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Research - M&A, buyouts & divestments

By collecting data from various sources, such as our Consumer Panel and Mobile Tracker, we are able to continuously track short and long term trends in the telecommunications market. With this information we compile different kinds of reports about various subjects, spread out across different markets and countries. This research can provide you with the data you need to support your business.

These reports come in various shapes and sizes, such as research briefs, quarterly reports, competitive updates, promotions updates and regularly updated company profiles. Subjects covered are, for example, the Dutch FTTH market, the pricing of mobile packages across Europe, the pricing of broadband in Western Europe and international roaming habits.

Below you can find a complete list of the research reports we have published. If you need a customized answer, please consult the Custom Research page.

To view our upcoming research for all editions, or per edition, please tick the box 'Include future research'.


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CAIW NL

28 Aug 2017 - CP12214-CAIW - Profile - Kamiel Albrecht - Broadcast, Fixed, Internet

This company profile analyses Dutch cable and fibre service provider CAIW. The report contains information on CAIW's current position and strategy. It provides an overview of the company's most recent financial figures and KPIs and gives an overview of its current network. The report provides details of the product portfolio of CAIW using the Caiway brand. It looks at the market in which CAIW operates as well as its competitors. Furthermore the profile reports on CAIW's marketing activities, ...

CAIW NL

12 Aug 2016 - CP12214-CAIW - Profile - Kamiel Albrecht - Broadcast, Fixed, Internet

This company profile analyses Dutch cable and fibre service provider CAIW. The report contains information on CAIW's current position and strategy. It provides an overview of the company's most recent financial figures and KPIs and gives an overview of its current network. The report provides details of the product portfolio of CAIW using the Caiway brand. It looks at the market in which CAIW operates as well as its competitors. Furthermore the profile reports on CAIW's marketing activities, ...

CAIW

20 Aug 2015 - CP12214-CAIW - Profile - Kamiel Albrecht - Broadcast, Fixed, Internet

This company profile analyses Dutch cable and fibre service provider CAIW. The report contains information on CAIW's current position and strategy. It provides an overview of the company's most recent financial figures and KPIs and gives an overview of its current network. The report provides details of the product portfolio of CAIW using the Caiway brand. It looks at the market in which CAIW operates as well as its competitors. Furthermore the profile reports on CAIW's marketing activities, ...

CAIW

24 Nov 2014 - CP12214-CAIW - Profile - Kamiel Albrecht - Broadcast, Fixed, Internet

This company profile analyses Dutch cable and fibre service provider CAIW. The report contains information on CAIW's current position and strategy. It provides an overview of the company's most recent financial figures and KPIs and gives an overview of its current network. The report provides details of the product portfolio of CAIW using the Caiway brand. It looks at the market in which CAIW operates as well as its competitors. Furthermore the profile reports on CAIW's marketing activities, ...

CAIW

07 Nov 2013 - CP12214 CAIW - Profile - Kamiel Albrecht - Broadcast, Fixed, Internet

This company profile analyses CAIW, a Dutch regional cable network operator. The report contains information on CAIW's current position and strategy. It provides an overview of the company's most recent financial figures and KPIs and gives an overview of its current network. The report provides details of the product portfolio of CAIW using the Caiway brand. It looks at the market in which CAIW operates as well as its competitors. Furthermore the profile reports on CAIW's marketing activities, ...

CAIW

30 Oct 2012 - CP12214 - Profile - Kamiel Albrecht - Broadcast, Fixed, Internet

This company profile analyses CAIW, a Dutch regional cable network operator. The report contains information on CAIW's current position and strategy. It provides an overview of the company's most recent financial figures and KPIs and gives an overview of its current network. The report provides details of the product portfolio of CAIW using the Caiway brand. It looks at the market in which CAIW operates as well as its competitors. Furthermore the profile reports on CAIW's marketing activities, ...

CAIW

13 Mar 2012 - CP12214 - Profile - Kamiel Albrecht - Broadcast, Fixed, Internet

This company profile analyses CAIW, a Dutch regional cable network operator. The report contains information on CAIW's current position and strategy. It provides an overview of the company's most recent financial figures and KPIs and gives an overview of its current network. The report provides details of the product portfolio of CAIW using the Caiway brand. It looks at the market in which CAIW operates as well as its competitors. Furthermore the profile reports on CAIW's marketing activities, ...

2012: FTTH versus cable, mobile newcomers, enhanced TV services

12 Jan 2012 - RB21202 - Brief - , Alejandra van de Roer, Bart Garvelink, Erik Compter, Kamiel Albrecht, Maarten van Vliet, Tim Poulus, Tine Niezink - Broadcast, Fixed, General, Internet, Mobile

In this research brief Telecompaper looks at expected developments in the Dutch telecom market during 2012. The focus is on Dutch players and their activities on the consumer market plus the most important international developments expected to influence the Dutch market. The mobile market will be busy with the spectrum auction, which will be held in the autumn, tariff structure changes and the battle among smartphone manufacturers. We offer our views about possible consolidation as well as ...

CAIW

09 Feb 2011 - CP12214 - Profile - Kamiel Albrecht - Broadcast, Fixed, Internet

This company profile analyses CAIW, a Dutch regional cable network operator. The report contains information on CAIW's current position and strategy. It discusses the company's latest financial figures and gives an overview of its current network. The report provides details of the product portfolio of CAIW. It looks at the market in which CAIW operates as well as its competitors. Furthermore the profile reports on CAIW's marketing activities, including its customer strategy. Lastly the profile ...

