Vodafone Deutschland is likely to lose about two million basic cable subscribers and around €400 million in revenue if planned legislative changes affecting the supply of services to housing associations are implemented, according to an analysis by Jefferies. According to the analysts, the changes, which would end the current practice whereby housing associations bundle the […]
A price increase at Netflix is ‘probable’ but unlikely to turn off many subscribers, claims an analyst. According to Jefferies’s Alex Giamo, a “change in language regarding pricing” between the streamer’s Q1 and Q2 earnings calls has left the analyst believing that “a potential hike is probable in the near to midterm.” Netflix had told […]
Spanish alternative telecom operator MásMóvil has said it has had no contact with Vodafone following press reports that Vodafone was looking potentially to acquire it. El Economista reported yesterday that the pair had been in contact in recent days over a possible combination, citing unnamed sources. An acquisition of MásMóvil, the country’s number four operator, […]
Orange’s performance has been “impressively resilient” in the French and Polish markets and the company is well paced to withstand the impact of COVID-19, despite ongoing weakness in its Spanish operation, according to analysts from Jefferies. According to the analysts, conversations with management ahead of the company’s Q2 results on July 30 indicated confidence that […]
Private equity groups KKR and Cinven have teamed up to make a friendly takeover bid for Spain’s fourth-ranked telecom operator MásMóvil for up to €2.963 billion, which could pave the way for a long-awaited shake up of the Spanish telecom market. The funds are offering €22.50 a share for the operator, which has been […]
Amid problems elsewhere in the satellite sector, analysts have given a strong vote of confidence in satellite operator Eutelsat after it posted solid fiscal Q3 results that showed modest quarter-to-quarter growth in the challenged broadcast segment and a stable year-on-year performance in broadcast. Analysts at Berenberg said that “Eutelsat’s Q3 revenue release once again highlighted to us that the company’s cash flows are […]
Orange Belgium has called for “material improvement” in new wholesale cable tariffs included a draft ruling by the CRC, which groups together several Belgian regulators. Orange complained that the draft, which has been submitted to the EC for approval, would undermine its strategy of offering a convergent offering. It said that the draft implies a […]
While the majority of telcos are weathering the Coronavirus storm well relative to other sectors, Nordic telco Telia’s recent acquisition of TV4-owner Bonnier Broadcasting and its consequent exposure to the advertising market and the cancellation of sports events has forced an admission that it will not make its financial guidance goals this year. Telia said […]
The rejection by a Dutch court of cable wholesale regulation is unlikely to be followed by Belgium, according to analysts at Jefferies, with the two countries’ respective regulators making different assumptions in implementing the rules governing access to cable networks. Analysing the likely performance of Belgian telcos Proximus and Orange Belgium in light of the […]
Sky is more likely to partner with BT Openreach to extend its fibre broadband reach in the UK than to sign a much-speculated on wholesale deal with Liberty Global-owned Virgin Media, according to analysts from Jefferies. Jefferies gave BT a ‘buy’ rating but predicted a cut in its dividend per share from next year to […]
ICYMI: @Roku launches new devices and OS update digitaltveurope.com/2021/04/14/rok… https://t.co/Jt1w1X68al
14 April 2021 @ 20:00:01 UTC
ICYMI: UK watchdog clears O2-Virgin Media merger digitaltveurope.com/2021/04/14/uk-… https://t.co/3GaS5CT4T7
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ICYMI: Televisa and Univision to merge media businesses to create new Spanish-language global powerhouse… twitter.com/i/web/status/1…
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OTT aggregator @FreeCastTV taps 3SS for upgraded UX digitaltveurope.com/2021/04/14/ott… https://t.co/zQs9Qbdbfu
14 April 2021 @ 17:25:00 UTC
Characters front-and-centre in @netflix Kids redesign digitaltveurope.com/2021/04/14/cha… https://t.co/1nVpT3RomZ
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