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Is BT a threat to Virgin Media
Well with BT stating they want to be the number 2 pay tv provide in the UK within 3 years and they have been given the green light an budget to do it is VM under threat as an independent company?
BT Went out to spend £2 billionon football but only spent £700 million an stating they want to be number 2 means they know they can't beat Sky so it must be VM customers they are targeting especially when you consider it's VM Cable areas that are getting infinity first. Also BT stated the remaining £1.3billion will be put into getting content should VM be worried?? |
Re: Is BT a threat to VIrginmedia
No.* Next!
(* Okay. "Not as yet" is probably a better answer.) |
Re: Is BT a threat to VIrginmedia
We're not getting infinity first. In fact, Bt currently don't have plans to cable my area at all, according to their customer services.
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Re: Is BT a threat to VIrginmedia
They might have a chance if they:
1. Offer a better PVR than TiVo 2. Offer more HD channels than Virgin (Currently zero!) 3. Charge less than Virgin for TV, Broadband and Phone 4. Start to carry SKY Movies, all SKY Sports channels, Premier Sports, Boxnation etc... 5. Offer a better on demand / catch up service than Virgin 6. Make their content available on the go i.e. via mobile and online 7. Add another 100 or so channels that are current missing from their line-up If £1.3billion can help them do this then yes. I suspect You View will have more customers than Virgin in 3 years time. It's all good news for us the consumer. I'd love to see a price war! |
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Virgin can compete with bt very easily, they need to make a pvr that's like bt vision, a TiVo over Ethernet rather than coax cable. Have all channels streaming, sky sports 1234 etc.
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It may also be why they are throwing a lot of money into installing Wifi points. At least in towns. VM already have the servers in place for their mobile TV site. I think for a start, they need to make the existing Virgin Media mobile player free for ALL Virgin Media customers. This would probably be a cheaper way of reaching most of the population than installing new cable. |
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However, VM will need to factor in the fact that they have a new competitor for the longer term. Let's hope they have a better relationship with BT than they do with Sky! |
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To answer the OP's question , both Sky and VM are under threat from BT's TV service however currently both Sky and VM offer vastly superior offerings. BT currently don't carry any linear HD channels and have very few pay TV channels , however I'm sure they'll be looking to strenghthen their position.
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BT are installing infinity at a rate of knots. I'd be surprised if it weren't available in all Virgin cabled areas before this time next year. I suspect the infrastructure needed to distribute the content to each individual town is already installed. BT have spent a lot of money upgrading their back end infrastructure, and they've already shown they've got the cash to buy up content. I don't think BT are just a long-term competitor. I think are already competing in a lot of areas, and will cover Virgin's entire cabled network in a few months. |
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BT is a threat to VM. Its new STBs will be Youview based therefore will be capable of receiving Sky channels. This along with Infinity is definately competition for VM.
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at the current rate BT vision/infinity are growning in 2 or 3 years they will pass VM.
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Rumours now appearing that BT's Youview/vision box is going to carry Sky Atlantic although it's costing them a lot.
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Source?
Most recent info I've seen is that talk talk have a deal for Sky channels that excludes Atlantic on their youview box, but Bt aren't likely to achieve the same on their youview box. |
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That's the good thing about rumours. You can say anything is rumoured, and it magically is. |
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Why would it be nonsense Den? BT have a bargaining chip to get Sky Atlantic, and that is their newly aquired sports rights. I don't know wheather they have done the deal or not, but I can see how it could be possible. VM have no such bargaining chip these days; they sold them all. |
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And does everyone think VM are standing still?
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Bt's bargaining chip is also the thing that makes them a competitor, hence Sky doing business with talk talk but not with Bt. I think Bt are going to have to force their way into the top two, they can't expect that a few football rights are going to be enough to trade against access to the full stable of Sky channels when their stated aim is to become Sky's biggest rival.
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Bt won't be getting Atlantic. They want to be Sky's biggest competitor, Sky have no interest in helping them in to that position. Indeed, at the moment youview from talk talk is a better product than youview from Bt simply because they have the Sky channels.
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[Mod Edit - Comment removed at OP's request] |
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Well, Marketing usually are told in advance....;)
btw, less of the 'fanboy', please. |
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Telly, is your suggestion that Atlantic will be on youview based on the likely addition of now TV app?
