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The End of 'Nebenkostenprivileg': What It Means for Germany's Broadband Market At the end of June 2024, Germany will witness the termination of the 'Nebenkostenprivileg', a policy of the German Telekommunikationsgesetz (TKG), that has long allowed landlords to include cable TV costs in the additional expenses (Nebenkosten) tenants pay alongside their rent. Although planned since 2021, the deadline for tenants to arrange for their own cable TV contracts is now (right in the middle of the Euros!). Here’s what to expect: Increased Consumer Choice and Competition 🥊 The abolition of the 'Nebenkostenprivileg' will alter the dynamics of how broadband and cable TV services are offered and consumed. Tenants will no longer be automatically signed up for a specific cable TV provider chosen by their landlord. Instead, they will have the freedom to select their own providers. This shift will foster a more competitive market as providers vie for individual customers rather than securing bulk agreements with landlords. Cable TV providers that previously relied on the bulk billing model might face challenges as the market adjusts. As brought up by the ‘Verbraucherschutzzentrale’ (a German consumer protection agency), Cable TV providers were opposed to this change and fear for lost revenue. Alternatives like DVB-T2, IPTV streaming, satellite television, but also Germany's growing number of FTTP networks, are likely to see a boost. Lack in Consumer Awareness ❓ Consumer awareness for the change, despite the early announcement period, seems to be limited. A recent poll by streaming provider Zattoo and YouGov shows a worrying 34% of consumers unsure whether their TVs will remain switched on in July. Unfortunately, such lack of awareness is common, as Point Topic's own survey showed similar numbers in a poll on awareness with regards to “full fibre” tariffs. A sizeable market segment 📊 According to Eurostat, Germany sits at the bottom end of the ladder when it comes to residents living in self-owned property, with 50.9% of residents being tenants. Of these, a large majority are living in so-called Mehrfamilienhäusern (apartment buildings). With 19.9m households in Germany and a standard Vodafone Cable TV package costing between EUR 6.99 and EUR 12.99 per month, I estimate this could open up a market theoretically worth up to EUR 722m - EUR 1.34 billion annually. Read the whole post (with charts) on https://lnkd.in/gpgKnNyB https://lnkd.in/gpgKnNyB

Expert Intelligence has started publishing openly available broadband data on our website. We believe in the importance of openly available data, and improved access to information to everyone in Europe. You can find our Country Profiles at https://lnkd.in/dvHV6VMp

🇪🇺 💻 Great post about FTTP take-up (or sometimes lack thereof) across Europe by our analysts!

European Broadband Forecasts 2030: 🇩🇪 German Gigabit Deployments Stall While 🇮🇹 Italy Sails Ahead   Latest broadband coverage forecasts by Expert Intelligence using newly available 2022 data show the changes in trajectory of fixed gigabit broadband rollout to 2030. In the context of the European Commission’s Digital Decade programme, we can see that progress continues to be heterogeneous and not all nations are on track to reach their goals.   -      Germany forecasts falls -10% to only 48.7% FTTP availability by 2030; France, UK and Poland also show reductions -      Finland, Italy, Austria and Slovakia show biggest improvements while Italy overtakes Germany in VHCN projections -      Greece, Germany and Finland occupy bottom spots for gigabit-capable coverage by end of the decade   The Overall Picture   Our most recent forecasts for FTTP and Gigabit-Capable (FTTP and DOCSIS 3.1, also known as VHCN) coverage are based on our own 2011-2022 time series, improved methodology and restatements/improvements in data - differences to previous forecasts are highlighted in red.   Overall VHCN (FTTP and DOCSIS 3.x) forecasts, which take into account all gigabit-capable networks, have changed significantly for some countries while remaining stable for others, with FTTP continuing to account for the vast majority of new network build and DOCSIS 3.x reflecting upgrades to existing cable infrastructure.   Italy Overtaking Germany by End of the Decade   While Germany has recently seen its gigabit-capable coverage grow quickly, the heavily cable-infrastructure invested country has soon reached the point where most of its cable infrastructure is upgraded to DOCSIS 3.1 (16% in 2019 vs 57% in 2022). likely reached a plateau after the upgrade of most of its cable infrastructure to DOCSIS 3.1 (16% in 2019 to 57% in 2022). But as Germany’s overall cable network has actually shrunk over the last few years, this means overall DOCSIS 3.1 coverage cannot exceed more than roughly 62% and future growth must come from elsewhere.   Meanwhile German FTTP growth has been a much more modest 3% per year since 2019, compared to 7% in Italy for the same period. This puts Italy on a path to overtake Germany by the end of the decade, should Italy continue following a similar trajectory to its southern neighbour Spain, where a decade of strong competition underpinned by a supportive regulatory environment and inflow of EU funds led to spectacular rates of infrastructure deployment.   Expert Intelligence is a broadband research company and subsidiary of Point Topic UK. #digitaldecade #broadband #germany #italy #fibre #fttp 📊 See the full article with additional graphs: https://lnkd.in/gg8ZcBxh

🇮🇪 🇪🇺 Happy to announce we have just started tracking Virgin Media footprint in Ireland! We offer highly granular availability and tariff data for Ireland and other European countries, supported by reliable demographic data. Find more on our website, where you can download a Sample Pack and Product Guide: https://lnkd.in/dxX3Hfyi

Our 'European Broadband Marketes' product has just been updated with 2022 data! What it offers: - Reliable broadband availability data with demographics - 18 broadband metrics - Regional granularity, full European coverage - Time series 2011 to 2022

We are expanding our #broadband research into the Netherlands 🇳🇱 and have released a new Product Sample on our website! Our sample covers 10 operators and 100,000 data points 📊 . Download it now at 👉 https://lnkd.in/dxX3Hfyi

We are expanding our #broadband research into the Netherlands 🇳🇱 and have released a new Product Sample on our website! Our sample covers 10 operators and 100,000 data points 📊 . Download it now at 👉 https://lnkd.in/dxX3Hfyi

Who controls the #broadband hardware market? Our 'Hardware View' associates different router types with ISPs, tariffs and market shares across Europe. Talk to us today or visit our website to find out more 👉 https://lnkd.in/e_J9pSKu

Do you need #broadband availability forecast models for Europe to 2030? We run in-house modelling at country and regional level to track progress of the EU #DigitalDecade. Visit our website to find out more 👉 https://lnkd.in/emHHzfPh