In this report we look at three regulatory initiatives to increase competitors access to the 'last mile' of incumbent monopolists: CPS and WLR in the UK, and UNE-P in the US. BT's market shares losses have accelerated in the business market due to CPS; we ask whether this will continue, whether it will happen in the residential market, and whether WLR will have an even worse effect.

This issue of our regular report on TV trends in the UK looks at pay-TV subscriber numbers, the position of Freeview, and the impact of the huge expansion in the number of digital channels. Our analysis tries to clear away the fog produced by problems with BARB data over the past year.

BT will be announcing tomorrow its latest results on meeting the target of 1 million broadband connections by H1 2003. Some difficulty could be anticipated from the slow monthly pace of connections in H2 2002, mainly due to disappointing take-up of the revolutionary ISP-less BT Broadband product (as we had anticipated), despite high levels of marketing investment.

The public debate about the ITV merger has revolved around whether the maintenance of two separate sales houses is the appropriate remedy to be imposed by any Competition Commission inquiry. We argue that the real issues are more complex.

Interactivity via the TV set was one of the most misguided bubbles of the late 1990s. Fancy software and mini keyboards were supposed to provide a replacement for the PC. As matters have turned out, the use of SMS to accompany TV programmes is the means by which new technologies provide a limited form of interactivity to viewers.

On 23 January, the French Competition Council dealt what is likely to be a deathblow to the ambitions of Canal+ Group to obtain exclusive rights to French Premier League football events. The Competition Council ruled in favour of TPS and ordered the 2002 competition suspended pending delivery of its final ruling.

A few weeks ago, it looked as though EMI would follow Safeway into a frenzied auction in which trade buyers competed with canny buy-out funds. The rumoured interest was sparked by the steady fall in EMI's share price over the course of 2002, which had reduced the value of the entire company to close to the perceived worth of the Music Publishing division.

This report picks apart the evidence on why ITV1 is rapidly losing audience share. It shows that more intense competition in terrestrial homes is the key reason, not the impact of the growth of the multichannel universe. The decline of ITV1 is across all times of day and almost all demographic groups. Can ITV turn itself around in the face of this secular decline in audiences?

ISPs have long found it difficult to challenge Wanadoo on its home French market successfully.   Wanadoo has built a commanding lead in the narrowband segment of the Internet access market, and dominates the DSL segment.   This report examines whether 2003 will be any different, and finds that, if anything, the intensity of competitive pressures is likely to grow rather than diminish as market focus shifts from narrowband to broadband. 

We have recently completed our December survey of UK mobile users, which shows increased purchase intentions for handsets in general and camera phones in particular.  We summarise the results in this note, which are good news for handset manufacturers, but more mixed for the operators.