Liberty Global to reveal 1st Quarter Results on May 6th.
 

Liberty Global plc has announced plans to release its first quarter 2014 results on Tuesday, May 6, 2014 at 2pm UK Time.

http://www.libertyglobal.com/pdf/pre...l-In-FINAL.pdf

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

lets hope there is some growth on customers ect

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

And some interesting announcements.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Pretty sure there will be some exciting announcements, not regarding SA though in my opinion

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

if as I think you mean channels Den cant see them changing that they don't announce to after launch sadly

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Yes SA sadly seems to be further away then ever but there is more then one way to skin a cat.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Agree Den, however the other stuff I have heard rumours about will please a lot of people.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Its might even cheer pessimistic Dave up.;):D

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

I think that's unlikely, it looks as if Sky has peaked and is losing TV customers so would expect similar from VM. Particularly as it's not marketing Virgin National anymore. The competition from BT and TT is starting to bite, which should help ward off large price increases.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Think you are right on the Sky piece, apparently their growth has stalled and profits are down, although they still are making a lot of cash. Think their results are due this week.

From ehat I can tell, the investment view is that Vm have had a good start to the year and that there are some potential interesting announcements afoot.

However, it's just rumour and speculation, so could just as easily be incorrect

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Lets hope that's the case with no large price increases for a fair while but don't put your money on it.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Care to divulge what you think some of those "interesting" announcements are going to be?

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Only rumours but more content and delivery mechanism is what I am led to believe

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Well we shall see tomorrow perhaps....

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

New packages to be announced tomorrow?

http://www.pocket-lint.com/news/1287...d-and-landline

---------- Post added at 00:14 ---------- Previous post was at 00:08 ----------

More info:

http://recombu.com/digital/news/virg...es_M13131.html

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

as expected nothing on tv channels

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Liberty Global hasn't announced its results yet. Patience :)

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Q1 2014 Liberty Global plc Earnings Conference Call

http://www.media-server.com/m/p/ce2miriz

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

What about Virgin giving something to VIP customers for once.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Got excited when i first glanced at the headline for the new sim bundles on another site, until i realised you still have to take a landline with them :(

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Was thinking the same, price looked really good until the £15.99 a month line rental bit further down.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

It annoys me that every bloody comms company does it but WHY. I posted about it here, If its part of the ruddy cost then it should be part of the price shown in the headline costs.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Don't disagree about the line rental cost - but at the moment everyone quotes in the same way, so Virgin Media will do the same

It's really up to the ASA

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Yes l have to agree with your sentiment totally Sirius.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

One would hope they would get a grip of it. :)

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Well it is called a quad play bundle. TV, Landline, Broadband & Mobile.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

I can see a good few reasons why they do it, which are all beneficial to the company. Some people won't even bother calling if they knew the full price but once on the phone, quite a few will sign up anyway after being told about he line rental, even if ****es them off a bit. The advertised low price is the hook so to speak.

Not that the ASA should take that in to consideration. No one should be able to say a service starts from £x.xx when it clearly does not.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Although I do think it could be done better across the industry, it does get a bit complicated when you are advertising to both new and existing customers, and have a Line Rental Saver option which at least both BT and Virgin do.

Saying 'total price is X' when if you pay the line rental saver it isn't could in itself be classed as an incorrect advert

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

-Nothing on Virgin Media takeover of Smallworld.
-ARPU per customer now at £ 49.26.
-During March, the U.K. government announced a change in legislation with respect to charging VAT in connection with prompt payment discounts. We currently believe this change will result in a reduction in Virgin Media's revenue, OCF and operating income of approximately $47 to $50 million from the effective date of May 1, 2014 through the end of 2014. However, in light of our strong Q1 OCF performance, we remain confident in our ability to deliver mid-single digit rebased OCF growth at Virgin Media in 2014.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Looks like a lot of the subscriber growth was driven by Belgium, Germany and the UK.

http://www.businesswire.com/news/hom...r-2014-Results

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Looking good. In planning we have been getting a lot more new business installs and we are still working flat out with the BB fibre upgrades and node splits. :)

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

For all the grief we give them, they're not the worst ISP these days, are they.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

I wonder if this covers it:

