Communications Breakdown
Telecoms, Internet, Media
Thursday, March 05, 2015
Why we love to hate the entertainment industry
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The entertainment industry is suing Bredbandsbolaget, the Swedish ISP, over refusing to block The Pirate Bay. The trial is set for October 2...
Friday, January 02, 2015
Structural separation revisited
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Premise #1: Telecoms market characteristsics High entry barriers (network duplication cost, mobile license cost). Scale business. The net...
Thursday, December 11, 2014
What next for KPN in 2015?
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Let's look at the big picture: KPN heavily outsources and offshores functions. This implies de-emphasising the network, at least a...
Capex: up for differentiation, down for extortion
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Capex is weighed carefully against dividends. Capex is for longer term competitiveness, dividends are for short term investor satisfaction. ...
Wednesday, December 10, 2014
Data-only providers: do they add to mobile competition?
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There are several new entrants waiting to enter the mobile markets. Most are using LTE as the new, more spectrally efficient technology, w...
PwC to telcos: focus on RoI
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PwC tells telcos to focus on RoI in its new report ' Capex is king: A new playbook for telecoms execs '. It provides a clever ...
Friday, October 24, 2014
KPN Q3 ahead: results due October 28
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KPN entered the quiet period leading up to the Q3 results, due October 28. Interim CFO Steven van Schilfgaarde will probably be present at ...
Thursday, September 25, 2014
Newsletter All Things KPN launches on TidBitts platform
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I use the TidBitts subscription platform to manage All things KPN so click Subscribe when you get to my page on their site. It is locate...
Wednesday, August 06, 2014
KPN's very disappointing road to VDSL, away from FTTH
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It's becoming a new reality: KPN no longer is the torchbearer of the fiber community. This historic chain of events: 2008: acquires ...
Tuesday, July 29, 2014
Shifting bargaining power in the NN debate
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In the net neutrality debate, this is how bargaining power is shifting: OTTs are afraid ISPs will extort money from them, hence claim stro...
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