Virgin Media investors presentation

[ShadowTD]

Shamelessly robbed from AV Forums, but they refuse to link to other people, so stuff 'em.

http://media.corporate-ir.net/media_...mber112008.pdf

Check out page 11 - 'plan to add linear HD channels'.

<edit>And page 26 - network expansion! :shock:

[kar]

Two other things I found interesting

a) In the last 18 months, average data use has increased 80%. It would seem then that their 'fair use' threshold of limiting data rates after 'excess, abnormal' use should too increase to reflect that, no?

b) They are positioning their 50meg service not so much at enthusiasts, although they want them too, but at the broader market of families. They are going to market it as a service that can be used by multiple people simultaneously while remaining fast.

Of course it will remain fast until they cross the STM threshold after Lisa has been streaming something off IPlayer for an hour, while Johnny is playing XBox live and Dad browsing media rich websites.

On the face of their investor presentation their STM policy is quickly going to become a blocker for some of their marketing aims.

[ShadowTD]

I'm a little surprised that a document that confirms VM's intention to add linear HD channels and move towards IPTV hasn't generated more discussion. Oh well.

[browney]

Page 10 Moving 20Mb customers onto DOCSIS 3 ok this has already been said but now it's confirmed :O "will improve service quality and speed for all tiers"

[Chrysalis]

this was posted in the long 50mbit thread.

[ShadowTD]

Ahh right. I didn't dare go anywhere near that monster!

[demented]

There was discussion about the linear HD in other threads: plenty of it.

[Peil]

My own favourite was page 41 - "Defending the cash cow" - interesting way to look at the telephone service.

[starbeats1]

Originally Posted by kar

Two other things I found interesting

a) In the last 18 months, average data use has increased 80%. It would seem then that their 'fair use' threshold of limiting data rates after 'excess, abnormal' use should too increase to reflect that, no?

b) They are positioning their 50meg service not so much at enthusiasts, although they want them too, but at the broader market of families. They are going to market it as a service that can be used by multiple people simultaneously while remaining fast.

Of course it will remain fast until they cross the STM threshold after Lisa has been streaming something off IPlayer for an hour, while Johnny is playing XBox live and Dad browsing media rich websites.

On the face of their investor presentation their STM policy is quickly going to become a blocker for some of their marketing aims.

Sounds like fair use threshold should increase 80% to me, thats fair.

[dev]

Originally Posted by starbeats1

Sounds like fair use threshold should increase 80% to me, thats fair.

would you want prices to go up 80% to pay for the 80% more traffic too?

[Magilla]

Originally Posted by dev

would you want prices to go up 80% to pay for the 80% more traffic too?

If that's what it takes to get a service that isn't a complete joke, yes.

[r00t]

So f* you jack I'm all right?
Sweet.
Long may you rot.