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 

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 

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 

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 

BT plans to launch BT Vision – its hybrid Freeview-IPTV service – in Q4 2006. The aim is to broaden the appeal of its broadband offerings and help it to withstand aggressive competition from local-loop unbundlers such as Carphone Warehouse, Wanadoo/Orange and, soon, BSkyB 

Of the three known candidates, BSkyB stands to gain the most from acquiring AOL UK’s customer base, except that it would deepen an already challenging LLU cash flow profile. Orange’s market position would also be significantly strengthened by acquiring AOL UK’s customer base, with the added benefit of displacing a potentially harmful rival in BSkyB 

The FAPL has just auctioned six packages of televised live Premier League (PL) rights, each comprising 23 games, for the three years commencing autumn 2008. The total consideration of £1,714 million is 67% up on the £1,024 million BSkyB is now paying over three years for the same number of live PL games 

Barça cannot afford to dispense with Sogecable’s support as a pay-TV partner and possessor of contracts with the other leading clubs. A deal has to be struck 

The FA Premier League Limited has set a deadline of 14:00 on Thursday 27th April 2006 for receiving bids for live televised Premier League (PL) rights under the new three-year contract due to start with the 2007/08 football season. BSkyB is everyone's favourite to win at least four out of the six packages of 23 games up for auction, but probably the maximum best-looking five under the new rules that will not allow total exclusivity. Valuing Premier League Football Rights [2006-11] addresses the question of how much BSkyB may have to bid in order to win.

The combined NTL/Telewest occupies the centre ground of the triple play space in the UK. It has long provided the triple play of TV, telephony and broadband and is now the largest ISP in the UK. However, it has historically been constrained by high prices and poor customer service.

The Personal Video Recorder (PVR) will play a central role in contesting the digital TV landscape in the UK over the course of digital switchover and broadband expansion. BSkyB’s market leader Sky+ will be present in over 60% of its Sky Digital homes as the central media storage unit and intelligence hub.

The product, however, has a massive cost to Orange’s economics, and we cannot see how lowering churn or offering extra services can possibly compensate for this – the strategy appears to be driven by French rather than English economics 

With the launch of two new analogue terrestrial services and a relaunch of digital terrestrial television (DTT), the Spanish government has opened up the country’s free-to-air (FTA) TV market. Although we expect the government to assist the new analogue terrestrial entrants, we anticipate that both will struggle to become profitable. Meanwhile, the DTT space will be more interesting for the takeover opportunities that it presents to the leading terrestrial commercial groups.

Fastweb’s high service model increasingly appeals to the business segment but aggressive competition on the residential segment is eroding ARPU