A report last month from analysts at Assembly Research showed how the UK was cheaper than most other countries for broadband and mobile.
Mobile data usage per UK consumer trebled in the five years to 2021 and is more than the average in the US, France, Spain, Germany, Italy and Japan. At the same time, the monthly price of a five- gigabit data allowance in the UK has fallen 36 per cent since 2017 to £7.30, according to Assembly. That is only more expensive than Spain of the countries included in the report. The same is true for broadband. The average monthly price for the UK’s most popular broadband speeds (30-100 megabits per second) has fallen by more than 20 per cent to below £20. Of the countries on the list, only Germany is cheaper.
Activist Cevian takes aim at Vodafone
Matthew Howett, an analyst at Assembly Research, said Cevian may call for Vodafone to shore up its UK business, where, unlike BT and Virgin Media O2, it lacks a fixed-line network of its own. "It could form closer relationships with CityFibre or TalkTalk,." Howett said.
Alternatively, analysts believe, Vodafone could push to buy Three. "It might want to do that before anyone else does," Howett said.