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Toby Syfret was quoted in an article discussing the competition between BT and Sky to broadcast Champions League football. While competition is supposed to benefit the consumer, in this case there is concern that the public could end up paying more to watch the same matches. He says "the consumer loses out."
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 market participants
Germany’s Sky platform has shifted focus from maximising net additions to improving quality of new recruits, delivering accelerated ARPU growth and a likely future reduction in churn.
In 2014, Sky will turn back to more proactive recruitment, but we caution against expectations of an improvement in the underlying trend growth rate.
Sky is in on course to deliver its first full year positive EBITDA in 2013, although we still don’t expect cash flow to follow suit before FY 2015.
Claire Enders was quoted in an article discussing the Champions League rights auction. She said that both BT and Sky would be careful not to appear desperate to win the Champions League rights following previous financial guidance to investors. "Both companies will be thinking very carefully about what signal to send out" she added.
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
Alice Enders was quoted in an article discussing digital music service Deezer. About Deezer's "paid subscribers" figure which includes an undisclosed number of subscribers to bundled telecoms deals who have not activated the service, she commented that it is " one of the best kept secrets out there."
Alice Enders was quoted in an article discussing digital music service Deezer. About Deezer's "paid subscribers" figure which includes an undisclosed number of subscribers to bundled telecoms deals who have not activated the service, she commented that it is " one of the best kept secrets out there."
Claire Enders appeared on The Media Show to discuss BT Sport's potential bid for Champions League rights. The interview begins at 12:12 into the programme.
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