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Freebox to hit mobile?

20 July 2010
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Illiad’s new Freebox in France promises savings of ‘up to’ 40% for mobile users by using Wi-Fi to make mobile calls at home, creating fears that it will harm the French mobile industry 

BSkyB plans to unbundle 1,200 exchanges by the end of 2007, enabling it to offer shared or full LLU to 70% of UK homes. It will offer ‘free’ broadband up to 2Mb to all and only Sky DTH customers served by its unbundled exchanges. Or they can pay a little more, £5 and £10 a month respectively, for broadband up to 8 Mb or 16 Mb. In addition, all Sky Broadband customers will be able to take BSkyB’s telephony offer, Sky Talk for an additional £14 a month, which includes line rental and unlimited calls in the UK.

Recent reports

Pricing under pressure: European mobile in Q4 2023

10 April 2024

Service revenue took a dip in Q4 to 1.5% as a waning price rise impact in the UK combined with the loss of positive one-offs in Germany.

We expect growth to slow further through 2024 as many operators implement lower index-linked price rises which are also coming under increasing regulatory scrutiny.

Vodafone has made progress on its turnaround plan—striking deals for its Italian and Spanish units—but it is not yet out of the woods, with ongoing challenges in Germany and approval still uncertain in the UK.

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Sky/DAZN peace challenged: Bundesliga tries to buck the downward trend

8 April 2024

The German football league’s rights tender for its 2025-29 cycle is designed to create competitive tension between Sky and DAZN.

Based on precedents and public statements, we would expect Sky to increase coverage and DAZN to scale it down without a head-on bidding battle.

With low international potential, the Bundesliga can only count on its deep fan base to meet competitive pressure from the Premier League.

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Disney: Iger prevails at AGM

4 April 2024

Shareholders have voted down director nominees proposed by Trian Partners and Blackwells Capital, providing a convincing, but hard fought, victory for Bob Iger and the current board

The proxy battle surfaced useful ideas and recommendations that Disney should implement: appointing a Chief Technology Officer to the C-Suite would help the company better respond to technology-first competitors and AI

After months of distraction, Disney leadership can now focus on important unresolved issues: completing the acquisition of Hulu, achieving profitability in direct-to-consumer services, and what to do with Linear Networks

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