UK broadband and telephony trends to March 2010
In this presentation we show our analysis of trends in UK broadband and telephony for the quarter to March 2010, based on the published results of the major service providers. We include our own estimates where reported data is incomplete. |
Fixed line, Telecoms |
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The Orange Prospectus
The Orange Prospectus
We have forecast that the increase in the number of users during the whole of 2001 will be as follows |
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January 2001 Access this report
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Orange UK's New Tariff
On Wednesday Orange announced a simple new single tariff range for all its new contract users. Although there are some benefits to both consumers and Orange of tariff simplification, the main impact appears to be to increase the price of calls for off-peak users, which is a sensible strategy for Orange and consistent with other tariff increases we have seen recently. Orange may lose customers because of this, but it has helpfully given four weeks warning of the change to the other operators, who may react with changes of their own. |
Telecoms |
September 2002 Access this report
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Orange and Wanadoo in the UK: a match made in France?
Orange’s new ‘free broadband’ offer brings savings of up to 60% for Orange UK customers who pay for broadband, and may appeal to a great many of them |
Telecoms |
June 2006 Access this report
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Vodafone drops Carphone Warehouse, but who will fall further?
In a fit of pique over increasing subsidies, Vodafone UK is dropping Carphone Warehouse (CPW) as a distributor, and moving exclusively to Phones4U with lower subsidy levels and volume guarantees, while Orange is reportedly also considering its position with CPW |
Mobile, Telecoms |
October 2006 Access this report
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Orange UK: struggling to give convergence away for free
Orange UK’s converged mobile and broadband brands and ‘free’ broadband offer has not proved a big hit with consumers, with Orange reporting just 25,000 DSL net additions for the September quarter, likely to be below 5% market share |
Mobile, Fixed line, Telecoms |
November 2006 Access this report
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Vodafone UK broadband launch
Vodafone UK’s new broadband product is not very competitively priced compared to the offers from Carphone Warehouse and Orange, costing £5-10 a month more than the nearest equivalent packages |
Fixed line, Telecoms |
November 2006 Access this report
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Mobile network sharing in the UK: a strategic blunder?
Vodafone and Orange are planning to share their 3G networks in the UK, and are looking at potentially sharing their 2G networks in due course |
Mobile, Telecoms |
February 2007 Access this report
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Mobile data pricing in the UK: down but not out
The new consumer data tariffs from Vodafone and Orange in the UK continue the trend towards dramatically lower data prices for high end users, although they are cunningly structured to involve more moderate increases for low end users |
Mobile, Telecoms |
May 2007 Access this report
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Neuf Cegetel: is being #2 on the DSL market worth it?
French altnet Neuf Cegetel is buying Club Internet from Deutsche Telekom for an estimated €500 million and will overtake its rival Free as the #2 on the DSL market, still way behind Orange |
Fixed line, Non-UK Telecoms, Telecoms |
May 2007 Access this report
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Orange threat to Canal+ targets
Canal+ is entering a critical phase of growth following the recent merger with its former rival Télévision Par Satellite (TPS). Vivendi has set short term guidance targets for 2010 of 11.5 million subscriptions, turnover above €5 billion and more than doubling of EBITA from €490 million to over €1 billion. This presentation examines these targets and concludes that Canal+ will fall short of all them. In the best case baseline scenario of least competition from other pay-TV and free-to-air (FTA) services, it projects EBITA in 2010 of just €890 million |
Media, TV, Non-UK Media |
June 2008 Access this report
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France Télécom premium TV play
Having acquired national broadcast TV rights for premium content, France Télécom’s Orange TV will launch on satellite on 3rd July and introduce subscription football and film and series services from August, in a first for a major European telecoms incumbent |
Media, TV, Non-UK Media, Telecoms |
June 2008 Access this report
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French broadband: down to three players, for how long?
Just three players now account for most French broadband connections: Orange’s DSL market share is closing on 50%, Iliad’s rose to 25% from consolidation with Alice, while SFR’s dropped to 23.7%, with Neuf’s rebrand imminent. Cable remains a minimal presence on broadband |
Fixed line, Non-UK Telecoms, Telecoms |
September 2008 Access this report
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Orange and Canal+ make peace
Ending a simmering commercial dispute, Vivendi’s Canal+ has agreed to distribute its packages to France Télécom’s Orange TV satellite customers, allowing Orange to relaunch its DTH platform (targeting 4 million customers off the DSL TV footprint) after its dismal ‘do-it-alone’ first six months
Canal+ recruitments will benefit from the resumption of active marketing for its packages over Orange TV platforms, after a poor year for subscriber growth |
Media, TV, Fixed line, Telecoms |
January 2009 Access this report
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UK broadband and telephony market Q4 2008
UK broadband subscriber growth continued to decline in Q4 2008 year-on-year. We expect declining growth throughout 2009, with the growth rate remaining positive, but in single figures |
Fixed line, Telecoms |
March 2009 Access this report
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UK broadband and telephony markets Q2 2009
This report looks at the UK broadband and telephony market up to Q2 2009. The key trend is that the steep reduction in UK broadband net additions continued in Q2 2009, to 176,100 |
Fixed line, Telecoms |
September 2009 Access this report
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T-Mobile and Orange in the UK: creating a synergy champion
T-Mobile and Orange’s plan to merge their UK businesses into a JV would create the UK’s largest mobile operator by some margin, and the enormous planned synergies of £545m per annum are actually quite unaggressive given the cost overlap
This achievement would be moderated by ‘integration leakage’, i.e. increased churn caused by customers leaving who were initially attracted by an aspect of one of the operators that disappears after integration, but the net result should still be positive for the JV |
Mobile, Telecoms |
September 2009 Access this report
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Broadband, IPTV and Fibre in France
This report on the French broadband market examines growth trends in 2009 and forecasts to 2012, updates our previous assessments of the commercial significance of IPTV in the triple play (a bundle of broadband, telephony and TV), and details the state of fibre-to-the-home (FTTH) deployment |
Fixed line, Non-UK Telecoms, Telecoms |
November 2009 Access this report
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Orange TV premium content strategy
France Télécom’s Orange TV premium strategy presents an interesting example of diversification into low cost ‘light’ pay-TV offers by an incumbent telecoms operator. Orange Sport and Orange Cinéma Séries are offered exclusively to Orange's 2.55 million TV subscribers, and five quarters after launch, adoption is 20%. This report draws several lessons on this type of venture for other incumbent operators |
Fixed line, Non-UK Telecoms, Telecoms |
December 2009 Access this report
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Orange possible U-turn on pay-TV and Canal+
France Télécom’s forthcoming Chief Executive Officer, Stéphane Richard, is considering a radical shake up and potential U-turn of Orange’s TV ‘content’ strategy, initiated and driven by CEO Didier Lombard
Orange could withdraw entirely from supplying premium pay-TV channels (sports and film) and distribute only third party content, as has been the focus of other broadband suppliers |
Media, TV, Non-UK Media, Telecoms |
January 2010 Access this report
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