Why the telecom industry acquisition problem is really about retention


Contributed Article

By Sylwia Kechiche, VP Industry Analysis at Opensignal

In a market where full fibre broadband now passes 82% of UK premises and mobile connections outnumber people, acquiring genuinely new customers is hard. Most acquisition growth today comes from switching, not from bringing net new subscribers into the market. Every customer an operator wins is one another operator has lost. In such an environment, retention is no longer a secondary concern.

Homes passed don’t translate into homes connected

One of the less-discussed challenges in the UK is that a large share of consumers already believe they have fibre, even when they don’t. FTTC (fibre-to-the-cabinet), FTTP (fibre-to-the-premise), FTTH (fibre-to-the-home), full fiber, superfast: the terminology has been used interchangeably in marketing for years, and customers have absorbed the confusion. When genuine full fibre arrives in a street, it often doesn’t land with the impact operators expect. Take-up of full fibre where it’s available sits at just 42%, according to Ofcom’s Connected Nations 2025 report.

Part of the experience gap is in-home. A customer on a full fibre connection with inadequate Wi-Fi equipment will still have a poor experience, and operators who can’t distinguish network performance from in-home equipment issues can’t fix the right problem. Operators are therefore left with a multi-layered conundrum: how to educate consumers about what they actually have access to, while also ensuring those same consumers take the right actions to receive the full promise of the network.

What ‘good connectivity’ means

At Opensignal, we measure network experience from the consumer’s perspective, capturing “lived,” what actually happens when you stream, video call, or work from home.

Even though I’ve spent 20 years analyzing telecoms data, when I’m on a Zoom call or trying to video call my mum, I am not thinking about what technology powers my connection. I care whether it allows me to do what I need to do, when I need it. Most people are the same. We compare notes and complain about the moments when connectivity lets us down: the dropped call, the frozen screen, the meeting where audio kept cutting out. That’s what customers remember, and that’s what they act on when it’s time to renew.

Opensignal’s Subscriber Analytics product tracks switching patterns at the sub-regional level, giving operators a view of where churn risk is building before it shows up in their quarterly numbers. It also shows where the opportunity is: markets where penetration of converged customers sits well below what the network footprint would suggest. Paired with visibility of competitor performance, operators can see not just where they’re losing customers, but to whom and on which metrics.

The data shows that retention risk is concentrated where altnet FTTP experience is genuinely strong and customers have a credible alternative. This is not a low-end market problem. We are seeing the premium end of the market switching to altnets and Mobile Virtual Network Operators (MVNOs) too. Ofcom estimates 23% of UK households, around 5.3 million, struggle to afford their communications services. But even customers who can afford to pay a premium are shopping for the best combination of price and experience, and they move when they find it.

Bundling is an experience lever, not just a billing strategy

The case for bundling is clearer than operators tend to act on it. Consider Vodafone: nearly half its broadband customers already use Vodafone for mobile, yet the other half don’t, despite being reachable within the same commercial relationship. Opensignal’s Subscriber Analytics shows that customers who do bundle churn at a fraction of the rate of those who don’t, and the effect holds consistently across the major UK players. Bundled customers are harder to lose, and they give operators more to work with: more experience data, more touchpoints, more insights into what’s working and what isn’t.

So, what’s the path to closing that gap? It starts with treating the broadband–mobile relationship as an experience question before a pricing one. Operators who target cross-sell based on where the experience is strong, rather than on the basis of promotional timing, convert better and retain longer.


Sylwia Kechiche is VP Industry Analysis at Opensignal and will be speaking on the Customer Strategy panel at Connected Britain 2026, 10 September, 12:40, Keynote Theatre.

 

Join Opensignal on Day 2 of Connected Britain 2026 at @ 12:40

Customer strategy: Shifting the focus from acquisition to retention

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ZTE and BBTEC explore collaboration in Thailand

ICT giant ZTE, and BBTEC, a telecommunications and engineering service provider in Thailand, have signed a memorandum of understanding (MoU) to establish a strategic framework to explore business opportunities in AI digital infrastructure, data centre infrastructure and energy solutions in Thailand.

