Liberty Global Second Quarter Results.

[muppetman11]

Originally Posted by Ignitionnet

Possibly but it's a case of how long term you'd look. £1,000 per property, whether connected or not, is ouchy.

Absolutely and you'd imagine it would only happen in the more lucrative areas , its great too see VM are expanding their network hopefully we'll see even more areas in the future.

[1andrew1]

Originally Posted by muppetman11

If Sky could start to build its own fibre network and become less reliant on Openreach I'm sure it would pay dividends long term.

Well, Sky does have the CityFibre and TalkTalk joint venture together with its own trials in Basingstoke so over time the percentage of broadband delivered via Openreach will reduce. Cherry-picking a few key areas that account for a relatively high proportion of its clients is probably a good starting point allowing it to assess the costs and benefits.

[spiderplant]

Originally Posted by denphone

Thy lips are sealed one suspects.

No, I really don't know. I don't work on new stuff any more.

If my lips were sealed, I'd say so. Or possibly "mmmnmnmnfmnfff"

[Qtx]

Originally Posted by Top banana

Yes, it's an area where Sky struggle but also an opportunity. Sky's triple play penetration is around 35%, whereas VM sits at around 65%. So from a cash generation perspective it's an opportunity for Sky if they can get more customers to add more products.

I may be wrong but I thought I read that Sky has an increase of tv customers this year, although not a huge amount. The Now tv subscriptions on top too.

Originally Posted by Qtx

I may be wrong but I thought I read that Sky has an increase of tv customers this year, although not a huge amount. The Now tv subscriptions on top too.

Well that's the big question nowadays. Sky do not publish their DTH TV additions anymore, they are blended with now TV, not sure how relevant that is to the triple play penetration though?

[1andrew1]

Originally Posted by Top banana

Well that's the big question nowadays. Sky do not publish their DTH TV additions anymore, they are blended with now tv

Indeed, see their results here - 10.69m TV customers y/e 30/06/14 v 10.42m y/e 30/06/13 combining NowTV and Sky DTH. http://corporate.sky.com/investors/l...esults/q4_1314

---------- Post added at 21:04 ---------- Previous post was at 21:01 ----------

Originally Posted by Top banana

Well that's the big question nowadays. Sky do not publish their DTH TV additions anymore, they are blended with now TV, not sure how relevant that is to the triple play penetration though?

I guess it will deflate Sky's triple-play penetration as Now TV customers are unlikely to be Sky broadband or telephony customers as well. Or is this an erroneous assumption?

[muppetman11]

Originally Posted by 1andrew1

Indeed, see their results here - 10.69m TV customers y/e 30/06/14 v 10.42m y/e 30/06/13 combining NowTV and Sky DTH. http://corporate.sky.com/investors/l...esults/q4_1314

Whilst the DTH customers are clearly more lucrative it's worth remembering all those taking Now TV pay subs ranging from £4.99 - £13.98 , at the recent Q4 results it was announced one in five now take both the entertainment pass and the movies pass at a current cost of £13.98. Most of the other platforms BT , Talk Talk and VM now offer low cost tv packs and include them in their subscriber figures.

I believe Now TV are also looking to increase subs , this was delayed due to the recent issues with the service , for a time Now TV sold bundles with BB/Fibre and telephone.

Originally Posted by muppetman11

Whilst the DTH customers are clearly more lucrative it's worth remembering all those taking Now TV pay subs ranging from £4.99 - £13.98 , at the recent Q4 results it was announced one in five now take both the entertainment pass and the movies pass at a current cost of £13.98. Most of the other platforms BT , Talk Talk and VM now offer low cost tv packs and include them in their subscriber figures.

I believe Now TV are also looking to increase subs , this was delayed due to the recent issues with the service , for a time Now TV sold bundles with BB/Fibre and telephone.

Yes, it's an excellent move to continue driving revenue when competition across all platforms are increasing. The challenge is how do they drive potential customers to take their broadband offering as well?

[muppetman11]

Originally Posted by Top banana

Yes, it's an excellent move to continue driving revenue when competition across all platforms are increasing. The challenge is how do they drive potential customers to take their broadband offering as well?

Totally agree it's an interesting time isn't it.

On the one hand you have Sky who are certainly the key player in the UK pay tv/content market exploring possibilities with fibre.

On the other you have VM/Liberty already a strong player in the broadband market looking to increase their content assets.

I suppose you can also throw others into the mix , I still believe BT will have more of a say in the TV market going forward especially if they snatch more of Sky's Crown Jewels. Talk Talk and Netflix have also done pretty well.

Originally Posted by muppetman11

Totally agree it's an interesting time isn't it.

On the one hand you have Sky who are certainly the key player in the UK pay tv/content market exploring possibilities with fibre.

On the other you have VM/Liberty already a strong player in the broadband market looking to increase their content assets.

I suppose you can also throw others into the mix , I still believe BT will have more of a say in the TV market going forward especially if they snatch more of Sky's Crown Jewels. Talk Talk and Netflix have also done pretty well.

Yes interesting times, i have always thought VM could create turmoil if they found a way of doing away with line rental while finding another way to delver the revenue it generates.

I appreciate they already have a bb offering without the phone line but it's not a real game changer in its current guise