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Topic “Telecoms”

Format: 2015-03
Format: 2015-03
Sector(s) Datesort icon

UK broadband, telephony and pay TV trends Q4 2014: Growth, investment and competition

The UK residential communications sector continues to be in rude health, with revenue growth in Q4 accelerating by 1ppt to 5.7%, the strongest it has been for years, with all of the operators enjoying an improvement. Volumes were strong, and ARPU even stronger, with the latter driving most of the revenue growth progress, driven by firm pricing and high speed broadband adoption

Fixed line, Telecoms February 2015 Access this report

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Virgin Media Q4 2014 results: Growing and building

Virgin Media’s Q4 results were strong across all measures, with household, RGU and all product net adds accelerating, revenue accelerating, and OCF growth

As demand for high speed broadband grows, Virgin Media is benefiting by offering the fastest top speeds and by being the cheapest provider for speeds over 30Mbps

The company has announced a £3bn investment to extend its network by 4m premises, which may win it an extra 6% share of the broadband market at the expense of BT, Sky and TalkTalk

Fixed line, Telecoms February 2015 Access this report

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Football auction to end all auctions

The latest auction of live televised Premier League rights has exceeded all expectations as the next three-year package commencing with the 2016/17 football season will cost £5,136 million, 70% up on the current £3,018 million

By shouldering much the greater cost increase of 83%, Sky has held on to five out of seven packages, including the most prized Super Sunday; however, the latest auction results underline the continuing core importance of PL football in spite of all the recent multi-product diversification and investment in non-sport content

Media, TV, Fixed line, Telecoms February 2015 Access this report

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Bigger than ever: Apple's Q1 2015 results

The iPhone 6 and 6 Plus drove Apple’s most extraordinary quarter ever, with the company’s position in the smartphone market improving on all fronts: explosive growth in China, rising market share in the US and a rising average sales price.

By contrast, iPad sales continued to decline in spite of the iPad Air 2’s release, suffering from cannibalisation by the phablet-sized 6 Plus and saturation in developed markets. Apple has a strategy to revive sales, which may bear fruit later in the year.

Media, Mobile, Internet, Technology, Telecoms February 2015 Access this report

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European Sky plc on the go - Q2 2015 results

Sky plc, the coming together of BSkyB, Sky Deutschland and Sky Italia, has enjoyed an excellent start, as adjusted H1 2015 figures delivered a 5% increase in revenues versus a 3% increase in costs, resulting in EBITDA growth of 7% and with free cash flow up by 25%

The strong financial results were accompanied by strong subscriber growth figures, especially in the operations covering Austria, Germany, Ireland and the UK, while all markets showed large reductions in churn, reinforcing confidence in the strategic approach of Sky plc

Media, TV, Fixed line, Telecoms February 2015 Access this report

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Vodafone Q3 2014/15 results: Recovery continues, especially in the UK

Vodafone Europe’s service revenue growth continued to recover into its Q3, with the growth of -2.7% a further improvement of over 2ppts

This was largely driven by improved subscriber numbers, with contract ARPU in general still falling, although in the UK it notably returned to growth, with the pending consolidation bringing both threats and opportunities

Vodafone’s Project Spring investment appears to be bringing benefits before it is even halfway complete, boding well for its future impact

Mobile, Telecoms February 2015 Access this report

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TalkTalk Group Q3 2014/15 results: Revenue accelerates, margins more challenged

TalkTalk’s revenue growth accelerated to over 4% in Q3, despite a tough comparative, with a price increase towards the end of the quarter and robust corporate revenue growth helping, giving it good momentum into 2015

Broadband net adds of 15k were unchanged on the previous quarter, disappointing given a broader market bounce, but the company expects acceleration next quarter

The company warned of lower than expected EBITDA margin in H2 2014/15, making its medium term 25% target look more challenging, but margins are still likely to improve going forward

Fixed line, Telecoms February 2015 Access this report

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Digital UK 2015

This Digital UK 2015 report is a collaborative effort by research partners Enders Analysis and EY. Encapsulating materials in the public domain and proprietary to the partners, it sets out to demonstrate the vibrancy of the UK’s digital economy and its potential for growth.Key UK strengths include:

Media, Mobile, Fixed line, Internet, Technology, Telecoms February 2015 Access this report

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BT Q3 2014/15 results: Fibre evolves

BT Group revenue growth dropped to -1%, but entirely due to one-off factors, with its consumer division accelerating underlying growth and roughly maintaining broadband net adds share

Fibre net adds had a record quarter, driven by growth at Sky/TalkTalk et al, and BT is trialing the next generation of high speed broadband which could sustain profitable wholesale revenue growth for years to come

Fixed line, Telecoms February 2015 Access this report

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DTT is safe until 2030

Ofcom anticipates opposing the use of core DTT spectrum for mobile broadband at WRC-15 in November in recognition of the importance of broadcasting

Assuming the aligned UK and wider European position prevails at WRC-15, DTT spectrum will be exclusive to broadcast until 2030, providing certainty for broadcasters and programme makers to enable ongoing investment in the platform

