This has been true for UK resellers since deregulation in the early 1980s through the launch of the first competing telephone service to BT in 1986, fax, telex, ISDN, 21CN and now the transition of everything to IP. At the same time, the constant need for more speed drives another fibre revolution creating a plethora of local, regional and national fibre companies. Similar to what happened to cable companies in the 1990s these will inevitably consolidate into a handful of national providers. Most will get bought and some will go bust.
This move to full-fibre brings challenges as well as opportunities. BT has led the way with its ‘unbreakable’ proposition and for ISPs to compete it must develop its own Layer 2 4G/5G proposition. Unless they decide to build their own mobile infrastructure, this requires network integration with a mobile data aggregator. Neither solution is technically trivial and ISPs need to be careful to evaluate the technical competence of potential suppliers before deciding which way to go.
The networks are already switching off their 3G networks and there are thousands of routers out there that need to be replaced to work with LTE. This is a great opportunity for MSPs, many of whom are unaware that their customers are using mobile data already. A channel-only aggregator will use their experience to help you find and replace these with high-margin, high-value alternatives.
Finally, the move to all-IP is bad news for customers of the millions of single telephone lines servicing lift lines, retail, alarm lines and healthcare services. Rather than pay twice the monthly rental for a SOGEA service they are choosing to use tailored 4G/5G products. Apart from hitting the price point, these get around logistical issues like laying cable across third-party space.