tag:blogger.com,1999:blog-52438242026-10-15T20:33:26.775+02:00Telecoms, Internet, MediaTitus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.comBlogger1419125tag:blogger.com,1999:blog-5243824.post-35347841705810155542025-01-03T09:52:00.002+01:002025-01-03T09:52:33.051+01:00

SourceAI Transforming IndustriesBy 2025, enterprise AI adoption is expected to surge, with predictions indicating that over 70% of businesses will implement AI technologies. This widespread adoption will be driven by advancements in multimodal learning and contextual awareness, enabling AI to deliver more nuanced and industry-specific solutions. In the education sector, AI innovations will focus

Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-9490452177192345172024-12-04T08:26:00.003+01:002024-12-04T13:12:44.144+01:00

Dear telco CEO, mr/mrs. .....Let me see if I get this straight. So, there is Big Tech developing all these wonderful applications and content, ranging from Facebook to Netflix and beyond. Meta, by the way, intends to spend $10b on a new globe-spanning subsea cable. And Netflix spends $17b each year on content.They place their content and services on servers in the cloud, sometimes in close

Titus Poulushttp://www.blogger.com/profile/05606455047555333112noreply@blogger.com0tag:blogger.com,1999:blog-5243824.post-24481229840191877142023-11-07T12:07:00.021+01:002023-11-08T12:57:22.810+01:00

Main 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+02:00

Main 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 marketplace

Titus 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+02:00

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 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+02:00

There'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+02:00

All 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+02:00

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+02:00

Netflix 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+02:00

Plans 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+02:00

The 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+01:00

Orange 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+01:00

EC 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+01:00

OnePlus 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+01:00

KPN 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+01:00

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+01:00

There 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+01:00

1. 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+01:00

Launches 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+01:00

AWS 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+01:00

1&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, 23Q3

Titus 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+02:00

General"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 but

Titus 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+02:00

Vodafone 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+02:00

To 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+02:00

DK 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.com0