With 84,000 net pay-TV additions in 2006, Sogecable resumed subscriber growth, but we expect this pace to decline in 2007 unless Sogecable re-positions on basic and expands distribution from satellite to cable and DSL
Virgin Media’s Q4 results were again mixed – increasing competition is continuing to have a significant effect on net additions but, as yet, most higher ARPU customers are staying put, permitting modest revenue growth
Vodafone and Orange are planning to share their 3G networks in the UK, and are looking at potentially sharing their 2G networks in due course
Hostilities between Sky and Virgin have intensified during the course of cable’s re-launch, Sky’s announcement of its pay-DTT plans, and bilateral negotiations over channel carriage fee payments on the satellite and cable platforms