All Virgin Media O2 (VM O2) articles
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M&A
BT said to explore TalkTalk takeover to fend off further customer losses
BT reportedly mulling opportunistic acquisition of financially and operationally challenged TalkTalk, which could help with shoring up defences against fibre altnets and competing in the low-cost broadband sphere. Includes fibre wholesale, copper shutdown, exchange consolidation intrigue…
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Financial & Performance
CityFibre ups the ante with 5Gbps fibre launch
New 5.5Gbps offering to be available across national footprint once XGS‑PON upgrade completed. While notably differentiating in the UK, 5G-10G services increasingly available elsewhere in Europe, and at low cost…
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Weekly Briefings
UK Infrawatch Briefing: APFN’s new platform, Avanti’s court win, Netomnia grows backbone
Latest from the digital infra scene in the UK, including: wholesale aggregation gathers pace; rural coverage ups and downs; Netomnia’s core capacity expansion; and plenty more…
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M&A
Virgin Media O2 still eyeing altnet buys despite pressing pause on NetCo plan
Virgin Media O2 remains hungry for fibre altnet M&A while its NetCo sale plans are put on ice and its own fibre build rate cools off this year.
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M&A
Virgin Media O2, Daisy combine in B2B in hunt for growth
Operator to merge enterprise and IT services segments with Daisy, creating a new joint venture to serve “hundreds of thousands” of UK administrations and businesses. VM O2 CEO Lutz Schüler says move marks a “big step forward” in improving B2B performance…
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Strategy & Change
VM O2 slams brakes on NetCo fundraise amidst Telefónica strategy hiatus (nexfibre curtailed, too)
Plans to sell stake in NetCo spinout paused, as co-parent Liberty looks to “align” with partner Telefónica’s new management. nexfibre build also dramatically slowed to maintain “capital discipline” in UK’s “increasingly irrational” fibre market. Meanwhile, Netomnia raises new funds, ups target by another two millions homes…
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Eventwatch
Digital Voice: BT dials up VM O2, gov to help reboot ‘beyond painful’ migration
With POTS shutdown a strategic financial imperative, BT belatedly embraces collaboration to reach remaining two million (many vulnerable) analogue subscribers, as the already delayed digital landline switchover deadline looms…
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Weekly Briefings
Telefónicawatch Briefing: Europe’s need for a fix
Telefónica and European telco rivals position themselves for an anticipated wave of spend on network and IT strengthening in Europe, in response to political flux. Read more…
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M&A
CityFibre’s Holden: altnets and backers must pull together for investment‑grade nirvana
In-depth from Eight Advisory’s London event: as UK fibre altnets face financing challenges, optimistic CityFibre COO reveals vision for consolidation, suggesting sector is “a very small number of M&A transactions away” from creating a sufficiently scaled platform to rival BT/Openreach and VM O2. Additional Greg Mesch and Rob Hamlin coverage from FTTH Conference in Amsterdam…
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Products & Services
giffgaff embraces ‘natural evolution’ as it prepares for broadband launch
VM O2 sub-brand giffgaff starts limited trials for broadband service using nexfibre infra.
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Network & Infrastructure
INCA hails altnet heroes as spectre of overbuild looms
In a punchy, positive report altnet industry group INCA hails “dynamic” altnets on a mission to bring “fairer, faster, and more resilient” connectivity to the UK, but competitive benefits may not be sustainable, and the spectre of ‘supervillain’ Openreach still looms large.
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Strategy & Change
Vodafone–Three MergeCo looking to TV for convergence boost — report
Soon-to-be-combined operators said to be exploring TV subscription options as part of plan to poach customers, ramp up convergence.
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Financial & Performance
Spain and Brazil cement place in Telefónica core
Collectively, Telefónica’s core quad deliver on key Group ambitions in FY24, particularly around operating and capital efficiency.
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M&A
VodafoneZiggo open to M&A as it edges into Dutch fibre space
Mike Fries, CEO of parent Liberty, indicates M&A may have a role to play as VodafoneZiggo strengthens its broadband infra platform.
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Network & Infrastructure
Game of two halves: Ofcom preps for next five years’ fibre investment
Ofcom declares its fibre strategy to date a success, but reiterates it was implemented with a long‑term outlook running at least over the course of the next review period.
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M&A
2025: the year UK FibreCo cash becomes king?
This year may see further billions injected into altnets to pump-prime M&A consolidation, while 2026 could start to see what the end-state looks like (third scale player or continued swarm).
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People
Telefónica Peoplewatch: Indra incursion continues as Murtra makes mark
Latest strategic and senior changes at Telefónica, including reshuffles of both the Board of Directors and Executive Team as follow-ons from Telefónica’s recent ownership changes; Aduna takes shape; exec changes at infra ventures Fiberpass and nexfibre; and overseas changes at BT Business doubles down on the UK…
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Network & Infrastructure
Community Fibre: don’t fear the overbuild
London altnet CEO Graeme Oxby asserts the presence of fibre competition is a spur for greater adoption, as Community Fibre sees accelerating progress on uptake across its 1.3 million premises footprint.
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Network & Infrastructure
VM O2 takes aim at mobile network ‘pain points’ with £700m spend plan
UK operator expects to spend £700m this year to alleviate network “pain points” for customers and improve mobile service experience.
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Weekly Briefings
BTwatch Weekly: AI, APIs, and the coming 5G wave
Latest from BT as the operator talks up advancements in AI adoption, secures an API collab, and readies for an incoming wave of 5G use-cases; MWC used to talk up the same; Global Fabric goes live; more…