All Competition articles
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Finance & StrategyOrange Spain holds nerve to retain value-over-volume focus
Orange resists pressure to chase aggressive rivals on price, betting that convergence, lower churn, and a broad brand portfolio can support an improved service revenue trajectory.
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Analyst BriefingUK Infrawatch: nexfibre ups CMA pressure, UK infra ambitions reined
Analyst Briefing: Latest from the digital infra scene in the UK, including a CMA spanner in nexfibre‑Netomnia works, BT buying TalkTalk for good of nation’s health, CityFibre quietly keeps building, and plenty more…
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Finance & StrategyNandy plugs ‘gaping hole’ in UK rules, as InfraVia applies pressure on Netomnia deal
The UK government looks to plug a regulatory gap exposed by TalkTalk’s collapse, expanding its ability to intervene when telecoms deals threaten critical infrastructure or service continuity. At the same time, InfraVia is turning up political pressure over the separate nexfibre-Netomnia battle.
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Finance & StrategyOrange CEO still confident on SFR timeline despite workforce discontent
SFR unions are challenging the takeover process and warning over thousands of potential job losses, but Orange is sticking to its plan. Q3’s record customer additions and stronger guidance give Christel Heydemann reasons for optimism elsewhere.
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Public AffairsDigi warns of existential threat as Portugal looks to maintain low-band spectrum squeeze
Digi has threatened to reconsider its future in Portugal if regulators lock existing spectrum holdings in place into the 2040s, spotlighting a fight over whether investment certainty for incumbents should trump opportunities to rebalance competition.
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Analyst ReportBT swoops on TalkTalk in landmark rescue deal - Oct26
BT’s move to acquire TalkTalk has raised fresh questions over competition, regulatory scrutiny, and the Group’s wider strategy. October’s BTwatch Analyst Report #378 goes beyond the headlines to assess the proposed rescue deal, an executive shake-up, the revival of BT’s consumer TV offering, and mounting tensions over Openreach wholesale pricing…
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M&Anexfibre refuses to blink as CMA deadline for remedies passes
In-depth: UK fibreco’s owners have refused to offer remedies for the proposed Substantial takeover, challenging the antitrust authority’s view of how competition would develop without the deal and putting pressure on the regulator to reconsider its Ofcom-informed assumptions.
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NetworkEuropean telco giants step up united front against US satco threat
Telekom, Telefónica, Orange, and Vodafone are preparing a collective grab for satellite spectrum as operators and policymakers confront the prospect of Starlink and other non-EU players disrupting the market.
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Public AffairsTelco CEOs press Brussels for certainty as EU works through regulatory changes
Executive Briefing: The debate over Europe’s telecom future intensified in Brussels as executives from United Group, TIM, and MEO challenged policymakers on spectrum rights, merger approvals, cybersecurity mandates, and the continent’s pace of innovation.
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M&ATalkTalk: BT takes the spoils, private equity takes a bath
In-Depth Analysis: The collapse and swift sale of TalkTalk has thrust BT into an unprecedented role as self-appointed industry saviour, ‘safeguarding’ millions of customers while attracting scrutiny from regulators, rivals, and policymakers — and highlighting the shortcomings of TalkTalk’s brief private equity ownership.
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M&ACMA flags substantial competition concerns as nexfibre/Netomnia dealt major blow
In-depth: The UK’s Competition & Markets Authority has delivered a significant setback to nexfibre’s proposed acquisition of Netomnia owner Substantial Group, arguing the deal would materially weaken competition in wholesale broadband markets.
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M&ABT: ‘national champion’ initiates saviour-mode for TalkTalk rescue
‘National champion’ is reportedly preparing to swoop on forlorn TalkTalk as vultures circle overhead, exploring whether its age-old national-interest argument retains traction to mop up millions of stranded subscribers, many already with Openreach, should growing fears materialise that the top-five ISP is running out of financial runway.
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M&ATelefónica plots intricate course towards Venezuelan exit — reports
Group reportedly preparing to divest Telefónica Venezuela — one of only two remaining businesses that within Hispam cluster.
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Analyst BriefingUK Infrawatch: altnet consolidation quarrels, TV multi-play bets
Analyst Briefing: Latest from the digital infra scene in the UK, including nexfibre‑Netomnia ‘turmoil’, Openreach’s accelerated copper switch‑off, Virtus raises funds for UK expansion, and plenty more…
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Public AffairsSFR takeover: unions call for strike action over workforce concerns
Union opposition to the proposed break-up of SFR intensifies, with employee representatives launching legal action and planning strike activity as they seek stronger protections and greater clarity.
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B2BUK fibrecos gasping for air as Openreach discounts ‘take oxygen out of the system’
In-depth: Openreach’s wholesale discounting strategy has become the latest battleground in the UK fibre wars, with altnet leaders urging Ofcom to intervene more aggressively while the incumbent insists it is simply competing on price.
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M&AUK: industry braced as nexfibre–Netomnia deal becomes referendum for fibre’s future
In-depth: £2bn deal dominated the keynote stage at Connected Britain, with rival executives abandoning diplomatic language and openly clashing ahead of a competition ruling that could determine shape of UK fibre’s next phase.
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NetworkOfcom prepares ground for Openreach leap away from copper in 2029
Ofcom’s latest copper deregulation framework gives Openreach a clearer path towards retiring its legacy network, with up to half eligible within three years, but difficult questions remain over the final 10% of premises.
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Venturing & InvestmentsGermany sees altnet investment decline amidst financing challenges
Trade organisation BREKO flags 2025 as having the first decrease in annual altnet fibre investment since 2017, marking the latest sign of financial struggle for national fibrecos.
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Finance & StrategyCounting the costs: G.Network reveals the daily economics of running a subscale fibreco
London altnet G.Network’s administration process provides an unusually detailed case study in the realities of operating a subscale fibre provider and the challenges of converting network footprint into sustainable profitability.