All Virgin Media O2 (VM O2) articles – Page 6
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Interview
Netomnia: capex inefficiency is blocking consolidation opportunity
Speaking to TelcoTitans, Netomnia founder and CEO Jeremy Chelot suggests too many altnets are banking on unachievable take-up goals, and that playing fast and loose with investor money has resulted in a block on viable valuations for consolidation.
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Weekly Briefings
Infrawatch Weekly: fibre switching ‘hijacked’, Cellnex asset squeeze, CityFibre gets acquisitive
Latest from the digital infra scene in the UK and beyond, including Netomnia’s takedown of Openreach and VM O2 on fibre switching delays; Cellnex plans for a future focused on delivering returns; fibre rollout progress in Europe and Latin America; and a potential spark for accelerated altnet consolidation in the UK.
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Network & Infrastructure
Virgin Media O2 trials cabinet-powered 5G ‘smart poles’
Collaboration with Liberty Global and VoltServer sees operator leverage fibre assets to power UK mobile infrastructure. Accelerated deployment, lower costs, and additional monetisation opportunities flagged as key benefits, with “limited” expansion of ‘smart poles’ on the horizon…
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Financial & Performance
Telefónica FY23 Headlines: solid growth achieved
Increases in revenue, OIBDA, and free cash flow presented as a “solid foundation” for Group to spring forwards into fresh strategic cycle.
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Public Affairs
Netomnia: UK’s One Touch Switch ‘hijacked’ by BT, VM O2 as scheme delayed again
Altnet CEO Jeremy Chelot tells TelcoTitans that the UK’s One Touch Switching hub is unviable under current governance, with BT and Virgin Media said to be dragging feet and over-complicating proceedings. A new date has been set, but concerns remain. The alternative? ‘I’ve built it, and it took me three weeks’…
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Network & Infrastructure
UK gov pledges satcomms R&D investment for ultra-rural homes
Spring Budget adds £160m to LEO connectivity funding pot days after warnings that UK SatCos require fresh funding to stay afloat. BT, Vodafone, VM O2 have named their partners, and early trials are beginning to emerge…
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M&A
Cellnex chases VM O2-Vodafone UK infra-sharing renewal to reassure investors
Virgin Media O2 and Vodafone in ‘advanced’ talks with Cellnex, amidst consolidation uncertainty. Cellnex sees ‘positives’ and ‘some challenges’ in European M&A spectre. Learn more from the InfraCo major’s latest Capital Markets Day…
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Weekly Briefings
Infrawatch Weekly: net-sharing, consolidation and deal-making in UK and Europe
Latest from the UK and Europe’s digital infra scene, including interviews and OpEds from Fibrus and nexfibre; big talk from Liberty’s CEO; and DigitalBridge’s Marc Ganzi teasing M&A to come. Plus much more from altnets, European infra players, and investors…
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Network & Infrastructure
BT’s Watson teases 5G SA ‘this year’, but willing to wait to get it right
MWC: Chief Security & Networks Officer Howard Watson is eyeing a 5G SA launch later in 2024, as the “green shoots” of enterprise use-cases begin to emerge. Meanwhile Watson set out the final steps to take on the Huawei replacement programme…
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Network & Infrastructure
Liberty eyes network-sharing deals in a “couple of markets”
MWC: Liberty Global CEO Mike Fries says network-sharing holds potential as part of broader need for telcos to up their partnering game and “return to profitable growth”.
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Weekly Briefings
Telefónicawatch Weekly: MWC sees German and Spanish units take centre stage
Group reveals more on strategic plans after publishing end-year financial results, with operating businesses in Germany and Spain in spotlight. Key collaborations with Ericsson and Microsoft see Group advance AI, API, cloud RAN, and 5G standalone interests…
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Interview
Fibrus preps off-net retail expansion, asserts leadership in own footprint
CEO interview: having achieved FTTP leadership and segment-topping KPIs within own fibre footprint, altnet now challenging traditional incumbents on own turf. Northern Ireland a case study in high-penetration and how hyperlocal majorly disrupts network, ISP status quo…
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Network & Infrastructure
Virgin Media O2 takes second place in UK’s 5G SA race
Operator launches 5G standalone commercial offering for customers in 14 locations, aiming to deliver higher bandwidth and lower latencies.
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Network & Infrastructure
‘Focus and finance’: Telefónica sees UK NetCo adding fuel to fibre build
Virgin Media O2’s co-parent paints new, networks-focused UK business as an engine to accelerate roll out and monetisation of fibre connections.
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Network & Infrastructure
Liberty flags AWS partnership, taking NaaS ‘to the next level’
Latest from Liberty as busy Group talks up AWS, VodafoneZiggo collaboration on APIs set to go live commercially later in the year; tees up more to come at next week’s MWC…
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Network & Infrastructure
UK’s £1bn 4G ‘not spot’ programme slammed by national auditor; ‘5G SA for all’ doubts
Behind schedule Shared Rural Network a mess but not quite a fail, and another example of government mismanagement. Ofcom slapped for unfit-for-purpose market definition and data. MNOs on hook for cost overruns, and better updates…
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Weekly Briefings
BTwatch Weekly: UK fibre competitors hit out with renewed vigour; what was in Allera’s CEO pitch?
Latest from BT and its ecosystem as competitors ramp up ambitions and investment challenge to Openreach fibre incumbency pretensions; Consumer boss Marc Allera backs Kirkby mandate (but what would he do “really quite interesting” if made CEO?); more…
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Weekly Briefings
Telefónicawatch Weekly: Virgin Media O2 sows seeds for major strategy shift, while Group stays planted in court
NetCo creation, bolt-on sales initiatives and TalkTalk’s consumer acquistion rumours mark busy week in UK; long-running legal issues advance elsewhere; plus blockchain, eVTOL, energy, rail, fintech, and more…
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Opinion
nexfibre CEO: Sustainable competition in the UK fibre market is crucial to long-term growth and innovation
OpEd: Rajiv Datta, CEO of leading FibreCo (and £4.5bn InfraVia-Liberty Global-Telefónica JV) lays out manifesto for an open and future-proof UK fibre market, aspiring beyond the basics and connectivity doldrums to lift society and the digital economy. With nexfibre at forefront…
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Weekly Briefings
Infrawatch Weekly: billion-pound network investments, digital inclusivity, and French fibre M&A on the menu
VM O2 moves to forge UK NetCo/ServCo split in operations; associate nexfibre to remain separate, commits £1bn to 2024 build; Orange CEO suggests M&A still on agenda to expand domestic fibre footprint; TalkTalk in negotiations over wholesale arm sale; much more…