tag:blogger.com,1999:blog-52438242024-03-14T10:34:41.158+01:00Communications BreakdownTelecoms, Internet, MediaTitus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.comBlogger1417125tag:blogger.com,1999:blog-5243824.post-24481229840191877142023-11-07T12:07:00.021+01:002023-11-08T12:57:22.810+01:00KPN Capital Markets Day 2023: strategy update Connect, Activate & Grow spanning 2024-2027Main takeaways:CostsOngoing efficiency enhancements. Drives cost savings and improved customer experience (fully digital) at the same time.ESG delivers sustainability and at the same time cost savings.Revitalise cost savings program by modernising the operating model, incl. the 'always-on' network (= zero-touch).Partnershipsfor B2C (smart home in a wide sense) and B2BHousehold 3.0 replacing (or: Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-56388071311853092472023-10-19T14:41:00.002+02:002023-10-19T15:03:55.579+02:00BT announces Super App from EEMain pointsBranding:EE flagship brand for B2C FMC & mobileBT for fixed-only & businessPlusnet for no-frills B2C fixedPlans brand refresh 231020 (4 areas: areas: game, home, learn, work)To rebrand BT TV as EE TV service, with new STB (EE TV Box Pro) & EE TV app & remote control for Apple TV 4KLoyalty: extra savings for adding SIMsSuper App:Launches everything app online marketplaceTitus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-91968854672322785882023-09-26T15:07:00.002+02:002023-10-19T14:42:33.082+02:00KPN Capital Markets Day, 7 November 2023: previewKPN is organizing a Capital Markets Day on November 7. We expect the board to unveil plans for the period up to and including 2026 and to provide a glimpse into the years to come, possibly up to 2030. The fiber optic renovation is nearing completion, which will have a major positive impact on the financials. However, the network is never finished and further evolution is on its way. Partnerships Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-57983224295061521402023-09-22T14:32:00.002+02:002023-09-26T10:09:47.577+02:00A scenario for the Dutch boadband market, leading up to the inevitable end-game of two fiber networksThere's a fascinating development unfolding in the Dutch broadband market, characterized by a surplus of fiber infrastructure in the access networks. This situation envisions a strategic collaboration between fiber operators Delta Fiber and Open Dutch Fiber, alongside the HFC-network of VodafoneZiggo.This proposed scenario serves multiple purposes:It presents an exit opportunity for current Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-51791795837762604022023-09-21T09:59:00.006+02:002023-09-21T09:59:56.698+02:00Amazon Fall Devices Event 2023: Alexa, Echo, eero, Fire TV, Blink, RingAll devices contain Alexa, carry Climate Pledge Friendly badge;Expands Alexa capabilitieswith conversational GAI (LLM)adds Amazon Alexa Emergency Assist (6 $/mo or 60 $/yr)adds Alexa Eye Gaze (for control)to add Character.ai (chat with famous people)plans to add Smart lighting to Echo smart speakersexpands Fire TV with GAI for voice searchlaunches Map View: digital map home floor plan with Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-49741586240766157722023-07-10T16:00:00.001+02:002023-07-13T15:54:22.045+02:00A perfect storm is building for VodafoneZiggo - can management steer the company into calmer waters?VodafoneZiggo is feeling the impact of high inflation and rising interest rates. It is safe to say that the company is over-leveraged, but does this mean that the company is at risk? Too much debt led to rescue operations in many previous occasions, including at KPN (twice!). When a perfect storm happens, even bankruptcy cannot be ruled out, as we have witnessed some 20 year+ years ago at Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-16524377387728741902023-04-19T09:37:00.003+02:002023-07-10T15:53:22.233+02:00Netflix 23Q1Netflix 23Q1 results:current AVOD tier ARM (subscr + ads) > Standard tier ARM, to expand features of AVOD tier (currently in 12 countries): 1080p, 2 streams (first in Canada, Spain)to expand paid-sharing to US etc 23Q2 (delayed from late Q1), to block devices attempting access without properly paying (already in Chile, Costa Rica, Peru and Canada, New Zealand, Portugal, Spain)to close Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-26831975822418653622023-04-13T10:52:00.009+02:002023-04-14T12:17:52.024+02:00Warner Bros Discovery announces Max, merged HBO Max / discovery+ SVOD servicePlans to launch Max SVOD service:merged HBO Max & discovery+: HBO