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Topic “Sky”

Format: 2014-08
Format: 2014-08
Sector(s) Datesort icon

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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BSkyB to be ESkyB - FY 2014 results

2014 saw a fall in profits as BSkyB absorbed the £217 million step-up in the annual cost of PL rights and invested £60-70 million in accelerating growth in its connected offerings, but with strong underlying revenue growth pointing to a resurgence of profits in 2015

The annual results release was over-shadowed by the news of BSkyB’s proposal to create Sky Europe through the acquisition of 21C’s shares in Sky Deutschland and Sky Italia, where it sees great opportunities for revenue growth and cost synergies

Media, TV, Fixed line, Telecoms July 2014 Access this report

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Multichannel TV facing the squeeze: Part 1

The commercial non-PSB sector saw strong growth in share of total TV viewing of close to 40% as the multichannel TV homes universe doubled in the 10 years between the launch of Freeview in October 2002 and completion of digital switchover in October 2012, and even higher 50% growth in SOCI (share of commercial impact) thanks to the higher commercial airtime quotas of the non-main PSB channels

Media, TV July 2014 Access this report

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Ofcom fibre margin squeeze test: Putting the brakes on BT Sport?

Ofcom’s fibre margin squeeze test’s initial indicative assessment concludes that BT’s current wholesale/retail pricing is ‘close to the boundary’ of creating a squeeze on its competitors

While BT can take comfort that it is at least close to passing the test, its DSL competitors (Sky, TalkTalk et al) can take comfort that BT cannot make life materially more difficult for them without failing it

Media, TV, Fixed line, Telecoms June 2014 Access this report

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UK broadband, telephony and pay TV trends Q1 2014: Converged growth

Market revenue growth in the UK residential communications sector was surprisingly robust in Q1 2014, rising a touch to over 5% (or around 4% excluding the direct impact of BT Sport) from just under 5% the previous quarter, despite facing a number of headwinds

Revenue growth at the top four operators has converged to around 4% for all, which marks a major long term turnaround for BT and TalkTalk, who back in 2012 were both experiencing firmly declining revenue well below market growth, and have since done much to stabilise their subscriber bases and sustain ARPU growth

Media, TV, Fixed line, Telecoms June 2014 Access this report

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TV and video advertising boom in the UK

Strong growth in the UK economy has created a very positive short term outlook for display advertising, with TV Net Advertising Revenues (NAR) expected to increase by 5% in 2014.

That bright prospect is nonetheless overshadowed by online video advertising, where 2014 is expected to add almost £200 million to the estimated £300 million spent in 2013. YouTube is leading the way, but the TV broadcasters also stand to benefit.

Media, TV, Internet, Technology June 2014 Access this report

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Sky measuring change - Q3 2014 results

Q3 2014 saw adjusted revenues up by 7% across the first nine months of fiscal 2014, helping to offset the large cost increases due to the new Premier League contract and investment in accelerating take-up and usage of connected services

In line with strengthening the online offer, retail subscription revenues were well up in the quarter, which saw further strong growth in NOW TV and Sky Go Extra subscriptions, while bad weather and losses due to the final integration of O2 customers temporarily subdued broadband growth

Media, TV, Fixed line, Telecoms May 2014 Access this report

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Sky and TalkTalk roll out (a bit of) fibre

Sky and TalkTalk are rolling out fibre in a small part of York, using a model that they could potentially extend to cover 10-15% of UK households

The economics of greenfield fibre build are still terrible in general, with even building in cherry-picked areas very hard to justify under current conditions, although the economics will improve over time as demand for speed increases

Moreover, once it is built it is built, and BT loses the wholesale revenue forever. Taking the hint and offering more reasonable wholesale fibre pricing may not be a bad option if Sky and TalkTalk persist

Fixed line, Telecoms April 2014 Access this report

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Media & Telecoms: 2014 and Beyond, part 1

Enders Analysis co-hosted its annual conference, in conjunction with BNP Paribas and Deloitte, in London on 4 March 2014. The event featured talks by 13 of the most influential figures in media and telecoms, and was chaired by Sir Peter Bazalgette. This report provides edited transcripts of the talks given by six of those speakers: Sir Martin Sorrell, WPP; Gavin Patterson, BT; Andrew Griffith, BSkyB; Thomas Rabe, Bertelsmann; David Dyson, Three UK; David Abraham, Channel 4

Media, Mobile, TV, Fixed line, Press, Internet, Non-UK Telecoms, Music and Radio, Non-UK Media, Technology, Telecoms March 2014 Access this report

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UK broadband, telephony and pay TV trends Q4 2013: Volume and price driven growth continues

The UK residential communications sector maintained strong revenue growth of 5% in Q4 on a reported basis, or 4% underlying, bolstered by strong volumes and solid pricing, with recent price increase implementations supporting the latter going forward

