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Topic “Telecoms”

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

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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Vodafone Q1 2014/15 results: Modest signs of recovery

Vodafone Europe’s service revenue growth improved slightly in the June quarter, by 0.6ppts to -7.9%, largely due to it running out of revenue to lose in some segments, but contract net adds were disappointing, with the company still losing ground competitively

Investment in Project Spring is surging with capex double the prior year and 4G coverage accelerating, which is very encouraging for the medium term, but it will be some time before this pays off in revenue and profit terms

Mobile, Telecoms July 2014 Access this report

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TalkTalk Group Q1 2014/15 results: Solid start to the financial year

TalkTalk’s June quarter results revealed solid subscriber trends, with broadband, fibre, line rental and TV net adds all either matching or slightly improving upon the previous quarter

Revenue growth dipped down on the previous quarter (3% vs. 5%), but the price increases in May/June have yet to have a full quarter’s effect, and the company remains confident in its full year guidance of at least 4%

Fixed line, Telecoms July 2014 Access this report

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UK quarterly internet trends Q1 2014

The UK’s love affair with mobile devices continued in Q1 2014, with four times as many smartphones and tablets as PCs shipped during the quarter. Smartphones now account for three quarters of mobile phone sales, and shipments of tablets exceed sales of PCs, though the latter improved during the quarter

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

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European mobile in Q1 2014: Underlying remains weak, but consolidation progresses

European mobile service revenue growth improved to -7.6% in Q1 2014 from -9.0% in the previous quarter, but most of the improvement came from a drop in the regulated MTR cut impact, with underlying growth only improving 0.2ppts

This is in spite of continued improvements in GDP growth and the highest level of consumer confidence in six years, confirming that the often-blamed economic conditions actually have been having little impact on the market, with competitive intensity the real cause

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

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UK mobile market Q1 2014: Heading for positivity

UK mobile service revenue growth remained relatively healthy at -1.6% in Q1 2014, despite the absence of some favourable one-off factors in the previous quarter, consolidating the improvements seen in 2013. Underlying growth improved a touch to 0.3%, and given that the regulatory impact will drop out next quarter, reported revenue growth may well turn positive in Q2

Mobile, Telecoms June 2014 Access this report

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