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

At least you don't have 2 sets of line rental to pay to get the kind of speeds you do. :erm:

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You have no idea how much I wish I'd bought VMED shares when they were bottoming out. A lot of staff on sharesave / share purchase plans made obscene amounts of money.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Also worth viewing the separate VM figures which are now available. These confirm that the company now passes an extra 95,000 homes (presumably due to Smallworld) and has gained 6,000 Smallworld customers. These figures illustrate the very small size of that acquisition. http://www.libertyglobal.com/pdf/pre...ease-FINAL.pdf

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

The Guardian states they added 15,000 television subscribers are the Smallworld additions with tv included in this figure ?

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

The media is starting to report VM's results. Here's The Guardian's take "Virgin Media returns to revenue growth with 15,000 new TV customers.* Virgin also adds more than 40,000 broadband subscribers, marking return to form after acquisition by Liberty Global."
http://www.theguardian.com/media/201...mers-broadband
* I'm not sure where the 15,000 figure (and 40,000 figure) come from. In Q1, VM said it lost 4,700 TV customers v Q1 last year. Have VM just reported the number of organic new customers and assumed they were all TV customers?

Looks like the story will be that VM was distracted by the merger but is now back on course and growing.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Lets hope we get some more new channels and content soon then.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

The figures in the VM Q1 release are as follows. These are for services (called RGUs) not customers. On average, each customer has 2.5 RGUs ie each customer takes 2.5 services from VM.

Net additions Q1 2014.
TV (4,700) In brackets as number of RGUs decreased
Internet 34,800
Phone 4,800
Total RGU net organic 34,900
Smallworld 14,700
Total RGU net additions 49,600 so nearly 50,000 extra services sold in Q1 v previous quarter

In terms of new customers VM gained 15,200 organically and a further 6,000 by buying Smallworld.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Think small world was 45k homes passed with the other 45 coming from in fill projects, Sirius May be able to confirm

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Those are pretty good figures seeing Sky has twice as many customers.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

I think the low penetration was why they wanted it as Virgin typically has 40%
Penetration in areas it operates and clearly Smallworld is a lot lower so lots of opportunity for a relatively modest outlay.

All good news though need to see what the markets make of the results.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

There is a lot of pressure on us to grow the residential side by in fill. I see surveyors out every day looking at estates that have been built since the main build stopped. If they are viable we plan them and they get built.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Virgin Media sales are a bit flat under the Cable Cowboy's reign

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

I always got the impression that the long term plan with VM was to fix and upgrade the existing network after the merger of all the ex-NTL/ex-TW sites left it in a bit of an inconsistent mess, then start building out again. From what Sirius has said, it seems like that might be what's happening.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Not as flat as another company, though (from your link.....)

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

I predict a clash of the fan-boys. Such a pity as the thread was going so well :)

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

No. The 15,000 is organic pay TV growth.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

l am standing as a independent Sir.:D

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Share price up a dollar so looks like landed well in the city

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

I decided it's safer on here not to side with either company :D

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

well only thing I don't like sky for is them with holding the channels

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

You don't say Dave :D

From what I've seen on here, those days might be numbered.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

What has that got to do with Liberty Globals 1st Quarter results?

---------- Post added at 15:26 ---------- Previous post was at 15:25 ----------

Posting a thread related news article shouldn't have got the reaction it did from Hugh-fan-boy the 2nd XD

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

I agree, its the last thing we need in this thread and it gets so boring to be honest.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

We can pray for thy deliverance.:)

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

That's what confused me , traditional pay TV seems to have really plateaued doesn't it , at Skys latest results Jeremy Darroch said analysts were wrong and the traditional satellite TV had seen growth albeit very little , I suspect most of their gains are now through its Now TV product. Sky's TV product has a greater reach so it shows there results in traditional pay TV are poor.

Sky's nearest traditional pay TV competitor is VM who if you look at year on year figures reported 33,500 less in March 14 over March 13.

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I have Sky TV , BT Infinity just need a Virgin Mobile deal now I'm a sucker for an offer , triple play and quad play what's that :D

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Here we are Sir.;):D

http://en.wikipedia.org/wiki/Triple_...communications)

http://en.wikipedia.org/wiki/Quadruple_play

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

I was showing the flattening of customer growth was industry wide, not just Liberty Global/VM. Surely that's relevant?

