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Telecoms investment crucial. Help required

6 March 2020
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At the Enders/Deloitte Media & Telecoms 2020 and Beyond conference the economic and policy importance of telecoms infrastructure was a major theme, particularly in the current climate.

Operators envisage a pricing environment that will continue to be very challenging.

Help is required to secure infrastructure investment, deliver the economic upside from 5G, and level the playing field between sub-sectors.

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Capacity-constraints have tempered competition of late and their removal risks an increase in intensity, especially as H3G views itself as sub-scale – good for policy makers but another challenge to add to the industry’s woes
 

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Shrinking demand, surging supply: UK broadband, telephony and pay TV trends Q4 2019

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  • 5G to change the shape of UK mobile

    16 April 2019

    The capacity boost with 5G will be more important than any speed or latency uplift. We estimate a 7-fold increase in mobile capacity in the UK and 13x+ for O2 and H3G


    We view fixed mobile substitution products as quite niche although the number of mobile-only households is likely to creep up. mmWave would have the capacity to substitute for fixed but has many hurdles to overcome


    Capacity-constraints have tempered competition of late and their removal risks an increase in intensity, especially as H3G views itself as sub-scale – good for policy makers but another challenge to add to the industry’s woes
     

    Access report

  • Shrinking demand, surging supply: UK broadband, telephony and pay TV trends Q4 2019

    4 March 2020

    Market revenue growth dipped to below zero in Q4 2019, as pricing pressures bite and smaller players gather share.

    2020 is off to a challenging start, with new customer pricing dipping down again, and existing customer pricing under regulatory assault.

    With expensive full fibre networks being built, persuading consumers to pay more for the higher speeds they enable will be key.

    Access report