Virgin Media UK Make Linear FAST TV Channel Content Available On-Demand | ISPreview UK

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Customers of broadband ISP Virgin Media (O2), specifically those who also take a Pay TV service via one of their TV 360, Stream or v6 box platforms, have today been informed that they’ve added video-on-demand (VoD) capabilities, “at no extra cost“, to at least some of their growing line up of FAST channels.

For the first time, [customers] can watch unmissable episodes from their favourite FAST channel shows whenever suits them outside of the linear TV schedule. Customers can access the catch-up content via Virgin Media’s On Demand streaming app as well as via the Search function on their home screen,” said the announcement.

NOTE: Free Ad-Supported Streaming Television (FAST) channels are special dedicated channels that tend to only offer content and schedules based on either a single TV show or theme.

Just to be clear, this currently only applies to the “most popular” FAST channels, including Next Up Live Comedy, Love Pets, Haunt TV, Homes Under The Hammer, Baywatch, Real Crime, Real Wild, History Hit, Wonder, The Chat Show Channel and TRACE Sport Stars.

David Bouchier, Chief TV and Entertainment Officer at VMO2, said:

“We’re making unmissable content even easier to enjoy by making linear FAST channel content available on-demand so Virgin TV customers can tune in at any time and at no extra cost. From comedy to crime and history to pets, our customers can keep up with it all, with catch-up capability now available for the first time for 11 of our most popular FAST channels.”

Naturally, customers who also wish to catch up on Pluto TV and Rakuten TV shows can do the same by simply opening the Pluto TV and the Rakuten Apps, respectively.

O2 UK Hit Customer with £1,000 Bill After Losing their Mobile Number | ISPreview UK

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Most people who call up their mobile operator’s retentions team to negotiate a better deal don’t expect to walk away from that with an unexpected £1,000 bill and to later be told that “sorry … we’ve lost your [mobile] number [and] … there isn’t anything we can do about it“. Nevertheless, that’s what recently happened to one of O2’s (Virgin Media) customers.

Like many of O2’s customers, Sam was recently notified that he was going to be hit by an unexpected cost increase due to a change in their mid-contract pricing policy (here). His response was to do what any savvy consumer would do in such a situation and contact the operator in an attempt to agree a new (cheaper) price plan. Sam had both an airtime plan and associated device plan, the latter of which still had 26 months left to run out of 3 years.

The call went well and Sam agreed to a new price plan of £18 per month, which marked a big improvement on what he was paying before (£36 + the 20% reduction that O2 give you for multiple lines / family members). Sam was also informed that this process would entail disconnecting his old number and moving it to the new plan. So far, so good. But it wasn’t to last.

Sam explained:

“[The support agent] proceeded to disconnect my number, but I kind of made it clear I wasn’t happy that it had to be processed that way and let her do her thing. She then decided to setup the new number, but at no point in advance did she tell me it was a 24 month SIMO replacement. I only found out while I was on the MyO2 [account page] and was looking at the account, as it now showed my line had been “Cancelled”.

She then ran up against the 1st part which was the balance of the airtime on the other agreement which had just become overdue in the last day. I grumbled and told O2 that I do not pay until I get a final bill. She put me on hold and told me no exceptions shortly after. I begrudgingly paid via a Credit Card I’d just paid off.

I told her this and she then proceeded. I had to go through an “Eligibility check” which then failed, but she didn’t tell me. She had me on hold again and then came back telling me some “flags” were preventing the “Activation” of the new ESIM.”

Somehow, during this back-and-forth process, O2 also managed to lose the customer’s mobile number, with their support team initially informing Sam that they wouldn’t be able to either restore his service nor move him to the new plan. Hardly ideal since Sam, like most of us, is heavily dependent upon his mobile number for one-time banking passwords / other security measures, WhatsApp and family contacts etc.

Sam ended up having to spend several more hours on the phone to O2 in an attempt to get his number recovered, which resulted in an Emergency Restore Request (ERR) being placed. Another day passed with no progress, except this time Sam noticed that his device plan had now also disappeared from the MyO2 account pages.

