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Topic “Everything Everywhere”

Format: 2014-09
Format: 2014-09
Sector(s) Datesort icon

UK mobile market Q2 2014: Pricing stable, volume surges, growth returns

UK mobile service revenue growth finally returned to positive territory in Q2 2014 after three years of decline, largely driven by the MTR impact dropping out, but also helped by a 0.6ppt improvement in underlying growth

Mobile, Telecoms September 2014 Access this report

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UK broadband, telephony and pay TV trends Q2 2014: BT leads the way

Market revenue growth in the UK residential communications sector continued to be robust in Q2 2014 at 5.4%, a slight increase on the previous quarter, with continued volume growth and firm pricing countering weak call volumes and the negative impact of a VAT legislation change hitting Virgin Media and TalkTalk

Fixed line, Telecoms August 2014 Access this report

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EE Q2 2014 results: 4G accelerates, but revenue growth does not

EE reported impressive operating figures, with 4G net adds accelerating sharply from an already impressive base and mobile contract net adds leading the UK market

Service revenue growth was respectable, but did not improve on the previous quarter despite the surge in premium 4G customers, although profitability did continue to improve as further synergies were realised

Mobile, Telecoms July 2014 Access this report

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UK mobile market Q1 2014: Heading for positivity

UK mobile service revenue growth remained relatively healthy at -1.6% in Q1 2014, despite the absence of some favourable one-off factors in the previous quarter, consolidating the improvements seen in 2013. Underlying growth improved a touch to 0.3%, and given that the regulatory impact will drop out next quarter, reported revenue growth may well turn positive in Q2

Mobile, Telecoms June 2014 Access this report

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European mobile in Q4 2013: Focused on consolidation

European mobile service revenue growth again disappointed in Q4, dropping slightly from -8.9% to -9.1%, with underlying revenue growth dropping a little further from -6.0% to -6.3%, again reaching a record low

Mobile, Non-UK Telecoms, Telecoms March 2014 Access this report

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UK mobile market Q4 2013: Bouncing up

UK mobile market service revenue growth improved on both a reported and underlying basis by 1.2ppts in Q4, a very welcome result after six consecutive quarters of declining underlying growth. Reported revenue is still in decline, at -1.6%, but it is the most modest decline among larger European countries, and compares to -5.0% in early 2013

Mobile, Telecoms March 2014 Access this report

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UK 2G licence fee proposals: Higher and higher

Ofcom has been instructed by the UK government to charge the mobile operators ‘full market value’ for the 2G spectrum they have been using for many years, despite there being no liquid market for the spectrumOfcom’s general approach to such an imponderable question is eminently sensible, but we disagree with the detail of their methodology on three key aspects, which makes the current proposed charges over three times too high in our view, effectively charging the industry a one-off tax of £4.5bn

Mobile, Telecoms January 2014 Access this report

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UK mobile market Q3 2013: Flattening out

UK mobile market service revenue growth improved on a reported basis in Q3 to -3%, but was unchanged on an underlying basis, still not a bad result after six consecutive quarters of underlying growth declining, albeit in the context of rapidly improving macroeconomic conditions

Mobile, Telecoms December 2013 Access this report

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European mobile in Q3 2013: Improving to minus nine

In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on request

Mobile, Telecoms December 2013 Access this report

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EE Q3 2013 results: 4G rises in a weak market

EE’s 4G base continued to accelerate, with 8% of its contract subscribers now on a 4G plan less than a year after launch, and it should accelerate further with the launch of cheaper 4G handsets allowing much lower entry price points from next month

However, the market remains weak, with EE’s underlying growth still negative, and any benefits of 4G being more-than-countered by accelerating weakness in overage and prepay revenues

Mobile, Telecoms October 2013 Access this report

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UK mobile market Q2 2013: 4G on a budget

UK mobile market revenue growth improved in Q2, rising to -3.6% from -5.0% in the previous quarter, but we see this as driven entirely by an easing in the regulated MTR impact, with underlying growth actually dropping.

