2degrees IPO or merge with Vocus

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DjShadow

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#2792376 9-Oct-2021 19:24

Does the Orcon group have enough IPv4 addresses that if they moved everything to 2degrees that they wouldn't need cg-nat anymore?

cokemaster

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#2792380 9-Oct-2021 19:32

Re: @DjShadow
Unsure. Again, uninformed speculation here but I project that a merger if successful will probably retain the independent provisioning, billing and ISP infrastructure for some time.

There might be some opportunity for some horse trading of ip ranges between the platforms but a bigger programme would be required to consolidate them into a single suite of platforms.

Having said that - I wouldn’t be surprised if they retained CGNAT post merger, assuming it goes ahead. CGNAT would not be a day one priority.

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Obraik

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#2792396 9-Oct-2021 20:42

As long as they don't take away my /29 😬

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cokemaster

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#2792398 9-Oct-2021 20:50

Could go either way. Under 2 degrees, the separation between mobile & broadband is still alive and well. They’ve tolerated having two different stacks for sometime in favour of just getting to market.

That may change when/if the Vocus brands/stacks come into play, where we might see a Spark/Voda style re-engineering to shutdown legacy or duplicate infrastructure.

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DjShadow

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#2792402 9-Oct-2021 21:02

My first thought was they would just make 2D Broadband another provider under Orcon (like Sky Broadband) then migrate everyone over, I'm assuming there are more customers combined on Orcon Group ISPs than 2D BB.

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#2792456 9-Oct-2021 21:17

Any technology move will need to factor in migrating static IP’s, modem/CPE configuration (with a mix of ISP managed and BYOD modems), and everyone’s favourite activity - billing.

I think we’ll be lucky to see a full migration over to either stack within 12 months of merger completing (if it does).

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#2792467 9-Oct-2021 22:00

My pick would be that they would keep 2degrees' mobile infrastructure (migrating the few customers currently served by the Spark arrangement to 2degrees--possibly by making the Vocus brands a MNVO of 2degrees) and Vocus' fixed line infrastructure (migrating the smaller Snap/2degrees/etc customer base to Vocus becoming one of the many brands they also manage -- keeping in mind Vocus has more experience dealing with multiple brands running upon the same infrastructure). And then later on down the line when they have simplified both sides down to two systems, then they can somehow put the two together somehow into one super-network.

It'll be interesting to see what they do brand-wise. Roll them all up into one brand like 2degrees has done, or continue with the Vocus strategy of one core network with multiple branding. Possibly they may see the many existing brands as an opportunity to differentiate prices/services for different markets. E.g. 2degrees a up-market mobile brand, Slingshot a Skinny-like cheaper mobile brand, etc.

So many potential opportunities arising from this merger!

hamish225

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#2794855 14-Oct-2021 03:44

Having just switched to 2degrees for broadband and mobile, the one thing that really does my head in is that my broadband account is seperate from my mobile one, the app is super clunky in that regard, if I want to check both I have to look at my mobile first, then it opens up a separate part for the broadband. what a nightmare, if this goes forward i predict we will see that get worse im sure.

Think of the poor staff having to deal with systems from 20 different defunct ISP's!

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antonknee

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#2794935 14-Oct-2021 09:42

hamish225:
Having just switched to 2degrees for broadband and mobile, the one thing that really does my head in is that my broadband account is seperate from my mobile one, the app is super clunky in that regard, if I want to check both I have to look at my mobile first, then it opens up a separate part for the broadband. what a nightmare, if this goes forward i predict we will see that get worse im sure.

Think of the poor staff having to deal with systems from 20 different defunct ISP's!

It’s Vodafone all over again.

Although I have a feeling Vocus are already on one platform for their brands - so it shouldn’t be as bad.

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#2794947 14-Oct-2021 09:46

KiwiSurfer:

My pick would be that they would keep 2degrees' mobile infrastructure (migrating the few customers currently served by the Spark arrangement to 2degrees--possibly by making the Vocus brands a MNVO of 2degrees) and Vocus' fixed line infrastructure (migrating the smaller Snap/2degrees/etc customer base to Vocus becoming one of the many brands they also manage -- keeping in mind Vocus has more experience dealing with multiple brands running upon the same infrastructure). And then later on down the line when they have simplified both sides down to two systems, then they can somehow put the two together somehow into one super-network.

It'll be interesting to see what they do brand-wise. Roll them all up into one brand like 2degrees has done, or continue with the Vocus strategy of one core network with multiple branding. Possibly they may see the many existing brands as an opportunity to differentiate prices/services for different markets. E.g. 2degrees a up-market mobile brand, Slingshot a Skinny-like cheaper mobile brand, etc.

So many potential opportunities arising from this merger!

Wonder if Orcon would migrate their mobile customers to 2degrees [if the deal goes through]

We are using them in our household and we get $5 per connection credit towards our boradband and their mobile plans are market competitive - they're reselling skinny so I would imagine they wouldn't keep doing that if they own their own mobile network 😁

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#2862166 5-Feb-2022 14:16

https://www.rnz.co.nz/news/business/460820/planned-2degrees-and-orcon-group-merger-taking-shape-before-deal-settled-approved

2degrees it is!

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#2908383 29-Apr-2022 15:43

The OIC has today given approval for the Vocus/2degrees merger to go ahead - and it’s all going to happen very quickly. Mark Callander to be CEO of the merged entity which will be branded 2d.

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KiwiSurfer

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#2908385 29-Apr-2022 15:53

Very good news. One only needs to look overseas to see that a strong 3rd challenger with a strong 3rd position in the market is more efficient than weak 3rd, 4th, 5th challengers stepping over each other for the bronze spot. E.g. T-Mobile and Orange merging to become EE (ironically becoming the largest network in the process but resulting in a healthier market IMHO), Vodafone AU and Three AU merging to become Vodafone Hutchinson Australia (which is merging with wireline provider TPG), various smaller US mobile networks merging over time to form what is now a (near?) national T-Mobile US network. All the best for the merged entity.

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