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In a fit of pique over increasing subsidies, Vodafone UK is dropping Carphone Warehouse (CPW) as a distributor, and moving exclusively to Phones4U with lower subsidy levels and volume guarantees, while Orange is reportedly also considering its position with CPW

The level of net broadband additions in France declined in Q3 2006 to 539,000 net adds, down 8% on a year-over-year basis, as narrowband migration reaches completion due to exceptional levels of promotional activity induced by the ‘land grab’ for customers

This report examines recent developments in the UK residential market for broadband internet access. We consider past trends and the outlook over the next five years for the total market volume, market shares, prices and margins

Orange UK’s converged mobile and broadband brands and ‘free’ broadband offer has not proved a big hit with consumers, with Orange reporting just 25,000 DSL net additions for the September quarter, likely to be below 5% market share

Last week Google hit the headlines on the back of forecasts for its UK revenues for 2006 which we expect to reach £920 million, up 90% on 2005, cited as proof of a structural shift away from broadcast media to the internet

The UK newspaper industry is being engulfed by a 'perfect storm'. Overall advertising has been in a cyclical downturn since mid-2005, and public sector recruitment in particular has been weak, while readers desert newspapers (even free ones) for the internet, to which they are drawing spend on classified and display advertising. We view classified advertising in print media as being in permanent decline, anticipating an overall drop from £4 billion in 2006 to £3.5 billion by 2011

The Zune will compete with the iPod Video – but not the mini, nano or shuffle that have built Apple’s player market share. The Zune’s USP of Wi-Fi capability (to share tracks locally, not download) is just a gadget, not a must-have selling point

Under mounting competitive pressure from Sky, NTL needs to reinforce its position in content and has approached ITV about a possible combination

Group revenue growth continues to be positive but vulnerable; EBITDA growth continues apace but cash flow growth has again been hit by 21CN capex