on 09-01-2022 23:09
Hi there, I had (what I think is) an interesting brain fart the other day. As VM and O2 bring their networks closer together and start to merge operations, one thing has occurred to me: Do you think Virgin Media could start using the leased lines that deliver connectivity to O2 cell sites to enable them to start to expand their network much further than ever before (I am of course making an assumption that the sites are on flexible bearers (e.g. 500Gbps on a 1Tbps bearer). Theoretically, once the networks are merged, it shouldn't be too hard to setup nano-datacentres and build out new FTTP networks in areas previously considered too expensive to reach as they now have a connection back to their core network this would give VM the option to build out in even the most rural of locations (providing there's an O2 cell site). Additionally, given Openreach have a duct and pole access product (PIA) on their network, VM could theoretically do a no dig deployment, especially as VM have said they plan to move from a HFC network to XGS-PON based FTTP network for TV and Broadband.
What are people's thoughts? Am I crazy (probably) but does this sound like a potential move? Moreover, given the CEO of Liberty Global has already stated he thinks the wholesale broadband market in this country is ripe for the picking HERE. It does sound like they want to go head to head with OpenReach.
on 10-01-2022 21:20
I can see VM possibly doing more backhaul for O2 but little else in the foreseeable future as VM will have its hands full in building its all-FTTP network and carrying out the the largest HFC-to-FTTP network migration to have been announced anywhere in the world.
on 11-01-2022 14:56
What's been announced suggests it is more likely to work the other way round, with VM's existing backhaul and even local networks carrying 5G traffic for O2. I can't see they'd worry about the modest potential of building new consumer networks around O2's sites, given all the other complexities of the merger, new commercial ambitions, and ever changing technology.
on 11-01-2022 15:39
11-01-2022 16:56 - edited 11-01-2022 17:00
It's one thing to push out a fibre pair to a 5G cell, quite another to provide FTTP to thousands of premises in a new area. This fibre needs to originate from a hub site to a new virtual hub, which must be powered, and if a hub site isn't available then it's a big cost to either build a hub site or have a lengthy cable run to the VHB. Then you need more fibre from the VHB to splitter cabinets for drops - which means more cost. This is why I don't think that VM will do much more for O2 than providing some more backhaul in the foreeable future.
on 11-01-2022 17:03
on 11-01-2022 21:56
on 11-01-2022 22:25
@pcg33kuk wrote:
o2 If i recall also use some of the other major enterprise services for backhaul, as well as BT and KCom
All the mobile operators use a variety of backhaul providers, although each of them have preferred solutions.
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