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Topic “Fixed line”

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

Sky and TalkTalk roll out (a bit of) fibre

Sky and TalkTalk are rolling out fibre in a small part of York, using a model that they could potentially extend to cover 10-15% of UK households

The economics of greenfield fibre build are still terrible in general, with even building in cherry-picked areas very hard to justify under current conditions, although the economics will improve over time as demand for speed increases

Moreover, once it is built it is built, and BT loses the wholesale revenue forever. Taking the hint and offering more reasonable wholesale fibre pricing may not be a bad option if Sky and TalkTalk persist

Fixed line, Telecoms April 2014 Access this report

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Slides for Media & Telecoms: 2014 and Beyond, part 1

Slides from the presentations by the following speakers at the Media & Telecoms: 2014 and Beyond conference on 4 February 2014: Andrew Griffith, BSkyB; Thomas Rabe, Bertelsmann; David Dyson, Three UK

Media, TV, Fixed line, Press, Internet, Technology, Telecoms March 2014 Access this report

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Media & Telecoms: 2014 and Beyond, part 1

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. This report provides edited transcripts of the talks given by six of those speakers: Sir Martin Sorrell, WPP; Gavin Patterson, BT; Andrew Griffith, BSkyB; Thomas Rabe, Bertelsmann; David Dyson, Three UK; David Abraham, Channel 4

Media, Mobile, TV, Fixed line, Press, Internet, Non-UK Telecoms, Music and Radio, Non-UK Media, Technology, Telecoms March 2014 Access this report

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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

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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

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Virgin Media Q4 2013 results: Promising 2014 ahead

Virgin Media’s consumer cable revenue growth dipped down to 3% in Q4, largely driven by weaker RGU growth during the year feeding through

Subscriber net adds were however much stronger in Q4, and the company has confidently implemented firm price increases this month, backed up by another speed increase across all tiers

OCF declined by 5%, or 1% excluding one-off items, with increased sports content costs from BT and Sky weighing. However, the company remains confident of mid-single digit OCF growth in 2014, with growth improving through the year

Fixed line, Telecoms February 2014 Access this report

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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

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BT Q3 2013/14 results: Solid performance but no thanks to Sport

BT grew both its Group level and consumer retail revenue for the first time in years, and while the extent of growth was flattered by one-off factors, growth is still positive on an underlying basis, an impressive achievement indeed for a European fixed incumbent

This is mainly driven by robust pricing, declining line losses, and continuing fibre adoption, with the indirect impact of BT Sport still hard to discern, but the direct impact absorbing all of BT’s hard won cost reduction gains to leave EBITDA flat

Fixed line, Telecoms February 2014 Access this report

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Sky gets connected - H1 2014 results

Operating profits took a dip in H1 2014 as Sky absorbed the £110 million hike in Premier League (PL) football rights, saw marketing spend rise as a result of strong product growth and invested £40 million in its connected TV services

Growth has stayed positive across the range of TV and home communications products, while the new User Interface due to launch in the next few months promises to unlock significant incremental revenues as well as underline the quality of Sky offerings in movies and entertainment

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

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2013 round up and topics for next year

2013 has seen yet another year of strong growth in consumer adoption of mobile devices and screens adding to the challenges facing traditional media. Press and radio have long been affected, but television is now starting to feel the heat BT and Sky’s contest for premium pay-TV sports rights has intensified. August saw the launch of BT Sport, while BT’s acquisition of the European football rights in November was a clear statement of intent, spending half of Channel 4’s total programming budget on approx. 200 hours of content

Media, Mobile, TV, Fixed line, Press, Internet, Non-UK Telecoms, Music and Radio, Non-UK Media, Technology, Telecoms December 2013 Access this report

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BT Sport vision and reality

The launch of BT Sport and the acquisition of European Champions League and Europa League rights have set the scene for the fiercest of conflicts when the domestic live Premier League rights fall due for renewal by auction in 2015

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

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BT vs. Sky at the Court of Appeal

BT’s case that the Competition Appeal Tribunal failed to address the reasons why the premium sports market works badly will finally arrive at the Court of Appeal tomorrow.

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

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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

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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

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Sub-scale Numericable?

Following its return to revenue growth, France’s sole cable operator has merged with its B2B sister Completel and was floated on the Paris Bourse on 8 November

Numericable wants to cling to the momentum behind the European cable sector – but, due to its limited scale in a mature market, it has lower growth potential than its peers

Guidance given to investors for modest revenue and profit increases is credible, but Numericable faces the strategic challenge of Orange’s fibre upgrade which, in our view, calls for a partnership with a bigger altnet

Fixed line, Telecoms November 2013 Access this report

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Vivendi 3.0: Back to square one?

The Vivendi empire is shrinking in revenues, cash flow and also in debt: Activision Blizzard and Maroc Télécom were sold in 2013, SFR will be spun off

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

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BT Sport Euro football winner – what a price!

BT has doubled the price of the live ECL/EEL rights to £900m in order to outbid Sky and ITV and become the sole owner from 2015/16 to 2017/18 BT can easily absorb these extra costs through cost savings in other parts of its business, but the direct revenue returns through subscription charges and advertising on BT Sport are expected to fall far below the annual rights payments of £300m BT’s Euro victory is not a game changer in itself, but eyes are now firmly fixed on the next auction in about 18 months time of live PL rights, which could prove to be an inflationary bloodbath for all mar

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

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Virgin Media Q3 2013 results: Resilient to new challenges

Virgin Media had a very solid quarter, with cable households returning to growth, cable revenue up 4%, underlying group revenue up 2%, and underlying OCF up 3% despite extra content costs weighing

Subscriber net adds were not as strong as last year, when DSL competitors were weakened by supply constraints, but there is little sign of a substantial impact from BT Sport or TalkTalk and BT’s YouView-based TV offerings

BT’s foray into sport has however had an effect on profitability, as it has with BT itself and Sky, with Virgin Media’s premium content costs rising from both BT and Sky

Media, Mobile, TV, Fixed line, Telecoms November 2013 Access this report

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BT Q2 2013/14 results: Gathering momentum

BT’s subscriber and revenue results continued to show strong progress, with its consumer business gathering momentum even excluding the direct impact of BT Sport

BT Sport had a discernible impact, but this was modest given the spend levels involved. However, the negative impact will only improve from this point, with BT sounding cautious about bidding for new rights

Fibre growth has at last started to accelerate at BT’s competitors, with the potential wholesale revenue from this truly game-changing for BT

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

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2014 a big year for Sky - Q1 2014 results

2014 will be a tough year for Sky as it strives to improve the connectivity across its base while facing the challenge of BT in premium sports. 2014 has started well in terms of product growth and BT Sport has had no discernible impact on Sky broadband take-up and little, if any, impact on acquisition and retention discounts offered to new and existing Sky customers. With eyes focused on the impending auction of European Champions League pay-TV rights, we think BT has every incentive to push the price up, but not actually to win them.

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

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