Liberty Global 2015 Results - 16 Feb - Page 4

denphone · 19-02-2016, 21:35

Quote:

Originally Posted by tweedle

No it's not, sky have added 337000 new TV customers.

And most of them are from the Now TV box as their main figures have flat lined a lot as well compared to what they were.

thunderlips · 19-02-2016, 21:35

price increase last year for bt sport, price increase this year, people are cutting back just like my self i decided to after many years, as for the future of virgin media tv side a new tivo box is not going to help ( my opinion ) vm tv deeply in trouble !

Ignitionnet · 19-02-2016, 23:29

Quote:

Originally Posted by Horizon

But, do VM take advantage of this? No! By now VM's minimum speeds should be above 100mb to completely trounce FTTC speeds, but they haven't done it.

Most aren't that bothered by speeds. A cheaper deal is essential.

The majority of people taking FTTC are on 40Mb. The majority on BT's FTTP network take 40Mb. People in the UK on the whole don't like paying much, if anything, for broadband.

Speed at the high end wins some nerds. At the low end it achieves far less than more competitive pricing does in terms of sales.

MUD_Wizard · 20-02-2016, 03:03

Quote:

Originally Posted by richard s

You may get a loyality bonus but what is loyality without such things as upgrading for your loyal customers with new gear now and then at no extra charge, for some of us with have been using the crapy Hub 1 for some time now. Technology is fast moving and if companies hang on and supply outdated equipment than people will jump ship to another company.

It's your fault if you don't take advantage. I have a SH1 (original install), SH2 (on upgrade), SH2ac (on trial), SH3 (on trial) and now a Hitron CGNv4 (business hub). I only joined at the beginning of 2013.

Only one of those I paid p&p of £6.99 I think. The rest were FREE.

---------- Post added at 03:03 ---------- Previous post was at 02:11 ----------

Quote:

Originally Posted by tweedle

No it's not, sky have added 337000 new TV customers.

Is that a lot?

Sky added 737,000 subscribers in the 4th quarter of 2015, to total 26 million across all regions.

In comparison, Netflix added 5.59 million subscribers to total over 75 million across all regions, with 4 million of those in Europe.

That's not including the bump in new customers that Netflix will get from the expansion into 130 new countries.

Projections for new customers this quarter are another 6 million!

So no competition then?

http://www.theverge.com/2016/1/19/10...-2015-earnings
https://corporate.sky.com/documents/...esentation.pdf
http://www.bbc.co.uk/news/business-35436405

Kushan · 20-02-2016, 17:20

Quote:

Originally Posted by denphone

And most of them are from the Now TV box as their main figures have flat lined a lot as well compared to what they were.

Quote:

Originally Posted by MUD_Wizard

It's your fault if you don't take advantage. I have a SH1 (original install), SH2 (on upgrade), SH2ac (on trial), SH3 (on trial) and now a Hitron CGNv4 (business hub). I only joined at the beginning of 2013.

Only one of those I paid p&p of £6.99 I think. The rest were FREE.

---------- Post added at 03:03 ---------- Previous post was at 02:11 ----------

Is that a lot?

Sky added 737,000 subscribers in the 4th quarter of 2015, to total 26 million across all regions.

In comparison, Netflix added 5.59 million subscribers to total over 75 million across all regions, with 4 million of those in Europe.

That's not including the bump in new customers that Netflix will get from the expansion into 130 new countries.

Projections for new customers this quarter are another 6 million!

So no competition then?

http://www.theverge.com/2016/1/19/10...-2015-earnings
https://corporate.sky.com/documents/...esentation.pdf
http://www.bbc.co.uk/news/business-35436405

I don't think it's fair to compare Netflix's WORLDWIDE subscriber base against Sky UK's. That said, if what denphone says is true, the Now TV box users probably have a Netflix account as well.

tweedle · 21-02-2016, 17:40

Quote:

Originally Posted by denphone

And most of them are from the Now TV box as their main figures have flat lined a lot as well compared to what they were.

Main figures? Even if they added 337000 new users purely on Nowtv then that's 337000 HD boxes they didn't need to supply, 337000 dishes they didn't need to supply, 337000 home visits by installers they didn't need to carry out, 337000 digi cards they didn't have to create.

Do that maths,

---------- Post added at 17:40 ---------- Previous post was at 17:39 ----------

Quote:

Originally Posted by MUD_Wizard

It's your fault if you don't take advantage. I have a SH1 (original install), SH2 (on upgrade), SH2ac (on trial), SH3 (on trial) and now a Hitron CGNv4 (business hub). I only joined at the beginning of 2013.

Only one of those I paid p&p of £6.99 I think. The rest were FREE.

---------- Post added at 03:03 ---------- Previous post was at 02:11 ----------

Is that a lot?

Sky added 737,000 subscribers in the 4th quarter of 2015, to total 26 million across all regions.

In comparison, Netflix added 5.59 million subscribers to total over 75 million across all regions, with 4 million of those in Europe.

That's not including the bump in new customers that Netflix will get from the expansion into 130 new countries.

Projections for new customers this quarter are another 6 million!

