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Old 09-03-2023, 14:43   #87
Pierre
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Re: Liberty Global in talks to merge Virgin Media with O2

Quote:
Originally Posted by 1andrew1 View Post
Think I read somewhere that a new build network needs a 40% market share to be viable and most of the altnets aren't reaching this.

The competition has however been good for customers as it's forced Openreach to speed up its own fast fibre roll-out.
The original CATV builds in the 90's works on 30% penetration, and most achieved that, but it wasn't enough everyone went bust, hence the consolidation eventually to VM.

Some Altnets are only 10%, Network construction costs are a bit cheaper because of PIA but it's not sustainable.

Altnets overbuilding each other is also madness.

If you overbuild an area that already has BT, VM & Cityfibre you're taking a big risk. If you overbuild an area that has those three plus another altnet, you like losing money.
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