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May 14, 2009
MVNOs make up almost 20% of mobile subscriptions in the Netherlands and remain a dynamic segment. Those focusing on ethnic groups — like the three largest MVNOs — are enjoying the biggest success. New entrants continue to launch, such as football club Vitesse, Telesur (focusing on the Surinamese in the Netherlands) and Blyk. Some MVNOS are also leaving the market, such as Smile, which is focused on SMEs, and cable operator UPC.
Historically, KPN has dominated this segment since its acquisition of Telfort, which is MVNO-friendly. And Vodafone and T-Mobile have become more active in this highly competitive segment in order to drive more revenue out of their networks, as mentioned in our recent Netherlands country intelligence report.
In the past few months, the competing for MVNO contracts has had an important impact on subscription market shares. In February Tele2, the fourth largest MVNO with 450,000 subscriptions, was lured to the T-Mobile network from KPN.
Market shares of the largest network operators, 2006-2009
 More significantly, in April Vodafone signed a contract with Lycamobile, the largest MVNO, which reports 1.3m subscriptions, equivalent to more than 6% of all subscriptions. This one deal pushes Vodafone back into the No. 2 spot, which it had lost when T-Mobile acquired Orange Netherlands in late 2007. Note, however, that the migration of subscriptions is not instantaneous but a gradual process taking several months to a year.
More intense competition between the network operators for MVNOs is also beneficial to end users — if wholesale rates come down, this could affect retail rates, as well.
— Jan ten Sythoff, Analyst at large
Related content:
Communications Markets in the Netherlands
Country Intelligence Report published May 2009
The Dutch telecommunications market is mature and consolidating, however, competition is not expected to weaken significantly thanks to the strong presence of MVNOs, nationwide DSL and cable networks and an independent and progressive regulator. Stagnant growth is expected to result in a CAGR of -0.02% between 2009 and 2014, the second slowest in the region. This Country Intelligence Report analyzes the Dutch communications, media and technology industries, including key trends, regulatory pressures and the competitive landscape, making it an excellent complement to our Forecast products.
Western Europe Mobile Data Forecasts, Q1 2009
Forecasts published March 2009
Updated on a quarterly basis, our Mobile Data Forecast products provide complete pictures of demand trends for 16 geographical markets in Western Europe. The Excel output includes five years of historical data and five years of market projections for metrics such as penetration, mobile subscriptions (by type of package, by operator or MVNO and by network technology), users of specific data services (SMS, music, etc.), MOU, ARPS (by operator, by subscription type, by service, by application) and revenue (by messaging and non-messaging applications). The Forecasts are based on extensive field research and use a consistent methodology, aiming to capture the total spending on mobile data services in each market.
Europe to See Huge Growth in Mobile Broadband Services despite Recession
Telecom Insider published May 2009
More than 10.7m new mobile broadband connections were added in Europe in 2008, compared with 6.5m in 2007. We believe that in spite of the economic slowdown, mobile broadband adoption will continue to grow relentlessly across This Telecom Insider analyzes the growth potential of mobile broadband computing in Europe, focusing on the three main factors affecting adoption: Networks, user devices and pricing. It looks in detail at the four markets that best represent the different regions of Europe: Poland, Russia, Spain and the UK.
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