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The Virgin Media/O2 deal could ‘un-disrupt’ the gigabit market in the UK

20 May 2020 | Research

Rupert Wood

Article | PDF (3 pages) | Convergence Strategies | Operator Investment Strategies


"The merger may prove to be disruptive at a retail level, but it has the potential to 'un-disrupt' at an infrastructure and wholesale level."

The proposed merger between O2 UK and Virgin Media has potentially significant implications for the consumer telecoms market because it will stimulate price competition in the fixed–mobile convergence (FMC) sector. This comment looks at the potential consequences for the currently lively gigabit infrastructure investment market in the UK.

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