Category Archives: France

Is KPN dedicating itself to a saturating market?

KPN signAt KPN’s Capital Market Day, arranged at the Rijksmuseum today, several executives of KPN stated:

“Households are at the center of our strategy”

And it’s not so difficult to understand why. Continue reading Is KPN dedicating itself to a saturating market?

Quad-play – a growth engine?

quad signQuad-play isn’t new: Five and a half years have elapsed since Orange launched its converged product Open in France in August 2010. It’s soon been three and a half years since Telefónica launched Movistar Fusión in Spain in October 2012.

Telefónica and Orange are quarter after quarter showing investors and analysts figures that show great take-up of these converged services. Continue reading Quad-play – a growth engine?

What buys you a load of data in Finland, France & Denmark, buys you nothing in Belgium & Switzerland

How much mobile services do you get for 20 EUR?

For 25? 30? 35? 40 EUR?

We have compared the service prices of all mobile operator brands in eleven countries: Germany, the UK, France, the Netherlands, Belgium, Sweden, Austria, Switzerland, Denmark, Finland and Norway.

And Europe is divided. Continue reading What buys you a load of data in Finland, France & Denmark, buys you nothing in Belgium & Switzerland

Increase loyalty. Increase revenue. Reduce SAC/SRC. Is the combo possible?

Decoupled, non-binding, unsubsidised: A game changer?

Our analysis shows that mature market mobile operators on average use 15-20% of service revenue on subscriber acquisition and subscriber retention cost (SAC/SRC). In most cases without growing.Decoupled Non-binding Unsubsidised

Consequently, we examine the success of the operators who – in order to reduce SAC/SRC and improve margin – are challenging the mature market norm with binding contracts with coupled, subsidised, equipment. Continue reading Increase loyalty. Increase revenue. Reduce SAC/SRC. Is the combo possible?

Niel buys Orange Switzerland: So will Swiss headcount follow French?

Orange Switzerland (which since 2012 isn’t owned by Orange Group) is just about to be sold to Xavier Niel’s private holding company. What makes it interesting is that Niel is the person behind Iliad, the company who operates under the Free brand in France. Continue reading Niel buys Orange Switzerland: So will Swiss headcount follow French?

Impact of operator sub-brands on MVNO businesses

subbrands FRWe look at what happened to the MVNO businesses when Orange, SFR and Bouygues launched their sub-brands Sosh, Red and B&YOU during second half of 2011 in preparation for the announced launch of Free mobile.

MVNOs were once the challengers typically differentiating through targeted segmentation or price – or both. With the emergence of MNO sub-brands one could fear for what happens to MVNOs in a market.

Download analysis: tefficient public industry analysis 3 2014 Impact of sub-brands on MVNOs