LLU in the UK II

20 July 2010

Local loop unbundling (LLU) is about to become a reality in the UK. This is the main conclusion of our quantitative assessment of the cost savings to be realised from unbundling local exchanges following price declines to connection and rental charges by BT in May 2004, as well as those recommended on 26th August 2004 by Ofcom.

Carrier Pre-Selection (CPS) providers such as One.Tel and Carphone Warehouse are adding thousands of customers for fixed-line voice calls every week. BT has improved its competitive positioning in the course of 2004, but many service providers are still able to provide a discount to BT. As a result, BT lost almost 7% of UK geographic call minutes in the past year.

This report examines the impact on alternative communications service providers - unbundlers, resellers, altnets and the cable companies - of BT's proposed settlement of the Telecoms Strategic Review (TSR) conducted by Ofcom, completing the coverage of our recently published Telecoms Strategic Review [2004-14].

NGN in the UK

20 July 2010

BT and other industry players have announced plans to upgrade their fixed telecommunications networks to Next Generation Networks (NGNs). In the UK, BT’s ‘21st Century Network’ plans are the most ambitious. BT intends to rationalise all its existing network platforms, bringing all services and applications onto a single IP-based platform, using the same equipment for handling and routing traffic over one transmission network. The new network also has the potential to support new services.

The decline in underlying Group EBITDA is continuing to decelerate

Local loop unbundling volumes are set to explode, but the impact of LLU on BT Group revenue will be lower than expected

Iliad - Destiny

20 July 2010

Iliad is among the very few European altnets that have made unbundling a profitable business, despite France's highly contested market for broadband. This report examines Iliad's current positioning in this market, and the development of the media side of the triple play to grow ARPU and differentiate the brand

This report examines recent developments in the UK residential market for broadband internet access. We consider past trends and the outlook over the next five years for the total market volume, market shares, prices and margins

The level of net broadband additions in France declined in Q3 2006 to 539,000 net adds, down 8% on a year-over-year basis, as narrowband migration reaches completion due to exceptional levels of promotional activity induced by the ‘land grab’ for customers

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