All Competition articles – Page 3
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M&A
Merged Vodafone−Three ‘incentivised and able’ to ‘frustrate’, ‘harm’ BT — CMA
Merger-critical Competition & Markets Authority investigation is damning on logic and impact of combination, dubious of benefits. Network-sharing joint venture MBNL is at heart of concerns and may become a focus for any forthcoming ‘remedies’. Read more…
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Network & Infrastructure
TPG signs more regulator-friendly rural RAN-sharing deal with Optus
Australia’s TPG Telecom signs MOCN agreement with Optus in bid to present true regional challenge to Telstra, taking notes from regulator’s report on the unsucessful Telstra deal to add to optimism about green-light prospects…
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Public Affairs
Round 3: Phones 4u’s MNO collusion claims OK’d for appeal
EXCLUSIVE: Court of Appeal to reconsider initial judgment that cleared operators and then-parents. Questions may include whether more weight be given to findings that attempts were made to fix 4G pricing by O2 and Vodafone, that EE misled Ofcom, and that Ronan Dunne made an apparent admission of coordination between Telefónica and Vodafone. Deutsche Telekom and Orange still potentially on the hook as former EE owners, but extent of any direct impact still pending. Learn more…
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M&A
CMA concerned Vodafone-Three could access O2 and EE secrets
As expected, the UK merger is headed for tougher scrutiny in a longer investigation following an initial review by the Competition and Markets Authority.
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Partnerships & Alliances
Telefónica open to fresh Digi Spain wholesale deal
Group confident in retaining wholesale client despite optional switch to Orange-MÁSMÓVIL following EC’s merger approval.
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Venturing & Investments
nexfibre readies billion-pound spend to snag second spot in UK fibre build race
£1bn to be pulled from funding pot as wholesale NetCo looks to identify as second in 2024’s UK fibre race, in terms of both additions and overall challenger build-out; confirmed remaining outside of VM O2 NetCo carve out…
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Deep Dive
Profile: WightFibre closes in on Gigabit Island dream; Openreach relegated to wannabe
Isle of Wight operator edges towards completion of Gigabit Island build. Now to deliver on hefty financials. Petri dish to watch Openreach play (very distant) challenger to hyperlocal with real moat. Read on to find out more…
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Financial & Performance
Safaricom Ethiopia is yet to get M-PESA up to speed in race with Ethio Telecom
Safaricom Telecommunications Ethiopia hails “great momentum” for M-PESA but its flagship m-money offering remains dwarfed and outpaced by rival Ethio Telecom’s Telebirr, following the latter’s headstart.
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Public Affairs
BT begins ‘robust’ defence in £1.3bn overcharging class action
BT takes to the courtroom to face groundbreaking “overcharging” lawsuit — argues no case, but presented as fleecing elderly for whom time of essence; with another class action in the works…
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Content & TV
Telefónica forks out €1.3bn for La Liga streaming rights
Continuation of distribution deal with DAZN will see Movistar Plus+ customers retain access to all La Liga football matches until 2027.
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Financial & Performance
Vodafone’s budget brand faces up to ‘aggressive’ UK competition
Talkmobile sub-brand posts massive increase in users and revenue in latest financials, but Vodafone’s rivals continue to dominate UK value mobile scene.
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M&A
Iliad takes another run at Vodafone Italy with €10.5bn merger proposal
Persistent suitor is back in the frame, this time seeking to merge with the OpCo after takeover bid was rejected last year. Terms allow for a growing stake should Vodafone give the nod…
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Network & Infrastructure
Vodafone joins in accusations of strategic fibre overbuilding at DT
Vodafone Germany CEO claims his incumbent rival is driving “senseless excavating” and disrupting national fibre rollout through a lack of cooperation and intentional overbuilding.
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Eventwatch
UK's One Touch Switch debate erupts, with March 2024 deadline hanging in balance
INCA Conference 2023: Fiery panel discussion sees OTS platform questioned, accusations of ‘threatening’ behaviour, Ofcom deadline looming, exemplary punishment mooted, risk of altnets being cut off from opportunity to take market share with major ISP migrations…
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Enterprise (B2B)
London’s Vorboss breaks B2B fibre price-performance barrier for retailers
Leading on price as well as “unheard of” performance, CEO exclusively unpacks new low-priced 10Gbps Retail Connect proposition for TelcoTitans UK Infrawatch. Read more about how Vorboss is setting itself apart…
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Financial & Performance
VodafoneZiggo bats off doubters: committed to ‘value over volume’ model, despite Q3 weakness
Outgoing CEO Hoencamp concedes that ‘jam tomorrow’ outcome of subscriber losses so far outweighing ARPU gains is not “entirely by design”. Defends “balancing act”, regardless of competitive animus. Read more for Q3 highlights and takeaways…
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Strategy & Change
Telekom Deutschland targets housing association tenants with pay-TV deals
German NatCo tempts tenants with nine months’ free MagentaTV.
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M&A
Apollo joins Vodafone Spain takeover race
USA’s Apollo Global Management reportedly partners JB Capital to enter contention to acquire Vodafone Spain.
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M&A
MPs warn of “terrible consequences” of Vodafone–Three “cartel” as security put in merger spotlight
MP disquiet on prospect of Chinese part-ownership of UK’s largest mobile network appears closely tied to union Unite’s ‘dossier’ outlining national security threat, as shadow of Huawei ban looms large.
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Strategy & Change
BT quashes talk of Openreach split
Connected Britain 2023: Howard Watson and Clive Selley say structural separation is not on the agenda; BT focused squarely on driving full-fibre deployment.