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Rigorous Fearless Independent

UK mobile operators seem set to offer EU roaming on selected bundles only—a welcome new form of price differentiation.

This move is economically efficient and particularly helpful for MVNOs for whom the erstwhile arrangements were particularly punitive.

We don't envisage a return to the days of super-normal returns from roaming, but it is nonetheless conducive to much-needed price inflation in the sector.

Claire said “Sky has always gone out of its way to back diversity so it’s fitting that a woman will now lead the company."

“Jeremy Darroch developed a clear and well-thought strategy at Sky…Dana is inheriting a great team and she’s ten years younger than Jeremy. The die is cast at Sky although I expect she will give more thought to Sky’s telecom activities. Dana is incredibly cool-headed, analytical and thoughtful. She is charismatic and embodies the qualities that are coming through in feminism 2.0."

Alice said “Everyone went to the Netherlands, where the regulator operates in the same way as the British Ofcom. The United Kingdom has not lost a lot of jobs, but these activities, which were previously included in its exports, are now missing."

She added "British producers have moved from a position where they had rights to a position where they no longer really have any. Not to mention that the arsenal available to the country in the event of a dispute is less complete than when it was a member of the EU: For example, the convention does not provide for any dispute settlement mechanism."

Claire said “Twelve minutes is substantial, but it can accommodate an awful lot of other choices in a country of 65 million people. We’ve also seen a resilience of Virgin Media and Sky… all of these companies have proven to be extraordinarily resilient and, in fact, lead with their technology solutions to complexity, which is very very important.”

She added “The broadcasters themselves are really largely now under the tent of Sky and Virgin Media in terms of [being] protected from actual technology risk. I think that we will see continued, very strong growth in the video-on-demand offerings of broadcasters.”

Sanchit said "If Amazon is able to create more subscription services into its flywheel, it's certainly good for the bottom line as well. It's recurring, sustainable revenue over a period of time."

He added “If you imagine Amazon in 20 years time, it's very possible that Amazon knows you are going to be in the house between these hours, [so] this is the optimal time to deliver your goods.”

The Italian football league launched its tender for its 2021-24 broadcasting rights, to be held on 26 January. An ill-conceived Competition Authority ruling barring Sky from buying exclusive rights undermines the licence’s value for Sky.

Serie A has set very high reserve prices, but if bidders do not meet them, two other options kick in: a sale to an ‘independent intermediary’ or appointment of a partner to launch a ‘league’s channel’—both of which look unrealistic. The process may end up in private negotiations with broadcasters.

Having no direct competitor, Sky looks likely to keep coverage of most games, but at a lower price than now. DAZN may well renew its current deal and we do not exclude Amazon stepping in.