Communications

Report by New Street Research

Can prices be lifted to offset rising costs? Some operators have a legally defined right in customer contracts to lift price in line with inflation - whether they actually will lift will come down to local competitive dynamics and consumer attitudes to rising prices. New Street’s proprietary consumer survey results suggest that companies need to think very carefully about lifting price, as attitudes have shifted toward being more price conscious, even for the incumbents. New Street thinks owning BT, Tele2 and KPN are the best ways to insulate against rising costs.