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Of course it is laying new fibre optical cable, buying prem league rights and launching a sports channel big moves. Also adding more channels to there tv over the years and looking to add more and more. Then more cheddar to play with.
There looking pretty strong. Will have to see what happens in the next 12 months and into the future. Will be interesting to see how BT sports goes. |
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Partnering with Youview was a shrewd business move by Sky as it now 1) reduces its wholesale reliance on VM and 2) reduces the threat of Youview to Skys own platform as now anyone entering Youview as a pay tv provider has to compete with Sky. |
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Why are every one SO concerned that BT will move ahead of Virgin ? If the offer a better package in the future MOVE. News flash. You are not obliged to use them.
How many of you have the same power suppliers as you did say five years ago. Do you only ever buy the same goods,no matter what the deal offered? Me I have no brand loyalty, I Follow the money/service. This year we have flown with BA, Virgin & TUI this depended on what the package is. Have problem with this "blind" devotion to the Virgin brand. ( staff members accepted) |
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Exactly right, Itshim. Youview looks an excellent set top box, if infinity ever arrives in my area and they find the content then talk talk or Bt will definitely become options for me.
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News reported by website Cable.co.uk confirmed that the price freeze runs from September 1st this year (2011) to August 31st 2012, which will be welcome news for Sky customers at a time when UK residents are seeing other bills continue to rise. The above from the digital comparison website. |
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whatever the cost or price increases on the TV side of things VM are still way infront of BT
but on the internet side BT are coming up fast. |
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I think what happened was that in Sept 2011 the prices were held at 2010 levels for 12 months making the period since last increase 24 months when they did increase in Sept 2012. |
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Winner of the "spin of the year" comment, methinks...:D |
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This reminds me of the price was, is now saga. I do not care, for how long , what it is reduced by, or, it was this. The only thing that matters is how much is it going to cost ME. |
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http://helpforum.sky.com/t5/Sky-Talk...ease/m-p/23659 http://helpforum.sky.com/t5/Sky-Talk...ASE/m-p/116353 |
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If so, fine - if not, time to look around/move. |
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Most of London is NOT cabled - there are millions of people in London needing TV service & lots of flats
A relative has just bought such a flat in London and has taken the BT TV service which includes Sky Sports 1 & 2 + ESPN + some Premier League Football matches in 2013 there's a big market out there |
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Looks like Youview is becoming a real viable alternative to Virgin:
http://corporate.sky.com/media/press...f_sky_channels The agreement will see a wide range of standard definition channels become available through Talk Talk on a wholesale basis. These channels include Sky 1, Sky Living, Sky Arts 1 & 2, Sky News, Sky Sports News, Sky Sports 1, 2, 3 and 4, Sky Sports F1 and the full suite of Sky Movies channels. In addition to the live linear channels, in time Talk Talk customers will be able to access a comprehensive selection of bonus subscription video-on-demand content through Sky Anytime. The channels will be available via Talk Talk’s YouView service and will be delivered over broadband. Sky’s new internet TV service, NOW TV, will also be available. Whilst there is no HD on Talk Talk just yet, it is rumoured to be coming soon according to posts in their forums.Talk Talk offer the same catch up service as Virgin and have a good selection of on demand content. Their channel list isn't bad either: http://en.wikipedia.org/wiki/List_of...on_TalkTalk_TV |
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Good - more competition is better for everyone.
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Talk Talk also have their own unique selling point too. SKY have SKY Atlantic, Virgin have ESPN and Talk Talk have..... "12 month LOVEFiLM Instant - Unlimited films and TV streaming" I must admit I'm fairly impressed with what Talk Talk offer, and their prices. TiVo is a better box, and Virgin have a wide range of HD, but give Talk Talk 12 months and I'm sure their PVR will have improved and their HD offering increased. |
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TV film streaming is coming to VM soon - I suspect this autumn. Best to see what's on offer from Virgin this October, I believe that we are going to see some real progress with the TV service.
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There is going to be a big fight for second place in the UK pay tv market. Although it may only really start seriously this autumn it will be an on going battle.