Google's 'acquhires' to enhance portfolio

04 May 2010 - RB21009 - Brief - Tim Poulus - Broadcast, Internet, Mobile

Google has acquired a dozen companies within the last six months. Takeovers have become an integral part its strategy and fortifies a wide variety of capabilities. In this research brief we look at the acquisitions since November 2009 and categorise them. Google is no longer focused on the computer alone, and now appears to focus on all 'three ...

Liberty Global increases leverage for Unitymedia

19 Nov 2009 - RB20932 - Brief - Tim Poulus - Broadcast, Fixed, Internet

Liberty Global's acquisition of Unitymedia adds a number two in Liberty's portfolio, which is now entering the German market. The German operator adds 4.55 million customers for a total of 21.1 million. Looking at the leverage target that Liberty sets for itself, it could still add around EUR 5 billion in debt, not counting the EBITDA contribution and synergy benefits of any takeover. In this brief we look at possible takeover targets and focus on Ziggo, which we value at EUR 5.2 billion, based ...

Skype sale could unlock revenue potential

06 Feb 2009 - RB29004 - Brief - Tim Poulus - Fixed, Internet

Skype may be up for sale, as was hinted at by John Donahoe, eBay's CEO. Skype is an established VoIP player, with an extensive product range and ecosystem, but is not a primary line service. Usage growth outstrips user growth, but revenue growth lags behind. However, margin development is promising, and according to our estimates the EBIT margin currently is around 17 percent. The network effect delivers high growth, but revenues from SkypeOut could be in danger. European incumbents could ...

BBned possible Belgacom takeover target

15 Jan 2009 - RB29001 - Brief - Tim Poulus - Fixed

Telecom Italia recently put its European Broadband unit up for sale, consisting of Hansenet (Germany) and BBned (Netherlands). Market circumstances are not favourable for the sale of broadband assets, but Tele2 NL and Belgacom could very well be interested. In this brief, we focus on the investment case for Belgacom. We estimate the proceeds for Telecom Italia at between EUR 100 and 150 ...

KPN best performing European telecom stock in 2008

11 Dec 2008 - RB28039 - Brief - Tim Poulus - General

The global financial crisis, which started in the summer of 2007, has left deep marks on stock prices around the world. Many financial companies have lost over half their market value, and few, if any, other sectors have been spared. The telecom sector traditionally counts as an investor safe haven during economically turbulent times, and our assessment shows certain stocks, especially incumbent operators, have outperformed the broader market. KPN was the top performer for the sector. The ...

Tele2 seeks buyers for German-language operations

24 Jul 2008 - RB28023 - Brief - Kamiel Albrecht, Zoe Tylee - Fixed, General, Internet, Mobile

At its largest, Tele2 was present in 25 countries but from 2005 the company began to refocus its geographic presence and is now present in 12 countries. Recently, Tele2 has divested three more subsidiaries in Europe: Luxembourg and Liechtenstein to Belgacom, while Polish fixed network operator Netia bought Tele2 Poland. At the same time, rumours have been floating around about Tele2 wanting to sell its Austrian and Swiss operations as well, while Tele2's CEO Lars-Johan Jarnheimer does not ...

Turbulence in Dutch telecom retail market

15 Jul 2008 - RB28021 - Brief - Jan Schepers - General

The Dutch telecom retail landscape has undergone a hectic period over the last year, with the introduction of new formats, test shops and more shop-in-shops, as well as some shops closing down and expansion in online sales. The Phone House acquired three online shops on the expectation of strong growth in web sales. Telfort agrees that online sales are the future, but the mobile operator is still investing in new retail outlets as well. BelCompany bought 29 former Orange shops and launched a ...

Will T-Mobile put Orange Broadband up for sale?

22 Oct 2007 - RB27033 - Brief - - Fixed, Internet, Mobile

Recently T-Mobile acquired Orange Netherlands, including Orange Broadband. Until now T-Mobile has followed a ‘mobile only’ strategy, but in the coming months the company will need to consider its options. The stark division between fixed and mobile operators is disappearing, as mobile operators are looking for new revenue streams from fixed-line services. But the Dutch broadband market is highly competitive and acquisition cost for new customers are up, while average revenue from broadband ...

KPN expands in Belgium, taking on Belgacom?

23 Aug 2007 - RB27025 - Brief - Kamiel Albrecht - Fixed, Internet, Mobile

After years of the news that Belgacom wanted to acquire KPN or the other way around, the conclusion was that the cultural differences between Belgium and the Netherlands would make the merger a complete failure, so the operators did not go through with it. Both operators continued to strengthen their position on their respective home markets, but now KPN has dropped in on Belgacom’s home turf with the acquisitions of Getronics, telecom retailer Allo Telecom and ISP, fixed network operator Tele2 ...

Western European cable market calms down after private equity push in 2006

23 Jul 2007 - rb27023 - Brief - Jan Schepers - Broadcast, Fixed, Internet

After a large number of acquisitions and mergers in the Western European cable market during 2005 and 2006, the market has stabilised. Since September 2006, only EUR 1.5 billion has been spent by private equity investors and cable network operators on acquisitions in Western Europe, compared with EUR 13 billion during 2005 and 2006. The most activity among cable network operators is in Germany, where Orion Cable is trying to extend its reach by acquiring PrimaCom and Tele Columbus, and in ...

KPN's Tiscali Netherlands acquisition in jeopardy

02 Jan 2007 - RB27001 - Brief - Kamiel Albrecht - Fixed, Internet

The Dutch competition authority NMA is investigating the consequences of KPN's acquisition of Tiscali Netherlands for the Dutch wholesale ADSL market. This researchbrief examines possible outcomes and their consequences for KPN and Tiscali ...