Telecompaper Research

KPN: preview Q2 2009 (July 23)

Wed, 08 Jul 2009 14:23:00 +0100

KPN will report on its second quarter results on Thursday 23 July, before opening of the stock market. In this brief we take a look at KPN's performance during the first quarter, and make some extrapolations regarding the net additions of broadband and mobile services in 2009. We also make estimates for KPN's P&L, to see that growth is in line with company guidance. The original 'Back to Growth' guidance still stands largely, but Getronics and the coverage shortage at the pension fund take a cut. Other issues include the pending appointment of a new CFO, possible add-on acquisitions, Sympac's new business model and the ongoing FTTx trials. All in all, KPN has a very strong focus on maintaining its bottom line, i.e. its free cash flow and dividend, and has shown the ability to deliver on this.

German Mobile Operators Q1 2009

Wed, 01 Jul 2009 14:00:00 +0100

The report analyses developments in the German market for mobile communication, and analyses the market's performance in the first quarter of 2009. The focus is on mobile network operators as T-Mobile, Vodafone, O2, and E-Plus and their activities in the German mobile market. It analyses first quarter 2009 results, both revenue and subscriber base, and compares the findings with results in the fourth quarter 2008 and first quarter 2008. The report provides splits at different levels, from postpaid to prepaid but also voice en non-voice each by individual operator. Additionally it also includes a 2009 forecast (both revenue and subscriber).

West European broadband prices are falling

Mon, 29 Jun 2009 15:34:00 +0100

Last quarter the average price for a broadband package in the low-end segments showed a sharp drop, while in the 12-20 Mbps and 20+ Mbps segments price rises were relatively small. Looking at the y-on-y change of average package prices in Q1 2008 and Q1 2009, prices fell in all the segments, except for the 1-2 Mbps segment. Price drops in the <1 Mbps and 4-8 Mbps segments were especially significant. In the UK there were steep price drops in the 4-8 Mbps and 8-12 Mbps segments and fluctuating price developments in the 20+ Mbps segment. There was a striking lack of packages available in <1 Mbps and 1-2 Mbps segments in the UK. These conclusions are based on Telecompaper's quarterly Western European Broadband Pricing Updates. These updates are Excel sheets containing an overview of almost 1,000 consumer and business broadband services offered in Austria, Belgium, Denmark, France, Germany, Ireland, Italy, Luxembourg, the Netherlands, Norway, Portugal, Spain, Switzerland, Sweden and the United Kingdom. The average monthly fees mentioned in this report are calculated by taking the average of all consumer broadband monthly fees in the updates in separate speed segments.

Influence of parents' contribution to youngsters' monthly mobile phone bills

Mon, 29 Jun 2009 10:16:00 +0100

This chart shows the influence on the monthly costs of mobile phone bills of youngsters under 19 when parents pay the full bill or when they contribute to the costs. The survey period was January 2008 until March 2009. Total number of respondents = 1912..

Belgian Mobile Operators Q1 2009

Thu, 18 Jun 2009 11:51:00 +0100

This report analyses developments in the Belgium market for mobile communications in the first quarter of 2009 and compares the findings with results from the previous quarter and the same quarter last year. It also compares full-year figures for 2008 against 2007. The report offers a full-year 2009 service revenue forecast with the main assumptions on market developments. The analysis is based on Telecompaper's continuous research into the development of the Belgian communication services market. The focus is on the mobile network operators Proximus, Mobistar and Base, and their activities in the Belgium mobile services market.

Dutch Fixed Telephony Q1 2009

Thu, 18 Jun 2009 00:00:00 +0100

This report analyses developments in the Dutch consumer market for fixed telephony in the fourth quarter 2008, and compares the findings with previous quarters. The analysis is based on Telecompaper's continuous research into the development of the Dutch communication services market. The focus is on KPN as the only national fixed network operator and the VoIP services provided by cable network operators (Ziggo and UPC) and DSL network operators (Online and Tele2).

'Fred' from Het Net not so effective

Wed, 17 Jun 2009 16:34:00 +0100

The Dutch broadband market only added 60,000 new connections during the first quarter of 2009 and the broadband providers spent more than EUR 19 million of advertising during that period. One could ask what the effect is of all the advertising on broadband, telephony and triple play packages, and which provider is doing a good job, i.e. does spending a lot also means a lot of new subscribers? Looking at the growth figures in relation to the marketing spend, there is no relation between total advertising spend and net added customers. On average the market pays EUR 320 per net added customer, with KPN, Tele2, Ziggo and Alice outperforming the market. This brief provides an insight into the total advertising spend in relation to the installed base and growth of customers. It also analyses which companies are most effective.

Sales channel of Dutch companies for mobile connections

Mon, 15 Jun 2009 13:29:00 +0100

This chart shows the main sales channels for mobile connection of Dutch companies: SoHo, SME and Corporates. Market share figures based on number of companies and actual number of mobile connections. Number of respondents is 2,100, being either the owner of the company, or responsible for ICT. Online survey from April 2009. SoHo = 1-9 employees, SME is 10-99 employees, Corporate is 100+ employees. Result exclude respondents who replied Don't know.

Dutch Digital Television Q1 2009

Mon, 15 Jun 2009 00:00:00 +0100

This report analyses developments in the Dutch market for television connections in the fourth quarter of 2008, and compares the findings with results from previous quarters. The focus is on TV via cable networks, as the largest TV technology in the Netherlands; terrestrial digital TV (DVB-T), offered by KPN's Digitenne; DVB-S (satellite), offered by CanalDigitaal; IPTV via DSL networks, offered by KPN and Tele2; and (analogue) TV via FTTH.

Dutch Broadband Q1 2009

Wed, 10 Jun 2009 16:50:00 +0100

This report analyses developments in the Dutch market for broadband internet access, focussing on consumers, in the first quarter of 2009, and compares the findings with results from previous periods. The analysis is based on Telecompaper's continuous research into the development of the Dutch broadband communication services market. The focus is on cable network operators (Ziggo, UPC, Delta Kabelcomfort) and DSL network operators (KPN, Online, Tele2) with an estimate of FTTH connections and mobile broadband services as well.