Infrawatch

UK Fibre: altnet optimism vindicated over time as take-up erodes incumbent dominance

and 2025-07-04T09:00:00

UK Fibre: altnet optimism vindicated over time as take-up erodes incumbent dominance

Source: CityFibre

In depth: Eight Advisory’s latest Tracker shines light on altnet challenge to Openreach, with mature cohorts reaching parity and fibre insurgency continuing amidst land-grab tactics. TelcoTitan’s analysis explores linear trajectory of upstarts, impact of overbuild, continued testing of investor patience, and whether the UK can truly sustain more than two major platforms…

This article includes:

  • Themes: ARPU (Average Revenue Per User); Broadband ISP; Broadband service provider channel; Build cohorts; Churn; Consolidation; Copper decommissioning; Cost of capital; Customer churn; Fibre investment; Fibre to the Home (FTTH); Financial runway; FTTP (Fibre to the Premises); Gross churn rate; Inorganic growth; Land-grab discounting; Legacy connections; Legacy network; M&A (Mergers and Acquisitions); Margin; Market share; Migrations; Monetisation; NetCo; One Touch Switching (OTS); Open access; Operational excellence; Organic growth; Overbuild; Penetration rate; Project Gigabit; Promotional pricing; Return-on-investment; Retail broadband; Retention; State-funding; Subsidy; Sustainability; Take-up; Wholesale distribution; 0.9–1Gbps pricing.
  • People: Allison Kirkby; Jeremy Chelot.
  • Geographic: London; Northern Ireland; UK (United Kingdom).
  • Organisations: BT; BT Group; CityFibre; Community Fibre; Eight Advisory; Fibrus; Gigaclear; KCOM; Netomnia; nexfibre; Ofcom; Openreach; Point Topic; Sky; TalkTalk; toob; TrustPilot; UK Investment Bank (UKIB); Virgin Media O2 (VM O2); Vodafone Group; VodafoneThree.

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