A quick call to customer support confirmed that, due to an “agent error“, his device plan had indeed been cancelled and O2 said he’d shortly be billed £1,000 for the remaining balance. Ouch! At this point, ISPreview became involved and attempted to help Sam get the problem resolved. Another day and more calls passed, but progress was then made.

An O2 spokesperson told ISPreview:

“We’ve spoken with [Sam] directly to apologise for the experience he’s had, which was due to agent error. We have now restored his phone number, agreed a new SIM only plan, and provided a gesture of goodwill for the inconvenience caused. [Sam] is happy the matter is resolved.”

Except at the time O2’s response was received, the full matter had not been resolved and Sam – who had accepted a £50 goodwill gesture for the airtime side of his plan – remained far from happy. “The issue is the device plan cannot be reinstated to its original state, and now I have to setup an arrangement with them to pay them in full due to ‘Agent Error’ and have AP markers on my credit file,” said Sam.

The goal was to try and agree a longer repayment plan than just 12 months and to find a solution that doesn’t involve Sam being left with damage done to his credit file, which might have otherwise prevented him from upgrading or taking out any new services in the future, all through no fault of his own. Thankfully, O2 has since agreed to waive the outstanding amount owed, so there’ll be no negative impact to Sam’s credit file.

The above now serves as a cautionary tale, albeit one with a happy ending after several long days of stressful turmoil and many hours spent on the phone. We would always recommend, when attempting to renegotiate a new plan, that consumers list down the key points of what they expect that plan to include and run through them on the call once an agreement is proposed, just to confirm that everything is satisfactory, before giving consent.

Many of us often make the mistake of assuming that customer support teams will automatically be competent and know to retain key features of existing bundles/plans in such a situation, but that isn’t always the case. Ofcom is separately understood to have recently warned O2 not to tell customers – those in a similar situation to Sam’s – that they have to pay off the handset in full and should instead allow them to “keep paying off your handset in instalments“.

A spokesperson for Ofcom said: “We’re concerned about people being confused by the information O2 has given about device plans. We’ve told O2 to change this so it’s clearer.

No Solution Yet for West Herefordshire and Peak District Gigabit Broadband Project | ISPreview UK

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The UK government has furnished ISPreview with a brief update on their progress toward finding a solution for Project Gigabit’s stalled full fibre broadband upgrades for rural parts of the Derbyshire Peak District and West Herefordshire. Both areas ran into difficulty (here) earlier this year after FullFibre Ltdmutually agreed to terminate” their publicly funded contracts.

Just to recap. The network operator originally secured both the £23.4m West Herefordshire and the Forest of Dean (Lot 15) contract – aiming to cover 7,900 rural premises – and the £10.7m Peak District (Lot 3.01) contract – aiming to cover 4,400 premises – back in April 2024 (here). The first properties under this were originally due to be connected by the end of 2024, but that never happened.

NOTE: A lot of network operators have recently come under strain from high interest rates, rising build costs and competition. In response, many have had to cut jobs and switch their focus more from network build to commercialisation of the fibre they’ve put into the ground.

Instead, a spokesperson for the government’s Building Digital UK agency confirmed, during May 2025, that: “BDUK and FullFibre have mutually agreed to terminate the Project Gigabit [contracts] … BDUK is now moving swiftly to put in place alternative plans with other suppliers to connect premises that were due to be covered by this contract.” Meanwhile, FullFibre Ltd declined to comment.

One possible option might have been to roll one or both of these contracts into Openreach’s cross-regional framework, much like occurred after Voneus dropped out of a similar contract for Mid West Shropshire (here). But the latest update from BDUK states that they’re still in the process of reviewing different options for these premises to ensure impacted premises receive gigabit-capable broadband coverage as quickly as possible.

