The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Usman Ghazi - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: It's Usman from Berenberg. I just wanted to ask regarding the fiber build-out. So the bulk of the fiber build-out in the Netherlands still to come is
in the Randstad, obviously, high-rise buildings in that region where cable has kind of a historic relationship with landlords. So do you see that for
fiber builders like KPN to try and persuade landlords to upgrade the building for fiber is more of an uphill task? Or have you already done a lot of
the groundwork so you don't have an issue there?
Question: Usman Ghazi - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: And my second question was just on mobile. I mean your guidance -- I mean, if there was to be a Huawei rip and replace kind of mandate in the
Netherlands. And obviously, there's a discussion on what the EU might impose next year. But if that scenario was to occur, do you have a buffer
within the guidance? Or would that be kind of unexpected negative? And I'd be really grateful if you could maybe answer that in the context of
open-RAN/virtualization technologies and what your ambitions are there?
Question: Usman Ghazi - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: I guess a question on capital allocation. I mean, you've described today, I mean, ownership of some assets like the Internet exchange like 160 metro
core locations. There are -- I mean, judging about the commentary of infra funds and the investment going into edge infrastructure and data centers
and AI, that could be pretty valuable and potentially in the hands of -- an infra fund could generate much better utilization rates than KPN can on
this infrastructure just using it for CDN. So I mean, how are you thinking about monetization of this? And how advanced are you in consideration
of potential monetization of this infrastructure?
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NOVEMBER 07, 2023 / 12:30PM, KPN.AS - Koninklijke KPN NV Capital Markets Day
Question: Usman Ghazi - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: So my question is on the market structure. So trying to understand the consumer market dynamic, both in mobile and fixed line. So when I look
at the mobile market dynamic, the market structure kind of looks bit more rational, at least in terms of market share, pricing is low. So would you
say in terms of your target that you have set out the confidence is higher probably on the mobile growth outlook and potential for selling over
there versus fixed line where there is still a bit more tension in terms of how much T-Mobile wants to gain in the market share over there and you
do want to kind of come into the wrong side of regulators by coming out with bold price increases. So could you kind of just talk about the mix of
those 2 markets?
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