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Topic “Telecoms”

Format: 2014-11
Format: 2014-11
Sector(s) Datesort icon

TalkTalk Group Q2 2014/15 results: Solid quarter, but guidance still challenging

TalkTalk had a solid quarter for net adds, helped by churn being held well under control, with broadband perking up, TV dipping down as pre-warned, and fibre and mobile both significantly accelerating

Revenue and ARPU growth accelerated, although not by as much as might have been expected given the timing of price rises, with the lower priced SimplyBroadband product likely still driving significant ARPU dilution

Fixed line, Telecoms November 2014 Access this report

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Vodafone Q2 2014/15 results: A sharp reduction in decline

Vodafone Europe enjoyed a sharp improvement in mobile service revenue growth in its Q2, with the decline reduced to 5% from 8% the previous quarter

Part of this was due to a reduced regulatory impact, part was due to one-off factors, but underlying improvements are still clear across all major markets, with price declines attenuating and a significant improvement in competitive performance

Mobile, Telecoms November 2014 Access this report

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Virgin Media Q3 2014 results: Subscriber growth accelerates

Virgin Media had its best subscriber net adds for years in Q3, despite slowing market growth and intense competition from the DSL operators

Underlying cable revenue growth also remained solid at around 4.5%, business and mobile continued to perform well, and underlying OCF growth was stable at 6%

As the market moves to high speed broadband, Virgin Media is benefitting above all others, and this long gradual shift is still in its early stages 

Fixed line, Telecoms November 2014 Access this report

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Sky Deutschland delivers weak ARPU ahead of BSkyB takeover

The Sky Deutschland platform, which will fall under BSkyB’s control by mid-November, continues to post strong subscriber growth, thanks to steady gross additions and declining churn

However, average revenue per user remains flat year-on-year, and declined sequentially for the first time in over four years, raising questions about Sky’s capacity to sustain the recent pace of total revenue growth

Media, Technology, Telecoms November 2014 Access this report

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BT Q2 2014/15 results: Competition bites, but BT is resilient

BT faced a more intense battle in the broadband market in the September quarter, and lost some net adds share, but retained its #1 spot and is still growing well

Revenue growth fell at both the group and consumer level, but this was largely due to the BT Sport direct revenue benefit annualising out, with growth excluding this actually improving a touch

Fixed line, Telecoms November 2014 Access this report

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EE Q3 2014 results: 4G surges, revenue growth slows

EE’s 4G adoption continued to surge, with 1.4m net adds, over 80% of new contract sales taking 4G and just under 40% of contract base having adopted it

Mobile service revenue growth however slowed to -2.4% from -1.1% the previous quarter, with an extra regulatory hit from the EU’s ‘Consumer Rights Directive’ doing some of the damage, as well as some underlying weakness

Mobile, Fixed line, Telecoms October 2014 Access this report

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The TV/digital advertising debate

In the last few days we have spoken to key authorities in advertising in the US, UK and Europe.

We have been exploring the critical debate: the degree to which TV consumption and TV advertising are shifting and will shift to digital. Recent media coverage has argued traditional TV business models could start to unravel in the medium term. We disagree.

Media, TV, Internet, Technology, Telecoms October 2014 Access this report

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BSkyB growing on demand - Q1 2015 results

Q1 2015 results show steady underlying revenue growth in retail subscription and increases in other segments, along with the continuing extraction of cost efficiencies, resulting in an 11% year-on-year increase in Q1 operating profits

Quarter-on-quarter, Q1 2015 retail subscription revenues and ARPU were flat in spite of the strong uptake and growing use of connected products. Main causes appeared temporary - a mixture of seasonal factors and the launch of Sky Sports 5 with its two-year free broadband offer - while underlying growth remains firmly positive

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

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EE TV: Triple play focus

EE has launched a new TV service featuring an advanced set-top box with a snazzy interface offered for free to its broadband/mobile customers

The lack of premium content means that the service is of little threat to the established pay TV operators Sky and Virgin Media, and the lack of integration with mobile or steep quad play discount makes it non-threatening to the mobile market

It does however reposition EE Broadband as a differentiated service, making it more competitive without lowering its headline price, with triple play the focus of this move in our view