Originals, Warner Bros films, Max Originals, DC universe, Wizarding World of Harry Potter, kids content, factual (food, home, reality, lifestyle, docus from HGTV, Food Network, Discovery Channel, TLC, ID etc)"unmatched in the breadth, reach, and excellence", "one seamless user experience that invites every member of the family"Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-15594756458850483892023-03-31T11:06:00.003+02:002023-03-31T11:06:48.192+02:00Dutch 3.5 GHz band auction - main specsThe ministry launched its draft auction plan and consultation (until 11 May). Licenses valid from Dec. 1, so the auction is planned sometime between these dates.The main specs:Two phases, phase 1a (60 MHz licenses) simple multiple-round clock-auction with exit bids, phase 1b (10 Mhz licenses) same, phase 2 assignment (combinatory second price closed bid single roundTotal reserve price EUR Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-60037001083123601012023-02-16T11:45:00.004+01:002023-02-16T11:47:29.681+01:00Orange: new strategic plan 'Lead the future' for 2023-2025Orange results 2022 & new strategic plan.22Q4:Scale Up cost savings plan reaches EUR 700m cumulative indirect cost savings since 2019 (excl inflation EUR 1b)Guidance 2023: EBITDA AL slight growth, ecapex strong decrease (15% of rev from 18% in 2022), organic CF (telecom) >= EUR 3.5b, leverage AL mid-term ~2x, dividend 72cLaunches new strategic plan Lead the Future:4 PillarsGenerate Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-57566041046953547312023-02-08T11:46:00.000+01:002023-02-08T11:46:20.066+01:00EC proposals on broadband development under SIngle MarketEC speech (230206, Helsinki)6G: Launches R&D project Smart Networks and Services Joint Undertaking (to lead the conception & standardisation of 6G)Broadband:Access regulation:plans Broadband Cost Reduction Directive Feb 2023plans Gigabit Recommendation (guidance for NRAs on how to use tools at their disposal to incentivise faster network deployment)Operating models: proposes morphing Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-41569046292895033242023-02-08T09:54:00.002+01:002023-02-08T10:26:09.805+01:00OnePlus Cloud 11 launch eventOnePlus Cloud 11 launch event (New Delhi)OnePlus 11 5G outside China (smartphone)6.7 inch, 5000 mAh, WiFi 78 or 16 GB RAM, 128 or 256 GB storageINR 57k or 62k; $700 or 800, EUR 830 or 900; GBP 730 or 800OnePlus Pad (tablet)7:5 screen ratio, 11.6 inch, 2800x2000 pixelsMediaTek Dimensity 9000 chipset, 144 Hz refresh rate, Dolby Vision, Dolby Atmos, 4 speakers, 5G, 8 or 12 GB RAM, 128 GB storage, Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-74864156990301959682023-02-06T17:27:00.001+01:002023-02-06T17:27:32.530+01:00KPN 22Q4 detailsKPN 22Q4 reporting, details:22Q4:contributed EUR 23m to Getronics US pension plan (lowers annual contributions by EUR 7m for 3-4 yr)price increase 5.8% on mobile (cap 2 EUR/mo, 221001), 3.5% for BB (220701) (increases depend on CLA wage increase (6% for 2023 = +EUR 45m))upselling to higher speeds (50 Mb/s sunset, lowest in fixed now 100 Mb/s)direct costs up (higher non-service rev (CPE), Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-7258436989072779432023-01-16T13:13:00.005+01:002023-01-17T19:32:38.575+01:00Proximus Capital Markets Day, strategy 2023-2025 'bold2025'Proximus CMD: Strategic plan 2023-2025 bold2025 (press release, presentation)6 PILLARS:Best gigabit network:FTTH coverage 50% by 2025 (>3m HP with >1m HA = 45% of customers vs 55% on copper, 500k exclusive customers by 2025), 95% (6m HP) by 2032Target copper-free by 2035, savings on power & maintenance max 120m EUR/annum, avoided renewal max 130m EUR/annum (together 250 EUR/annum),Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-29804058780010634222023-01-12T13:27:00.001+01:002023-01-12T17:13:06.978+01:00Fair Share Contribution (aka Internet Traffic Tax) revisited - Big Telco vs. Big TechThere are some problems with Big Telco's (ISPs) reasoning claiming that Big Tech (CAPs) should contribute their 'fair share' of broadband investments.1. Net NeutralityApplying the Internet Traffic Tax (ITT) to Big Tech only would violate Net Neutrality, meaning: it would create barriers to entry and growth for smaller and new CAPs, as Analysys Mason argues (and goes on to state that CAPs Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-75775124210474771062022-12-20T16:00:00.000+01:002022-12-20T16:00:01.141+01:00Outlook 2023: 9 predictions for the Dutch market1. The multi-gig is not embraced en masseFor now, Delta is the champion of the multi-gig