The agency does state that they’ve launched discussions on some of these options, but are not yet at the stage of having reached a formal agreement. In fairness, it did take about 9 months to find a solution for the Mid West Shropshire contract and so it’s not unreasonable to expect that we may have to wait a few months longer (around spring 2026) before the same can be said about Lot 15 and Lot 3.01.

CEO of Broadband ISP Zen Internet Calls for Ban of Mid-Contract Price Hikes | ISPreview UK

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The boss of venerable UK broadband and phone provider Zen Internet, Richard Tang, has backed the Government’s Secretary of State for Science, Innovation and Technology (DSIT), Liz Kendall, in her alleged “call for an ‘outright ban on absurd’ mid-contract telecoms price rises“. But it remains unclear whether Ofcom will go that far.

The remarks came after the Government reacted angrily to O2’s recent decision to increase their annual mid-contract price rises beyond what customers agreed to when they signed-up (here). Ofcom said they were “disappointed” by the change, which went “against the spirit of our rules which are designed to ensure greater certainty and transparency for customers when they sign up” (here).

In response, Liz Kendall called on Ofcom’s CEO, Dame Melanie Dawes, to “look at in-contract price rises again“ and suggested that the regulator instead “consider the possibility of adopting a similar regime to those such as insurance, where new and existing customers need to be offered the same deal“.

Richard Tang, CEO of Zen Internet, said:

“I fully support Liz Kendall’s call for an ‘outright ban on absurd’ mid-contract telecoms price rises, and would urge Ofcom to seriously consider imposing such a ban. To do so would offer consumers the best protection and certainty over what they will pay.

It’s all very well saying that consumers have the ability to terminate their contracts early without penalty when they are caught by surprise by unexpected price hikes, but the telecoms companies know full well that only a proportion of people will take that action, particularly on the run up to Christmas.

At Zen Internet, we’ve never imposed mid-contract price hikes on our consumer customers. Following our “Happy customers” mantra, we believe consumers deserve the simplicity of having the same fixed price throughout the length of their contract. The approach works commercially – we’ve been doing it for 30 years and have grown every year. We also believe it’s unethical to impose massive price hikes when customers go out of contract – a practice adopted by most of our competitors.”

However, it is worth pointing out that Liz Kendall herself never specifically spoke the words “outright ban on absurd” mid-contract price rises, which instead seems to have been accidentally conflated with the entirely separate remarks of a commercial price comparison site via LBC (here).

Kendall did suggest that the regulator should “consider” whether providers could adopt a similar scheme to insurance companies, “where new and existing customers need to be offered the same deal“. But there are different ways of interpreting such a suggestion, including one that isn’t necessarily akin to an outright ban on mid-contract price rises – something we would also support as the simplest and clearest approach.

Zen naturally have a vested interest above in promoting their own virtues as part of this debate, but equally the more industry voices that speak in favour of such an approach, the better. At the end of the day, it remains to be seen what changes Ofcom will actually make, although we remain sceptical about the chances of them adopting an outright ban. History tends to suggest that they often favour compromise solutions.

Amazon rebrands Project Kuiper as Amazon Leo | Total Telecom

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News

Amazon Leo will face fierce competition from SpaceX’s Starlink, which has a considerable headstart, both in terms of satellites launched and commercial partnerships

With Amazon inching ever closer to its commercial satellite service launch, the company has this week rebranded its satellite initiative from Project Kuiper to Amazon Leo.

The new name finds its origin in the low Earth orbit (LEO) in which its operational satellites will sit, discardng the original codename “Project Kuiper,” which was a nod to the Kuiper Belt, a distant asteroid region beyond Neptune.

According to Amazon, Project Kuiper was always intended only as a working title during the early development phases of their satellite programme, which began back in 2019. Since then, Amazon Leo has launched 153 satellites into orbit, with plans for over 80 further launches and a target constellation size around 3,000 satellites.

The company has completed six launches, with three notably using its rival SpaceX’s Falcon 9 rockets. United Launch Alliance (ULA) has also played a crucial role, successfully launching the first 27 operational Kuiper satellites aboard an Atlas V rocket back in April 2025, a significant step marking the beginning of full-scale deployment for Amazon’s satellite array. Amazon also contracts with Arianespace and Blue Origin.

