Telecompaper

Signal growth slows down in Netherlands, penetration stable at 15% www.telecompaper.com/share/news/-...

Stock markets breaking records but what happened to #Odido IPO plans? www.telecompaper.com/share/commen...

Over quarter of Belgians want to change ISP in next 12 months News Broadband Belgium 15:45 bookmark Over quarter of Belgians want to change ISP in next 12 months Over a quarter of Belgians (28%) are considering changing their internet provider in the next 12 months. The most important reason is they find the costs of their current subscription too high. Young people under 35 are the most likely to want to switch (39%), and more often because they are dissatisfied with the quality of their connection, new research by Telecompaper shows. The figures come from a representative survey conducted in September by the Telecompaper Consumer Insights panel. It shows that customers at Scarlet, Proximus' low-cost brand, are the most loyal, with only 18 percent saying they intend to change ISP in the coming year. Voo has the highest share of customers planning a move, at 33 percent, likely due to the operator’s ongoing integration with Orange. The latest reports suggest the Voo brand may disappear within the next year, and customers will have to move to Orange plans.

💡 28% of Belgians are thinking about switching internet provider in the next 12 months. Cost and connection quality are key reasons—especially among under-35s and Voo customers. Scarlet users are the most loyal. https://ow.ly/GMUk50X5CgX

Oracle is reportedly part of a consortium that will acquire an 80 percent stake in TikTok US, according to the Wall Street Journal. The news comes as founder Larry Ellison has risen to the number two spot on the world billionaires list, with a current wealth thought to be around USD 368 billion. His next target may be Warner Bros Discovery. What more could be coming? Given the business and geopolitical implications of this expanding empire, we look briefly here at the rise of Oracle and the Ellison family. He has a 40 percent stake in database software company Oracle. Oracle's share price is up threefold since December 2021. Oracle is expanding its global cloud network (Oracle Cloud Infrastructure, OCI), rivaling AWS (Amazon), GCP (Google) and Azure (Microsoft). OCI primarily serves Oracle services and currently counts as the world's number four cloud. The Ellison family acquired a majority stake in the newly formed Paramount Skydance film and television company. Larry Ellison holds 27.5 percent, his son David Ellison 50 percent, and RedBird Media the remainder. These stakes will however be slightly diluted, as the NFL is added as a shareholder. According to Bloomberg, the Ellisons are preparing an all-cash offer for Warner Bros Discovery, ahead of the latter's proposed split in 2026. That would result in another merger for Paramount. Now, Oracle may enter the social media market by becoming a strategic investor in TikTok US. It will offer cloud services in order to keep user data within the US. The TikTok unit was valued at USD 300 billion last December. One may only wonder what could be next for the Ellisons: a music company? An AI company? A chips manufacturer? A satellite company? With Larry Ellison's net worth alone, the sky is the limit.

The rise of Oracle and the Ellison family Oracle is reportedly part of a consortium that will acquire an 80 percent stake in TikTok US, according to the Wall Street Journal. Next target may be Warner Bros Discovery. What more could be coming?https://www.telecompaper.com/share/commentary/--1548379

Google faces GBP 5 billion UK lawsuit over online search dominance www.telecompaper.com/news/google-...

Ericsson’s Q1 EBITDA jumps 36% 💥 as US carriers stock up ahead of tariff fears. Sales flat elsewhere. But Ericsson warns of “increased uncertainty” around tariffs and macro conditions.
🔗 www.telecompaper.com/news/ericsso...

No surprise in the Netherlands: #WhatsApp (still) rules (94% use, 90% daily). Only 33% of 16–24 y/o use #Facebook daily. How fast will #Bluesky and #Signal grow in the Netherlands in today’s digital landscape? www.telecompaper.com/news/nine-in...

🔝The Netherlands is now in Signal’s global top 5, with well over 900K users. Growth outpaces neighboring countries, with a surge in downloads since early 2025. Signal topped Dutch app stores in Feb & Mar.
🔗 ow.ly/C2ze50Vop1K

WhatsApp launches a Dutch charm offensive: “Your privacy is our priority.” But criticism grows, and more users are switching to apps like Signal. 👉 ow.ly/xrx050VmnQs

Dutch parliament wants to halt migration to US clouds. Push for digital sovereignty and a fully Dutch cloud. SIDN’s move to AWS now in doubt. 🌐🇳🇱 ow.ly/pXTm50Vm5oT

Last week in telecoms: Apple replaces the iPhone SE, TIM and Dazn get new investors, and Meta bypasses Europe with a massive subsea cable. MWC 2024 is heating up with news on 6G, open RAN, and satellite networks. 📱🌍🚀 Read more: ow.ly/wHRu50V56e4

Last week: France is going big on AI—Orange, Iliad & Bouygues partner up, while the UAE invests in data centers. Meanwhile, Starlink disrupts broadband, and 1&1 struggles with its network. Big shifts ahead in telecom! Read more: bit.ly/3SBXQqz

🚀 Big moves in telecom & AI this week! From Ericsson’s latest RAN solutions to Musk’s $97B bid for OpenAI. Plus, CityFibre’s first full profit year, Nokia’s new CEO & major AI investments from Orange and Free Mobile. #telecom #AI #5G #innovation - www.telecompaper.com/dossier/top-...