GLG News by Mobile Phone Handsets Purchasers (North America)

Tarik FawziChief Executive OfficerAeneas Strategy

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.

Tarik FawziChief Executive OfficerAeneas Strategy

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.

Tarik FawziChief Executive OfficerAeneas Strategy

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.

Tarik FawziChief Executive OfficerAeneas Strategy

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.

Tarik FawziChief Executive OfficerAeneas Strategy

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.

Tarik FawziChief Executive OfficerAeneas Strategy

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.

Tarik FawziChief Executive OfficerAeneas Strategy

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.

Tarik FawziChief Executive OfficerAeneas Strategy

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.

Tarik FawziChief Executive OfficerAeneas Strategy

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.

Tarik FawziChief Executive OfficerAeneas Strategy

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. 

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