Amazon has said roughly 578 devices will be required to achieve global coverage, with commercial services expected to be launch in five markets – the UK, France, Germany, Canada and the US – by the end of Q1 next year.

Once deployed, these satellites will be used to provide broadband services to unserved and underserved communities, as well as backhaul for mobile operators and enterprise connectivity.

Amazon Leo will be a direct competitor of SpaceX’s Starlink, which has already launched roughly 8,800 satellites and serves millions of users globally. Despite this, Amazon remains bullish on its prospects, highlighting the strength of its R&D.

“Our long-term mission remains the same, and we’re making good progress against it,” said Rajeev Badyal, Vice President of Amazon Leo in a company blog post. “We now operate one of the largest satellite production lines on the planet. We’ve invented some of the most advanced customer terminals ever built, including the first commercial phased array antenna to support gigabit speeds. And we now have more than 150 satellites in orbit, and customers and partners like JetBlue, L3Harris, DIRECTV Latin America, Sky Brasil, and NBN Co., Australia’s National Broadband Network operator, already signing up to deploy the service.”

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Starlink Toys with Cheaper Residential 100Mbps Broadband Satellite Plan | ISPreview UK

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The Starlink (SpaceX) internet service, which reflects a mega constellation of ultrafast broadband satellites in Low Earth Orbit (LEO), recently introduced a new residential package for consumers – currently only available in the USA (but it may yet come to the UK) – that caps download speeds at 100Mbps, but drops the monthly price to just $50 (c.£30).

Starlink currently has around 8,940 satellites in orbit (c.5,400 are v2 / V2 Mini) – mostly at altitudes of c.500-600km. Residential customers in the UK usually pay from £75 a month, plus £299 for hardware (currently free for many areas) on the ‘Standard’ unlimited data plan (kit price may vary due to different offers) directly from Starlink, which promises UK latency times of 26-33ms, downloads of 116-277Mbps and uploads of 17-32Mbps. Cheaper, albeit more restrictive (data capped), options also exist for roaming users (e.g. £50 per month for 50 GigaBytes of data).

NOTE: By the end of 2024 Starlink’s global network had 4.6 million customers (up from 2.3m in 2023) and 87,000 of those were in the UK (up from 42,000 in 2023) – mostly in rural areas. As of July 2025 Starlink has grown to a total of more than 6 million customers.

Suffice to say that one of the obstacles to Starlink’s wider adoption by home users in the UK has been the relatively high price point of their unlimited data service. As above, you can get cheaper roaming options, but these aren’t really intended for homes and would only really work well as a backup solution or for those with low usage requirements. Ofcom states that the average monthly data usage per UK broadband connection is now 531GB (GigaBytes) across “all technologies“ or 766GB for full-fibre lines.

The difficulty with expensive-to-run satellite broadband networks is that it’s hard for them to offer truly mass-market affordable packages and deliver unlimited usage with fast speeds at the same time. But this seems to now have become more viable for Starlink as they expand the capacity of their ground stations, spectrum use and launch more capable satellites into orbit.

The new “Residential 100Mbps” package in the USA is a good example of that, since it offers unlimited data but does obviously cap download speeds at 100Mbps (this is still a good level of performance for most people) in order to hit that attractive $50 (c.£30) per month price point. Upload speeds aren’t throttled, but then they rarely go much above 20Mbps anyway. The other catch is that availability of this plan remains limited to certain parts of the USA (most likely states where capacity is in abundance).

Customers in the USA can alternatively pay $80 (c.£61) per month for “Residential Lite” and speeds up to 250Mbps (this is closest to the UK’s Standard plan) or take “Residential” for $120 (c.£91) and speeds up to 400Mbps. Normally we wouldn’t cover Starlink package changes in other countries as they have different approaches right across the world (reflecting differences in capacity, ground stations, spectrum availability etc.), but we do think there’s a good chance of something similar coming to the UK in 2026.

