Internet and Telephony Market Statistics Q4 2005

20 July 2010

Broadband connections continued to increase strongly in the UK in Q4 2005 with 935,000 net additions, taking the UK total to just over 9.8 million connections and household broadband penetration to 35%. For 2005 as a whole, the UK broadband base rose by 60% - one of the fastest paces in Europe. Cable connections account for 27% of the broadband market with more than 99% of other connections provided via DSL.

Sound market fundamentals mean that the growth-based rationale for the bid should prove feasible

Recent reports

Revenues revert: Pricing conundrum in UK telecoms

9 May 2024

In-contract price increases have been the worst of all worlds—reputationally damaging for telecoms operators but contributing (temporary) revenue growth of just half the rate of inflation. We expect the revenue boost from in-contract price increases of 5% last year to become a 2% drag from Q2 2024.

Cost inflation is, however, cumulative with an acceleration in the gulf between costs and revenues forecast from here. We expect muted financial guidance for 2024/25 from BT Consumer and Vodafone UK over the coming weeks.

Rising new-customer pricing is a necessity if margins are not to be significantly squeezed, but competitive intensity and scale economics continue to thwart such efforts, with no real resolution in sight.

Access report

ITV Q1 2024 results: Advertising looking up as Studios fights headwinds

9 May 2024

A drop in Studios' revenue—attributed to phasing of content deliveries and strikes— saw ITV's external revenue down 6% to £727 million in Q1. An improvement in advertising could not offset this drop but H2 will be better for production and see Studios flat for FY 2024

After big launch momentum, the growth of ITVX appears to be slowing, while the service's release strategy continues to evolve

ITV’s total advertising revenue (TAR) was up 3% in Q1 to £432 million (2023: £419 million). H1 is forecast to be up 8%, with Q2 up 12%, buoyed by the Euros which start in June

Access report

Disney Q2 2024: Streaming breaks even

8 May 2024

There were no flashy announcements this quarter as Disney highlighted its streaming business—the Entertainment component reaching profitability—with its turnaround offsetting the decline in the embattled Linear segment

In a reasonably stagnant UK SVOD market, Disney+ continues to grow household reach and engagement across almost all age demographics. One driver is its top content, which is more likely to be completed and rewatched than competitors'

Disney is searching for new technology leadership. Its current structure is segmented and depowered, requiring a single leader responsible for overarching technology direction to best combat streaming costs and reach platform scale efficiency

Access report