Mr. Tarik Fawzi

GLG News by Mr. Tarik Fawzi, Chief Executive Officer

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

Is this the end of a business model for wireless operators?

October 27, 2011

Analysis of:KPN reports weaker Q3, but keeps FY guidance | www.telecompaper.com

The success of mobile internet is hurting wireless operators. Core revenues are being cannibalized and the costs for increased required data capacity are exploding.

New CEO for KPN: background, expectations and impact

October 18, 2010

Analysis of:Eelco Blok to become new KPN CEO | www.broadbandtvnews.com

Today, KPN announced that it will propose to its shareholders that Eelco Blok would be named its new CEO. Blok is to succeed the successful Ad Scheepbouwer by April 2011. Mr Eelco Blok has a long track-record within KPN and is expected to follow continue KPN's existing strategy with is focused as maintaining it's strong multiplay position in the Dutch market, stimulate it's challenger position in neigbouring countries and a strong-focus on cash-flow.

Options for Telefonica and KPN following German mobile broadband auction

May 25, 2010

The German mobile broadband auction has left E-Plus (owned by Dutch KPN) without 800 MHz spectrum, which is required to roll out mobile broadband in rural areas. If the market study, executed by the German government, on redistributing lower 900 spectrum will not lead to a more favorable position for E-Plus, the German daughter of KPN will be forced to look at serious strategic alternatives: merging with Telefonica/O2 or an intense partnership with their Spanish competitor.

Limited additional revenues for European operators in Mobile Broadband

December 8, 2009

Analysis of:Ericsson: Central Europeans get mobile broadband boost | money.cnn.com

Ericsson has announced a deal with Telekom Austria Group to upgrade it's wireless networks in 8 Central European markets to allow higher speed and provide improved services. With improved handsets, more mobile websites and lower data pricing, demand is increasing big-time. However, whilst mobile data traffic is booming, operators have hardly found ways to increase overall revenues. Competitive positions are still mainly driven by availability of handsets and voice pricing.

Next European operator going for mobile advertising: opportunities and obstacles

December 4, 2009

Analysis of:O2 embarks on targeted UK mobile advertising push | www.totaltele.com

O2 has announced stepping into mobile advertising through permission based, targeted messaging channels. In several ways,O2's proposition resembles Blyk in the past, with as key advantage their sizeable existing customer base. Most European carriers have been looking into mobile advertising or already started. Not that successful so far, as obstacles need to be removed at operator, advertiser and consumer levels. However, mobile advertising remains a huge promise and learning by doing is key.

T-Mobile and Vodafone to welcome KPN, O2 joint German spectrum bid

November 25, 2009

Analysis of:KPN, O2 could look at German joint spectrum bid | www.totaltele.com

KPN and O2 have announced they will seriously consider jointly bidding for new spectrum in the German market. KPN and Telefonica have been expected to merge for nearly a decade. Both have been unsuccessful in closing the gap with market leaders Vodafone and T-Mobile. Finally a joint action by KPN and O2 might be a first serious step towards German market consolidation. This would benefit all players as consolidating markets lead to lower competitive pressures, and consequently better margin.

Increased competition, mobile internet boom lead to German contraction

October 13, 2009

Analysis of:German mobile services market contracts 3.3% in Q2 | www.telecompaper.com

Increased penetration in the German market is mostly caused by MVNOs on the E-Plus network. These are price-fighters which lead to lower average prices in the market and is hurting the big MNO margins.The growth in mobile internet traffic is not leading to big increases in data ARPUs for MNOs. Flat-fee data plans are great for heavy users, who are basically getting more speed and data for a lower price.

Still early days for LTE

October 1, 2009

Analysis of:Telefonica picks 6 equipment providers for LTE trials | www.telecompaper.com

Telefonica and other operators are setting up trials with LTE. As 3G revenues for operators are still staying behind 9 years after 3G-license acquiring, operators will not speeden up LTE commercial roll out. Telefonica is smartly inviting the big-six infra suppliers to participate in the LTE trials in different countries, thereby having the ability to assess their qualities and indicating to the providers to need to fight to get the LTE- contracts.

Opportunities and challenges for Vodafone in UK consolidation

June 29, 2009

Analysis of:Vodafone mulls offer for T-Mobile UK | www.telecompaper.com

Vodafone is seriously looking at taking over T-Mobile UK. This would lead to a 40% market share, way ahead current market leader O2. Vodafone has been focussing increasingly on the developing markets over the last three years, with minor fixed acquisitions in Europe. In that respect, being a potential consolidator in one of the most competitive and largest European markets, might come as a surprise.

