Communications Markets — Assembly — Analyst Notes

Communications Markets,Communications Markets

Three/Vodafone: What would be the chances of regulatory approval?

Past attempts at 4-to-3 mobile mergers indicate a high bar for approval. Though wholesale competition concerns could be overcome, the risk of price rises for consumers and mid-band spectrum holdings present more of a challenge to getting a deal through

Counting the Ukrainian support from European telcos

European telcos have demonstrated remarkable solidarity with Ukrainians. Almost 100 operators have put in place more than 570 support measures with many offering wider humanitarian support beyond just free or discounted connectivity

Consumer readiness for the PSTN switch-off

Regulators have rarely seen the need to intervene in the switch-off of the PSTN, leaving the process and its communication to operators. Only in some countries have they stepped in to protect consumers from service outages in the event of a power cut

Making the case for mobile consolidation

Operators in Europe have renewed calls for consolidation in mobile. Whilst some regulators and competition authorities might be more receptive than in the past, operators will need to convince them that consolidation really is key to unlocking investment

Improving transparency for broadband customers

Broadband labelling schemes, such as those with traffic light symbols, have become increasingly popular to help with greater transparency and fairness. Designed well, they can promote competition, and encourage take-up of faster speeds among consumers

Telcos set to reduce CO2e emissions by more than 40m tonnes

2021 was the year of sustainability. Telecoms operators announced a flurry of initiatives to reach net-zero ahead of the global deadline of 2050. By doing so, they are set to save more than 40m tonnes of CO2e compared to 2020 levels

The state of net neutrality

The net neutrality debate has been reignited. Developments in the EU, South Korea, UK, and US could lead to changes in how it, and zero rating in particular, is regulated. In the absence of consumer harm, regulators should maintain a flexible approach

The challenge of retiring the copper network

The transition to full-fibre means that copper retirement is now well underway. So far it has rarely been a straightforward or quick process given the strong regulatory oversight and need to protect those consumers who still rely on the copper network

Regulators diverge on their approach to the 3.4–3.8GHz band

Awards in the band vary widely in terms of prices paid and conditions attached with rollout obligations too burdensome in some cases. It is too early to assess the approach to private networks but most regulators may not be doing enough to facilitate them

The challenges of phasing out 2G and 3G

The case for switching off 2G and 3G networks is becoming more compelling. Experiences from where it’s happened show that operators should plan well in advance and communicate extensively with customers to minimise possible disruption