Telco Daily: Vodacom results, Italy pricing

研报英文原文证据摘录

Telco Daily: Vodacom results, Italy pricing

e increases on mobile

plans introduced by the company in January and March, highlighting a broader trend of rising

tariffs across its Italian portfolio. As we detail in our research, Still many sources of upside ahead

(26 January 2026) TIM, Fastweb/Vodafone and Wind Tre have recently announced price

increases across fixed and mobile and pricing environment getting better in Italian market.

Source: Telecompaper (8 May 2026)

Belgium - Regulator proposes shorter sim-only contracts

Belgian regulator Bipt has proposed limiting sim-only mobile contracts to a maximum of six

months, while allowing contracts of up to two years when a handset is included, as part of a

broader government push to boost competition and affordability in the telecom market. The

regulator also wants operators to more actively inform customers about the best available plan

based on their usage. Additional measures focus on improving transparency around bundled

packages, insurance and cancellation terms, with a public consultation open until 08 June

before final decisions are made. Source: Telecompaper (8 May 2026)

UK Fibre war - Pulse fibre issues notice of intention to appoint administrator

Pulse Fibre, which focuses on deploying Fibre-to-the-Premises internet connections in new

build UK housing developments and MDUs, has issued a notice of intention to appoint an

administrator, highlighting the financial strain facing parts of the altnet sector. The company

had previously set out an ambition to deliver more than 250k full-fibre connections, although

progress toward this goal is now unclear. As we showed in BT: Competitive intensity steps up –

no end in sight (2 October 2025) fibre build continue to progress in UK and we see competition

not easing near term.