The partners say the MoU framework marks an important step for both companies to assess how ZTE’s global technology expertise can be aligned with BBTEC’s local engineering resources, network infrastructure capabilities and market presence.

Under the terms of the MoU, ZTE and BBTEC intend to explore potential collaboration in such areas as high-performance AI server hardware integrated with liquid cooling thermal designs. They will also assess green energy solutions and energy management solutions and look at data centre network infrastructure, optical transport, IP networking systems, and related software solutions.

In addition the MoU includes exploration of joint market engagement and technical feasibility assessments for potential projects in both the public and private sectors.

As AI adoption and data-intensive applications grow in Thailand, both companies say they recognise the rising demand for efficient computing, data centre capacity, and resilient energy systems. Through this strategic framework, ZTE and BBTEC aim to identify potential joint solutions that can address these market requirements.

Zhang Yanmeng, CEO of ZTE Thailand, explains: « Thailand is entering a vital phase of digital infrastructure growth. Through this MoU with BBTEC, we look forward to exploring how our global technology portfolio can combine with BBTEC’s strong local engineering capabilities to contribute to a more connected and sustainable infrastructure landscape. »

What has happened in the first 600 days of Trump 2.0 to reshape the Telecom sector?

What has happened in the first 600 days of Trump 2.0 to reshape the Telecom sector?

This Industry Spotlight was authored by Dario Betti, CEO, Mobile Ecosystem Forum (MEF)

On 12 September 2026, the second presidency of Donald Trump reaches its 600th day. While the political debate around the administration often focuses on tariffs, immigration, and geopolitics, telecom has quietly become one of the sectors most affected by the policy shifts of the last 18 months. … [visit site to read more]

Maxis appointed to upgrade tower backhaul in Melaka to fibre

Malaysian telco Maxis announced that it has officially been appointed by Melaka ICT Holdings (MICTH) as its strategic infrastructure partner to accelerate deployment of fibre backhaul to telecom towers in the state of Melaka.

Under the agreement signed on Thursday, Maxis will upgrade MICTH-owned towers, transitioning them from microwave backhaul to advanced high-capacity optical fibre.

The agreement is part of Melaka’s plan to strengthen its digital infrastructure by expanding fibre-optic connectivity to 80% of telecoms towers, as opposed to 40% now. The Maxis-MICTH project aims to upgrade 151 towers with an investment of around MYR30 million (US$7.4 million).

Maxis said the deployment will create a robust digital backbone capable of supporting faster, more reliable, and secure 4G and 5G services while enhancing overall network performance throughout Melaka.

Maxis and MICTH also intend for the fibre network to transform the towers into key access points for future expansion of broadband services into surrounding residential and commercial areas.

As part of the deal, Maxis will also use the fibre network to offer wholesale mobile backhaul services to other mobile operators to foster competition.

« By fiberising these sites, we are laying the foundation for a future-proof ecosystem,” said Maxis CEO Goh Seow Eng in a statement. “This network offers the scalability needed to meet the exponential rise in data demand, providing the high-speed, low-latency backbone that mobile connectivity and AI traffic demands.”

MICTH CEO Dr. Nazdiana binti Ab Wahab said the agreement underscores the importance of public-private collaboration in strengthening Melaka’s digital infrastructure.

“Strategic collaboration with Maxis will accelerate the migration of MICTH-owned telecommunications sites from microwave-based connectivity to high-capacity fibre networks, enhancing network performance and supporting growing digital demands across the state,” she said.

This agreement builds on an MoU signed by MICTH and Maxis in October 2024 to enhance broadband connectivity across Melaka.

Melika’s Chief Minister Ab Rauf bin Yusoh said the initiative supports the state’s Smart Melaka Blueprint 2035, which calls for development of a “digital highway” as a key foundation for IoT, AI, smart cities and the digital economy.

India moves to reduce submarine cable repair delays 

Underlining the strategic importance of international cable connections to the country, India is reportedly looking at ways to reduce delays in approvals for submarine cable repairs.

