![]() ![]() Consumer cannot raise prices by less, because it is funding OR’s FTTP build and OR has effected deeper, ‘Equinox 2’ discounts to accelerate FTTP connections (and to keep Sky loyal, and stress AltNets).” In Apr-23, it raised prices 8.1%, whereas Consumer prices climbed 14.4%. This is more reason why BT should report key metrics quarterly.įor now, Sky must be poaching BT’s Consumer customers to remain an ‘OR-only’ reseller. ![]() OR is unlikely to correct this fast: (i) big AltNets are now expert at growing their networks further, and (ii) OR has prioritised connections over network build (hence why its build run-rate was c.3m new premises pa in 2H FY23, vs c.4m it targeted in May-22). “In addition to increasingly bad news for ‘OR-only’ resellers BT & Sky Broadband in rural areas, we think OR FTTP remains absent from ~50% of the ever-growing AltNet footprint (this now reaches ~25% of the UK). “ In addition, BT will no longer report such key metrics quarterly, which adds to the already significant risk to its investment programme.” “ Alternative FTTP networks are here to stay, and they are cheaper to resell than FTTP“, said the new report, before reminding readers that the operator also lost 210,000 broadband lines in FY23, and expects to lose c.400,000 in FY24.
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