Iliad is to recover the No. 2 spot on the French broadband market, behind France Télécom’s Orange, after acquiring Alice, ending Telecom Italia’s ill fated five-year French venture
The planned increase in Direct to Device (D2D) capacity will still leave just a small proportion of the rural mobile market addressable, and is a complete non-starter for urban areas (even in the US), making disintermediation extremely unlikely
Although satellite broadband is less constrained it will still face a ceiling of a few percentage points of the UK broadband market
We do not expect satellite broadband players to deploy mass-market strategies in the UK/Europe for reasons of both economics and physics
UK net neutrality rules are still discouraging telcos from launching enhanced connectivity services, which could benefit consumers and businesses, and support network investment.
Content providers are best protected by focusing on core measures that prevent throttling/blocking, rather than discouraging services that they themselves could also benefit from.
Legislative change could deliver the freedom that telcos want with the protections that content providers need, all while maintaining UK/EU treaty obligations to the Open Internet.
TikTok's social advertising land grab is putting a squeeze on Meta it can ill afford, as it blocks ads that link to TikTok in the US and other large markets.
TikTok and Meta share a desire to prevent marketing value leaking to creators, an area where TikTok has a lead on Meta through its network and creator tools.
Meta is planning for a billion users of Muse in a new tilt at shopping, as TikTok and Amazon freeze Meta's agents out of their own retail platforms.