One of these is a single-window portal platform proposed by the Department of Telecommunication (DoT). The platform would bring agencies involved in the clearance process onto one system, including shipping authorities, the Coast Guard and the Ministry of Home Affairs.

As the Moneycontrol news service points out, although telecom operators are the main players affected by cable faults, many repair permissions sit with diverse government bodies.

The initiative was announced earlier this week. However, there will be a number of stages to be completed before it becomes a reality. The DoT expects to finish a proposal for the portal in about two months. Then will come approvals, procurement and tendering, with March 2027 identified as a tentative implementation target. An information technology agency under the Centre for Development of Telematics (C-DoT) is expected to participate in the process.

A number of reports also suggest that  India is working to build a domestic submarine cable repair sector. According to Indian news service Communications Today, there are currently no Indian-flagged or Indian-owned cable repair vessels; the country depends entirely on foreign fleets based in Singapore and Dubai. Repair turnaround typically takes four to five months.

The DoT has apparently opened discussions with industry players on developing repair capabilities within India, though it reportedly wants the substantial investment in specialised vessels and supporting infrastructure to come from industry rather than from government.

One potential option involves retrofitting exist vessels rather than building from scratch, cutting the time taken to commission new vessels, which can be as much as three to four years.

In the short term, however, developing a single window portal meant to bring multiple agencies onto a common platform and streamline the repair approval process seems to be the priority.

This activity comes at a time when he country’s subsea network has grown to around 19 international cables and roughly 193 Tbps of lit capacity. Demand for high-capacity, low-latency international connectivity is expected to continue growing.

Claro Colombia invests US$25.5mn in data centres as AI demand grows

Claro Colombia is investing US$25.5 million in 2026 to expand and upgrade its Triara data centre in Bogota and Megacenter facility in Medellin, as demand for cloud, AI and data processing capacity increases.

According to BN Americas, the investment forms part of US$123 million that Claro Colombia has committed to its data centre infrastructure over the past five years.
Around US$14 million of this year’s investment will be used to expand capacity and upgrade infrastructure, while a further US$11.5 million will be directed towards cybersecurity platforms and services.

The investment will add technical space, replace critical equipment and increase power capacity at the facilities, with Claro targeting growing demand for cloud services, advanced analytics, artificial intelligence and intensive data processing.

Claro Colombia president Rodrigo de Gusmao said the company is increasingly positioning itself as a technology provider rather than solely a connectivity operator.
The company claims its data centre infrastructure accounts for around 50% of installed capacity in Colombia, with its facilities used by around 80% of financial institutions, 50% of companies and 30% of government entities.

The data centres currently host more than 1,500 racks and 14,000 virtual machines, while handling more than 500,000 cybersecurity events each month.
Triara also hosts Oracle’s Colombian cloud region, following a 2022 agreement that included a US$25 million investment from the US technology company.

Jazz reaches 1,000 5G sites in Pakistan, targets 2,500 by year-end

Pakistani operator Jazz has reached 1,000 5G sites across the country, claiming the largest 5G network footprint in Pakistan as it targets more than doubling its coverage by the end of 2026.

The Veon-owned operator said its 5G network currently covers 10 cities, with plans to increase the number of sites to 2,500 by the end of the year.

Jazz GSM president Kazim Mujtaba said reaching the 1,000-site milestone demonstrates the operator’s commitment to delivering faster connectivity and improved digital services to customers.

Jazz CTO Khalid Shehzad said the scale of the rollout required a network capable of supporting different connectivity requirements across the country, with the operator combining multi-band spectrum, advanced radio technology and modernised infrastructure to increase coverage and capacity.

Jazz acquired 190MHz of spectrum across four bands – 700MHz, 2300MHz, 2600MHz and 3500MHz – in Pakistan’s 5G spectrum auction earlier this year, taking its total spectrum holdings to 284.4MHz.

The rollout follows Jazz’s pledge to invest US$1 billion in 5G following the auction. The operator said it has invested around US$12 billion in its Pakistani business to date.

Pakistan’s telecoms market has also undergone significant consolidation, with Norwegian operator Telenor selling its Pakistani operation to Pakistan Telecommunication Company Limited (PTCL). PTCL subsequently absorbed the Telenor business under its Ufone brand.

