Revenue from multi-play packages in the Netherlands exceeded €1 billion ($1.12 billion) in the second quarter of 2016, with strong growth in the take-up of packages that include at least four different communications services.
According to the latest quarterly report from Telecompaper on the Dutch multi-play market, the number of households with quad-play subscriptions -- which typically combine home TV, broadband and phone services with mobile plans -- increased to 830,000 at the end of June 2016.
The report noted that more than 12 per cent of all broadband subscriptions were part of quad-play plans at the end of the second quarter, up from 7.6 per cent a year earlier.
Incumbent player KPN offers quad-play packages under KPN Compleet and still dominates this area of the market. Indeed, in 2014 the company was responsible for all quad-play bundles in the Dutch market.
However, the situation on the market is changing. For example, Vodafone Netherlands has launched its own quad-play packages -- first under Vodafone Powered Up and now as looser bundles of triple-play and mobile phone plans. The operator has also recently won approval to merge with cable operator Ziggo, meaning that KPN will face more competition in future.
Telecompaper noted that while KPN still has an 86.5 per cent share of the quad-play market, Ziggo now accounts for 11 per cent and Vodafone shares the other 11.1 per cent with Caiw, M7, Tele2 and Delta.
T-Mobile Netherlands continues to look increasingly isolated as a mobile-only player, although it recently launched a new over-the-top (OTT) TV service called Knippr.
The Dutch market has long punched above its weight in the quad-play market: it was ranked as one of the top five markets by household penetration of quad-play bundles in our special report in 2015.
The other four countries were France, Portugal, Belgium and Spain according to data provided by Pyramid Research.
At the time, Pablo Iacopino, an analyst and the director of Europe at Pyramid Research, said the strong market drivers for quad-play include the presence of an incumbent operator that offers such bundles and provides a mass-market proposition; a good provision of fibre and LTE services to support the different elements of the bundles; and the presence of two or three strong, integrated operators that are capable of offering such services.
- see the Telecompaper report
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