Tim Poulus 31 oktober 2019, Louwman Museum, Den Haag COIN – Samen verder De stand van de Nederlandse markt Copyright Telecompaper 2003-2019 - All rights reserved. Reproduction or redistribution in any form without prior written permission of Telecompaper is prohibited. Telecompaper sees to the utmost reliability of all research and news publications. Nevertheless Telecompaper does not accept any responsibility for possible inaccuracies or errors in the presented data and refuses liability for any interpretations or opinions obtained from the use of Telecompaper reports, information and news publications.
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COIN Samen verder · Toekomst Ziggo: WFA ACM: wholesale fixed access •Gebaseerd op Joint Dominance (duopolie) •Level playing field voor KPN en Ziggo •Kandidaten: YouCa, T-Mobile,
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Tim Poulus
31 oktober 2019, Louwman Museum, Den Haag
COIN – Samen verderDe stand van de Nederlandse markt
Copyright Telecompaper 2003-2019 - All rights reserved. Reproduction or redistribution in any form without prior written permission of Telecompaper is prohibited. Telecompaper sees to the utmost reliability of all research and news
publications. Nevertheless Telecompaper does not accept any responsibility for possible inaccuracies or errors in the presented data and refuses liability for any interpretations or opinions obtained from the use of Telecompaper
reports, information and news publications.
Programma
Copyright Telecompaper 2003-2019 - All rights reserved. Reproduction or redistribution in any form without prior written permission of Telecompaper is prohibited. Telecompaper sees to the utmost reliability of all research and news
publications. Nevertheless Telecompaper does not accept any responsibility for possible inaccuracies or errors in the presented data and refuses liability for any interpretations or opinions obtained from the use of Telecompaper
reports, information and news publications.
1. Algemeen
2. De spelers
3. Vast: breedband
4. Mobiel: postpaid
5. Convergentie
6. TV/video
7. Winst en vrije kasstroom
8. Toekomst
Hoofdstuk 1Algemeen
Karakteristieken: verzadigd, commodity, ex-growthInnovatie in content en OTT
- Vergunning: toetredingsdrempel
- Regulering: toegang
- Technologie: NGN
- Innovatie
- Consolidatie: schaal & synergie
- Structurele scheiding: kansen
- Vergunning: kosten
- Regulering: kosten
- Technologie: OTT
- Verzadiging & commoditisation
Posi
tief
Negatief
Groei?Meer uit kostenreductie dan van top-lineOmzet
DNA (21 oktober):“However, at the moment, for example, the range of 5G phones is still very limited and the performance of the devices is poor. We will only bring 5G subscriptions and phones for sale when the 5G network coverage expands to truly serve customers and 5G phones become more technologically advanced models”
• Overname door Deutsche Telekom (na verkoop T-Mobile NL)
• Fusie Proximus
• Vodafone of Liberty Global buy-out
• IPO
• Fusie Telenet (beursgenoteerd)
• Private equity (EQT)
• IPO
• Iliad/Xavier Niel, Altice Europe, …
Copyright Telecompaper 2003-2019 - All rights reserved. Reproduction or redistribution in any form without prior written permission of Telecompaper is prohibited. Telecompaper sees to the utmost reliability of all research and news
publications. Nevertheless Telecompaper does not accept any responsibility for possible inaccuracies or errors in the presented data and refuses liability for any interpretations or opinions obtained from the use of Telecompaper
reports, information and news publications.
Copyright Telecompaper 2003-2019 - All rights reserved. Reproduction or redistribution in any form without prior written permission of Telecompaper is prohibited. Telecompaper sees to the utmost reliability of all research and news
publications. Nevertheless Telecompaper does not accept any responsibility for possible inaccuracies or errors in the presented data and refuses liability for any interpretations or opinions obtained from the use of Telecompaper
reports, information and news publications.
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