The UK market for fixed line telecoms services is undergoing huge change. Local loop unbundling is increasing price erosion in both broadband and telephony. BSkyB, BT and Orange are all planning to launch video services provided over DSL. Fixed line players unable to offer more than one service over the same network infrastructure are up for sale.

The cuts are not as bad as many had feared, and the impact on service revenue for the GSM operators will be de minimus: less than 1% at worst and a probable positive impact for O2, depending on the future level of RPI inflation. The impact will be far worse for H3G and reduce growth by about 3-4% each year until 2010/2011 

BT’s launch of ‘Total Broadband’ represents a timely improvement in the value proposition for BT’s residential broadband customers but its impact will depend crucially on the success of BT Vision and other related services yet to be launched 

ITV plc national advertising revenues (NAR) from ITV1 fell by £50 million in 2005. This was caused chiefly by a loss of more than 6% in weighted share of commercial impacts in 2004, which enables a proportionately similar reduction in 2005 ITV1 NAR under the CRR remedy. It was offset by total TV NAR growth of about 2.5% in 2005 

BT is clearly positioning its new, 21CN-based wholesale services as an economically viable alternative to both DIY and wholesale LLU 

Here are the main points of the evidence I gave on 9 May 2006 before the House of Commons Select Committee for Culture, Media & Sport joint meeting with Trade and Industry Committee. I was questioned by the chairman, John Whittingdale MP OBE, and committee members, John Price MP and Helen Southworth MP.

Pipex’s strategy is sophisticated, but its success depends to a large extent on implementation problems at Carphone Warehouse and Tiscali 

Orange’s new ‘free broadband’ offer brings savings of up to 60% for Orange UK customers who pay for broadband, and may appeal to a great many of them 

Vivendi Q1 2006 quarterly results show solid underlying improvement in earnings, but disappointing subscription figures, which fell by 40,000 in the quarter 

We regard meeting even this extended deadline as difficult given their slowing growth, churn problems and the increasing network costs associated with their network outsourcing deals, and furthermore EBITDA is unlikely to improve significantly from 2007 onwards 

Q1 2006 results show strong subscriber growth due to an enlarged LLU footprint and to promotions 

Vodafone's performance in its core European markets is continuing to worsen in both absolute terms and in relation to its competitors, and its margin progression is weak 

There is little evidence of a revenue meltdown

International subsidiaries continue to perform solidly 

Positive Q3 FY 2006 results and the announcement of a possible flotation have raised speculation that Sky Italia may be gearing itself up to follow BSkyB’s entry into broadband