| qasdfdsaq |
24-10-2012 00:22 |
Re: Virgin Media Third Quarter 2012 Results.
Quote:
Originally Posted by batchain
(Post 35488138)
BT results for the same quarter (ending 30th Sept 2012) are still to be announced. In the previous quarter (ending 30th June) BT Retail added 85,000 broadband customers, representing 50% of DSL, LLU and fibre broadband net additions (excluding cable).
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Funny, BT's own performance indicators indicate 136,000 net additions representing 44% of the xDSL market, indicating total net additions for BT Group of 309,000 for "Q4 2012" (FY).
Quote:
BT Retail superfast broadband net additions increased by over 150,000 customers while Virgin Media outsold them 3 times over with over 450,000 superfast net adds in the same period.
Just as the majority of Virgin superfast adds are from customers being upgraded the majority of BT Infinity adds are from the existing BT DSL base, not in addition to.
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We were talking about VM total net adds (60k including wholesale) vs BT Group (309k including wholesale).
If you want to separate superfast from non superfast, in the non-superfast category you have VM losing 390,000 customers and BT Group gaining 139,000.
In the Superfast category you have VM and BT counting "superfast" differently, with superfast on VM being >=30Mb and on BT being >=38Mb. If you use VM's lowest tariff as a cutoff, obviously making their own numbers look bigger you have around 450,000 net adds on VM and 150,000 on Openreach whereas if you use BT's lowest as a cutoff you only have 247,500 net adds on VM "superfast".
In terms of total uptake, you have a somewhat over 700,000 active customers on Openreach fibre (with around 40% UK coverage, aka 7% uptake) vs. 837,500 active customers on VM on the same or higher tariffs (with 51% UK coverage aka 6.5% uptake). Course all the BT Group figures are a few months out of date and will be higher now...
For all intents and purposes they're competing on pretty even footing now with VM losing their early lead on and off. And as they say, competition is good. |
