All Competition and Markets Authority (CMA) articles – Page 3
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Network & InfraVodafone hands VM O2 a spectrum bonus to win merger support
Following more than a year of talks, Vodafone wins Virgin Media O2 round to its proposed Three merger with an extended network sharing agreement and approval-dependent spectrum transaction. Questions remain about MBNL future, BT response, and CMA viewpoint…
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M&ABT outlines investment fears as Vodafone−Three merger tips spectrum scales
Operator overwhelmingly backs CMA’s decision to launch in-depth merger investigation and calls for closer attention to be paid to the unprecedented spectrum asymmetry that could follow. Ericsson, altnets, and trade unions also weigh in…
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Analyst BriefingVodafonewatch Weekly: nip and tuck all part of the plan, as CEO evinces optimism
In-depth analysis of FY23−24 results as Margherita Della Valle attempts to paint rosy picture of shrinking Group. Storm still to come in Germany, but Spanish exit secured, and confidence around UK merger prospects. Significant developments across (re-shaped) footprint include: changing leadership; strategic partnerships; and an M-PESA spin-off update…
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Analyst BriefingBTwatch Weekly: Kirkby gathers transformation troops, but can she convince investors?
Latest from BT and its ecosystem the day before the Group’s FY23–24 results hit the screens. CEO Allison Kirkby is corralling a new squadron of incomers to drive forward her flavour of transformation for BT, but investors so far appear unconvinced. Spectrum auctions may be imminent, as real estate redevelopment nears completion, and a revitalised Corporate & Public Sector team boast a West Country win. Read more…
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M&AVodafone−Three welcome deal’s security clearance as focus turns to antitrust
UK government green-lights merger (with caveats) after conducting security review, but Vodafone−Three are far from celebrating as the CMA’s investigation steps up a gear and leaves consolidation in doubt…
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Analyst BriefingBTwatch Weekly: BT adds to concerns about Vodafone−Three UK merger, EE Finance gets Patterson’s Glow
Latest from BT and its ecosystem of partners and suppliers in a week where the UK’s competition authority revealed the level of concern it has about Vodafone UK’s proposed merger with Three — with BT’s networks found to be one potential flashpoint. EE continues retail revamp; Etc. ignites EV charging trial; and Business advances its Portfolio makeover…
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Analyst BriefingVodafonewatch Weekly: ups and downs in Group’s network-sharing tie-ups and M&A; RAN mega-tender KO
Latest from Vodafone and its ecosystem, including: commencement of massive RAN tender; regional network-sharing in Australia; and UK merger with Three competition concerns mount. Elsewhere: Vodafone Business seeks role in edge compute innovation; Vodacom Tanzania facing legal action; and more consolidation prospects in the Netherlands and Spain explored…
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M&AMerged Vodafone−Three ‘incentivised and able’ to ‘frustrate’, ‘harm’ BT — CMA
Merger-critical Competition & Markets Authority investigation is damning on logic and impact of combination, dubious of benefits. Network-sharing joint venture MBNL is at heart of concerns and may become a focus for any forthcoming ‘remedies’. Read more…
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M&ACMA concerned Vodafone-Three could access O2 and EE secrets
As expected, the UK merger is headed for tougher scrutiny in a longer investigation following an initial review by the Competition and Markets Authority.
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Network & InfraThe Backfill: Infratil, L&G up stakes in UK data centre player
Infratil and L&G Capital boost funding for Kao Data’s UK expansion efforts.
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Strategy & ChangeBT quashes talk of Openreach split
Connected Britain 2023: Howard Watson and Clive Selley say structural separation is not on the agenda; BT focused squarely on driving full-fibre deployment.
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Network & InfraIn depth: Watchdogs lambast UK gov broadband investment failings; ESN deemed “unachievable”
Scrutineers place ESN (emergency network), Project Gigabit (fibre), SRN (rural 4G), ONF (open RAN) and 5G Testbed public-private partnerships in remedial for execution or traction failure; 26% of significant fiscal 2022–23 funding left untapped. Read more…
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M&AVan Boxmeer eyes full ownership in UK merger
Vodafone Chairman suggests operator could buy out CK Hutchison’s stake in the merger between its UK OpCo and Three UK.
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M&AOrange soldiers on amid regulatory alarm bells over Spanish deal
European Commission expected to send ‘statement of objections’ over proposed merger. Deal seen as EU merger test case in market characterised as highly competitive.
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M&AVodafone, Three strike merger deal, target bulked up competition
Deal brings UK market down from four players to three — or up from two to three — as two sub-scale operators combine to challenge BT and VM O2 dominance.
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M&ABT’s smart locker sale gets regulatory green light
Pelipod acquisition by connected locker player ByBox granted CMA approval.
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PremiumCost and uncertainty mount for troubled ESN
Eight years and £2bn later, UK National Audit Office pans Emergency Services Network in latest progress update.
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PremiumThree seeks to underscore Vodafone merger rationale
Three UK and Vodafone UK are subscale with returns below the cost of capital, says former.
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PremiumCompetition watchdog reviewing BT’s planned Pelipod sale
Sale of ‘smart locker’ enabler, announced at end of 2022, comes under CMA microscope.
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M&ACellnex UK takes neutral host to new frontiers
CK Hutchison transaction looks set to complete “in the coming weeks”.
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