The Dutch Mobile Monitor offers a comprehensive analysis covering all facets of the mobile market landscape. This report delves into the mobile services sector, examining offerings from both network operators and virtual service providers, while also assessing network infrastructures and service portfolios. It provides insights into market dynamics including usage trends, market shares, subscriber numbers, and more. Additionally, the report evaluates provider strategies, corporate actions, and emerging technologies such as LTE and 5G. It explores the global implementation of 5G and its implications for the Netherlands, alongside the evolvig landscape of traditional operator portfolios and over-the-top services.
Furthermore, it highlights the growing significance of fixed-mobile convergence plans and analyses Q2 2025 financial results to uncover key industry trends. By examining the role of technologies like LTE, WiFi, and streaming services, the report sheds light on the evolving dynamics between mobile network operators, virtual providers, and over-the-top service providers, providing valuable insights into company strategies and market forces shaping the mobile data market.
1 Introduction
2 Executive summary
3 The markets
3.1 Introduction: saturated mobile market with three MNOs
3.2 Mobile market up to Q1 2025
3.3 Business market
3.4 Virtual operators and MVNO market
3.5 Multi-play market
3.6 Usage trends: data growth continues on demand for OTT services
3.7 Samsung and Apple dominance growing; online sales most important channel
4 Pricing and regulation
4.1 Introduction: fixed-mobile converged plans gain traction
4.2 Netherlands cheap for some plans in comparison to neighbours
4.3 Propositions: focus again on discounts and promotions
4.4 Operators focus mostly on price changes in 5-10GB and 10-25GB ranges
4.5 FMC plans remain advantageous, but less so for unlimited customers
4.6 Regulation
5 Service providers
5.1 KPN: fibre, small takeovers and focus on shareholders
5.2 VodafoneZiggo: entertainment focus
5.3 Odido: network and IT overhaul, considering IPO
5.4 Delta Fiber: nearing completion of fibre roll-out, company sale may be next
6 Mobile broadband - networks
6.1 3G to be switched off before 2G, 4G still remains as work on 6G started
6.2 Trends and developments in 5G
6.3 Smartphone penetration stable number of 4G and 5G antennas growing
6.4 Spectrum and auctions
6.5 Private networks: trials and active networks growing in numbers, first permits for 3.5Ghz bands awarded
7 5G Developments
7.1 3GPP: work on release 19 continues in 2025, while work on release 20 has started
7.2 European spectrum auctions resume, 5G coverage expanding
7.3 IoT market small but forecasts remain positive
7.4 AI developments impacting telcos
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