Mobile, Telecoms August 2013 Access this report

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UK broadband, telephony and pay TV trends Q2 2013: Revenue strong, uncertainties abated

UK residential communications revenue growth was again strong in Q2 2013 at 4% supported by strong unit volume growth (despite seasonal factors in the quarter) and firming ARPU, helped by firm pricing and high speed broadband take up

High speed broadband adoption continued apace at BT and Virgin Media, but much more slowly at the other operators. This may start to change in the second half of the year, as Sky and TalkTalk market the product more aggressively, and a wires-only self-install version becomes available

Fixed line, Telecoms August 2013 Access this report

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European mobile revenue growth and outlook Q1 2013: Hitting a nadir (of sorts)

In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on reques

Mobile, Non-UK Telecoms, Telecoms June 2013 Access this report

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UK broadband, telephony and pay TV trends Q1 2013: Revenue strong, uncertainty ahead

UK residential communications revenue growth was very strong in Q1 2013, rising to 4.6% from 2.1% in the previous quarter with most of the improvement driven by improved unit ARPU growth, which turned positive for the first time since early 2011

We expect unit volume growth to remain strong for the rest of the year, although ARPU growth is likely to moderate as overlapping price increases drop out, but it is still likely to be firmer than 2012 given the continued growth of high speed broadband (at least at BT and Virgin Media) and firm pricing in general

Fixed line, Telecoms June 2013 Access this report

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UK mobile market Q1 2013: 4G progresses but does not transform

Overall UK mobile revenue growth slipped slightly in Q1, dropping 0.4ppts to -4.3%, although, taking into account the leap year effect, underlying growth likely improved a touch, marking the second quarter of growth being at least stable

EE announced 4G subscriber figures for the first time, reporting 318k subscribers at the end of the quarter, a very respectable figure given coverage, handset and price tier limitations. We expect this figure to grow strongly as coverage rolls out and 4G handset availability spreads, but the 4G revenue premium is still unlikely to be significant in 2013

Mobile, Telecoms June 2013 Access this report

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EE Q1 2013 results: 4G progress

EE reported 4G subscriber numbers for the first time at the end of March; we estimate the 318k implies that over half of addressable joiners/upgraders are choosing to pay extra for 4G

The rest of EE’s results were more prosaic, with steady net adds and mobile service revenue growth declining slightly due to leap year and price increase timing effects

Vodafone and O2 are planning to launch 4G services in the summer, which may boost the market for all

Mobile, Fixed line, Telecoms April 2013 Access this report

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European mobile revenue growth and outlook Q4 2012: The rate of decline stabilises

In this presentation we show our analysis of revenue growth trends for mobile operators in the top five European markets (UK, Germany, France, Italy and Spain). The historical analysis is based on the published results of the operators, although they include our estimates where their data is inconsistent or not complete. A copy of the underlying data in spreadsheet format is available to our subscription clients on request

Mobile, Non-UK Telecoms, Telecoms April 2013 Access this report

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UK mobile market Q4 2012: 4G launches - little impact so far, more to come

UK mobile revenue growth was steady in Q4 at -3.9%, only a fractional drop from -3.8% in the previous quarter, with underlying growth unchanged, and contract subscriber growth and ARPU trends also unwavering, though the market solidity masked more dramatic developments in service offerings with the launch of the new EE umbrella brand and its 4G service

Mobile, Telecoms April 2013 Access this report

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UK broadband, telephony and pay TV trends Q4 2012: Solid and solidifying

Both subscriber and revenue growth in the UK home communications market perked up in Q4, with an easing of weather related supply-side constraints helping the former and firm pricing helping that latter. We expect both trends to continue into 2013

BT’s high speed broadband net adds accelerated in the quarter, as did that of the other DSL operators, albeit from a much lower base. High speed broadband is already a mass market phenomenon within the BT and Virgin Media subscriber bases, with it only a matter of time before this spreads further

Fixed line, Telecoms March 2013 Access this report

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UK 4G spectrum auction: Mostly rational

The UK 4G spectrum auction raised a total of £2.3bn, broadly in line with similar auctions, although the highest quality spectrum raised less and the lowest quality spectrum raised more than might have been expected

The main short term consequences are as was expected beforehand; Vodafone and O2 will launch 4G services around May/June 2013 and H3G will launch in October 2013

Longer term, O2 and H3G may suffer from their lack of 2.6GHz spectrum, although with other bands likely to come free within the next ten years this may not affect them

Mobile, Telecoms February 2013 Access this report

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