Virgin Media -- First Quarter 2012 Results

[spiderplant]

Originally Posted by Itshim

Interesting , So a thousand customers add per week. Any idea how many houses in the UK that are in cable areas and are not Virgin customers?

Roughly 12m homes are in cabled areas, and 5m are customers.

Originally Posted by Itshim

Also are the boxes UK made ( surprised if they are) or imported, if so from where.Just curious nothing more

From all of these...
UK, Romania, Czech Republic, Hungary, Mexico, South Korea, China, Indonesia.

[Chad]

Originally Posted by spiderplant

From all of these...
UK, Romania, Czech Republic, Hungary, Mexico, South Korea, China, Indonesia.

Where are the TiVo boxes assembled?

[spiderplant]

So far it has been Hungary, Mexico, China and Indonesia I think.

[spiderplant]

Originally Posted by Itshim

Would love to know numbers of " brand new" customers the TiVo brought in.

"Over 40% of TiVo gross adds in the quarter were new to Virgin Media TV "

From http://seekingalpha.com/article/5269...urce=thestreet

[denphone]

Originally Posted by spiderplant

"Over 40% of TiVo gross adds in the quarter were new to Virgin Media TV "

From http://seekingalpha.com/article/5269...urce=thestreet

Thats impressive SP and just shows how much it has captured peoples imagination.

[Ignitionnet]

Another quarter's results, another pointless thread starting off with comments about good results and waiting for people to be doomsayers about it. It's a quarterly tradition.

The results are ok, not a cause for worship and reverence, and I do wonder just why these threads take the exact same tone each and every quarter, with a slight difference in which side is correct. The key number is always how the stock market reacted and they are content, but not ecstatic. VM's numbers are what they said they would be and reflect guidance and the current market, which is a very good one for them, Sky and BT.

[Itshim]

Originally Posted by denphone

Thats impressive SP and just shows how much it has captured peoples imagination.

Seems to be bringing the business which is what any company wants.

From a company point of view hope its a low churn, I guess we will have to waited 6 months or so to see.

---------- Post added at 14:30 ---------- Previous post was at 14:28 ----------

Originally Posted by Ignitionnet

Another quarter's results, another pointless thread starting off with comments about good results and waiting for people to be doomsayers about it. It's a quarterly tradition.

The results are ok, not a cause for worship and reverence, and I do wonder just why these threads take the exact same tone each and every quarter, with a slight difference in which side is correct. The key number is always how the stock market reacted and they are content, but not ecstatic. VM's numbers are what they said they would be and reflect guidance and the current market, which is a very good one for them, Sky and BT.

Very true I think its the sign of nothing much else happening that is the reason for looking - New channels "coming soon" etc.
Back to work !!!!

[qasdfdsaq]

Originally Posted by Ignitionnet

Another quarter's results, another pointless thread starting off with comments about good results and waiting for people to be doomsayers about it. It's a quarterly tradition.

The results are ok, not a cause for worship and reverence, and I do wonder just why these threads take the exact same tone each and every quarter, with a slight difference in which side is correct. The key number is always how the stock market reacted and they are content, but not ecstatic. VM's numbers are what they said they would be and reflect guidance and the current market, which is a very good one for them, Sky and BT.

What he said.

Originally Posted by Ignitionnet

Another quarter's results, another pointless thread starting off with comments about good results and waiting for people to be doomsayers about it. It's a quarterly tradition.

The results are ok, not a cause for worship and reverence, and I do wonder just why these threads take the exact same tone each and every quarter, with a slight difference in which side is correct. The key number is always how the stock market reacted and they are content, but not ecstatic. VM's numbers are what they said they would be and reflect guidance and the current market, which is a very good one for them, Sky and BT.

Yep I guess it is all too tedious but members have a right to post what they like provided they obey the site's T&Cs.

[Ignitionnet]

Interestingly to prove the point about these results being 'ok' Sky have just overtaken Virgin in terms of triple play subscribers.

http://corporate.sky.com/documents/p...ple_play_graph

[qasdfdsaq]

45,700 net additions on broadband internet, less than a year ago and only one-third as many as BT retail.

I see people are voting with their wallets after all...

[General Maximus]

excellent, and that is the way it should be. Money talks and BT will show other providers that if you dont do a proper job and provide a quality, reliable service with good customer service then you lose.

[Sirius]

Originally Posted by qasdfdsaq

45,700 net additions on broadband internet, less than a year ago and only one-third as many as BT retail.

I see people are voting with their wallets after all...

Originally Posted by General Maximus

excellent, and that is the way it should be. Money talks and BT will show other providers that if you dont do a proper job and provide a quality, reliable service with good customer service then you lose.

You know who you are going to catch on the end of that hook dont you

[Ignitionnet]

Said poster is looking at the thread right now actually. Either typing a long winded response or trying his utmost to contain himself from countering this slight.

[carlwaring]

Originally Posted by Sirius

You know who you are going to catch on the end of that hook dont you

So you know he was only posting to bait another user. Isn't that against the T&C?

Originally Posted by Ignitionnet

Said poster is looking at the thread right now actually. Either typing a long winded response or trying his utmost to contain himself from countering this slight.

I have already posted and deleted one response as I decided to think about it for a while.

We know that all of VM's services are only available to 50% of the country. Does anyone know how much of the country BT's Broadband service covers?

(Yes, that was a rhetorical question.)

If it's a larger amount (which of course it is) then there's at least one other possible reason for them adding more BB subscribers this quarter. What about last quarter, or the one before that? Is this the first time this has happened? Probably not but, similarly, what about the times (if it has ever happened) that VM have added more BB subscribers than BT? I assume those times would have just been dismissed as "an anomaly" or something?

My point being that, as BT are the largest broadband supplier in the UK (with VM second) it's hardly surprising that the former has added more BB customers than the latter, is it? There might (actually, probably will) be more than the one reason stated for it happening.

Originally Posted by Ignitionnet

Interestingly to prove the point about these results being 'ok' Sky have just overtaken Virgin in terms of triple play subscribers.

If they're so good and VM so bad, what took then so long? (Four years!)

Originally Posted by Ignitionnet

Said poster is looking at the thread right now actually.

Okay. That's called stalking

Originally Posted by General Maximus

excellent, and that is the way it should be. Money talks and BT will show other providers that if you dont do a proper job and provide a quality, reliable service with good customer service then you lose.

Pretty sure I could easily find complaints about the quality and reliability (or lack thereof) of BT's services and Customer Services without much trouble