Communications Breakdown

Telecoms, Internet, Media

Monday, August 13, 2012

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
Titus Poulus at 2:37 pm
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