Quote:
Originally Posted by Mr Banana
Decent results but the surprise for me was the substantial increase in FTTH build.
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Its been noted by others that:
- "They have less TV customers than they had this time last year".
- "The main impact will be seen in the Q4 results. There's a line in their release saying they expect both higher churn and higher revenue per customer in Q4 as a result of the price rise".
- "If the figures you're referring to include Irish customers too, taking into account both UK and Irish TV customers, there was a net loss of 200 TV customers in Q3".
I wonder if the second point is an indicator that VM are prepared to lose customers who won't pay the price rise in favour of an increased ARPU?