O2 UK: scope for outperformance near-term, solid results thereafter | Nov 2018

Sectors: 
Media
Telecoms
Companies: 
O2
Telefonica

O2 has managed to deliver a solid financial performance over the past several quarters in spite of network constraints which are now resolved 

With signs that they are becoming more assertive in the market, and with continued brand strength and low churn, there is scope for that performance to hasten from here

Over the medium to long term, turnaround plans from the other MNOs could thwart outperformance by O2 but with an holistic culture of leading-edge marketing and innovation, we expect at least sustained solid results 

Access O2 UK: scope for outperformance near-term, solid results thereafter