Report
James Ratzer
EUR 8604.00 For Business Accounts Only

UK consolidation Should VMO2 consider shutting down its HFC network?

Two of the most common questions we get asked at the moment are: 1) How will the UK broadband market consolidate?, and 2) What can VMO2 do to turn around their performance?

We believe an interesting answer to both of these questions could be for VMO2 to consider shutting down their HFC network and moving to wholebuy Openreach’s FTTH network. This could be both value accretive for VMO2 and BT – and allow for a more rational UK market structure.

In this thought-piece, we explore further how this could work.
Underlyings
Provider
New Street Research
New Street Research

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Analysts
James Ratzer

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