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EE sim only now only 24 month contracts

Vodafone, however they are unlikely to throw away their current revenue streams so their pricing will hover just below EE (which is still rising - SIM entry level, unrestricted speed and unlimited).

I can't see the aggressive THREE unlimited SIMs (particularly used in routers) continuing as they will compete with the wider Vodafone portfolio. It is also probably in the interests of Vodafone and EE to push high data users back to FTTP coverage unless they are genuinely signing up to the high end profitable phones with fill your boots extras and their Mobile Broadband provided only where its genuinely needed at a comparable price with fixed.

I'm certainly not expecting prices to reduce
 
There are millions of them (if you have EE's entire subscriber base in mind)
 
Depending on the restrictions on this merger, when approved if they go the same way we might see all the MNO's go American style with unlimited only plans at £50 a month
 
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I doubt the prices would go up by much when Vodafone and Three merge, at least not right away. People on Vodafone/3 would just stay on their existing lower price contracts if Vodafone were to raise the prices too much.
 
Depending on the restrictions on this merger, when approved if they go the same way we might see all the MNO's go American style with unlimited only plans at £50 a month
EE and O2 are already just under that at 36 quid, about 50 dollars
 
Base pricing has increased a lot already this year by varying amounts.

EE will rise each year by £1.50/m if contract is after 10th April 24. Older contracts are still on inflation rise.

Vodafone will rise by £1.80/m if contract is after 2nd July 2024. Older contracts are on inflation.

THREE. Plans 4GB or less & Smartwatch Pairing Plans will increase by £1.00 per month. Plans between 5GB and 99GB will increase by £1.25 per month. Plans 100GB or over and Mobile Broadband plans will increase by £1.50 per month. All Home Broadband plans will increase by £2.00 per month.

If people are on a low price it will incrementally increase overtime and some facilities/function (say 5G SA, certain frequencies, shared Vodafone/THREE infrastructure) may be subject to contract renewal. Providers will live with existing contracts if they have to to maintain numbers.

EE are differentiating speed, data allowance and mast access. I expect Vodafone to follow. You can only give away capacity if you have plenty to spare. The EE pricing seems to me far more mature.

THREE can't keep over selling their network capacity and Vodafone can't lose revenue. My view is Vodafone would be more dominant in the pricing decisions.
 
It's playing into the hands of the MVNO's, especially 1p.

It makes me wonder if EE will try and buy them and have them as their bargain basement option like Three have Smarty and VF Voxi.

I intend on PAC'ing over to 1p / EE next month but I won't pay over the odds so I will probably end up on 1p.
Where Plusnet mobile came in to play but they done away with it ☹️
 
I don’t know how many of the EE MVNOs have a direct agreement with EE but some of the recent ones appear to be foreign or foreign owned exploiting global, reciprocal or IoT agreements held by others.

Currently it’s noise but I bet EE are monitoring it

The providers need Tesco,Asda,UW and siblings (Smarty/GiffGaff) to capture specific markets but they have to add not replace core revenue. EE appear to have decided it’s easier to upsell if there is one place/brand with new customer and upgrade options.
 
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I doubt the prices would go up by much when Vodafone and Three merge, at least not right away. People on Vodafone/3 would just stay on their existing lower price contracts if Vodafone were to raise the prices too much.
The existing VF contracts increase by either CPI+3.9%, or £1.80 every year, 3 is similar. So even if Voda3 did nothing to existing contracts, those contracts likely wouldn't be lower priced for long.

Voda3 can also increase prices for out of contract customers whenever they feel like it. In a 3 operator market with less competition, this may be a very attractive option for them if the yearly price rises aren't keeping up.
 
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All there 1 month contracts are speed restricted and an extra £3 per month over a 24 month contract. Just making it extremely overpriced. Just use 1PMobile, Mozillion if your looking for a 30 day contract.
 
I don't think the 24M gap to 1M has become more expensive over time, just that MVNO competition has become stronger.

I dug out some 2019 tariffs, it was a +£7 upsell to 1M then on the standard plans.
1729029340994.webp
 
There is a limited number of suckers customers willing to pay those prices though.

What's your plan?

Avoid EE/Voda3 and use VMO2? But O2 may not need to keep their prices that low. Not only there will be no cheap competition, but they'll still be the 2nd largest network and can reserve better deals for those who also use their broadband.

Maybe you're planning to use MVNOs or travel eSIMs? The problem with those is that EE/Voda3/O2 still controls the prices, plans, speeds, etc, they can offer you. Right now we have some interesting deals, for example, 1p and Spusu on EE, but eventually their contract needs to be renewed and it makes no sense for EE to allow unlimited speeds when their own more expensive plans have speed caps. If the cheap wholesale prices from 3/VF disappear, that will also remove pressure from EE and O2.

I think we should get used to the idea that mobile service will cost more. We're also probably experiencing the "golden era" of MVNOs. I wouldn't be surprised if we start seeing speed caps or lower priorities from them in the future.
 
I wonder how that guy on DS was using his account, even though I have a heavily discounted plan, I use practically no data, and dont make many outbound calls. So I am likely still profitable, but just bad for ARPU.
 
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