
KPN added just 5,000 retail postpaid subscribers in Q3, while losing 48,000 prepaid Sims in the same period. The incumbent’s total retail mobile base, including secondary brands, is down 5.6 percent year-on-year, and its market share has fallen by over 2 percent points in the past 12 months to 38.3 percent (excluding MVNO market).
In October KPN announced a new approach with its ‘Hussel’ multi-play offer, focusing more on flexibility and high data volumes, while losing some of its previous discounts on mobile. This is line with KPN’s focus on profitability over volume, but it's uncertain whether the new offer will be enough to stem the loss of customers.
KPN’s new approach also appears designed to target T-Mobile, which has focused also on large data volumes and its unlimited data offer. T-Mobile, including Tele2 since the start of this year, was again the main winner in the Dutch market in Q3 in terms of customers numbers. T-Mobile added 83,000 postpaid subscribers while losing only 7,000 prepaid Sims. Vodafone nearly matched T-Mobile in the postpaid segment, with 82,000 net adds, but lost 30,000 customers in prepaid.
"We expect T-Mobile’s new fixed-mobile offer ‘Uit en Thuis’ will help it keep adding mobile customers, although the market potential may be limited due to the relatively high price point for most Dutch consumers," said Alejandra van de Roer, Telecompaper senior research analyst for the mobile market. "Vodafone has not responded yet to the moves from KPN and T-Mobile, but appears to be doing fine for the moment signing up Ziggo customers to its bundled offers, albeit with a reduction in ARPU due to the mobile discounts."
The above figures are from Telecompaper’s continuous research into the Dutch communications market. A full analysis of all the KPIs in the mobile market is available in the quarterly report ‘Dutch Mobile Operators’, the latest edition of which will be published in early December. To order a copy of the report or receive a customised analysis, please contact contact research@telecompaper.com.