Report Overview

Convergence evolution: The case for fixed/mobile convergence in flux

Contents

Clever convergence with Virgin Media O2’s Volt

How not to converge

Convincing churn reduction required to justify discounts

Cost-sharing benefits to be had, but somewhat marginal

A narrow path to tread

About Enders Analysis

Tables and Figures

Figure 1: UK fixed/mobile convergence products

Figure 2: Potential spin-down saving on Virgin Media dual-play packages

Figure 3: Potential spin-down saving on O2 30-day airtime data bundles

Figure 4: Vodafone convergence versus churn in top 4 markets, 2018-2021

Figure 5: O2 mobile churn

Figure 6: TalkTalk broadband churn

Figure 7: Index of mobile service revenue, June 2016=100

Figure 8: Change in customer lifetime gross margin due to converged bundle