Onze webinars over de toonaangevende Nederlandse providers KPN, VodafoneZiggo, T-Mobile en Delta FIber geven je een goed beeld van de strategieën en implementatie. Hoe profileren deze bedrijven zich naar hun eindgebruikers? Wat is de strategie voor de komende jaren? Waar staan ze ten opzichte van hun concurrenten? Onze webinars over de Nederlandse providers zijn altijd in het Engels.

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KPN

KPN weerde met succes overnames af van bedrijven als KKR, EQT en Stonepeak. Dit werkte echter averechts en juist deze PE-firma's hebben vervolgens concurrenten op de glasvezelmarkt opgericht en versterkt: Delta Fiber en Open Dutch Fiber. Ondertussen verloor KPN zijn voorsprong in mobiel aan Odido en in vast aan VodafoneZiggo. Reden te meer om de prestaties van de gevestigde operator op de steeds competitievere Nederlandse markt nauwlettend in de gaten te houden.

Om al deze externe krachten te weerstaan, heeft KPN het bedrijf met succes gestroomlijnd en zal het zijn vereenvoudigingsstrategie in de nabije toekomst voortzetten. Ondertussen verhoogde het de investeringen in glasvezelnetwerken, deels via een joint venture met het pensioenfonds APG.

In ons halfjaarlijkse webinar bespreken we de operationele en financiële prestaties van KPN in het licht van de steeds veranderende marktomstandigheden. Daarnaast analyseren we de strategie van het bedrijf en de impact die verdere marktconsolidatie kan hebben. 

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VodafoneZiggo

VodafoneZiggo is the converged challenger on the Dutch market, as a result of a cable/mobile merger. In our semi-annual webinar devoted to VodafoneZiggo, we start off with a discussion of the company’s performance, vis-à-vis its main competitors (KPN, Odido, Delta Fiber). Also, we will discuss its strategy, important market and sector trends and developments, as well as our take on its performance over the next few quarters and years.

VodafoneZiggo’s ownership has been steady since its formation on the last day of 2016. The Vodafone Group and Liberty Global each own 50 percent, with joint control. Ownership changes do not appear to be imminent, but we will discuss a number of likely scenarios.

Most important and underlying this issue could be VodafneZiggo’s roadmap for the medium and longer term. The deployment of Docsis 3.1 is scheduled to be completed in 2022, but already (not least from competitive pressure from Delta Fiber) the next step must be considered. Docsis 4 is optional but an FTTP based strategy appears to be more likely.

These, and other issues, will be discussed in our 60 minute premium webinar

T-Mobile Netherlands

T-Mobile Netherlands is the main challenger on the Dutch market, rivalled mainly by Delta Fiber in fixed and Youfone and Budget in the mobile space. It successfully managed to dethrone KPN as the leading MNO, but it is tougher to challenge Ziggo and KPN on the fixed-line market.

The company, over the years, absorbed Orange, Tele2 and Simpel and is now seeing its ownership change. Deutsche Telekom and Tele2 are selling to the private equity combo of APAX Partners and Warburg Pincus at a valuation of EUR 3.0 billion (EUR 5.1 billion including debt). International peers include Orange Belgium, Telefonica Deutschland, Salt (Switzerland), MasMovil (Spain) and Vodafone UK in that it combines a MNO with a virtual fixed-line operator.

T-Mobile NL is deploying a ‘next-generation’ operating model: it owns no passive network elements, but does control active networks in mobile (nationwide RAN on Cellnex NL) and fixed (MDF/ODF on KPN, Primevest and Open Dutch Fiber, supplanted with a WBA deal with KPN).

An important question looming is: will the new owners change the company’s strategy? Will they be able to continue its success in mobile? And will they be able to provide meaningful competition on the fixed-line market? But also: how will the owners weigh extracting cash (dividends) versus investing, in order to increase te value of the company?

T-Mobile’s operational and financial performance always are at the heart of our webinar coverage of the company. In addition, we discuss its strategy and our expectations for its performance going forward.

Delta Fiber

Delta Fiber is the result of a number of mergers and has now become the fourth largest operator in the Netherlands. The company profiles itself with a strategy around fiber optics. Not only is it renovating its existing networks, it is also installing fiber optic networks in rural areas throughout the Netherlands. And it is expanding geographically by building networks in small and medium-sized cores.

In addition to an overview of where the company currently stands, we offer: 

• an analysis of the financial and commercial strategy.
• What does this mean for the two market leaders, KPN and VodafoneZiggo?
• What is the impact on the direct competitor, T-Mobile NL?
• And where will market relations and competitive response be in the Netherlands go in the coming years?

These, and other issues, will be discussed in our 60 minutes webinar.