The reason for thinking this is four-fold. Firstly, Ofcom has recently been granting Starlink access to more spectrum capacity, and on top of that they’ll shortly start launching their first high-capacity GEN3 satellites into orbit. In addition, the recent agreement with BT and EE to launch a rural broadband solution would mark a perfect opportunity to launch such a package (here). Finally, Starlink is about to face more competition from Amazon’s Leo service, so what better way to respond to that than by leveraging the advantages of a more mature network via competitive pricing. Time will tell.

Project Kuiper’s Global Satellite Broadband Network Rebrands to Amazon Leo | ISPreview UK

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Internet retail giant Amazon has announced that their in-development Project Kuiper constellation of ultrafast broadband satellites in Low Earth Orbit (LEO) has been renamed to Amazon Leo. The first customer connections are also now expected to go live by the end of this year – initially in the US, Canada, UK, Germany and France.

Amazon currently has approval to deploy and operate their own constellation of 3,236 LEO satellites as part of Project Kuiper Amazon Leo (altitudes of between 590km to 630km). The company has in fact already launched over 150 satellites into orbit after a total of six rocket launches, which includes two of their initial prototypes – Kuipersat-1 and Kuipersat-2.

NOTE: The whole project is expected to cost up to around $20bn (£14.9bn) to deliver, using a mix of rockets from ULA, Arianespace, Blue Origin and even SpaceX, by around 2030/31.

However, despite being known as Project Kuiper – inspired by the Kuiper Belt (a ring of asteroids in our outer solar system) – for the past six years, Amazon said they’re now “ready to share our permanent brand for the program: Amazon Leo, a simple nod to the low Earth orbit satellite constellation that powers our network.” But admittedly, this could get tedious when trying to reference LEO the orbit vs Leo the brand.

In terms of the service itself. Each spacecraft can technically process data traffic at speeds of up to 1Tbps (Terabits per second), albeit shared between many users. The company will also deploy three ground terminals (dishes) to cater for different types of customers (here and here) – Compact (residential and roaming), Standard (residential and business) and Pro (high demand enterprise, telecoms and governments etc.).

Project Kuiper Customer Terminal Specs (GEN1)

Compact

Peak Download Speed: 100Mbps
Peak Upload Speed: 20Mbps
Size: 18cm x 18cm x 2.5cm
Weight: 1Kg
Data & Power Ports: Ethernet/POE
Antenna: Single Phased Array – Shared (Tx/Rx) Aperture

Standard

Peak Download Speed: 400Mbps
Peak Upload Speed: 100Mbps
Size: 28cm x 28cm x 3.3cm
Weight: 2.5Kg
Data & Power Ports: Ethernet/PoE
Antenna: Single Phased Array – Shared (Tx/Rx) Aperture

Pro

Peak Download Speed: 1,000Mbps
Peak Upload Speed: 400Mbps
Size: 50.5cm x 77.8cm x 5cm
Weight: 17Kg
Data & Power Ports: Ethernet (data) + Ethernet (Mgt)
Antenna: Dual Phased Array – (Tx/Rx) Solution

Environmental Operating Specs (all terminals)

Link Availability: >99% in extreme global weather conditions (>99.5% on Pro)

Operating Temperature: -30c to +50c (-22f to +122f)

IPRating: IP66

Storage Temperature (Power OFF): -40c to +60c (-40f to +140f) ETSI EN 300 019-1-1 Class 1.2

Operating Humidity: Relative humidity: 5% to 100%

Storage Humidity: 0% to 100% condensing. ETSI EN 300 019-1-1 Class 1.2

The re-branding announcement also included an update on Amazon’s plan for a commercial launch of their Leo service: “We expect to introduce Amazon Leo service to select enterprise customers by the end of 2025, and will roll out service more widely in 2026 as we launch more satellites and add coverage and capacity to the network“. At present, there are still no details on how much UK consumers will have to pay to get a connection, although it’s likely to be competitive with Starlink.

