Fixed Telcos: Attractiveness Trends

Fixed Telcos - Hot or Not?

  • With Vodafone's acquisition of C&W Worldwide in April , there is one less significant fixed player in the market, and given the increased competition between BT, Sky and Virgin with delivery of visual content over broadband networks, we have ceased separate coverage of "fixed telco" as a segment this quarter Q113. 
  • Coverage of BT (7.0) will now be tracked on the Quadplay sector - appropriately given its investment in Sports Rights and Sports channels bundled with its broadband offerings