All Virgin Media O2 (VM O2) articles
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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…
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Partnerships & Alliances
UK mobile operators reach accord on telco API launch
MWC 2025: Deal finally reached between Virgin Media O2, BT, Vodafone UK, and Three UK to debut telco APIs, following in wake of other European economies. Read more…
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Strategy & Change
UK FibreCo Netomnia mobile bolt-on to drive take-up
Top-three fibre challenger targeting inertial BT/EE customer base with segment-first addition of mobile bolt-on. Maverick CEO Jeremy Chelot seeking to break through customer acquisition ceiling, drive up ARPU and retention, chase down Openreach…
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Weekly Briefings
UK Infrawatch Weekly: CityFibre turns positive, HS2 gets connected, GoFibre Gigabit win
Project Gigabit, a Sky alliance, and the XGS-PON upgrade were all flagged as positive signs of CityFibre progress as it presented its latest annual results.
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M&A
Liberty seeks strategic partner to fuel B2B services expansion plan
Execs lay out strategy to build out, and eventually monetise, outsourced services businesses Liberty Blume and Liberty Tech.
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Financial & Performance
Fixed-up VM O2 looks to bounce back in 2025
UK operator forecasts a return to growth in the current year after spending much of 2024 strengthening its foundations.
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Financial & Performance
Liberty Global targets $200m+ in savings through AI
The European group has quantified how much it expects to save in operating costs from deploying artificial intelligence across its telecoms assets over the next three years.
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M&A
Virgin Media O2 said to attract first offers in £1bn NetCo stake sale
Spanish media reports Virgin Media O2 owners Telefónica and Liberty Global have received non-binding offers from investors for a 40% stake in the planned NetCo carve out, with BlackRock and CPP Investments in the mixer.
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M&A
CityFibre confirms M&A outreach, predicts 2025 acceleration and ‘inflection point’
UK’s largest altnet actively engaging rival FibreCos to discuss rollup deals. Sees M&A as “major opportunity” to up competitive pressure on incumbent Openreach. Read more about financial execution, XGS-PON and Sky amongst defining 2025 aspects after first year of profitability