All Lutz Schüler articles
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Network & InfrastructureVirgin Media O2 fibre NetCo carve out coming for Openreach (and ISP clients)
Potential number-two NetCo to be created by VM O2 and owners Liberty Global and Telefónica, with the aim of creating a scale wholesale fibre challenger; open to M&A consolidation; nexfibre remains arms length…
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Financial & PerformanceVirgin Media O2 rejigs spend plan and strategy as well of merger gains starts to dry up
UK operator seeks to put more fuel in its earnings tank through ‘incremental’ investments in customer experience, digital, fibre sales, and new products this year. Move comes amid wider, dramatic refresh of VM O2 business with the operator kicking off process of NetCo-ServCo split.
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Partnerships & AlliancesVirgin Media O2 signs on for another decade with Tesco
Two businesses extend their long-running joint venture well into the 2030s, responding to Tesco Mobile’s show of commercial resilience during pandemic and economic downturn, and progress on transformation.
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Network & Infrastructurenexfibre maintains M&A appetite after Upp buy
Mike Fries, CEO of joint venture’s co-parent Liberty Global says fibre builder still “aggressively” focused on M&A.
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M&Anexfibre swallows Upp fibre assets for growth
nexfibre agrees to purchase fibre network from altnet Upp, adding 175,000 premises to its footprint.
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PeopleTesco Mobile installs new CEO
Retail giant’s Managing Director of Large Stores shifts across to lead long-running JV with Virgin Media O2.
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OperationsTelefónica to merge digital and R&D units
Chema Alonso to take helm at Telefónica Innovación Digital, with direct report into Chief Strategy and Development Officer Mark Evans. New unit to focus on internal technology development, leaning on GSMA’s Open Gateway API platform.
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M&ALiberty CFO welcomes Vodafone–Three merger proposal
Bracken senses UK and EU regulators now recognise they have driven telecoms sector to a “very low return on capital” and will be more amenable to market consolidation.
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M&ALiberty CEO ‘in M&A talks with CityFibre’
Not a done deal. Discussions are preliminary and large-scale consolidation in UK altnet market likely to attract sharp scrutiny from regulators.
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Premiumnexfibre is Openreach’s “real” competitor, says co-owner InfraVia
JV’s co-owner InfraVia sees resource platform, Virgin Media O2 ties, and unmet demand as giving new entrant opportunity to build major challenge in UK’s fibre space.
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Financial & PerformanceTelefónica FY22: foundations ready, vision to follow
No surprises as the Group rounds off year hitting targets as expected and promising steady future progress. Little indication given of future strategy evolution, but a focus on opening infrastructure and network-as-a-service looks set to feature strongly. Consolidation the talk of the analyst call, with altnets on radar and ...
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M&ASchüler ‘open’ to altnet M&A as VMO2 builds fibre base
Virgin Media O2 CEO states altnet consolidation is possible, citing “very low” penetration rates among fibre providers.
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PeopleLiv Garfield emerges as candidate for Vodafone top spot
Former Openreach executive is reportedly being considered to fill vacant CEO role following Nick Read’s departure.
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PremiumVM O2 criticises new Openreach wholesale pricing
Virgin Media O2 CEO Lutz Schüler among those to call out new Equinox 2 proposition.
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PremiumOpenreach’s Equinox 2 prompts competitor angst
New pricing model submitted to Ofcom for review, but altnets and challengers raise concerns about market power domination.
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PremiumBT pricing aggression dents VM O2 wholesale prospects
BT CEO Philip Jansen trailers “sharpened” wholesale fibre pricing structure to come.
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Financial & PerformanceTesco Mobile gets momentum back
UK MVNO giant highlights plans for reorg of teams, shops, and ways of working as it reports a return to growth following pandemic.
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Public AffairsOfcom: operators must do more to help crisis-hit customers
Regulator finds a huge jump in number of households struggling to afford communications services, with pay-TV spend under particular pressure.
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Public AffairsDemand grows for UK Databank as living costs rise
Virgin Media O2, Vodafone, and Three donate mobile data to support internet connectivity for 500,000 people, as households struggle.
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PremiumVM O2 fibre wholesale talks “not easy”, says Schüler
CEO Lutz Schüler in “balancing act” with prospective wholesale customers.