Q2 reviews for Dutch big 6 telcos

Here are the reviews of the Q2 results of the 'big 6' telcos in the Netherlands (background articles: subscription required):

Available in Dutch:

• Ziggo in Q2: groeitrends zetten door ondanks groeiend verlies van klanten en moeilijker conversie van analoog naar digitaal
• Vodafone NL in Q2: afgezien van storing een behoorlijke performance
• Tele2 NL in Q2: marktaandeel mobiel kopen betekent nog geen commitment aan Nederland
• KPN in Q2: turnaround in breedband nabij, maar niet in mobiel
• UPC NL in Q2: terugval in groei op de breedbandmarkt en in de conversie naar digitaal
• T-Mobile NL in Q2: verschuiving naar postpaid, zakelijke markt en data bij laag investeringsniveau

Available in English:

• Ziggo Q2: growth trends continue despite increased customer loss, tougher digital conversion
• Tele2 NL in Q2: buying mobile market share not yet sign of commitment to Netherlands
• KPN in Q2: turnaround nearing in broadband, mobile not yet
• T-Mobile NL in Q2: shift to postpaid, enterprise and data, at low investment level

Conclusions

Full service:

• KPN: broadband is being repaired, but mobile is still worrisome
• Tele2: small positive: growing share on the mobile market

Mobile:

• Vodafone: unremarkable
• T-Mobile: outperforming the mobile market

Cable:

• Ziggo, UPC: losing focus but still OK

Mobile data aren't mobile at all

Mobile operators claiming that the vast majority of their subscribers use less than 500 MB of data per month are talking differently in public than in a recent survey, in which most operators say they expect a 20 fold rise over the next 5 years. Just do the math on watching YouTube at a 1 Mb/s bit rate: you would burn through your monthly allowance in just one hour. 500 MB is really just nothing.
So, if these operator claims about users staying below the 500 MB threshold are right after all, then there are two possibilities:

• Subscribers aren't using mobile data's full potential.
• They are on WiFi all the time.