You'll see if you follow that link that Openreach pricing has tiers of 115, 220, 550, 1000. VM could revise their speed tiers at similar price points perhaps offering 150, 350, 750 and whatever 1 Gbps+ they choose, but they may do nothing yet depending on the overlap of the FTTP footprint with cable. Maybe we'll see further "free" upgrades, but I'm mindful that VM have always relied on unmatched speeds to avoid competing on standard pricing, so we'll see what happens. I'm certain VM will automatically offer an 18 month "free upgrade" to the next speed tier to customers who say they are leaving to take on an Openreach FTTP connection, but apart from that I'm not so sure.
VM had ample chance to acquire on speed and retain through superior service, but chose to do the former not the latter. I wonder what they'll do when FTTP rips the rug out from under the superior speed proposition, and they are an undifferentiated ISP with poor service and (potentially) high pricing? Obviously there's the TV content, but I can't think of anything I watch that specifically requires VM - the only real monopoly power I can think that is left to the ISP/satellite companies is sport content, so I'm guessing that limited distribution sports content will be where the best margins are earned. I don't follow sports, so I don't care, but sports fans had better start looking to save their pennies for the inevitable price hikes on sports packages, both because the supplier/distributors will price in more margin, but also because in this new reality all the distribution channels will be fighting to pay as much as they can to secure exclusive rights.
The other interesting thing is whether VM's more-than-annual and more-than-inflation price rises will be a sustainable business practice? For ISP and telephony probably not, but again, sport fans may find themselves over a barrel.
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