Blyk will have a challenging situation in the Netherlands; wholesale customer for Vodafone

January 30, 2008

Analysis of:Mobile Advertising: Blyk gets new funding; launches in second market | www.moconews.net

- The announcement of new funding by Blyk indicates some investors still see potential in Blyk, despite non-flying results in the UK - The announced deal with Vodafone NL is one of the first wholesale deals for Vodafone in the Netherlands in a crowded MVNO-market, where over 90% over MVNO's are on the KPN network - the planned launch of Blyk in the Netherlands will stimulate the Mobile Advertising market and the turn around of the business model. 

Vodafone / Telefonica invest in mobile advertising: moving up the value chain

December 11, 2007

Analysis of:Vodafone, Telefonica bank on mobile ads | www.reuters.com

- the investment of both Vodafone and Telefonica in Amobee is another indication there are great expectations of mobile advertising - control of a technical partner however might hurt market growth - Microsoft before invested in Amobee competitor Screentonic

KPN One Move Closer to Entering the Spanish Market

September 20, 2007

Analysis of:KPN awarded 200,000 mobile numbers in Spain | www.cincodias.com

- Vodafone, Telefonica and Orange will see increased competition in the Spanish mobile market - this time from a player with a good track record (Germany, Belgium) of working in markets with multiple MVNO's - voice and text messaging prices will drop in the Spanish market hurting margins

T-Mobile's mistake: closing a deal with Apple iPhone

September 17, 2007

Analysis of:iPhone headed for Germany: source | uk.reuters.com

- by closing an exclusive deal with Apple for distributing the iPhone, T-Mobile is opening the door for future lower earnings - an Apple deal is a short-sighted focus on acquisition numbers, but by giving away data and voice revenues to a supplier, other handset suppliers will see opportunities to do the same - the balance of power between operators and handset suppliers will therefore move into the direction of suppliers

Buying 3: why and why not

September 14, 2007

Analysis of:Hutchison quiet on possible 3 sale | www.telecompaper.com

- further consolidation in the European wireless market - little reason for customers to remain loyal - 3G is no competitive advantage anymore

Mobile Advertising will Change the Mobile Business Model - The Launch of Blyk

September 13, 2007

Analysis of:Blyk to launch in UK in September | www.telecompaper.com

Blyk, led by a former Nokia President, will start operations in the UK offering free mobile services to consumers. They will fund this with advertising revenues. Offering free services could be a threat to wireless operators revenues, but there are hurdles.

AT&T should not expect too much with prepaid data, indicate European learnings

June 11, 2007

Analysis of:AT&T Rolls Out GoPhone Pay As You Go Feature Packages | www.att.com

The wireless data market in European has not shown any significant revenues streams in the prepaid data market. Europe is more prepaid and more data oriented than the US. Learning from the European experience, AT&T should not be too optimistic about revenues in this market.

Vodafone moves into the fixed arena: defensive and offensive steps

May 31, 2007

Analysis of:Vodafone NL unveils DSL/VoIP services on Tiscali network | www.telecompaper.com

- Vodafone's strategy is to focus on emerging markets - however established markets still represent bulk of Vodafone's revenues - multiplay offers by competition threat existing revenue stream - both to defend this as well as to enter new markets Vodafone moves into the fixed market - more moves by Vodafone in the fixed arena expected in Europe

Opportunities for Alcatel Lucent in China, Middle East

May 24, 2007

Analysis of:Alcatel-Lucent Has Losing Quarter but Sees Better Days Ahead | www.nytimes.com

Alcatel Lucent can profit from it's track record in Europe in 3G networks and application solutions to grasp growth opportunities in the Middle East and Chinese markets. Recently closed contracts with Etisalat and China Unicom underscore this. However, the threat from Chinese domestic players Huawei and ZTE is not to be neglected in the granting of 3G supplier contracts in China.

Opportunities and Pitfalls for Microsoft

May 4, 2007

Analysis of:Microsoft Acquires Mobile Advertising Pioneer ScreenTonic | sev.prnewswire.com

- wireless operators are looking for new revenue channels, of which mobile advertising promises to be one
- Screentonic has multiple operator contact and the appropriate platforms to be a player in this field
- by acquiring Screentonic, Microsoft can leapfrog it's attempts to become more intimate with wireless operators, as it can combine internet advertising experience and advertiser contacts to Screentonic's strengths.

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