Streetwave Publish Map of South Yorkshire 4G and 5G Mobile Cover and Data Speed | ISPreview UK

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A few months ago we reported that the South Yorkshire Mayoral Combined Authority (SYMCA) in England and network analyst firm Streetwave had begun a new project to map 4G and 5G mobile broadband coverage and speed across the region using bin lorries (here). The data from this has now been made available to the public via a new interactive map.

Streetwave has spent the past two years harnessing waste (bin / refuse) collection trucks to map mobile network coverage and speeds in various parts of the UK (e.g. here, here, here, here and here). In this approach, refuse collection trucks are installed with several off-the-shelf Smartphones using special software, which run continuous network tests (once every 20 metres in rural areas and 5m in urban areas) as the vehicles go around.

NOTE: Throughput speed (consumer experience), signal strength, network generation and frequency band information are collected across all four of the main UK mobile operators – EE, Three UK, Vodafone and O2.

The data they collect is then used by local authorities to help identify areas that may require additional intervention in order to improve local mobile coverage and or network capacity. In addition, members of the public have also been given access to some of this data via address-based coverage checkers and interactive maps.

The latest region to benefit from this is South Yorkshire, which is home to around 1,400,000 people. The 12-month £34,000 project, which was funded by the SYMCA, now allows residents and businesses to check their coverage at home, on the commute and at work enabling informed network choices, reducing unnecessary spending and lost productivity.

South Yorkshire’s Mayor, Oliver Coppard, said:

“These days getting online and staying connected isn’t a luxury; it’s vital. Whether we’re booking a doctor’s appointment, running a business, or keeping in touch with friends, we all rely on decent mobile signal.

But too many of us in South Yorkshire are still stuck in mobile ‘not spots’, where coverage drops out or disappears completely. That’s just not good enough.

That’s why we’re working together to fix it. Our project gives us the data we need to push for better coverage, so wherever we live, work or travel, we can all get the signal we need. It’s another step towards building a fairer, more connected South Yorkshire that’s fit for the future.”

The interactive map – https://app.streetwave.co/coverage-checker/south-yorkshire – enables people to both get details on download and upload speeds for specific addresses, as well as showing how mobile data performance varies from area to area by different mobile operators. But it should be noted that this study was conducted before the Vodafone and Three UK merger, thus it won’t be able to reflect any recent changes as a result of the shared network integration.

ISPA Reveal WINNERS of the 2025 UK ISP Internet Industry Awards | ISPreview UK

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The UK Internet Service Providers Association (ISPA) has tonight revealed the winners of their 27th annual 2025 internet industry and broadband awards. The night’s biggest winners included CommunityFibre, Lightning Fibre, and Wightfibre, each of which took home multiple awards. The former CEO of CityFibre, Greg Mesch, was also named ‘Internet Hero‘.

The award categories were once again revised for this year’s event, not least through the introduction of five new categories, such as the award for ‘Best Wholesale Platform’, ‘Best Network Integration’, ‘Best Technology Partnership’, ‘Engineer of the Year’, and ‘Best Customer Loyalty’. The event also came during ISPA UK’s 30th anniversary year.

Steve Leighton, ISPA Chair, said: “The ISPA Awards remains a brilliant occasion to celebrate the achievements of our industry and the people shaping the UK’s telecommunications landscape. As ISPA UK marks its 30th anniversary this year, it’s especially inspiring to reflect on how far our sector has come, and the role our members continue to play in building a world-class digital future for the UK. This year’s winners exemplify the innovation, resilience, and dedication that define our sector. As we continue to tackle challenges and embrace opportunities, from moving towards fibre rollout completion to enhancing digital inclusion, these organisations and individuals are laying the foundations for a more connected, inclusive, and sustainable future.”

The winners were all crowned at a gala ceremony in London (City Central at the HAC). The results reflect the outcome of some limited technical testing by Thinkbroadband across several categories, as well as the use of a judging panel of 13 industry figures to help determine the ultimate winners across 18 categories.