Beyond the Killer App: How 5G and 6G Are Redefining Network Value

Beyond the Killer App: How 5G and 6G Are Redefining Network Value

This Industry Viewpoint was authored by Juho Sarvikas, CEO of Inseego

Each generation of wireless has had a breakthrough moment, a single application that justified the upgrade and captured public imagination. 2G gave us Short-Message Service (SMS). 3G brought mobile internet to the masses. 4G built the smartphone ecosystem, putting everything from ridesharing and mobile banking to streaming in the palm of our hands. Each of these “killer apps” gave operators a clear story to tell: Build the network, and this is what you’ll get. … [visit site to read more]

Boldyn Networks’ 5G RedCap to support smart livestock monitoring in West Sussex

Press Release

Growing Sussex milestone gives farmers near real-time insight into livestock-building conditions, supporting animal welfare and farm resilience

West Sussex County Council is leading the way in smart livestock monitoring. Through the public sector-led Growing Sussex programme, it is partnering with Boldyn Networks (Boldyn) and agritech specialist Pneumonitor, to connect Pneumonitor’s in-pen environmental monitoring device to Boldyn’s private 5G network. The deployment gives farmers near real-time insight into conditions inside livestock buildings, helping them identify and respond more quickly to environmental factors that may increase the risk of respiratory disease and animal stress.

Unlike sensors typically mounted on walls, Pneumonitor measures conditions within the pen, where the animals are. Connected through 5G Reduced Capability (RedCap) technology, the device can share timely information from livestock buildings and support practical, scalable monitoring across farms.

The deployment comes as repeated heatwaves across parts of the UK and Europe place greater pressure on livestock and farm operations. By helping farmers understand how conditions are changing, the technology can support earlier action, animal health and welfare, productivity and long-term resilience.

Cllr Yvonne Gravely, Cabinet Member for Economy and Skills at West Sussex County Council, said: “Agriculture plays a vital role in West Sussex, but periods of extreme weather are creating new challenges for the sector. Through Growing Sussex, we’re helping growers and food producers use technology to better understand changing conditions, protect animal welfare and build resilience for the future. That’s good for local businesses, good for our rural economy and good for West Sussex.”

Gearoid Collins, Commercial Director, Real Estate, Enterprise & Wind Farms at Boldyn Networks, said: “As the connectivity partner for Growing Sussex, we’re committed to helping shape a new era for agriculture and deploy technologies that bring a welcome boost to the West Sussex economy. Connecting Pneumonitor through RedCap shows how private 5G can support practical agritech and provide the digital foundation for many more connected applications across the farming sector.”

Isaac Orr, Chief Executive Officer at Pneumonitor, said: “With heatwaves becoming more frequent, conditions inside livestock buildings can deteriorate faster than they can be spotted by eye. Pneumonitor measures conditions in the pen itself, where the animals are, rather than at the wall where sensors are usually mounted. This project showed when heat load was building and what could be done before yields were affected. The connectivity behind the deployment now allows us to bring this monitoring to far more sites than before. We thank Boldyn Networks and the Growing Sussex programme for their partnership.”

Bringing advanced wireless technology to the farm

RedCap is designed for IoT devices that do not require the full capabilities of standard 5G. It combines 5G connectivity with lower power consumption, reduced battery requirements and longer device life, helping lower maintenance needs and operating costs for farm-based deployments.

Growing Sussex was established by West Sussex County Council to co-develop and showcase practical uses of 5G, IoT and AI across food, drink and agricultural production. The programme brings together local government, specialist education providers and technology partners, with input from growers and livestock producers.

Boldyn Networks and West Sussex County Council announced plans for four private 5G networks in 2024. All four Growing Sussex partner sites were live by December 2025. The Pneumonitor integration adds livestock-building environmental monitoring to the programme’s wider connected-agriculture ecosystem.

How can the latest in connectivity technology reinvigorate British agriculture? Join the discussion at Connected Britain, the UK’s largest digital economy event

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