New Street Research - British Telecom (BT) UK Altnet Update: Consolidation underway Implications for BT and the UK broadband market

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New Street Research

James Ratzer

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UK Altnet Update: Consolidation underway Implications for BT and the UK broadband market

Earlier this year, Cityfibre bought LitFibre, but over the weekend, we saw a larger UK altnet consolidation deal between Netomnia and Brsk. In this note, we review the implications of this deal, the next steps for the UK altnet landscape and what this deal might mean for Openreach/ BT.

17/06/2024 1 EN

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British Telecom

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New Street Research

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James Ratzer

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UK Altnet Update: Consolidation underway Implications for BT and the UK broadband market

DT vs. BT: 160% total return over 10 years. Which one? DT (Buy, €32, +45%), BT (Buy, £1.95, +47%)

BT Group (Buy, £1.95, +56%) New CEO and no kitchen sink in sight

Microsoft: what’s the real value of AI? Part I: Extending the revenue growth opportunity

Verizon Model Update

Altice Model Update

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