Virgin Media Fourth Quarter 2012 Results

[denphone]

Virgin Media Fourth Quarter 2012 Results are being released tomorrow at 7am UK time.

http://investors.virginmedia.com/pho...&p=irol-irhome

http://finance.yahoo.com/news/virgin...143000742.html

Will the figures be very good or do you think the recent price rises will affect the bottom line?.

[MovedGoalPosts]

Please keep this thread for any discussion of the results, and use http://www.cableforum.co.uk/board/10...-for-sale.html for possible buyout discussions. Thanks.

[thenry]

why are take over talks in this thread anyway. can we keep two discussions apart?

[Gavin-D]

I see they are releasing the results unusually late at 13:30 UK time tomorrow I wonder if we hear anything else about a take over or new channels

[denphone]

Originally Posted by Gavin-D

I see they are releasing the results unusually late at 13:30 UK time tomorrow I wonder if we hear anything else about a take over or new channels

Yes they are usually released first thing in the moment so yes the Press release and conference should be very interesting tomorrow.

[BenMcr]

Originally Posted by Gavin-D

I see they are releasing the results unusually late at 13:30 UK time tomorrow I wonder if we hear anything else about a take over or new channels

Originally Posted by denphone

Yes they are usually released first thing in the moment so yes the Press release and conference should be very interesting tomorrow.

According to the Investor site http://investors.virginmedia.com/pho...513&highlight= the results are released at 07:00 and the call is at 13:30

[denphone]

Thanks Ben for that update.

[Gavin-D]

Originally Posted by BenMcr

According to the Investor site http://investors.virginmedia.com/pho...513&highlight= the results are released at 07:00 and the call is at 13:30

Thanks Ben I was getting confused by the 2

[Horizon]

Originally Posted by thenry

why are take over talks in this thread anyway. can we keep two discussions apart?

The two are interlinked. CNBC are saying the deal is done, so will be announced at the results tomorrow.

[Horizon]

Results released a bit early, spotted by mlt11 on DS forums:

http://phx.corporate-ir.net/External...F8VHlwZT0z&t=1

Ooh dear 88000 net addictions for the year, talktalk added 85000 in the final quarter.

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. And TiVo additions are upgrades not NEW customer additions lol.

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.

I still think VM has a bright future though and good things are to come.

Ooh and MT11 knows more about these things than we ever will. He knew Bt had won EPL footba rights far to early lol.

[batchain]

Originally Posted by Bogof

Ooh dear 88000 net addictions for the year, talktalk added 85000 in the final quarter.

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

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.

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%).

And TiVo additions are upgrades not NEW customer additions lol.

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"

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.

Cable monthly ARPU (excl Non-cable and Mobile Operations)

31 Dec 2012 - £48.87
30 Sept 2012 - £48.73
31 Dec 2011 - £47.85

I still think VM has a bright future though and good things are to come.

I'm sure they're relieved to hear that.

Originally Posted by Bogof

Ooh dear 88000 net addictions for the year, talktalk added 85000 in the final quarter.

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. And TiVo additions are upgrades not NEW customer additions lol.

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.

I still think VM has a bright future though and good things are to come.

Ooh and MT11 knows more about these things than we ever will. He knew Bt had won EPL footba rights far to early lol.

Any reason why you posted complete garbage?

[Sirius]

Originally Posted by Top banana

Any reason why you posted complete garbage?

He so reminds me of a poster we had here a month or so ago who was sent on a permanent holiday from the forum. His posting style is identical.

[Itshim]

Originally Posted by Sirius

He so reminds me of a poster we had here a month or so ago who was sent on a permanent holiday from the forum. His posting style is identical.

O please elucidate for those slower than you !