Vodafone UK broadband launch

20 July 2010

Vodafone UK’s new broadband product is not very competitively priced compared to the offers from Carphone Warehouse and Orange, costing £5-10 a month more than the nearest equivalent packages

Recent reports

Consolidation cries crank up: European mobile in Q4 2024

30 April 2025

Service revenue growth remained firmly negative at -1.0% in spite of inflation of +2.1%, as competition remains intense and pricing power weak.

Operators are guiding to a 2025 EBITDA performance that is broadly in-line with, or weaker than, their 2024 performance, with SFR choosing to abstain from guidance this year.

In-market consolidation cries are getting louder, with France, Italy and Germany the most obvious candidates.

Access report

US trade agenda for the UK: Will the UK find a deal on digital?

23 April 2025

The United States’ America First policy rebalances the terms of trade with allies and the UK aims to secure an exemption to restore the status quo ante on tariffs

The UK is offering a deal to the United States on digital services sold in the UK that seems easier than a deal on US food products that do not meet UK regulations

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Access report

Netflix Q1 2025: Visibility declines, UK shows soar

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Netflix beat its own Q1 revenue and profit forecasts but an uneven outlook means that its previous 2025 projections (12-14% revenue growth with a 29% margin) remain relevant. The end of reporting of subscription numbers and ARPU means that there is less visibility on the success of advertising and its regions

UK programming is now the most efficient original content on Netflix—with a tough outlook for production, this is validation of the quality of the product produced in this country

The call for a streaming levy was badly timed with little interrogation of any consequences. Further, it fails to directly address a major problem: the declining consumption of British programming

Access report