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This report examines recent developments in the UK residential market for broadband internet access. We consider the outlook over the next five years for total market volume and market shares
Telecoms subscriber growth has improved sharply but this has been achieved at the expense of ARPU growth; revenue continues to decline
Apparent weaknesses in its Q3 2007 results notwithstanding, Premiere has a good chance of meeting its FY 2007 guidance targets of €1 billion in revenues and €80-100 million in EBITDA after recovering marketing rights to live televised domestic football
Uncertainties over football rights from September 2009 remain and doubts persist about long-term growth in a market where 95% of homes receive 30+ free-to-air (FTA) domestic TV channels. Even with News Corporation’s extra know-how, climbing from 3.53 million (end of Q3 2007) to 4 million direct subscribers will take some push, while 5 million looks a distant dream
The pay-TV business is performing well, helped by the ‘halo’ effect from broadband; we view the unexpectedly sharp drop in operating profit as a temporary result of record quarterly take-up of Sky+
H3G has launched the ‘Skypephone’, a Skype-branded phone with a free Skype VoIP service fully integrated into the handset
School’s back and strong computer sales drove Apple’s Q4 FY2007 revenue to $6.22 billion, up 28.5% year-on-year
ITV plc set itself the annual target of 3-5% revenue growth up to 2010, then 5% to 2012, in its strategy presentation on September 12th 2007. Within the overall business growth target, ITV set itself a further three sub-targets. Two of these, the doubling of production revenues (currently in the region of £600 million per annum) by 2012 and the fivefold increase in online revenues from about £30 million in 2007 to £150 million in 2010 raised a good few eyebrows to judge by reactions afterwards; but the third target of 38.5% adult SOCI (share of commercial impacts, or ‘eyeballs delivered to advertisers’) by 2012 has drawn almost no attention
Aggregate mobile service revenue growth in the June quarter was 2.7%, down almost 1%, although this is mostly explicable by regulated price cuts
International performance was hit by problems in Jamaica and was weak generally except for Panama and Macau
Vodafone’s European revenue growth has dropped again in the latest quarter, both relative to the prior quarter and its competitors, with Spain performing particularly poorly