KPN is close to announcing a new CEO and a strategy update. In this brief, we examine some of the options open to KPN. Eelco Blok seems to be the most likely internal candidate. When it comes to external prospects, the consumer staples sector could be the place to look for a successor to Ad Scheepbouwer, because of its comparable focus on sales & marketing and mass markets. A new CEO however also needs thorough understanding of networks and technology. KPN will likely embrace a long-term strategy, where FTTH takes centre stage, besides other possible focus areas such as M2M and OTT.
