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Market Commentary

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Proximus CEO disappoints with net neutrality stance

Published 04 Jan 2018 13:57 CET | Belgium, World

The US will have to accept a market without net neutrality regulation. One advantage of this: the rest will be able to establish experimentally whether these regulations are ...

The voice assistant will completely change the user interface

Published 12 Dec 2017 14:49 CET | World

Artifical intelligence is changing the technology sector. Of special interest for the telecom sector is the voice assistant. We are used to a a very extensive system of user ...

Google should follow Amazon example to avoid EU competition concerns

Published 18 Sep 2017 12:51 CET | World

Consolidation and the 'winner takes all' principle in the internet sector have resulted in three technology conglomerates: Amazon, Alphabet (Google) and Facebook (we leave ...

Facebook's hardware strategy can't come too soon

Published 22 Mar 2017 14:00 CET | World

Facebook will hold next month its annual developers conference F8 in San Jose. According to unconfirmed reports, hardware is expected to take a central role in the ...

Snap IPO: is it a new Facebook or more like Twitter?

Published 02 Mar 2017 18:18 CET | World

Snap has listed on the stock market, selling 200 million shares for USD 17 each, above the indicated range of USD 14-16 share. Adjusting for further dilution, the price of ...

Is Google Fiber waiting for 5G?

Published 08 Nov 2016 12:35 CET | United States, World

Supporters of copper or fibre are unlikely to come to any consensus soon. While the former announce new advances in G.fast and vectoring, the latter continue to push ahead ...

AT&T and Time Warner: not a trend to follow

Published 25 Oct 2016 16:41 CET | Latin America, United States, World

AT&T's proposed takeover of Time Warner raises two big questions: will the deal obtain regulatory approval and why do they want to merge? While regulators are likely to clear ...

What happens to cable's WiFi-first strategy after mobile mergers?

Published 26 Sep 2016 14:26 CET | World

Cable and mobile operators are leading the consolidation wave in Europe, driven by companies such as Liberty Global and Vodafone. After Germany, Spain and Belgium, the ...

How 'unrefined' is telecom?

Published 27 May 2016 12:03 CET | World

UK regulator Ofcom has conducted an extensive review of the telecom market and proposed new regulation. The market players are arguing for a number of changes based on ...

OTT: from threat to opportunity for telecom sector

Published 23 Feb 2016 18:03 CET | World

The role of internet providers in the telecom landscape is changing. Comments such as "they're using my pipes for free" (AT&T) are becoming less common, and calls from telcos ...

Yahoo: takeover target for an international telco?

Published 08 Feb 2016 15:06 CET | World

Yahoo has announced plans for a major reorganisation. The company will refocus on four verticals (News, Sports, Finance, Lifestyle), three platforms (Search, Mail, Tumblr), ...

Tele2 NL, KPN, T-Mobile US show value of a GB falling quickly

Published 16 Nov 2015 12:38 CET | World

Tele2 Netherlands has announced new mobile plans, designed especially for use on its own LTE network. KPN announced almost at the same time an offer for 100,000 rural ...

Can Vodafone bring its Netflix partnership to the Netherlands?

Published 22 Sep 2015 13:26 CET | Netherlands, World

The telecom world earns its money from broadband, but differentiation these days is all about content, mainly video. Before it was known that Ziggo was working on a sports ...

Apple Music no slam dunk

Published 01 Jul 2015 11:51 CET | World

Apple launched its long-awaited service Apple Music on 30 June. The big question is whether the service will catch on. Can Apple Music surpass the competition? Will all ...

Ad market offers operators opportunity for counter-attack

Published 26 Jun 2015 11:58 CET | World

The telecom sector is under pressure; revenues are falling due to the weak economy, regulation and competition. Traditional services are becoming commodities, especially ...

OTT apps launch new attack on telecom sector

Published 29 Apr 2015 16:35 CET | World

The communications market is changing. The days of just calls and SMS are over, and new forms of communication are emerging, such as social networking (Facebook), ...

WhatsApp Voice: a nice add-on for 700 mln users

Published 18 Mar 2015 13:15 CET | World

Recent reports have suggested WhatsApp has started testing the new service WhatsApp Voice with a selected group of users. A launch was expected in Q1, but it's not yet clear ...

OnePlus: strong niche player or victim of its own success?

Published 21 Oct 2014 12:48 CET | World

OnePlus will launch in 2015 a second smartphone, called the OnePlus 2. This is expected to have a smaller screen than the 5.5-inch display of the OnePlus 1. Will OnePlus be ...

What the expansion of the OTT sector means for the telecom sector

Published 20 Mar 2014 09:29 CET | World

WhatsApp recently announced plans to add voice to its popular messaging app. Google and Line are now following, with Google Hangouts (according to rumours) and the Line chat ...

Facebook buys a winner with WhatsApp

Published 20 Feb 2014 17:54 CET | World

Facebook is buying WhatsApp for in total USD 19 billion. The price includes USD 4 billion cash and the remainder in stock. This gives WhatsApp owners and employees 7.9 ...

You can set your clock by the new iPhone

Published 14 Feb 2014 15:51 CET | World

Apple holds an iPhone event every year, and this is likely to take place in September this year again. Rumours of its new device are already starting to gather steam, driven ...

Lenovo may over-estimate Motorola potential

Published 31 Jan 2014 12:33 CET | World

The world's biggest PC maker, Lenovo, hopes to do the same soon with mobile devices. The Chinese company hopes to become the biggest smartphone supplier, but its ambition is ...

NSN starts search for growth

Published 22 Jan 2014 14:57 CET | World

As Nokia approaches the completion of the sale of its handset division to Microsoft, the attention is shifting to Nokia Solutions and Networks (NSN), which will form the core ...

Google enters connected home market with Nest Labs takeover

Published 15 Jan 2014 14:05 CET | United States, World

Google has acquired the company Nest Labs for USD 3.2 billion. Nest Labs makes two connected devices, a thermostaat (USD 250) and a smoke alarm (USD 130), both of which can ...

Amazon: from retail to wholesale

Published 14 Jan 2014 13:05 CET | World

Amazon gave a number of interesting statistics in a recent press release. These make clear that Amazon, the same as the telecom incumbents of the world, is suffering from a ...

 




20,600,000
number of mobile SIMS
Netherlands  |  2017Q3