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07-08-2012, 22:54

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!!

07-08-2012, 22:54	#94
Mr Banana Guest Posts: n/a	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!!