I just wonder if VM can stay competitive over the next 2,3,4,5 + years aswell as servicing the £6 billion debt. |
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Sky Q1 +15k Q2 +20k VM Q1 +51k Q2 +38k Why do you think that is Telly? |
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For me it all comes down to the ability to record the streaming channels. BT have stated that's how they plan to deliver the additional premium content, but if you can't record it then it's borderline useless. We never watch anything live anymore!
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It is possible to record iptv streams. Infact you can record lots at once. Many more than 2 or 3 just depends on quality an BB speeds.
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It's not as simple as pressing a button on the remote control and then accessing it later from your stb planner though, is it? Or is it?
I fear it would be beyond some people. I fear I'm one of them!!! |
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The problem with recording IPTV boils down to BB connections also , an IPTV PVR with three tuners like TIVO which can record three HD shows simultaneously would require approximately 24mb-30mb speed working on the average MP4 HD stream being 8-10mb , many peoples BB simply couldn't handle that.
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In layman's terms, Muppetman, you'd need an extra box alongside your youview box, and a really good broadband connection?
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To be honest I think BT is a threat to all, I would imagine Sky's current 5 year view sees virginmedia dropping in importance and TALKTALK and BT fighting for second place.
In some ways Youview in a good thing for sky. Their are millions of households in the UK without payTv, with Youview sky get a presence in those home with minimal investment. You now have freeview viewers with Sky content on their main screen just the touch of a button away and available instantly. Imagine , it's a wet Friday evening you want a movie can't be bothered to go to blockbusters, just take sky movies with no contract access to 100's of new blockbuster films for a whole month not 1 night. I know I'm getting a Youview box , an I live in a cabled area and have sky. |
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Youll need to point out direct anti virgin comments,Some users struggle when any none negative sky comment is made an go into a frenzy. But try to find me saying virgin is crap, or virgin is unreliable or anything like that.Even the post you quote is not anti virgin. The reason virgin could drop from second place is the potential reach or talktalk and BT is bigger than virgins. Unless virgin start reselling Openreach products. |
Re: Is BT a threat to VIrginmedia
@telly so potentially possible for most, but you'd still need an extra stb?
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Can't se them being a true threat until the average broadband speed increases to a point where the ability to watch and record more than two streams becomes possible. There is also an issue with multiple TVs where this just will not work as I understand it so multi room is a no go as well.
Even then don't try and do anything else with your connection, good luck gaming while trying to view / record multiple streams. J |
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All you've done is basically highlighted comments I made deliberately mirroring comments made about Sky, Infact I believe it was you who made the comment about Sky needing 48 Olympic channels or risk a mass exodus to Virgin(May or been Stuart). Look carefully I have deliberately mirrored statements made on here about Sky, Just to see when they were returned what the replies would be. But they're not really negative, more unqualified opinion. [ADMIN EDIT - rep discussion removed] , In my office we get the impression VM are feeling like a headless chicken right now. Not quite sure where they fit in the market over the next 5 years, where is thier strength, the USP? ---------- Post added at 19:21 ---------- Previous post was at 19:19 ---------- Quote:
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Re: Is BT a threat to VIrginmedia
It is. Cheers.
---------- Post added at 19:30 ---------- Previous post was at 19:28 ---------- On that basis can you really see it being a mass market threat to Virgin based on access to Sky content alone? After all, by virtue of the fact that I have internet access, I also have access to Now TV, just not through my stb. |
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PayTV is changing fast in the UK, Once people didint like PVR as they liked their hard copy on VHS, Now they like digital recordings. Next its full ondemand. Broadband internet speeds in the UK have changed in 3 years, areas that had an average speed of 2mb now have access to 80Mb. In 5 years time it will be evolved even more. Some users will wants a PVR just as some wanted VHS years ago. But its changing, in 5 years you won't record much or even watch much live TV, its all about content rights. Ondemand rights are different, you dont see Lovefilm or Netflix being FORCED to give VM or Sky their content. The future of pay tv is very very different to how it is now. You can keep saying half the UK doesnt have fast BB, well it does..VM cover 14 million homes although only 4 million take their services, Open reach is rolling out fibre to thousands of homes A DAY. In 5 years it will be the norm to have 40mb+. If ya think I'm worng come back in 2017 an tell me via your "Insert any name" cable connection lol. |
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I disagree, Virgin have some good products. TiVo seems to be working well for them with 1 million sales, Superfast broadband(although limited with STM and traffic management) Ondemand. Virginmedia offers a great choice and alternative to other providers, where its future lies only Virgin knows. |
Re: Is BT a threat to Virgin Media
I haven't once said the UK doesn't have fast broadband. Fair points from telly and Muppetman about now TV being on demand, so there won't be much need to record the content. My point is that you don't have to have youview to access now TV, it's just one way to do so. I'm a Virgin customer and have access to Now TV, and in the event that Bt cable my area I'll look at youview, but access to content I can already access by virtue of the fact that I have a decent broadband package won't be enough to make me switch.
