Our webinars on the leading Dutch providers KPN, VodafoneZiggo and T-Mobile give you a clear view of the strategies and execution. How do these companies manifest them selves to their end users? What is the strategy for the coming years? Where do they stand in relation to their competitors? Our webinars on the Dutch Providers are always in English.
Twice a year we give updates on the performance for each of the leading Dutch providers: KPN, VodafoneZiggo and T-Mobile Nederland. You can register for the upcoming events below. Earlier editions are available on demand.
Speaker for Provider webinars
Tim Poulus has been an analyst at Telecompaper since November 2008. His primary focus is on financial analysis of the quarterly figures. Other specific areas of expertise of Tim are developments in next-generation networks and OTT video services. During major events in the media and telecoms sector Tim acts as one of the spokespersons for Telecompaper on radio and TV. Tim has been following the TMT market since 1999.
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.
7 APRIL 2022
KPN successfully fended off takeover approaches from the likes of KKR, EQT and Stonepeak. However, this backfired and precisely those PE firms subsequently established and strengthened competitors in the fibre market: Delta Fiber and Open Dutch Fiber. Meanwhile, KPN lost its lead in mobile to T-Mobile NL and in fixed to VodafoneZiggo. All the more reason therefore to tightly monitor the incumbent’s performance in the increasingly competitive Dutch market.
To make matters worse, a return of regulation through the assignment of significant market power (SMP) could be pending. In order to combat all these external forces, KPN successfully streamlined the company and will, for the foreseeable future, carry on its simplification strategy. Meanwhile, it increased the investment in fibre networks, in part via a joint venture with the APG pension fund.
In our semi-annual webinar, we discuss KPN’s operational and financial performance, in light of the ever changing market circumstances. Beyond this, we analyze the company’s strategy, as well as the impact that further market consolidation may have.
10 MARCH 2022
VodafoneZiggo is the converged challenger on the Dutch market, as a result of a cable/mobile merger. International peers include its sister companies (Telenet, Virgin Media O2, Sunrise UPC, and the Vodafone companies across mainland Europe), as well as NOS (Portugal), Tele2 (Sweden), Play (Poland), Magenta Telekom (Austria) and SFR (France).
In our semi-annual webinar devoted to VodafoneZiggo, we start off with a discussion of the company’s operational and financial performance, vis-à-vis its main competitors (KPN, T-Mobile NL, 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.
- Regulation could be pending and could force a major change of strategy, albeit in line with Virgin Media O2, that appears to be getting closer to a wholesale strategy).
- 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.
24 FEBRUARY 2022
DELTA FIBER NEDERLAND
- 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 45+ minute webinar.
27 JANUARY 2022
It is possible to listen back to previous editions. For all editions you need to register. With the options BUY TICKET there are costs involved for listening back. With LUISTEREN/LISTEN BACK, listening back is free of charge.
21/10/2021 – Update on T-Mobile; Strategy, Focus and challenges
23/09/2021 – Update on VZ; Strategy, Focus and challenges
02/09/2021 – Update on T-Mobile; Strategy, Focus and challenges
25/03/2021 – Update on T-Mobile; Strategy, Focus and challenges
18/02/2021 – Update on KPN; Strategy, Focus and challenges
21/01/2021 – Update on VZ; Strategy, Focus and challenges
Consolidatie in NLD?
02/04/2020 – Staat de markt aan de vooravond van consolidaties?
Fusie T-Mobile + Tele2
04/10/2018 – Impact van fusie T-Mobile en Tele2 voor de markt.
We are, of course, happy to help with any questions you may have. Please fill in the form and we will get back to you as soon as possible.