It is still hard to see a very significant competitive impact from BT Sport, with BT’s broadband net adds up by only 20k-30k on a year earlier, but the impact on costs is very clear, with increased sports rights costs, increased marketing costs and pay TV box/device subsidies driving up the cost base of all operators

Fixed line, Telecoms March 2014 Access this report

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Pay-TV sports WMO remedy revival

The Court of Appeal has judged that the Competition Appeal Tribunal erred in law in its rejection of the Ofcom Wholesale Must Offer remedy for premium sports by failing to deal adequately with all of Ofcom’s competition concerns but agreed with the Competition Appeal Tribunal that Ofcom had acted within its regulatory powers Sky’s appeal against the 2010 Ofcom decision will therefore be re-heard at the Competition Appeal Tribunal and we believe the likelihood is that the Wholesale Must Offer remedy will be approved, while the jurisdiction issue may yet have some life if Sky takes its appea

Media, TV, Fixed line, Telecoms February 2014 Access this report

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Sky gets connected - H1 2014 results

Operating profits took a dip in H1 2014 as Sky absorbed the £110 million hike in Premier League (PL) football rights, saw marketing spend rise as a result of strong product growth and invested £40 million in its connected TV services

Growth has stayed positive across the range of TV and home communications products, while the new User Interface due to launch in the next few months promises to unlock significant incremental revenues as well as underline the quality of Sky offerings in movies and entertainment

Media, TV, Fixed line, Telecoms February 2014 Access this report

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What should the BBC be for?

The Charter Review of the BBC officially opened with the Culture, Media and Sport Committee’s inquiry into the Future of the BBC asking the question “What should the BBC be for and what should be the purpose of public service broadcasting?”

The only obvious answer is that the BBC and public service broadcasting should be for the people of Britain, and the BBC rates highly on different measures of public and audience engagement.

Media, TV January 2014 Access this report

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Stubborn Sky Italia

The stress on 21st Century Fox’s Italian pay-TV platform is easing as the worst recession of any G8 country is expected to end in 2014, and competitive pressure from Mediaset is weakening

Sky is sticking to a long term strategy, investing in the (unrivalled) quality of its offering and sustaining high recruitment costs. The subscriber base seems to have levelled off, revenues are stable, but profits have collapsed. Management plans cost cuts to raise profitability by 2016

Media, TV January 2014 Access this report

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Channel 5 up for sale?

Richard Desmond’s appointment of Barclays to explore the sale of the Channel 5 Group in 2013 has fuelled speculation over prospective purchasers should Northern & Shell be intent on selling this asset

The reported target of at least £700 million, seven times the £103.5 million paid by Northern & Shell to RTL three years ago, reflects a strong performance in 2013, but needs to be against several distinctive factors, including Channel 5’s near total reliance on advertising and the cross-promotional benefits it gains from the Northern & Shell print publications

Media, TV January 2014 Access this report

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2013 round up and topics for next year

2013 has seen yet another year of strong growth in consumer adoption of mobile devices and screens adding to the challenges facing traditional media. Press and radio have long been affected, but television is now starting to feel the heat BT and Sky’s contest for premium pay-TV sports rights has intensified. August saw the launch of BT Sport, while BT’s acquisition of the European football rights in November was a clear statement of intent, spending half of Channel 4’s total programming budget on approx. 200 hours of content

Media, Mobile, TV, Fixed line, Press, Internet, Non-UK Telecoms, Music and Radio, Non-UK Media, Technology, Telecoms December 2013 Access this report

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BT Sport vision and reality

The launch of BT Sport and the acquisition of European Champions League and Europa League rights have set the scene for the fiercest of conflicts when the domestic live Premier League rights fall due for renewal by auction in 2015

Media, TV, Fixed line, Telecoms December 2013 Access this report

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The Court of Appeal questions the Competition Appeal Tribunal pay-TV ruling

The Court of Appeal held full day hearings on 5 and 6 December 2013 in response to the appeal by BT against the earlier verdict of the Competition Appeal Tribunal (CAT) published on 12 August 2012 that the core competition concerns that led to Ofcom’s Wholesale Must Offer (WMO) remedy were not justified by the evidence

Media, TV December 2013 Access this report

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BT vs. Sky at the Court of Appeal

BT’s case that the Competition Appeal Tribunal failed to address the reasons why the premium sports market works badly will finally arrive at the Court of Appeal tomorrow.

Media, TV, Fixed line, Telecoms December 2013 Access this report

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UK broadband, telephony and pay TV trends Q3 2013: Revenue growth strong, cost growth stronger

The UK residential communications sector again had a strong quarter for revenue growth, with reported growth from the top four operators at 5%, or around 4% excluding the one-off impact of extra BT Sport related revenuesUnfortunately cost growth was even stronger, with margins dropping at three of the four largest operators. The aggressive launch of BT Sport has driven up content costs, marketing costs or both for all of the operators

Fixed line, Telecoms December 2013 Access this report

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