I am no fan-boi - I just try to be equitable (for instance, I don't have any pro or anti comments in my signature...;))

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Didn't realize they provided 49 million RGU,s to customers, and grew by 350k in one qtr, that's a hell of a lot.

http://www.businessweek.com/news/201...bscriber-gains

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

So business install's are planned then;)

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Could be ;)

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

The actual change in TV figures over the last 12 months was a reduction of 33,500 year on year from 3,782,100 to 3,748,600. In Q1 2014, 4,700 TV customers were lost. I've found the 15,000 figure in VM's figures. I can only assume it excludes leavers. So you're right but it's a bit misleading.
Found a bit more for you tucked away on p10 of VM's results:
"We acquired Smallworld Fibre Limited (“Smallworld”) during Q1 2014. At the date of acquisition, Smallworld’s network passed approximately 44,900 two-way homes in western Scotland and the northwest of England. Smallworld accounted for 6,000 customer relationships and 14,700 RGUs (comprising 3,700 television, 5,300 internet and 5,700 telephony RGUs).
We plan to connect their similar network to our network, which will enable us to offer broadband speeds of up to 152 Mbps and TiVo to residents in these areas for the first ."

---------- Post added at 20:05 ---------- Previous post was at 19:44 ----------

If we look at broadband additions in the last quarter, Sky gained 70,000, VM gained 34,800 organically and a further 6,000 by purchasing Smallworld. The big winner in broadband acquisitions at the moment is BT whose results are due tomorrow. Expect it to have gained over 100,000 net boadband customers in the same quarter.
It's useful to compare companies' performances to previous years and to competitors to provide context and meaning. Pay TV growth has certainly slowed down for Sky but it is still putting on pay-TV satellite customers as well as Now TV customers. VM states it is losing pay tv customers but these are free TV customers.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

That is correct, nevertheless, paying TV customers increased by 56,000 during 2013, including 18,600 in Q4. Organic pay tv growth in Q1 2014 was 15,000.
4,700 organic TV losses. Reduced to -1,000 once Smallworld is included
The 15,000 is NET organic pay tv growth. It it includes leavers, it excludes free tv.
No. Virgin states it is adding pay tv customers, that the overall losses are down to a decline in the free TV base.

"Virgin Media’s [organic] television base shrank by 4,700. The company said the decline was due to the discontinuation of its free offer of basic channels and said that it had actually increased the number of households paying for television by 15,000."

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Thanks for explaining this. :)

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

I do think comparing to Virgin's competitors is entirely relevant in this thread. How virgin compares to its competitors is a much better indicator of performance than sheer growth alone. If the market as a whole is stagnating and Virgin still does well, they're doing a lot better. If the market is shrinking and Virgin looses less customers than their competitors, then they're doing well. Likewise, if the market is expanding and Virgin adds less customers than competitors, then they're not doing as well. It's all relative.

Taking sides with one company over another just because you like them more is a bit stupid. Business is business, at the end of the day.

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

The BT results are in. It gained a net 170,000 broadband customers in the quarter. Its share of new non-cable broadband customers is now 79% whereas pre-BT Sport it was 50%.
BT now has 2.7m fibre customers with a further 2.1m buying the service via Sky and TalkTalk.
In TV, it gained 46,000 new customers to finally make the million customer mark. Its fibre broadband now passes 19m UK homes.
TalkTalk's results are due on Thursday May 15. Will be interesting to see their TV and broadband figures. Previous results continue to show broadband customers moving from the smaller IPSs to the big four.
http://www.btplc.com/News/Articles/S...D-EF6F8E07F8E0

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

QFT.

I choose my supplier on cost, services, and convenience - I have no loyalty to mega-companies (but I do try to support local shops and businesses - even if the cost is slightly more for a local shop, I will use them).

Re: Liberty Global to reveal 1st Quarter Results on May 6th.
 

Interesting with 79% of connections on the Openreach network this quarter being with BT Retail , Dido Harding will be taking a good look at those figures , hasn't she complained about fibre pricing ?