Latest Virgin Media O2 Insight – Page 2
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People
VM O2 chief Lutz Schüler takes leave of absence
CEO gets ‘positive’ prognosis, steps back to allow for surgery recovery. CFO takes helm on interim basis. Log in to read more…
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Public Affairs
Deep dive: What UK FibreCos want from Labour gov’t
Fibre builders share what they want from the new Labour government, with policy consistency and demand-side support topping wishlists, divergence on the detail. Read more…
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Weekly Briefings
Telefónicawatch Weekly: Group applauds Draghi’s call for telco deregulation
Operator agrees with recent EU competitiveness policy proposals, although industry bodies not so keen on recommendations. Telefónica España faces down competition in its home market, while continuing to reinforce wholesale segment. Elsewhere, Virgin Media O2 defends fibre strategy against CityFibre broadsides. Read more…
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Weekly Briefings
Infrawatch Weekly: £12bn boost for UK data centres; TowerCo investment reservations
Latest from the digital infra scene in the UK and beyond, including: UK tops G7 in digital index, with AWS and DC01UK planning local DC splurge; TowerCo concerns on EU investment; 5G agricultural use cases; people movesl; and plenty more…
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Products & Services
In depth: One Touch Switching launch day
UK’s ‘imperfect’ fixed broadband migration hub debuts to mixed altnet reviews, and incumbent ISP win-back loophole only spotted on launch day. OTS broadly seen by many challengers as open season on majors with poor customer satisfaction, mixed with fears of race to bottom and weakness on multi-play (Sky and VM O2 are both bullish, too). Register to read…
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M&A
Virgin Media O2 set to sell another chunk of Cornerstone — report
Operator to shed another 8% of tower JV with GLIL Infrastructure and Vantage, bringing total shareholding down to just above 25%.
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M&A
Regulator still dubious on Vodafone–Three merger; wants further compromise
Proposed merger of two underpowered MNOs found to have negative ramifications for UK competitive landscape, but the antitrust body offers road to approval via series of behavioural and structural ‘remedies’.
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Eventwatch
Virgin Media O2 and CityFibre question each other’s fibre maths
Connected Britain: VM O2 CEO Lutz Schüler argues operator is taking “challenger” approach in UK’s fibre market, with nexfibre spin-off and upcoming NetCo positioning operator to be a “long-term sustainable partner” to altnets.
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People
BT Peoplewatch: Wholesale in transition as Business evolves
20+ senior and strategic changes at BT, including: more exits from BT Wholesale; fresh engineering setup at Openreach; architecture leadership moves; and strategic transformation appointments at Group and Business…
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Weekly Briefings
BTwatch Weekly: 5G SA heralds AI age, Openreach sets wish list for fibre future
Latest from BT and ecosystem, including: standalone 5G launches at last, coupled with new in-home Wi-Fi 7 offerings and AI services, bringing anticipation of convergence change and ARPU growth; Mexico’s Slim adds more BT shares to holding; Openreach lays out TAR desires (much to rivals’ chagrin)…
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People
UK altnet Quickline onboards telco veterans to guide Project Gigabit build
Fibre builder changes C-suite roster to help it reach target 450,000 full-fibre connections by 2027.
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Network & Infrastructure
EE preps for AI future with 5G SA and Wi-Fi 7 upgrades
EE says launch of 5G SA in 15 UK cities, coupled with new Wi-Fi 7 routers, show how operator is preparing for a surge in AI usage and bringing its fixed and mobile networks closer together.
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Weekly Briefings
Infrawatch Weekly: Fibrus and Quickline charge on; data centre investment enthusiasm; BDUK investment pros and cons
Latest from the digital infra scene in the UK and beyond, including datacentre developments draw in cash, Ofcom mulls new code powers for operators great and small, value of regional subsidy plans pondered, and plenty more…
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M&A
Virgin Media O2 gears up for £1bn NetCo stake sale — report
Operator reportedly aiming to offload at least 20% stake in fledgling NetCo, with several infrastructure, private equity, and pension funds taking interest.
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Weekly Briefings
Telefónicawatch Weekly: Spain puts more rural 5G cash on the table
Telefónica España among operators eligible for extra public funding to expand 5G SA services in rural parts of the country.
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People
Virgin Media O2’s Schüler takes a spot at Sunrise
VM O2 chief among big telecoms leaders appointed to newly-formed Board of Directors at Swiss operator.
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Weekly Briefings
Infrawatch Weekly: CityFibre’s Sky swoop; altnet financial ups and downs; Euro data centre cashouts
Latest from digital infra scene in UK and beyond, including: UK fibre altnets posting substantial losses but building up valuable assets; signs that direction of UK state infra investment may be getting a rethink; European data centre sales plans; latest people moves, and plenty more…
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Weekly Briefings
Telefónicawatch Weekly: O2 Germany reinforces wholesale defences with Freenet deal
German operator confirms extended wholesale agreement with MVNO as it seeks to fill in future free cash flow hole left by loss of 1&1 deal.
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Weekly Briefings
BTwatch Weekly: UK fibre competition heats up amongst other headaches
Latest from BT and its ecosystem, including: Sky inks CityFibre wholesale deal, pushing BT share price off a cliff; Etc. targets role in BT platform strategy, fintech product among the routes in; Business exec changes see new focus for some, as Global options reviewed; more on PSTN, SRN, and full-fibre rollout headaches…
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People
Telefónica Peoplewatch: key directorship changes in Germany and UK
Roundup of 25+ notable people moves across Telefónica Group, including: rejigged board at Telefónica Open Innovation; VM O2 recruiting new business and strategy directors; and former O2 marketing director taking up comms role at DT…