H3G Group’s H1 2008 results showed static revenue and EBITDA slipping back into negative territory, neither of which bode well for the company’s target of being EBIT positive next year
Carphone Warehouse had a solid quarter on the distribution side given the current environment, with 6-7% underlying organic retail growth and roughly stable like-for-like figures
Project Kangaroo, the planned joint venture between BBC Worldwide, ITV and C4 to pool archival resources and supply video-on-demand (VOD) to UK retail and wholesale customers, was referred by the Office of Fair Trading to the Competition Commission on 30th June
This report explains Ofcom’s ongoing review of Openreach’s financial framework, why it is important, the myriad factors involved, our view on the likely outcome and the implications for BT and unbundlers, in particular Carphone Warehouse and BSkyB
Having acquired national broadcast TV rights for premium content, France Télécom’s Orange TV will launch on satellite on 3rd July and introduce subscription football and film and series services from August, in a first for a major European telecoms incumbent
This presentation reports on the triple play of broadband, full telephony and DSL-delivered IPTV in France, the leading market in Europe for the triple play. Of France’s 16.2 million broadband subscribers, one third have migrated entirely to the VoIP services supplied by their broadband provider, dropping their line rental from France Télécom. We estimate that about 3.5 million households have activated the set-top box to receive DSL-delivered IPTV on their main set, also receiving digital terrestrial TV
Carphone Warehouse had a solid quarter, and its expectation of a currency-aided 9-10% growth rate in 2008/2009 distribution revenue looks achievable, as does guidance of 4-5% growth in fixed line revenue, unless loss of telephony-only customers accelerates
H3G Group’s growth continued to slow in H2 2007, and it is now growing at just 6%, versus 10% 6 months ago, with falling ARPU combining with static subscriber net additions
Following years of decline, France Télécom’s revenue from its fixed line business (‘Home France’) rose €248 million in 2007. Rising retail and wholesale broadband revenue (plus WLR) more than offset falling line rental and call revenue for the first time
Microsoft’s $44.6 billion offer for Yahoo! represents the software giant’s last opportunity to compete with Google in the rapidly growing market for online advertising, which is forecast to double to $80 billion within three years