Friday, January 03, 2025

2025 AI outlook (source: perplexity)

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Source AI Transforming Industries By 2025, enterprise AI adoption is expected to surge, with predictions indicating that over 70% of busines...
Wednesday, December 04, 2024

Internet Traffic Tax or (un)Fair Share Contributions debunked

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Dear telco CEO, mr/mrs. ..... Let me see if I get this straight. So, there is Big Tech developing all these wonderful applications and conte...
Tuesday, November 07, 2023

KPN Capital Markets Day 2023: strategy update Connect, Activate & Grow spanning 2024-2027

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Main takeaways: Costs Ongoing efficiency enhancements. Drives cost savings and improved customer experience (fully digital) at the same time...
Thursday, October 19, 2023

BT announces Super App from EE

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Main points Branding: EE flagship brand for B2C FMC & mobile BT for fixed-only & business Plusnet for no-frills B2C fixed Plans bran...
Tuesday, September 26, 2023

KPN Capital Markets Day, 7 November 2023: preview

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KPN 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 pr...
Friday, September 22, 2023

A scenario for the Dutch boadband market, leading up to the inevitable end-game of two fiber networks

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There's a fascinating development unfolding in the Dutch broadband market, characterized by a surplus of fiber infrastructure in the acc...
Thursday, September 21, 2023

Amazon Fall Devices Event 2023: Alexa, Echo, eero, Fire TV, Blink, Ring

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A ll devices contain Alexa, carry Climate Pledge Friendly badge; Expands Alexa capabilities with conversational GAI (LLM) adds Amazon Alexa ...
Monday, July 10, 2023

A perfect storm is building for VodafoneZiggo - can management steer the company into calmer waters?

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VodafoneZiggo is feeling the impact of high inflation and rising interest rates. It is safe to say that the company is over-leveraged, but d...
Wednesday, April 19, 2023

Netflix 23Q1

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Netflix 23Q1 results: current AVOD tier ARM (subscr + ads) > Standard tier ARM, to expand features of AVOD tier (currently in 12 countri...