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(Yes. I know he won't see my comment as he's 'ignoring' me but that doesn't stop me pointing out any stupid comments he makes :)) I don't think OnDemand will take over from broadcast TV until all the content that is currently broadcast on TV is made available OnDemand. Not only that but they'd have to make navigating content - ie FF/REW - more responsive. |
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This would be solved by FFTP but how long will that take. In 5 years time what will the requirements be? Full HD audio and sound takes over 10mb to stream. With multiple streams this would eat up an 'average’ connection. At the moment streaming will always be playing catchup in terms of quality. J |
Re: Is BT a threat to Virgin Media
Tellys post - In my office we get the impression VM are feeling like a headless chicken right now. Not quite sure where they fit in the market over the next 5 years, where is thier strength, the USP?
Telly - I will probably get banned for this <edit Rob: if you know it's against the site's rules, don't say it>. VM have got a superb game plan and are not running around like headless chickens. How do I know? Because I invest in media companies and VM are one of the best investments in the community I work within, they have the products, the infrastructure, the brand and lots of other blinding opportunities up their sleeves that you would never have any idea about. Lets look at some facts from an investment perspective - If you look at both companies results you will see the following. VM have 4.8 million customers from the 12 million homes they pass and Sky have 10.6 million customers from the 26 million homes that they could take their services. Therefore, VM has 40% penetration into homes that they pass and Sky has 40% penetration into the homes they could serve. However Sky does not have Virgin as a competitor in half the country whereas Virgin does have Sky as a competitor in all the areas it operates in. Therefore it’s logical that if Virgin were nationwide they could have more customers than Sky. I appreciate that may be hard for your Sky biased head to follow - Telly - but facts are facts and the facts are that a huge number of people are happy with what VM offer. And BTW - 64.6% of Virgin Media customers take a triple package, in comparison 32% of Sky customers are on triple. Skys claim of being the biggest triple play company is simply based on volume and is typical spin doctoring from Sky! So why not bugger off to a Sky forum where you can all believe in better together - like lemmings!! |
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<edit Rob: Please don't repeat stuff that you know is against Cable Forum Rules>
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In the investor world Sky are looked upon as the ford focus - lots of extras that are not too sophisticated whereas VM are seen as BMW - not too many extras but what they do have work very well e.g watch out for the TiVo I player app - phenonimal |
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ETA: Sorry. Didn't explain that properly. To clarify. The app is brilliant but the implementation isn't very good. 1m skip back/forward? :eek: And not particularly quick. Seems faster on Freeview. |
Re: Is BT a threat to Virgin Media
What difference would it make to have Tivo over Ethernet rather than coaxial cable? Forgive my ignorance.:confused:
---------- Post added at 08:41 ---------- Previous post was at 08:25 ---------- I wonder if Virgin Media are going to increase there availability by cabling more areas? My brother in law lives in a village, and half who live on the East side of the M11 get BT INTERNET, the West side do not. Because BT who are rich beyond hades say it would cost too much. Cabling is so expensive, and difficult in some areas. Sky have the advantage of not needing cables. This must be offset by the incredible cost in launching a satellite. Virgin would have a huge market share if they expanded, they are definitely best by far. I heard that the cabling would not be economical in the future.:erm: |
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Well for a start they'd be able to "sell" it nationally instead of just in cabled areas :)
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I'm sure just a couple of years ago Branson announced that he expected to have cabled the whole country, or at least most of it, by now.
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