely, ...

Disney+ to grow faster than Netflix

Published 19 Apr 2019 12:18 CET | World

Walt Disney has presented its new streaming service, Disney+. With an annual subscription, the service costs USD 5.83 per month. The service is expected to have a much faster ...

Apple's weaker sales not just down to external factors

Published 07 Jan 2019 09:09 CET | World

Apple gave its first sales warning in 15 years this week, making world news and raising a number of questions. Has Apple passed its peak? If so, and even more important, ...

The 2018 of Amazon, Google and Facebook

Published 31 Dec 2018 15:46 CET | World

The internet services market revolved around three major issues in 2018: fake news, privacy and monopolies. We look here at the developments at the three biggest players: ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Snap Q4 analysis: progress on all fronts but scale remains a problem

Published 07 Feb 2018 13:24 CET | World

Snap reported fourth-quarter results well ahead of expectations, both in terms of revenues and users. Is the outlook for the company behind Snapchat improving? At the very ...

T-Mobile NL and Google Fi show how to differentiate unlimited mobile data

Published 19 Jan 2018 10:25 CET | World

The launch of unlimited data in the mobile market appears to have left operators with few tools left to control prices. The telecom sector's growth has been based on ...

 




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