ISPA Award Winners 2025

Best Fibre Infrastructure: WightFibre

Best Wholesale Platform: PXC

Most Innovative Fibre Deployment: 4Fibre

Best Network Integration: AllPoints Fibre

Best Community Engagement: Community Fibre

Best Customer Loyalty: Wessex Internet (Highly commended: Truespeed)

Best Customer Experience: Lightning Fibre

Engineer of the Year: Ogi

Sustainability Champion: Community Fibre (Highly commended: Openreach)

Best Technology Partnership: Strategic Imperatives/Fibre Cafe

Best Voice Provider: Voipfone

Best Customer, Network and Data Security: TalkStraight

Diversity, Equity & Inclusion Champion: Openreach

Digital Inclusion Champion – Industry: Quickline

Digital Inclusion Champion – Charities: Frome Medical Practice Somerset

Best Consumer ISP (over 100k customers): Community Fibre (Highly commended: EE)

Best Consumer ISP (under 100k customers): Lightning Fibre

Best Rural ISP: WightFibre

Best Business ISP: Community Fibre

Internet Hero: Greg Mesch, CityFibre

Safaricom rebuffs govt calls to spin off mobile money platform M-Pesa | Total Telecom

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city skyline under white sky during daytime

News

The operator’s largest private shareholder, Vodacom Group, says the carve out would harm Safaricom’s value proposition for customrs

Kenya has a debt problem.

As of June 2025, the country’s public debt stood at KES 11.81 trillion (around $ 91.3 billion), roughly 67.8 % of the country’s GDP. As a result, debt servicing is regularly consuming a huge amount of public funds; in the 2025 financial year, debt servicing cost the country more than healthcare or education.

Loath to increase taxes, the government’s solution to this challenge has been to sell down its stakes in various enterprises, announcing plans earlier this year to raise KES 149 billion (around $1.1 billion) through this method. The most significant of these stake sales relates to Safaricom, the country’s most profitable business, in which the government holds a roughly 35% stake.

By August, the Kenyan government said it was considering a push to split Safaricom into three distinct entities: a telecoms operator, a tower company, and a mobile money business centred around Safaricom’s M-Pesa platform. This, the government said, would allow each unit to be evaluated separately, potentially driving up their value for a potential stake sale.

“We are discussing whether to offload more shares as an entity or split them and then get the fresh valuation, and then get to that direction,” said Treasury Secretary John Mbadi in a Bloomberg report.

The government’s suggestion of spinning off M-Pesa is nothing new. The mobile money platform is one of the world’s most successful, having grown over almost two decades to become a key economic enabler in Kenya. With nearly 38 million users, as of September 2025, and reportedly handling around 59% of the country’s GDP, M-Pesa is a huge moneymaker for Safaricom – and a regulatory headache for the country.

Kenya’s central bank has pushed for the nation’s telcos to separate out their mobile money units for regulatory clarity since at least 2022. Safaricom’s local rivals, Telkom Kenya and Airtel Kenya, have both complied with this directive, but M-Pesa’s carve out has been delayed by a disputed tax liability of around KES 75 billion ($580 million).

Safaricom itself has been reluctant to split off M-Pesa, which today represents almost half of its revenue. This week, the company’s largest private shareholder, Vodacom Group (35% stake), reiterated this sentiment, with CEO Mohamed Joosub highlighting M-Pesa’s synergistic value to Safaricom’s telecoms customers.

“We do not want to list the financial services companies separately because we believe they are closely related to the value proposition we offer to our clients,” he said. “Actually, we envision a closer connection between it and loyalty in the future. We position ourselves as having something quite distinct from a typical telecom company.”

Safaricom’s refusal to carve out M-Pesa underscores the platform’s centrality not only to the operator’s business model but also to Kenya’s wider digital economy. The Kenyan government has a difficult task ahead of balancing its urgent fiscal needs without negatively impacting a service that has become financial crucial infrastructure for millions of people.

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