Assembly — Analyst Notes

Assembly Analyst

The FCC under the Trump Administration

The FCC under the Trump Administration

With Brendan Carr set to take over the reins at the FCC, the regulator is expected to roll back red tape and prioritise global spectrum leadership. While we expect sweeping changes in consumer protection and net neutrality, Carr’s influence on broadband funding and tech regulation will be more limited.

The importance of MVNOs for competition

The importance of MVNOs for competition

With a growing market share, and some of the lowest prices and best customer service, MVNOs play a vital role in the market as an important competitive constraint and in keeping MNOs honest.

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

Fixed-mobile convergence leads to improved consumer value and network quality

Having performed a deep-dive market analysis of FMC in France, Netherlands, Spain and Portugal, we have found that consumers can benefit from faster speeds and better value connectivity

£940m of support from UK telecoms operators during COVID-19

Having considered 50 of the initiatives UK telecoms operators put in place during the course of the pandemic so far, we estimate £940m of support has been made available – £340m of which have been to help the most vulnerable

Summary of the global inquiries into the spread of misinformation (and data privacy)

This note will be updated as and when witnesses appear in front of various committees that are addressing the topic of misinformation and the use of personal data.

FT-ETNO 2018 saw a lamenting of Europe’s regulatory environment

The FT-ETNO 2018 summit gathered policymakers, regulators, industry executives and investors from Europe and beyond to discuss and debate the current regulatory challenges facing the industry. While the narrative has now become familiar among this particular set of stakeholders, the ferocity of the messages delivered was perhaps different.

Vodafone’s Future Ready Event saw a confident operator return to the stage

After a troublesome few years with customer service woes and the slipping from the top spot in terms of network leadership, Vodafone marked a confident return to the stage on Thursday with an impressive 5G demonstration at their ‘Future Ready’ analyst and media event.

Ofcom answers calls for predictability and certainty when it comes to full fibre

Ofcom's announcement is part of the wider narrative and background work which has been taking place between government, regulator and industry lately. Many will be encouraged to finally see a more joined-up and collaborative approach emerge. This announcement though should be seen as a directional document, the detail of which will follow in the relevant market reviews Ofcom carries out. This note considers the steps Ofcom have outlined and the subsequent reaction and follow-up by key industry stakeholders.

UK Government unveils long-awaited Future Telecoms Infrastructure Review

In publishing the review, the Government has set a clear course to accelerate improvements to the UK’s digital infrastructure. While many recommendations have been presented, it’s clear this is only the beginning of change. The suggestion is that much of this will fall to Ofcom to refine, implement and enforce. In this note we look at the main recommendations coming out of the FTIR and consider how they are likely to be met by the industry.