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Originally Posted by Bogof
Ooh dear 88000 net addictions for the year, talktalk added 85000 in the final quarter.
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TalkTalk added 10,000 customers in the last quarter (Virgin 42,700)
Talktalk had 80,000 TV subscribers at 31st December 2012 (30% of TV subscribers new to TalkTalk).
Virgin added 896,900 more TiVo customers during 2012, including 187,300 in the fourth quarter to reach a total of 1.33m or 35% of the TV customer base. This uptake has helped to drive the overall number of paying TV customers, which increased by 210,000 in the year, including 59,900 in the final quarter.
http://www.talktalkgroup.com/investo...ts-centre.aspx
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Love how they say they added 1.5 million super fast broadband customers at 30mb and above. Forgetting to mention they're customer upgrades from 10/20mb lol.
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Talktalk reported 22,000 new 'fibre' customers in the quarter but only 10,000 total customer adds. As a result of those customer upgrades (and gross adds) Virgin, once again, leads the way with over 50% of its broadband base now on super fast speeds (TalkTalk less than 1.5%).
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And TiVo additions are upgrades not NEW customer additions lol.
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A mixute of both.
http://blogs.barrons.com/techtraderd...tivo-earnings/
"...on October 23, Virgin Media released September quarter results, and in doing so, revealed that the TIVO/VMED subscriber base increased by another 206K, increasing the TIVO/VMED base to 1.14mm, or 30% of the Virgin system.
Even more notable, 52% of those new adds were new customers to Virgin, the highest ever in the TIVO/VMED partnership, and confirming what we have been saying fairly aggressively ever since the TIVO/VMED partnership was formed – that VMED is using the TIVO UI to differentiate its service, and in doing so, successfully steal share against arch rival BSkyB"
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The important part is the ARPU has dropped from £48.34 to £47.31, it's seems VM's usual revenue growth of rinsing its customers has hit it's limit hence the keeness to sell up.
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Cable monthly ARPU (excl Non-cable and Mobile Operations)
31 Dec 2012 - £48.87
30 Sept 2012 - £48.73
31 Dec 2011 - £47.85
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I still think VM has a bright future though and good things are to come.
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I'm sure they're relieved to hear that.