BT’s announcement of a project to extend fibre beyond the exchange for some existing homes as well as newly built ones is good PR, a useful regulatory gambit, and offers the prospect of regaining some initiative from unbundlers and Virgin Media at the wholesale and retail levels respectively

Vodafone’s Q4 revenues were healthy if a little weak, with underlying growth slowing from 2.0% to 1.8%, but the improvement in Germany is very welcome

VMed’s Q1 results represent a further step in the recovery of the core cable business, with markedly lower churn and strong growth in operating cash flow (OCF)

Vodafone UK has announced a tariff refresh that includes ‘free’ mobile browsing with all of its new contract plans

Growth in ARPU is reinforcing the impact of improving cable subscriber growth, but revenue remains in decline, year-on-year

Vodafone’s European performance was very solid, with underlying growth of 1.9%, up from 1.7% last quarter, with some very encouraging moderation to price cuts in Germany and elsewhere

Vodafone’s European revenue growth has dropped again in the latest quarter, both relative to the prior quarter and its competitors, with Spain performing particularly poorly

Telecoms subscriber growth has improved sharply but this has been achieved at the expense of ARPU growth; revenue continues to decline

Apparent weaknesses in its Q3 2007 results notwithstanding, Premiere has a good chance of meeting its FY 2007 guidance targets of €1 billion in revenues and €80-100 million in EBITDA after recovering marketing rights to live televised domestic football

Uncertainties over football rights from September 2009 remain and doubts persist about long-term growth in a market where 95% of homes receive 30+ free-to-air (FTA) domestic TV channels. Even with News Corporation’s extra know-how, climbing from 3.53 million (end of Q3 2007) to 4 million direct subscribers will take some push, while 5 million looks a distant dream

Ofcom’s consultation document on Next Generation Access indicates a desire to avoid regulatory impediments to investment, not to force BT to act

Ofcom is proposing taking back and re-auctioning over 30% of Vodafone and O2’s 2G spectrum as part of more general plans for ‘refarming’ 2G spectrum to allow its use for 3G services