Media, Telecoms January 2015 Access this report

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UK mobile user survey: High on networks, low on convergence

Customer movement between operators shows susceptibility to dynamism in branding; O2 are picking up the majority of EE churners as customers move to the new “cool brand” while EE pull in Vodafone churners tempted by the new “best network”. O2 have the lowest churn though the lion’s share move to Vodafone and H3G churners are more evenly picked up by the other three

Mobile, Fixed line, Telecoms January 2015 Access this report

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H3G and O2: Three and two makes Three

The posited deal merging H3G and O2 would create a new largest UK mobile operator with 40% market share, with massive synergy benefits available from cutting overlapping network and operations costs

Regulatory hurdles would be very significant, and the remedies required may well counteract the benefits of reduced network operator competition, as they will be designed to do

For Vodafone and EE, the impact will be mixed; a potentially aggressive competitor is removed, but their preferred positioning as being the best mobile networks is under threat

Mobile, Telecoms January 2015 Access this report

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Ofcom fibre margin squeeze test: Putting pressure on BT Sport costs

Ofcom has decided to implement a fibre margin squeeze test on BT, starting in March, which will include the costs of BT Sport as part of the calculation

Ofcom has stated that on its preliminary figures, BT does currently pass the test, but given earlier statements we conclude that it does not have a lot of headroom

Fixed line, Telecoms January 2015 Access this report

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Xbox One, PlayStation 4 and their uncertain future

One year on from the launch of the latest generation of gaming consoles Microsoft and Sony remain locked in a high stakes struggle for dominance of the gaming industry, and longer term viability of the console category.

Sony’s PS4, which we estimate outsold Microsoft’s Xbox One 3:1 in Q3, looks certain to win this round in a return to form for Sony following the relative disappointment of the PS3. Microsoft, struggling from missteps early in the Xbox One cycle, may have left it too late to catch up.

Media, Technology, Telecoms December 2014 Access this report

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European mobile in Q3 2014: A rare improvement

The European mobile market had a rare quarter of solid improvement in Q3, with reported service revenue growth improving by over 2ppts to -4.7%, helped by a 1ppt improvement in regulated MTR cuts (which have now dropped to near zero) and a 1ppt improvement in underlying growth

The improvement appears largely driven by improved pricing trends, with the improvement in Italy particularly strong. However we feel that pricing is still in general in a fragile equilibrium, with the potential longer term structural improvements - consolidation and network focus - yet to be made

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

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Women at Work 2014

Underpinned by a legislative regime since the 1970s designed to prevent sex discrimination and unequal pay between men and women, the UK has enjoyed successive and ever bigger waves of young women gaining the education and skills to enter the work force as professionals, now standing at 5 million strong. The UK also boasts 1 million female-led companies and the digital age has greatly expanded the opportunity for entrepreneurship for women to be their own bosses. 

Media, Telecoms December 2014 Access this report

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BT Everywhere?

A merger between BT and EE would create a converged operator directly serving around half of the UK adult population with fixed broadband, mobile or both services

We remain sceptical of the direct benefits of quad play and cross-selling, but we can see the benefits of merging the largest fixed and mobile operators under a single brand, and the long term strategic sense of owning both networks in case converged service offerings do become more important

Mobile, Fixed line, Telecoms December 2014 Access this report

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Canal+ at 30: time for a strategic review

In 2014 Canal+’s core premium French pay-TV business has continued to lose subscribers and swallowed a VAT increase. But this was offset by growth in FTA ad sales, in ARPU, in overseas subscriptions and by acquisitions. EBITDA has continued the decline which commenced in 2013

Eleven years ago Canal+ in France and Sky in Britain had the same household penetration, but since then a gap has opened up and now Canal+ lags behind at 21% compared to Sky’s 34%. The French platform suffers from its regulated focus on films and its neglect of hardware

Media, Non-UK Telecoms, Telecoms December 2014 Access this report

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The General Election in May 2015: Context and potential outcomes

The General Election in May 2015 looks to be one of the most unpredictable in living memory. A hung parliament seems the most likely outcome, but the likely government after May is still unclear. Whereas in previous elections there were at most three swings that mattered, between the Lib Dems, Labour and the Conservatives, in this one there are arguably 10 or 11. There has been a huge increase in complexity, which, along with the virtually neck-and-neck polls, is what makes the outcome so much harder to predict.

Media, Technology, Telecoms December 2014 Access this report

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Case studies: BuzzFeed, Vice, YouTube vloggers (Ofcom PSB review)

As part of Ofcom’s third review of public service broadcasting, Enders Analysis produced 12 case studies of online media services, examining how they contribute to the public service objectives. The full report and all case studies are available on the Ofcom website.

Here we present three of those case studies: BuzzFeed, Vice, and the phenomenon of YouTube ‘vloggers’ producing content for young people. These represent sources of innovative content unlike that found in traditional media.

Media, TV, Press, Internet, Technology, Telecoms December 2014 Access this report

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