[batchain]

Originally Posted by qasdfdsaq

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).
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.

BT "Q4" is for the 3 months ending 31st March 2012

Virgin "Q3" is for the 3 months ending 30th Sept 2012


BT results for the 3 months ending 30th Sept 2012 are not due until November.


Last BT results are for the 3 months ending 30th June which is why I quoted those figures.


25th July 2012:

BT Group plc (BT.L) results for the quarter ending 30 June 2012.


Broadband

We added 85,000 retail broadband customers in the quarter, representing 50% of the broadband market net additions* of 170,000.


* DSL, LLU and fibre, excluding cable


We added over 150,000 BT Retail fibre broadband customers and the customer base currently stands at more than 700,000


Openreach

Operational

44,000 reduction in physical lines

170,000 broadband users added*

* DSL, LLU and fibre, excluding cable

Fibre roll-out

11m premises now passed

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".

Virgin don't get to set the cut off point to make their numbers look bigger. Ofcom defines "superfast" as a connection with an advertised speed of up to 30Mb/s.

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).

700,000 out of a potential 11m BT fibre homes.

Virgin cable covers roughly 12.9m homes

As of 30th June Virgin had 1.3m superfast subs (as defined by Ofcom, not you or BT), 1.8m by 30th Sept


BT (30th June) = around 6.5%

VM 1.3m (30th June) = around 10%

VM 1.8m (30th Sept) = around 14%

As of 30th Sept Virgin had 42% of their cable broadband base on superfast speeds (30Mb or higher) with 44% of new subs in the quarter taking 60Mb or higher at point of sale.

Course all the BT Group figures are a few months out of date and will be higher now...

As I said, latest BT results are for the 3 months ending 30th June which is why I originally compared Virgin's superfast net adds for the same period and not the latest results which further extend Virgin's superfast lead.

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.

Virgin's CEO noted in Q2 (and again in Q3) that BT Infinity was having little or no impact on Virgin in areas where they went head to head. As such Virgin was maintaining its overall market share/lead with BT Infinity net adds cannibalising the existing DSL market.