In our view the potential for synergies from an acquisition of Thus by C&W, though more limited than might be supposed, would still have a significant impact on the combined entity at the EBITDA level
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International performance continued to be weak apart from Macau, although well within EBITDA guidance. Turnaround in Jamaica remains a significant challenge
International performance was hit by problems in Jamaica and was weak generally except for Panama and Macau
The performance of the international business remains solid
International subsidiaries continue to perform solidly
C&W UK’s new Chairman John Pluthero’s turnaround strategy involves shedding 27,000 business customers and focusing on 800 of the largest accounts
Viability is a major concern. Although the Freeview channels and much of the on-demand content will be free, subscriber acquisition costs probably will exceed £200, while per subscriber on-demand revenues are unlikely to amount to much more than £1 or £2 per month
C&W UK has warned of a sharp drop in organic EBITDA for C&W UK in 2006/07
The main underlying culprit was churn; as we predicted, this has risen as the subscriber base matures, choking off subscriber growth and increasing costs
This report examines the medium-term prospects for Cable & Wireless. In 2003, analysts sensed a new dawn for C&W following the arrival of new management and the company's exit from the US.
In this presentation we show our analysis of trends in UK broadband and telephony for the quarter to March 2010, based on the published results of the major service providers. We include our own estimates where reported data is incomplete.
Highlights in the quarter included a bounce in quarterly broadband market net additions sufficient to pause the historical decline in year-on-year subscriber growth, continuing relatively strong broadband subscriber growth at the major ISPs, stabilisation in both the level of telephony market revenue and the rate of growth in unbundled lines, and the soft launch of highly competitive bundled offers by Tesco.