offering (8 Gbps). However, the uptake of services above 1 Gbps is quite low, although it can vary greatly regionally. It seems to be more for the business market for now, although something like the metaverse could also drive demand for bandwidth for consumers. We do not expect KPN and Ziggo to feel the Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-8475714429288108112022-12-09T12:16:00.003+01:002022-12-09T12:16:39.150+01:00Walt Disney launches Disney+ Basic in USLaunches ad-supported tier Disney+ Basic in US8 $/moad-load 4 min/hr (no ads on kids profiles & preschool content; >100 advertisers at launch: Google, P&G, Verizon, Taco Bell, Walmart, etc)all content incl HDmax 4 simultaneous screens, max 7 profilesno downloadsraises ad-free tier from 8 to 11 $/mo or 110 $/yrbundle prices:Disney+ & Hulu with ads (Duo Basic) 10 $/moDisney+ & Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-6901844746325993432022-12-06T11:16:00.001+01:002022-12-06T11:16:24.786+01:00AWS re:invent 2022AWS re:Invent 2022 (221128 - 221202, Las Vegas):No hiring freeze, keeps building datacentersPlans to be water positive (water+) from 2030 (returning more water to communities than it uses)Signs Descartes Labs; and Wallbox; and Brookfield AM; and Stability AI; and Yahoo; and American Family InsuranceVodafone, Intel, Dish Wireless, Swisscom, Spark, Telenor, Telefónica, T-Systems, JMA Wireless,Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-31205440217307317472022-11-10T15:48:00.002+01:002022-11-10T15:48:14.308+01:00United Internet's and 1&1's 5G roll-out plan updated: FWA first1&1 (United Internet) presented a new time table (slide 10) for its 5G network roll-out:FWA launch 22Q4Nationwide marketing launch, and end to MVNO sales, 23Q3Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-36228837373135992862022-10-19T18:11:00.001+02:002022-10-19T18:11:33.815+02:00Netflix Q3General"After a challenging first half, we believe we’re on a path to reaccelerate growth. The key is pleasing members.""We think our bingeable release model helps drive substantial engagement, especially for newer titles.""Our existing plans remain ad free."To stop providing subs forecasts from 23Q1Strong USD impact 2022E $1b on rev, $0.8b on oper income; oper margin target (19-20%) on track butTitus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-92152960977739660192022-10-17T09:19:00.006+02:002022-10-17T13:16:55.542+02:00Vodafone selects Altice for open access fiber joint ventureVodafone selects Altice for open access fiber joint venture (instead of KKR, Brookfield or Deutsche Glasfaser/EQT).Vodafone DE to establish 50/50 JV FibreCo 23H1 with AlticeTo develop 7m FTTH lines (o/w 80% to housing ass in existing HFC footprint, 20% to neighbouring homes outside current footprint) in 6 yrTotal investment EUR 7b o/w 70% debt financedCurrently offering 1 Gb/s to >24m homes (Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-5474553786559912512022-10-14T11:34:00.006+02:002022-10-17T09:14:58.196+02:00Netflix's tier #4 coming November 1, 2022: Basic With Ads - UpdatedTo launch AVOD tier Basic With Ads in 12 countries from November 1, 2022:221101 in Canada (6 CAD/mo), Mexico221103 in US (7 $/mo), UK (5 GBP/mo), Australia (7 AUD/mo), Brazil, Japan, S Korea, DE (5 EUR/mo), FR (6 EUR/mo), IT (5.5 EUR/mo)221110 in ES (5.5 EUR/mo)To provide outlook at 22Q3 (221018), questions:Growth (take-up) prospectsCustomer satisfactionARPU impactCannibalisation. How many will Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-53524426746130980462022-10-10T20:39:00.002+02:002022-10-14T13:42:40.380+02:00Why FWA is serious business in Denmark, but not in The Netherlands - UpdatedDK and NL have high levels of fiber.The 3.5 GHz band was auctioned in DK in 2021, NL will follow 2023.3 Denmark (Hi3G DK) embarked on heavy investment in network desnification (see graph). They are now marketing FWA-over-5G as an alternative to fiber.MNOs in NL will refrain from this kind of investment: 1. VodafoneZiggo and T-Mobile NL are heavily leveraged, they need to pay large annual Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-44264601174005035592022-10-10T15:00:00.005+02:002022-10-10T15:00:44.404+02:00Delta Fiber projectsDelta Fiber FTTH projects (red flags) avoid the former Reggefiber footrpint (east).Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-49602281438727683182022-10-05T14:15:00.006+02:002022-10-05T14:16:32.754+02:00GSMA report The Mobile Economy Europe 2022GSMA report The Mobile Economy Europe 2022Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0