Trip to The Netherlands - KPN CFO, Delta CFO

We are pleased to be hosting a trip to The Netherlands, to meet the KPN CFO and the Delta Fibre CFO. The Netherlands is a really interesting telecoms market with only 3 mobile players (albeit one of them has very low fixed share), but several competing fibre rollers.

Within that, KPN is one of the best managed operators in Europe, posting strong B2C growth, good cost discipline and benefiting from a resurgent B2B division; there is good FCF growth to come as capex falls. Delta is building its own fibre network and expanding out of its traditional HFC footprint. Seeing them both will provide valuable insights into competitive dynamics, especially around the rollout of fibre.

That is especially important ahead of a possible Odido IPO, and this trip will be a good opportunity to hear about the outlook and key themes for the market as a whole.

Agenda: Rotterdam, Tuesday May 6th

KPN CFO, Chis Figee, 2pm CET
Delta Fibre CFO, Huib Costermans, 16.30 CET,

If you are interested in joining the trip, please reach out to me directly on the email below, or your NSR Sales representative. This will be in-person meetings only. Travel details to come upon application to come on the trip.