MARKET LANDSCAPE ⫶ STRONG FOUNDATIONS, SIGNIFICANT OPPORTUNITIES
MOBILE
OPPORTUNITIES FOR VODAFONETHREE • Fastest growing broadband provider with low share in fixed • Market leading fibre & fibre-like footprint (FWA) • Significant convergence opportunity with the UK’s largest mobile base & new TV proposition MARKET DYNAMICS BROADBAND • Growing demand for gigabit network speeds • Greater bundling of services • Fixed infrastructure ownership currently fragmented
BUSINESS
REGULATION
• UK lags global benchmarks • Demand shifting to higher quality, secure connectivity • Increased competition
• Security, resilience and sovereignty becoming critical • Growing demand for differentiated service levels and performance • AI and digitalisation increasingly dependent on network quality • Monetising network quality through high value business propositions • Fixed growth opportunity • New structural growth opportunities in the fastest growing segments • Differentiated customer experience with structurally lower cost-to-serve
• Investment-led framework established • Planning reform to accelerate deployment • Net Neutrality reform can unlock innovation • Energy support should reflect CNI 1 status • Safeguards against anti-competitive cross-subsidisation
• Building the UK’s best network , a world- class 5G standalone network • Monetising network quality through market-shaping customer propositions and a multi-brand strategy • Customer experience leader
1. Critical National Infrastructure
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