TLI Group的动态

Exciting times in the UK fibre sector! ?? Netomnia is making impressive strides, aiming to cover 3 million UK premises by the end of 2025. What's driving this success? Strong leadership, focused expansion strategies, and solid backing from investors. In the highly competitive world of fibre-to-the-premises (FTTP), Netomnia has proven its resilience. The recent merger with Brsk and substantial financing clearly show they have the momentum to stay ahead. ?? By the numbers: - ? Serving 2.08 million UK premises - ? Connecting 50,000 new premises each quarter - ? Targeting 3 million premises by 2025 Despite tough industry conditions and the consolidation among many smaller altnets, Netomnia's focused strategy and robust growth plans make it a standout player. It's exciting to see their expansion impacting both retail and wholesale broadband services across the UK. With CityFibre and other major players setting ambitious targets under Project Gigabit, the future of UK fibre broadband is looking bright. ?? #Telecoms #FibreBroadband #UKInfrastructure

The UK, home to the world's first MVNO, Virgin Mobile, continues to boast a vibrant MVNO market. MVNOs offer affordable and flexible plans, making them attractive during economic uncertainty. CCS Insight's latest report highlights a significant 8% growth in the MVNO sector in 2023, compared to just 2% for the main network operators. With MVNOs now representing 18% of UK retail connections, the sector remains crucial amid cost-of-living concerns. However, the planned Vodafone-Three merger poses potential challenges and opportunities for MVNOs. Stay tuned as we monitor this dynamic market closely. Read the full insight by Kester Mann ?? https://lnkd.in/eAM-42jz

Deutsche Telekom has made a leadership switch at international connectivity services arm Deutsche Telekom Global Carrier, with long-time Chief Executive Rolf Nafziger moving to a new role elsewhere in the business with Dimitrios Rizoulis replacing him. Read the full article on TelcoTitans: #TelcoTitans #Telecoms #DT #DTGC #DeutscheTelekom

France's largest MVNO La Poste Mobile has been acquired by Bouygues Telecom for an undisclosed sum. The deal follows months of negotiations with key stakeholder SFR, which was seeking a higher valuation. Read more here: https://buff.ly/3UZPwD0

Vodafone and VMO2 have announced an industry-changing deal to trade spectrum and extend their network sharing to the would-be enhanced Vodafone/Three network. - Extending the long-standing Vodafone/VMO2 Beacon network-sharing agreement to the enhanced Vodafone/Three network will allow VM02 to capitalise on the denser network and enhanced capacity in the merging companies' plans. This will provide a significant boost to VMO2's capacity and coverage (which the spectrum deal will improve further), and capacity in the industry as a whole - Vodafone/Three's 46% share of spectrum if the merger goes ahead would likely have been problematic for Ofcom. No detail has been given re the spectrum traded but it "reduces the current imbalances in spectrum holding between the UK’s mobile network operators". While BT's current 32% of spectrum won't change and is reasonable in a three-player market, they might argue that they are short of lower-band spectrum (important for coverage) and 5G spectrum (important for capacity) More detail in our note later today #Vodafone #VirginMediaO2 #Three #BT

Karen - look forward to the detailed note later but on first read this looks a smart, proactive and pragmatic approach to the necessary discussion about competitiveness in mobile network services in the UK. Leading the market resolution, rather that waiting for a regulatory imposed solution is also, in my view, the model that should be adopted in all markets across Europe. We have significantly enhanced network tools and funding / ownership models to facilitate effective service competition in the mobile market but increasingly out of date regulatory tools to support the necessary consolidation of investment in the industry that is essential to effective competition at the customer interface.

The latest Gazzetta has a #telco theme and looks at: ?? The UK’s ￡1bn Shared Rural Networks scheme reaches its first major milestone: Three of the four mobile network operators involved have hit their June 2024 targets, though the programme still faces challenges ?? Vodafone and Virgin Media O2 ink deal: The two companies have extended their long-term network sharing agreement against the backdrop of the CMA’s investigation of the Vodafone / Three UK merger ?? TIM sells NetCo to KKR: The cutthroat Italian telco market continues to demand bold action #connectivity #4G #5G Ofcom Competition and Markets Authority BT Group Fastweb ?? https://lnkd.in/etJSjxUy

Following on from a comment by William Webb on yesterday’s post and article about #mobile wholesale, I came up with a possible scenario for how we might get to #openaccess #5G by non-regulatory means. I wonder if maybe an adventurous private equity company, utility or fibre telco makes an acquisition of an established MNO and its spectrum assets, and then does something interesting... For instance, imagine a scenario where the UK’s CMA stopping the proposed VF/3UK merger for competition reasons. (I think that would be a bad move, but not unlikely). But then, let’s say that a player like CityFibre raises more capital and buys 3UK instead, spinning off its retail business. It could then offer both FTTP and cellar wholesale - maybe just as an MVNO operation, but perhaps something more sophisticated for its ISP customers. This is all completely hypothetical - but it could be a way to transform the industry the same way FTTP has shaken up legacy wireline/cable markets Link to previous post & article: https://lnkd.in/eCNt_s_K

The recent report by Mobile UK highlights how critical the ￡25 billion investment gap is in the UK's digital future. The implementation of #5GStandalone networks can have a significant impact on the country's economy and society. ? That's why the proposed merger with Three UK is so crucial, allowing us to accelerate the rollout of 5G Standalone so that everyone can benefit.? ? #TogetherWeCan #LiveBetterConnected #WirelessInfrastructureStrategy #5G

Our very good results at Deutsche Telekom Europe continued in Q3 with the 27th consecutive quarter of EBITDA AL growth at +8,0%. We successfully increased our revenue (+4,2%) across the European footprint and business lines. +2,9% mobile contract customers +3,4% broadband customers +3,0% TV customers Thanks to all our countries for this great performance! OTE Group of Companies (HTO), Telekom HU, T-Mobile Polska, Magenta Telekom, T-Mobile Czech Republic a.s., Hrvatski Telekom, Slovak Telekom, Telekom Romania Mobile, Makedonski Telekom AD, Crnogorski Telekom #deutschetelekom #segmenteurope #europe #TeamEurope #financialresults #continuousgrowth #thanks #wewillnotstopuntileveryoneisconnected #wewontstop #proudtobeT #werkstolz #telekomwall #connectingyourworld