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

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Virgin Media calls for PL auction investigation

Virgin Media’s request for Ofcom to open a formal investigation into the auction mechanism of live televised Premier League rights is a timely reminder of the need to consider the consumer as the auction draws ever closer with all eyes focused on the battle of BT versus Sky

When the EC last intervened before the 2006 auction, its remedy focused on the need for more than one winner for the sake of a more competitive downstream market, but without considering other variables affecting the outcome, to which Virgin Media has drawn attention

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

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Privacy and the internet in the UK

UK consumers have embraced data-hungry services like Facebook and Google, but many also have concerns about privacy online; young people have a more positive view of the trade-off and know how to avoid targeted advertising

Businesses that are conscientious about consumers’ data gain their trust, and the gap between trusted brands and the market as a whole may grow substantially in the future

Despite Edward Snowden’s revelations on ‘Big brother snooping’, the UK Government has secured vast access to communications data without serious challenge to date

Media, Technology, Telecoms October 2014 Access this report

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European mobile in Q2 2014: Underlying weakens again

European mobile service revenue growth improved by 0.5ppts to -7.2% in Q2 2014, but all of this and more was driven by a reduced regulatory impact; underlying growth has been stuck at around 6% for the last four quarters, with progress in some areas consistently being countered by further pricing pressure

Industry consolidation has progressed to some extent, but would have had little impact in the quarter. Further in-country mobile/mobile mergers are more than likely but uncertainty driven by the changing European Commission may be delaying decisions to move forward

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

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Indyref settled for now, Devo-Max ahead?

In a huge victory for the Union, 55% of Scotland’s voters said ‘No thanks’ to independence

The follow-up to the cross-party pledge on devolution shifts to London and will be dictated by the winner of the General Election on 7 May 2015; the Conservatives are aiming for a wider constitutional settlement for England to resolve the West Lothian question, while Labour will stick with a minimalist approach to preserve Scottish MPs

Media, Technology, Telecoms September 2014 Access this report

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Wrists and rewards: Apple's announcements

Apple has fulfilled its promise to roll out innovative new products this year, launching Apple Watch into the nascent wearables market and Apple Pay, a new mobile payments service, as well as moving the iPhone into ‘phablet’ territory.

The larger-screened 6 and 6 Plus should revive growth in iPhone sales and ASP, as well as providing another variable to compete in the mid-tier handset segment; Apple Pay further enhances Apple’s lock on its customer base.

Media, Mobile, Internet, Technology, Telecoms September 2014 Access this report

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UK mobile market Q2 2014: Pricing stable, volume surges, growth returns

UK mobile service revenue growth finally returned to positive territory in Q2 2014 after three years of decline, largely driven by the MTR impact dropping out, but also helped by a 0.6ppt improvement in underlying growth

Mobile, Telecoms September 2014 Access this report

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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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Virgin Media Q2 2014 results: Strong revenue, stronger profits

Virgin Media’s consumer cable business has moved back to accelerating volume and (underlying) ARPU growth, with the new ‘big bundle’ packages looking like a success

Growth at the business and mobile divisions improved sharply, pushing group revenue growth back into firmly positive territory, and profitability growth even higher

Given the broadband speeds it offers, Virgin Media is still good value, and gets better value as speed demands increase, allowing continued price increases to back up future growth

Fixed line, Telecoms August 2014 Access this report

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BT Q1 2014/15 results: Solid Q1, but battles to come

BT had a solid Q1, with Group revenue growth still positive but slightly slowed by weakness in managed services and Global Services, and EBITDA flat in the last quarter before BT Sport costs fully annualise out

The consumer side had strong revenue growth, with accelerating volume growth and solid ARPU, although net subscriber additions were relatively subdued in a quarter that was seasonally quiet

Fixed line, Telecoms August 2014 Access this report

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EE Q2 2014 results: 4G accelerates, but revenue growth does not

EE reported impressive operating figures, with 4G net adds accelerating sharply from an already impressive base and mobile contract net adds leading the UK market

Service revenue growth was respectable, but did not improve on the previous quarter despite the surge in premium 4G customers, although profitability did continue to improve as further synergies were realised

Mobile, Telecoms July 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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