Convergence and Consolidation - The Inevitable Consequence of Digital Strategies
2015.02.25   |   8 pages   |   NextGen Strategy Reports

Patrizia Balia

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The UK communication industry is currently witnessing an unprecedented level of consolidation driven by converging technologies, as well as pressure on EBITDA margins, with key players increasingly showing a strong appetite for adjacent digital economy services.

In the first DI paper, published in March 2014, Mobile Market Development picked up the early signs of such a trend when BT successfully moved into the digital content space. At the time we warned such a model could be replicated with an entry into the heart of the mobile market space. This is happening now, with BT set to become the largest convergent operator in the market and with other strong competitors emerging from unexpected places.

Companies: BT, Telefonica, Orange, Deutsche Telekom , O2, T-Mobile, Three UK, Vodafone, EE, Skype, Sky, Cable and Wireless, Liberty Global, Virgin Media, Hutchison Whampoa , GSMA, Arbeiterkammer Wien, MBNL venture, Dixons Carphone, Arqiva, Sigfox

Countries: UK, Austria, Germany, Ireland, Brazil, France, Spain

Keywords: Consolidation, M2M, digital content, convergence, quod-play, strategy, margins, M&A, digital transition, PayTV, MNOs, GUPPI, MVNOs, IoT,

Table of Contents
  Convergence and Consolidation - the inevitable consequence of digital strategies 1
  Inferences and Implications for Mobile Operators 1
  Inference Dashboard 1
1 Supporting Research & Analysis 2
1.1 Context 2
1.2 Analysis 2
1.2.1 Consolidation, Competition and Consumer Benefit 2
1.2.2 Implications for the UK Market 3
1.3 Research 5
1.3.1 Consolidation Trends & Impact on Investments and Pricing 5
1.3.2 Proposed Mergers and New Market Entrants 6 BT & EE 6 Three UK & O2 7 Sky MVNO Entry 7 New IoT Players 7

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Mobile Market Development 2015