Monday, May 13, 2019

Google I/O 2019: highlights

General
  • Focus on privacy.
AI
  • Launches AI Impact Challenge ($25M)
  • Demos Project Euphonia (understand the speech-impaired)
  • Improves Google Assistant (10x faster, to be added to Waze)
  • Expands Duplex to web (assistant for making restaurant or hairdresser reservations)
  • Improves Lens & adds to Google Maps
Android
  • Passes 2.5b active devices
  • Launches Android Q (beta #3; incl Project Mainline: deliver important code changes to specific internal OS components directly from Google Play)
  • Plans parental controls
  • Adds Live Caption for real-time subtitles
  • Works with Qualcomm on API improvement for 5G

Android TV
  • Enables one-click subscribing
  • Reaches 140 pay-TV operator integrations, 60% of smart TV manufacturers uses Android TV, total 1k content providers & 5k apps.
Devices
  • Launches Pixel 3a (5.6 inch, $400) & 3a XL (6 inch, $480), Nest Hub Max (10 inch screen, video camera, $230)
  • Considers foldable device
  • Rebrands Home Hub to Nest Hub (drops price to $130, expands to 12 more countries)
AR
  • To add AR to Google Maps (for Pixel users)
  • Google Search results in 3D AR
Privacy
  • Adds incognito mode to Google Maps
Search
  • To add podcasts

Thursday, May 02, 2019

Spectrum holdings and caps in the Netherlands

Spectrum holdings in the Netherlands, with caps for future auctions in 2020 (700, 1400, 2100) and 2022 (3500).


AvailableCapCurrent holdingsMaximum biddable
40%KPNVZT-MobileTotalKPNVZT-Mobile
700paired600
800paired6020202060
900paired7020203070
Total19076404050130363626
1400unpaired400
1800paired140404060140
2100paired120404040120
2600unpaired603003060
2600paired130206050130
Total490130140180450665616
35002900
Total2901160000116116116
TOTAL970388170180230580218208158

Amazon break-down: e-commerce, web services, renewable energy, Kuiper Systems

Amazon really has only two platforms: e-commerce and web services (with some links between them, such as Prime).
On each, it is continually expanding, including wholesale services.

Renewable energy could be a third, esp. when it opens for third parties, turning Amazon into an energy provider.

Kuiper Systems seems a long shot, but potentially turning Amazon into a global ISP.


Platform
E-commerce
goods
ordering
distribution centers
delivery
shipping
physical stores
Web services
AWS
Media services
3rd Party services
Voice assistant
Amazon Chime
Amazon Pay
Renewable energy
Kuiper Systems



Saturday, April 27, 2019

KPN 19Q1: opex down, capex up, outlook flat

Opex
  • Cost savings (new program) EUR 27m (target 2019-2021: 350m from EUR 2.015b in 2018).
  • 50% of SME base migrated to KPN EEN.
  • KPN EEN reduces cost-to-serve 25% by 2021, reduces IT-systems 75%.
Capex
  • Started 11 FTTH projects (XGS-PON from Nokia, max 10/10 Gb/s).
  • Orders Huawei equipment for 5G radio network.
  • Network to be 5G-ready by end 2021.
Outlook
  • To focus on 4 KPIs: adjusted EBITDA After Leases, adjusted indirect opex AL, FCF, leverage ratio (net debt AL).
  • Outlook 2019 maintained (EBITDA flat, capex 1.1b, FCF lower, div 12.5c).
  • Outlook 2019-2021 maintained (EBITDA organic growth, capex flat, FCF CAGR MSD, progressive div with FCF), medium term leverage target max 2.5.
Other
  • Telefonica DE stake reduced to 3.5%, from 4.4% end 2018.
  • Revenue contribution KPN Wholesale up to 11.5%.

Tuesday, January 22, 2019

Telekom DE build-out plans 2019, part 2: mobile densification, 5G, FTTH, FTTO, IoT

Deutsche Telekom's Telekom DE: build-out plans for 2019 (part 2):

Mobile
  • 2k new base stations (o/w 300 in Bavaria, 250 in BW, 250 in NRW; focus on roads & railways; o/w half in rural areas)
  • add small cells (mainly in Hamburg, Berlin, M√ľnchen; in public phones, lampposts, street furniture)
  • additional 5G test sites (Darmstadt 19Q1; currently Port of Hamburg)
Fixed
  • 60k km fiber (currently 500k)
  • expand FTTH (61k HH in Bautzen, 47k in M√§rkischer Kreis, 45k in Sachsen, 30k in Stuttgart)
  • upgrade 5m HH from <50 to="">50 Mb/s
  • connect 140 business parks to FTTO
IoT
  • expand NB-IoT (machine/sensor network) nationwide by end 2019 (currently 35k connected parking spaces, with Park & Joy app, x2 or x3 in 2019)