Future UK telecoms landscape – UK telecoms in period of massive change.
The twittersphere is going wild following the news that BT has tabled a bid for EE. Mostly with messages like this one:
— Pete Smith (@PetePoweron) December 15, 2014
I’m not commenting on the tweet itself, just reporting. I’m also assuming that the deal will go ahead. I’m further assuming that Vodafone will buy Virgin Media, or its parent company Liberty Global. Last week a reliable source told me that Voda has already tabled a bid although I don’t think this is yet in the public eye.
So in the UK that leaves us with two giant telcos – a red one and a purpley bluey green one, a content provider (Sky) that rides on the back of the purpley bluey green network and TalkTalk (mostly purple with yellow tinges) who coincidentally have recently teamed up with O2 (blue) having ditched Voda as their mobile provider.
Word has it that these manoeuvres have been going on for a while with the protagonists delaying to see if someone else moved first in order to get around the tedious Ofcom process that will inevitably ensue. Once this concept of market consolidation has been accepted as workable it will ease the passage of the second and maybe third mergers/acquisitions.
Sky may be able ride high and operate as a content provider that all the other networks will want to work with. BT however has been after a piece of Sky’s pie and has been buying up sporting rights left, right and centre. One wonders what will happen to the Murdoch machine if it gets to the stage where it’s TV packages no longer have the best content deals.
All good stuff. Here’s an interesting one for you. In the future UK telecoms landscape Sky, TalkTalk and O2 merge… Not so stupid an idea. TalkTalk is talking about building out a UK wide fibre network. That would give us three completely separate networks and some serious basis for competition.
The future UK telecoms landscape – you heard it first on trefor.net, maybe.