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NGA in Germany

20 July 2010
Access report

This is the third, after France and The Netherlands, of our reports on NGA in the continent. Deutsche Telekom’s NGA extends fibre to the cabinet, with VDSL for the last mile, to cover 25% of the country’s 37 million homes by end 2008. In our view, DTAG’s strategic rationale on NGA is to develop the IPTV proposition to better counter the competitive challenge on broadband and telephony, in core urban areas, of a resurgent cable. DTAG has already lost considerable double play market share to the altnets, and market positioning is key given the sizeable upside left in the German broadband market

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