With Sky rolling out a non dish FULL TV service next year VM have quite a bit to be worried about IMO especially with lack of UHD on their system.
With people being able to take SKY who couldn't before (myself included cos of a great big tree in the sight view) more people may be likely to at least TRY 12 months with SKY if they want UHD in their lives.
Unlike 3D, UHD will be here to stay IMO and with VM having no channels of their own to barter with they are left to the whim of BT and SKY to A) let them carry the UHD channels and B) get them a decent price that won't leave VM customers fuming at price hikes.
ADD Amazon, Netflix to that equation and even the naughty KODI boxes which can stream UHD and VM might struggle to keep up over the next few years.
Just my little thoughts for a Wednesday morning