Sky FY 2007 results
The release of FY 2007 results on 27th July 2007 confirmed the strong performance of Sky and the success of its multi-product and service strategy over the past year, as reported in its trading update of 11th July |
Media, Telecoms |
July 2007 Access this report
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Virgin Media Q2 2007 results: cash flow down; outlook for top line growth remains dubious
The loss of Sky basic channels, strong competition and a maturing broadband market have combined to weaken Virgin Media’s top line results sufficiently to cause cash flow to decline |
Fixed line, Telecoms |
August 2007 Access this report
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Next Generation Access in the UK: could Sky and Virgin Media be the real losers?
Ofcom’s consultation document on Next Generation Access indicates a desire to avoid regulatory impediments to investment, not to force BT to act |
Fixed line, Telecoms |
October 2007 Access this report
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Competition Commission view about the Sky stake in ITV
BSkyB’s 17.9% shareholding in ITV is likely to lead to a substantial lessening of competition in the all-TV market, according to the provisional findings of the Competition Commission (CC) investigation announced on 2nd October 2007 |
Media, TV |
October 2007 Access this report
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No Picnic for Sky?
On 4th October Ofcom issued its consultation document on Sky’s proposals to provide a broader and more comprehensive range of programming by replacing its three free-to-air channels on Freeview with its Picnic hamper of five pay-TV services, including the Sky Sports 1 and Sky Movies SD1, as part of a flexible digital television, broadband and telephony service |
Media, TV |
October 2007 Access this report
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Sky FY 2008 Q1 results: strong underlying performance
The pay-TV business is performing well, helped by the ‘halo’ effect from broadband; we view the unexpectedly sharp drop in operating profit as a temporary result of record quarterly take-up of Sky+ |
Media, TV |
November 2007 Access this report
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UK broadband market Q3 2007
At 30th September 2007 there were approximately 15.1 million fixed broadband subscribers in the UK and residential broadband penetration was approximately 54%. BT remains the country’s largest broadband provider supplying more than 4 million lines, while BSkyB remains the fastest growing ISP |
Fixed line, Telecoms |
December 2007 Access this report
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Sky Q2 2007/8 results: record product sales, but concerns on fixed line costs
Sky's Q2 results show continuing strong growth across all parts of its multi-product business, with bumper product sales, up by almost a third year-on-year |
Media, TV, Fixed line, Telecoms |
February 2008 Access this report
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Sky ITV Appeal?
This report examines whether Sky has grounds to appeal the decision by the Competition Commission requiring Sky to partly divest its ITV stake. The deadline for Sky's decision on appeal is 25th February. Bearing in mind that the CC has a good track record on fighting appeals, this report identifies two potential grounds for appeal that could prove fruitful for Sky to appeal. If Sky does appeal, and we suspect it will, the uncertainty weighing on ITV's share price will continue for some time yet |
Media, TV |
February 2008 Access this report
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UK broadband market Q4 2007
Broadband market growth continues to fall and was below 20% for the first time in Q4 2007. Household penetration hit 56%. BSkyB dominated net additions, increasing its market share to 7.8% after 18 months of operation |
Fixed line, Telecoms |
April 2008 Access this report
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Ofcom HD Ready to Go
The Digital Dividend resulting from analogue switch-off and digital switchover (DSO) is shaping up into Ofcom’s spectrum sale of the century. It comes at a time when the TV broadcasting industry is coming to see the progress from standard definition (SD) to high definition (HD) as fundamental a step change in broadcast picture quality as was many years ago the shift from black and white into colour. This report examines the Ofcom proposals, the financial costs to the commercial PSBs and the implications of Sky’s Picnic proposals for the successful achievement of Ofcom’s plan |
Media, TV |
April 2008 Access this report
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Sky Q3 FY 2008 results: strong fixed line growth, but at a price
Sky Q3 FY 2008 results confirm the strength of the core pay-TV business, where the marketing strategy is now focused on subscriber quality rather than pure numbers. Sky+ boxes continue to fly off the shelves, while weak HD and Sky Multiroom sales call for attention in fiscal 2009 |
Media, TV |
May 2008 Access this report
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HD now on Freesat
The BBC-ITV Freesat venture, launched on 6th May, is the public service response to Sky’s free satellite service. Once fully up and running in 2009, Freesat aims to match Sky with 200 digital TV channels in standard definition (SD), and surpass Sky with extra channels in High Definition (HD), plus the facility to offer iPlayer and Kangaroo |
Media, TV |
May 2008 Access this report
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Sky Picnic on Ice
Ofcom has linked Sky's plans for a pay service on DTT (Picnic) to its wider investigation into the UK market for pay-TV, announcing on 13th May that it will issue its next statement on both issues simultaneously by the end of the summer. This is the first time the regulator has indicated that it is merging its consideration of Picnic with that of the wider pay-TV market |
Media, TV |
May 2008 Access this report
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Setanta facing the credit crunch
The TV advertising sector is haemorrhaging in the economic downturn, but troubles could also be brewing in the pay-TV sector. Sky still looks secure, but Setanta appears more exposed in its role of ancillary pay-TV provider in the high stakes and high risk world of premium sports |
Media, TV |
July 2008 Access this report
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Ofcom’s review of Openreach’s financial framework: BT one, unbundlers nil?
This report explains Ofcom’s ongoing review of Openreach’s financial framework, why it is important, the myriad factors involved, our view on the likely outcome and the implications for BT and unbundlers, in particular Carphone Warehouse and BSkyB |
Fixed line, Telecoms |
July 2008 Access this report
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Sky FY 2008 results: sound progress
Another strong quarter of pay-TV and Sky+ growth in the face of a severe retail downturn makes us more confident that Sky will achieve its target of 10 million DTH pay-TV subscribers by the end of calendar 2010 despite falling short of the required run rate of annual net additions in FY 2008 |
Media, TV |
August 2008 Access this report
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Ofcom Second Consultation on pay-TV and the root wholesale issue
Ofcom’s second consultation document in its pay-TV investigation has focused on BSkyB’s wholesaling of designated premium film and sports channels, reviving memories of previous regulatory efforts to address the content wholesale/retail issue
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Media, TV |
October 2008 Access this report
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Sky Q1 2009 results: riding the economic downturn
Another robust set of subscriber KPIs provides little indication of the economic downturn taking its toll, other than a sharp 1.1% jump in churn over the previous quarter, which could reflect other factors. The bigger issue appears to be subscriber spin-down to less expensive packages
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Media, TV |
November 2008 Access this report
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UK TV Advertising and PSB survival
The consultation period for the second phase of Ofcom’s Second Public Service Broadcasting Review closes on 4th December 2008. The central issue before Ofcom is that the current PSB model is broken, lacking the flexibility to “adapt to audiences’ evolving needs”. The primary concern lies with the commercial sector, which is under increasing strain to deliver its PSB commitments due to structural changes in the television medium that have been compounded by the present economic crisis. |
Media, TV |
November 2008 Access this report
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