Liberty Global in talks to merge Virgin Media with O2
29-05-2020, 13:23
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#76
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cf.mega poster
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Re: Liberty Global in talks to merge Virgin Media with O2
As O2 has ten times the number of customers that VM has (34m v 3.4m) you would think that it would be the logical brand to retain if the new company did choose just the one brand.
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29-05-2020, 13:42
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#77
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cf.mega poster
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Re: Liberty Global in talks to merge Virgin Media with O2
Quote:
Originally Posted by 1andrew1
As O2 has ten times the number of customers that VM has (34m v 3.4m) you would think that it would be the logical brand to retain if the new company did choose just the one brand.
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Half(-ish) the UK population? That doesn't seem correct, it seems unlikely. How is the figure made up?
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29-05-2020, 14:35
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#78
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cf.mega poster
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Re: Liberty Global in talks to merge Virgin Media with O2
Quote:
Originally Posted by cheekyangus
Half(-ish) the UK population? That doesn't seem correct, it seems unlikely. How is the figure made up?
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Don't forget than many people have a work and home mobile.
More info here and also see the merger website link from Pierre.
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29-05-2020, 14:53
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#79
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cf.mega poster
Join Date: Jan 2007
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Re: Liberty Global in talks to merge Virgin Media with O2
Quote:
Originally Posted by 1andrew1
Don't forget than many people have a work and home mobile.
More info here and also see the merger website link from Pierre.
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Ta.
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29-05-2020, 15:41
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#80
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cf.addict
Join Date: Jan 2007
Posts: 182
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Re: Liberty Global in talks to merge Virgin Media with O2
Quote:
Originally Posted by 1andrew1
Don't forget than many people have a work and home mobile.
More info here and also see the merger website link from Pierre.
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Still not 10x.
Virgin Media UK has 5.5m cable customers taking over 13.4m products (TV, phone, BB) plus a further 3.2m Virgin Mobile subs
As well as those taking multiple sim cards, the O2 figure also includes 8.7m wholesale customers - Sky Mobile, Lycamobile, GiffGaff, Tesco Mobile
RGUs (as of March 2020)
O2 Retail - 26,368,000
Virgin Media UK (cable + mobile) 16,700,500
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29-05-2020, 17:21
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#81
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The Dark Satanic Mills
Join Date: Dec 2003
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Re: Liberty Global in talks to merge Virgin Media with O2
VM has an ARPU of around £50, and O2 of only £14. So although VM has a smaller customer base, the scope for improved revenue is large.
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30-05-2020, 11:34
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#82
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cf.member
Join Date: Sep 2019
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Re: Liberty Global in talks to merge Virgin Media with O2
02 was the first venture in to mobile networks then know as bt cellnet
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30-05-2020, 22:42
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#83
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a giant headend
Join Date: Jan 2011
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Re: Liberty Global in talks to merge Virgin Media with O2
!unsubscribe 02-Facts
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09-03-2023, 11:57
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#85
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The Dark Satanic Mills
Join Date: Dec 2003
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Re: Liberty Global in talks to merge Virgin Media with O2
Quote:
Originally Posted by Gavin-D
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The consolidation of altnets is starting.
Jurassic, Swish, Giganet and Allpoints are merging into one (don't know what the name will be).
Zzoom and VMO2 are looking at Trooli.
VMO2 is also building new FTTP networks for NexFibre, on which VMO2 will be an anchor tenant, but the network will be open to other ISPs to use. Similar to the Cityfibre model.
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09-03-2023, 13:55
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#86
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cf.mega poster
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Re: Liberty Global in talks to merge Virgin Media with O2
Quote:
Originally Posted by Pierre
The consolidation of altnets is starting.
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Think I read somewhere that a new build network needs a 40% market share to be viable and most of the altnets aren't reaching this.
The competition has however been good for customers as it's forced Openreach to speed up its own fast fibre roll-out.
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09-03-2023, 14:43
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#87
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The Dark Satanic Mills
Join Date: Dec 2003
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Re: Liberty Global in talks to merge Virgin Media with O2
Quote:
Originally Posted by 1andrew1
Think I read somewhere that a new build network needs a 40% market share to be viable and most of the altnets aren't reaching this.
The competition has however been good for customers as it's forced Openreach to speed up its own fast fibre roll-out.
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The original CATV builds in the 90's works on 30% penetration, and most achieved that, but it wasn't enough everyone went bust, hence the consolidation eventually to VM.
Some Altnets are only 10%, Network construction costs are a bit cheaper because of PIA but it's not sustainable.
Altnets overbuilding each other is also madness.
If you overbuild an area that already has BT, VM & Cityfibre you're taking a big risk. If you overbuild an area that has those three plus another altnet, you like losing money.
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14-06-2023, 11:44
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#88
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cf.mega poster
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Re: Liberty Global in talks to merge Virgin Media with O2
Vodafone and Three UK owner CK Hutchison have agreed a merger subject to approval by regulators.
The merger would make them the biggest mobile phone operator, overtaking both BT/EE and Virgin Media O2
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14-06-2023, 19:20
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#89
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The Dark Satanic Mills
Join Date: Dec 2003
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Re: Liberty Global in talks to merge Virgin Media with O2
Quote:
Originally Posted by Gavin-D
Vodafone and Three UK owner CK Hutchison have agreed a merger subject to approval by regulators.
The merger would make them the biggest mobile phone operator, overtaking both BT/EE and Virgin Media O2
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Makes sense.
The only thing they won’t have is a fixed Access Network, but there will be plenty to lease or buy.
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The wheel's still turning but the hamsters dead.
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17-06-2023, 03:26
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#90
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Barking up the wrong tree
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Re: Liberty Global in talks to merge Virgin Media with O2
Quote:
Originally Posted by Pierre
Makes sense.
The only thing they won’t have is a fixed Access Network, but there will be plenty to lease or buy.
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They do have a fixed network just not in the way that OR or VM does. Its pretty extensive too in excess of 13,000km....they're one of the largest providers when it comes to the backhaul and interconnect space (obvs the former are larger).
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