So no competition then?

http://www.theverge.com/2016/1/19/10...-2015-earnings
https://corporate.sky.com/documents/...esentation.pdf
http://www.bbc.co.uk/news/business-35436405

Still better to add 337000 than lose customers like Virginmedias have LOLOLOL an you do realise you're comparing Netflix worldwide to sky uk?

Ignitionnet · 21-02-2016, 18:23

The market is more competitive and more and more people are interested less and less in linear TV.

VM have broadband to rely on, Sky however do not so have no choice but to throw money at their TV product.

The alternatives are to build their own network or bum more control over BT's from Ofcom. They're definitely doing their utmost on the second one and have made noises about the first but don't really have the dollars to do so.

tweedle · 21-02-2016, 19:07

Quote:

Originally Posted by Ignitionnet

The market is more competitive and more and more people are interested less and less in linear TV.

VM have broadband to rely on, Sky however do not so have no choice but to throw money at their TV product.

The alternatives are to build their own network or bum more control over BT's from Ofcom. They're definitely doing their utmost on the second one and have made noises about the first but don't really have the dollars to do so.

Why can't sky be allowed access to VM's network, let's face it VM bum content of Sky? An as you full well know VM's network would need a £BILLION spending on it to allow each user the quoted speeds at all times. If all VMs customers ditch linear tv an go to Netflix/Nowtv/ Amazon etc Virginmedias would be screwed. Sky using open reach would cope much much better.

21-02-2016, 19:56

Quote:

Originally Posted by tweedle

Why can't sky be allowed access to VM's network, let's face it VM bum content of Sky? An as you full well know VM's network would need a £BILLION spending on it to allow each user the quoted speeds at all times. If all VMs customers ditch linear tv an go to Netflix/Nowtv/ Amazon etc Virginmedias would be screwed. Sky using open reach would cope much much better.

Why would VM be screwed? They make most of their money from Telco/Broadband as they don't have the cost of piggy backing on anyone else's network. Sky and VM have different business models.

denphone · 21-02-2016, 20:05

Yes if Sky wanted to build their own network it would cost a pretty penny or two that's for sure.

Ignitionnet · 21-02-2016, 20:15

Quote:

Originally Posted by tweedle

Why can't sky be allowed access to VM's network, let's face it VM bum content of Sky? An as you full well know VM's network would need a £BILLION spending on it to allow each user the quoted speeds at all times. If all VMs customers ditch linear tv an go to Netflix/Nowtv/ Amazon etc Virginmedias would be screwed. Sky using open reach would cope much much better.

I apologise but I don't speak whatever language the above incoherence was written in.

---------- Post added at 20:15 ---------- Previous post was at 20:11 ----------

Quote:

Originally Posted by MUD_Wizard

It's your fault if you don't take advantage. I have a SH1 (original install), SH2 (on upgrade), SH2ac (on trial), SH3 (on trial) and now a Hitron CGNv4 (business hub). I only joined at the beginning of 2013.

Only one of those I paid p&p of £6.99 I think. The rest were FREE.

You paid p&p on the one upgrade that is relevant. Can hardly claim other people aren't taking advantage if they aren't on the Superuser team.

I have no problem with how VM upgrade CPE but you can't reasonably use your own experiences as a baseline.

Pierre · 21-02-2016, 20:29

Quote:

Originally Posted by tweedle

If all VMs customers ditch linear tv an go to Netflix/Nowtv/ Amazon etc Virginmedias would be screwed.

Actually, and I'm not 100% but I think I'm right, but VM broadcast all the channels available so if they did move to a system were only the service/ channel being watched by each user was transmitted it would free up loads of capacity. I was talking to one of our BoDs about it. I think we need to move to IPTV to do it, which is being looked at in certain situations.

**Hugh** · 21-02-2016, 20:48

Quote:

Originally Posted by tweedle

Why can't sky be allowed access to VM's network, let's face it VM bum content of Sky? An as you full well know VM's network would need a £BILLION spending on it to allow each user the quoted speeds at all times. If all VMs customers ditch linear tv an go to Netflix/Nowtv/ Amazon etc Virginmedias would be screwed. Sky using open reach would cope much much better.

I thought VM paid Sky for the content/channels they supplied?

tweedle · 21-02-2016, 21:18

Quote:

Originally Posted by Hugh

I thought VM paid Sky for the content/channels they supplied?

An I thought Sky paid Open reach for access to their network? I take you didn't take my comment in context?

Ignitionnet · 21-02-2016, 21:38

Quote:

Originally Posted by tweedle

An I thought Sky paid Open reach for access to their network? I take you didn't take my comment in context?

He did.

I referred to Sky's lobbying to try and get more control over Openreach's network quite specifically. They pay for access, and constantly try and get more control and access for less money through lobbying and repetitive, rather dull, PR campaigns to try and paint BT as evil because they won't give them everything they want.

Quote:

Originally Posted by Ignitionnet

TThe alternatives are to build their own network or bum more control over BT's from Ofcom.

That they also complain about BT's dominance of FTTC when a big reason for it is that neither they or TalkTalk entered the market until quite late on after BT had built up a customer base as they were trying to protect their own pretty minimal investments in copper adds to the comedy.

The irony of Sky complaining about someone else's control over a market is delightful.