Enders Analysis provides a subscription research service covering the media, entertainment, mobile and fixed telecommunications industries in Europe, with a special focus on new technologies and media. We cover all sides of the market, from consumers and leading companies (e.g. Vodafone, Iliad, ITV, BT, BSkyB, Virgin Media, Apple, Google and others), to regulation. A complete list of our research can be found here.

You can also follow us on Twitter, LinkedIn or Facebook

Enders Analysis Alerts Service

Enter your email address here to be alerted when we publish a new report

Topic “TalkTalk”

Format: 2014-04
Format: 2014-04
Sector(s) Datesort icon

Media & Telecoms: 2014 and Beyond, part 2

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.

Media, TV, Press, Internet, Telecoms March 2014 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

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

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

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

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

TalkTalk Group Q3 2013/14: Weathering the storm

TalkTalk enjoyed a healthy December quarter, with broadband net adds steady, TV net adds accelerating, churn falling and revenue growth accelerating to 5%

Revenue growth was boosted by a big wholesale contract win and the timing of line rental price increases, but the company did achieve a complex price restructuring with no negative ARPU impact

With churn heading down again, the company appears to have successfully weathered the BT Sport-related storm, leaving it on track to achieve its aims

Fixed line, Telecoms February 2014 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

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

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

TalkTalk Group Q2 2013/14 results: Sport-less performance

TalkTalk maintained recent momentum despite increased competition in the quarter, delivering 5k broadband net adds and 167k pay TV net adds, although increased churn required higher marketing spend to achieve this

TalkTalk restructured its pricing towards the end of the quarter, increasing certain prices, introducing a lower cost broadband option and bringing pay TV to its (now) mid-tier plan; the net impact appears as if it will be positive

Media, Fixed line, Telecoms November 2013 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

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

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

TalkTalk Group Q1 2013/14 results: Risks abate

TalkTalk’s broadband net adds held up well in the June quarter despite weak seasonality and an aggressive competitive push by BT

ARPU growth was steady, which allowed rising subscriber growth to drive consumer revenue growth up to just over 2%, and growth at the group level rose to just under 2%

With the BT Sport impact appearing slight, and regulatory outcomes looking reasonably benign, the outlook is much less uncertain than before

Fixed line, Telecoms August 2013 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

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

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

TalkTalk Group Q4 2012/13 results: Return to revenue growth

Following a return to broadband subscriber growth last quarter, TalkTalk has now returned to overall revenue growth for the first time since acquiring Tiscali in 2009

Pay TV net adds nearly doubled to 150k; the associated SACs weighed on EBITDA, but TV did support the upper tier ‘Plus’ base returning to solid growth

TTG’s outlook is positive, save for uncertainties over regulation, and the unpredictable impact of BT Sport on broadband market shares

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

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

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

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

TalkTalk Group Q3 2012/13 results: Return to growth

TalkTalk’s broadband base returned to growth in the December quarter after years of decline, helped by further churn improvements

The company gained a respectable 80k new pay TV subscribers after its Plus TV launch, and the overall Plus/Plus TV base continued to grow

Revenue growth was unchanged at -1.7% in the quarter, but given the timings of price changes we still expect a return to broadly flat or growing revenue next quarter

Fixed line, Telecoms February 2013 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

Media & Telecoms: 2013 & Beyond (part 1)

Enders Analysis co-hosted its annual conference, in conjunction with BNP Paribas and Deloitte, in London on 15 January 2013. The event featured talks by 14 of the most influential figures in media and telecoms, and was chaired by Sir Peter Bazalgette.

Media, Mobile, TV, Fixed line, Press, Internet, Music and Radio, Technology, Telecoms January 2013 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

Slides accompanying Media & Telecoms: 2013 & Beyond (part 1)

Slides from the presentations by the following speakers at the Media & Telecoms: 2013 & Beyond conference on 15 January 2013:

•Sir Martin Sorrell, CEO, WPP
•Michael Tobin, CEO, Telecity Group
•Liv Garfield, CEO, Openreach
•Dido Harding, CEO, TalkTalk Group
•Victor Zhang, CEO, Huawei UK & Ireland
•Cindy Rose, Executive Director of Digital Entertainment, Virgin Media

Media, Mobile, TV, Fixed line, Press, Internet, Music and Radio, Technology, Telecoms January 2013 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

UK broadband, telephony and pay TV trends Q3 2012: Volumes falter, but pricing remains firm

After a host of TV-related announcements/launches last quarter, the main feature of the last three months has been price increase announcements, with all four of the large operators announcing a significant price increase(s) to take effect between December 2012 and February 2013

Fixed line, Telecoms December 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

UK broadband, telephony and pay-TV trends Q2 2012

In this report we show our analysis of the performance, key trends, competitive dynamics and factors impacting the UK broadband, telephony and pay-TV markets

The first part of the report focusses on market level performance and KPIs such as volume and revenue growth, net adds, pricing and ARPU, and market shares as well as our analysis of key developments in high speed broadband and pay-TV offerings

The second covers the individual results of the four largest ISPs (BT, Virgin Media, BSkyB and TalkTalk Group) in the context of the wider market developments

Media, TV, Fixed line, Telecoms August 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

YouView: better late than never

YouView, the hybrid DTT/IPTV service backed by the public service broadcasters, is here, but with an initial retail box price of £300 it will be heavily dependent on the subsidies offered by ISP distributors BT and TalkTalk The TV market has evolved since YouView’s conception in 2008, with many other internet-enabled options now available; its managed and integrated approach gives it some advantages but doesn’t make it a ‘must have’ We expect YouView to mainly appeal to Freeview and BT Vision upgraders and project take-up between 1-3 million TV homes by 2015, though if the product improve

Media, TV, Internet, Technology July 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

UK fixed telecoms market: broadband and telephony trends to Q1 2012

In this report we show our analysis of trends in UK broadband and telephony to March 2012, based on the published results of the major service providers.

Highlights for the March quarter include broadband subscriptions exceeding 21 million, a sudden uptick in broadband market net additions and local loop unbundling accounting for a record 40% of broadband subscriptions. The proportion of unbundled lines that are fully unbundled exceeded two thirds for the first time.

Fixed line, Telecoms June 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

TalkTalk FY 2011/12 results: walking the talk

Strong cost reduction and mix effects enabled TalkTalk to report a third successive year of high cash flow growth, in spite of declining revenue due to high churn The company appears to have retained its strong position at the value end of the market, and this should result in continuing sales combining with falling churn to generate positive revenue growth Although high speed broadband and a YouView-based TV offer will dilute profitability to an extent, this should be outweighed by other factors, generating further significant cash flow growth

Fixed line, Telecoms May 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

UK fixed telecoms market: broadband and telephony trends to Q4 2011

In this presentation we show our analysis of trends in UK broadband and telephony to December 2011, based on the published results of the major service providers.

Highlights for the December quarter include a return to the lower rate of broadband market growth seen prior to mid-2010, accelerating growth in the number of subscribers to high speed broadband and the continuing increase in market share of BT Retail and BSkyB at the expense of virtually all other players

This quarter’s edition includes a look at Openreach’s wholesale FTTP On Demand, planned for launch in 2013.

Media, Fixed line, Internet, Telecoms February 2012 Access this report

The requested report will be sent to you via email. Please enter your email address to confirm that you are a subscriber:
If your company subscribes to Enders Analysis research but you do not currently receive the reports directly and would like to be added to the distribution list, or if you are interested in your company taking out a subscription, please Get in touch to see how you can purchase access to our publications.

Syndicate content