Cable Forum

Cable Forum (https://www.cableforum.uk/board/index.php)
-   Virgin Media News Discussion (https://www.cableforum.uk/board/forumdisplay.php?f=10)
-   -   Liberty Global Second Quarter Results. (https://www.cableforum.uk/board/showthread.php?t=33698433)

Media Boy UK 05-08-2014 18:04

Liberty Global Second Quarter Results.
 
Liberty Global plc to release its second quarter 2014 results on Tuesday, August 5, 2014.

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

1andrew1 05-08-2014 23:22

Re: Liberty Global Second Quarter Results.
 
"Our British operation also improved sequentially and posted 3% rebased growth for Q2 2014, as compared to 1% growth in Q1 2014. Our cable subscription business in the U.K. reported 3% year-over-year rebased growth, despite a $12million negative impact as a result of a May 1, 2014 legislative change to the VAT rules. In addition, our mobile and B2B businesses in the U.K. delivered improved Q2 results with 12% and 6% rebased revenue growth, respectively, but were partly offset by a decrease in revenue from Virgin Media's offnet business and lower interconnect rates."
http://www.libertyglobal.com/pdf/pre...2-14-FINAL.pdf

Mr Banana 06-08-2014 06:51

Re: Liberty Global Second Quarter Results.
 
And the first details of network expansion should be available today

1andrew1 06-08-2014 13:10

Re: Liberty Global Second Quarter Results.
 
See also specific VM results: http://www.libertyglobal.com/pdf/pre...ults-FINAL.pdf

1andrew1 07-08-2014 20:29

Re: Liberty Global Second Quarter Results.
 
Some interesting analysis on Liberty Global's CEE operations.
http://www.broadbandtvnews.com/2014/...iberty-in-cee/

Qtx 07-08-2014 20:49

Re: Liberty Global Second Quarter Results.
 
So they have less tv customers than this time last year and the same with telephone.

Always find their foot notes more informative than the actual main report.


Wasn't aware that one house could = three RGU's.

Quote:

(4) Revenue Generating Unit (“RGU”) is separately a residential Television Subscriber, Internet Subscriber or Telephony Subscriber. A home or residential multiple dwelling unit may contain one or more RGUs. For example, if a residential customer subscribed to our digital cable service, telephony service and broadband internet service, the customer would constitute three RGUs

Media Boy UK 07-08-2014 20:56

Re: Liberty Global Second Quarter Results.
 
Quote:

Originally Posted by 1andrew1 (Post 35720082)
Some interesting analysis on Liberty Global's CEE operations.
http://www.broadbandtvnews.com/2014/...iberty-in-cee/

With UPC Netherlands looking set to be rebranded as Ziggo in Holland I think Liberty Global may also think about rebrand UPC Ireland as Virgin Media Ireland.

nn012 07-08-2014 21:00

Re: Liberty Global Second Quarter Results.
 
Quote:

Originally Posted by Qtx (Post 35720086)
So they have less tv customers than this time last year and the same with telephone.

Always find their foot notes more informative than the actual main report.


Wasn't aware that one house could = three RGU's.

Sky do the same now when reporting RGUs. It helps them report increasing numbers while their TV business has saturated. I'm aware they have been increasing TV additions but this includes Now TV subscribers which they don't provide actual numbers for.

1andrew1 07-08-2014 21:10

Re: Liberty Global Second Quarter Results.
 
Quote:

Originally Posted by Media Boy (Post 35720087)
With UPC Netherlands looking set to be rebranded as Ziggo in Holland I think Liberty Global may also think about rebrand UPC Ireland as Virgin Media Ireland.

I agree and can see the two operations combining as the content they buy is nearly identical. In one way it's also a shame that Ireland got Horizon as they could have had Tivo which would have standardised the set-up in the island of Ireland and Britain.

Media Boy UK 07-08-2014 21:54

Re: Liberty Global Second Quarter Results.
 
Quote:

Originally Posted by 1andrew1 (Post 35720095)
I agree and can see the two operations combining as the content they buy is nearly identical. In one way it's also a shame that Ireland got Horizon as they could have had Tivo which would have standardised the set-up in the island of Ireland and Britain.

I think Virgin Media deal with TiVo is up by 2019. Deal was sign in late 2009.

1andrew1 07-08-2014 22:30

Re: Liberty Global Second Quarter Results.
 
Quote:

Originally Posted by Media Boy (Post 35720107)
I think Virgin Media deal with TiVo is up by 2019. Deal was sign in late 2009.

Well, judging from the feedback from our Irish friends, I can't see VM rushing to introduce Horizon here too soon, though by 2019 the glitches should have been ironed up. The comments on this article are quite damning though:
"I wish I had never upgraded."
"I have been a loyal customer of UPC for a long time now and was always plugging their internet service. However this loyalty is fast disappearing with the help of the Horizon box, this is without doubt one of the worst pieces of kit that I have had to endure and is certainly not fit for purpose. UPC and Samsung need to scrap it and start again. "
"Just installed Horizon box yesterday and very unhappy."
"We’ve been using the Horizon box for a week and would thoroughly recommend UPC customers to wait 6 months at least before getting it. The box freezes or pauses on almost every task..."
http://www.theeffect.net/2013/08/15/upc-horizon-review/

denphone 08-08-2014 05:37

Re: Liberty Global Second Quarter Results.
 
Quote:

Originally Posted by Media Boy (Post 35720107)
I think Virgin Media deal with TiVo is up by 2019. Deal was sign in late 2009.

And even after 2019 l cannot see that changing as why change to a dud STB.

Mr Banana 08-08-2014 07:06

Re: Liberty Global Second Quarter Results.
 
Quote:

Originally Posted by Qtx (Post 35720086)
So they have less tv customers than this time last year and the same with telephone.

Always find their foot notes more informative than the actual main report.


Wasn't aware that one house could = three RGU's.

Yes, it's an area where Sky struggle but also an opportunity. Sky's triple play penetration is around 35%, whereas VM sits at around 65%. So from a cash generation perspective it's an opportunity for Sky if they can get more customers to add more products.

muppetman11 08-08-2014 08:10

Re: Liberty Global Second Quarter Results.
 
Quote:

Originally Posted by Top banana (Post 35720142)
Yes, it's an area where Sky struggle but also an opportunity. Sky's triple play penetration is around 35%, whereas VM sits at around 65%. So from a cash generation perspective it's an opportunity for Sky if they can get more customers to add more products.

Sky's triple play is currently 37% , triple play has only been available since 2006 both NTL and Telewest have been bundling triple play together for many more years before coming Virgin Media so its hardly surprising they've have a greater percentage taking triple play.

BenMcr 08-08-2014 08:23

Re: Liberty Global Second Quarter Results.
 
Quote:

Originally Posted by denphone (Post 35720136)
And even after 2019 l cannot see that changing as why change to a dud STB.

Horizon is evolving, so who knows what 2019 will look like!

http://www.digitaltveurope.net/22235...d-tv-platform/

Quote:

Liberty is currently trialling a new cloud and RDK-based version of the Horizon platform in Poland, and it is this version of the product that will be launched in Latin America, he said.

Liberty Global has invested in RDK – the initiative to provide a common framework for next-generation cable devices – alongside the project’s originator, US cable giant Comcast, and Time Warner Cable.
Saying that, as TiVo are also working on a Cloud version of their platform, it's interesting times ahead across Liberty Global


All times are GMT. The time now is 10:07.

Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2026, vBulletin Solutions Inc.
All Posts and Content are © Cable Forum