Dutch Multi-play Market - Quad play grows
This report is a must read to understand the market dynamics in the Dutch multi-play market and provides valuable insight.
- Revenue from multi-play service packs in the Netherlands rose to EUR 1.02 billion in the third quarter, up 2 percent from a year earlier. Growth was driven by more households choosing quad-play plans, with both mobile and fixed services.
- In total 6.44 million households had a multi-play subscription at the end of September, of which 14 percent (894,000) were on quad-play.
- The share of quad-play is up from 10 percent a year ago and it rose to 20 percent of multi-play revenues, or around EUR 200 million.
- While quad-play is growing strongly, most Dutch households are still on a triple-play; almost 3.95 million combined three services with the same provider in Q3. This number is down as more choose a quad-play. Double-plays are also less common, having peaked at the end of 2014.
About this report
The report provides a comprehensive overview and insight into the Dutch consumer multi-play market. We analyse the Dutch telecoms markets from a bundling perspective. We report on the number of 1P, 2P, 3P and 4P subscribers, based on both company reports and our own calculations and estimates.
Our assumption is that broadband is the leading telco service. Hence we focused on multi-plays containing broadband. It is a proxy for households, now that broadband penetration is approaching 100% (assuming further that subscribers only very rarely take two separate broadband subscriptions).
The report contains information and insight on:
- Market Outlook
- Trends in the markt impacting number of subscribers, and/or revenue
- Subscribers + Revenue split by type of bundle (1P, 2P, 3P, 4P) + provider
- Subscribers + Revenue split by bundle composition + provider
We use reported and estimated ARPUs for the individual services from our quarterly reports on the Dutch broadband, fixed telephony, mobile and television markets and the average subscribers per multiply to calculate services revenues per multi-play.
We have defined the multi-play market in a broad sense. Not only 4P, but also 2P and 3P subscriptions may contain both fixed and mobile services. But each multi-play needs to contain broadband. Note that not every combination of services is available at every provider. We only include multi-plays that are sold as a bundle (i.e. with a benefit: extras, a discount or billed on a single bill).
The analysis is based on Telecompaper’s continuous research into the development of the Dutch mass market telecommunication services market. The focus is on seven service provider (KPN, Ziggo, Vodafone, Tele2, CAIW, Delta and M7), which represent the vast majority (>90%) of the Dutch consumer market.
