French altnet Neuf Cegetel is buying Club Internet from Deutsche Telekom for an estimated €500 million and will overtake its rival Free as the #2 on the DSL market, still way behind Orange
Growth in Q1 2007 for the aggregate non-Vodafone European mobile operations was 4.2%, a slight decline from 4.7% last quarter (Vodafone reports its results next week)
Trinity Mirror’s recent optimism about the market for newspaper advertising “stabilising” is questionable, and we expect 2007 to be another year of decline, although less pronounced than in 2006
Warner Music Group reported a mild revenue decline in Q2 FY 2006/07, despite continued steep declines in CD sales in the US and elsewhere, by outperforming other CD suppliers, gaining from rising downloads and ringtone sales, persistent strength in music publishing, as well as favourable currency movements
The new consumer data tariffs from Vodafone and Orange in the UK continue the trend towards dramatically lower data prices for high end users, although they are cunningly structured to involve more moderate increases for low end users
Virgin Media’s Q1 top line results were again mixed, with a growing number of customers leaving as competition intensifies, despite the rebrand to Virgin. But it could have been worse; most higher-spending customers are remaining
Scottish Media Group’s decision to sell its Virgin Radio business has been prompted by the need to pay down group debt and the management’s decision to refocus on the turnaround of its ITV service. This report outlines our views on the management pronouncements made on the success and performance of Virgin Radio and, therefore, its value to investors. We consider that management has exaggerated the potential value of this asset to investors
Strong FY Q3 2007 results across all parts of Sky’s increasingly diversified portfolio testify to the success of its multiple product and service strategy as it makes the transition from a high price, high value to low price, high value business