(UK) TalkTalk: Mixed results, future opaque GAIN ACCESSPublisher Enders Analysis.Publish Date January 19, 2021Sector TalkTalk, Telecom, UK, UK Broadband.Company Contents Subscriber base momentum not encouraging ARPU and revenue decline improves...a bit Pricing pressured going forwards…but full fibre will help Full fibre critical to financial outlook EBITDA drops, outlook challenging Going private may help Figures and Tables TalkTalk ARPU, subscriber, and revenue growth TalkTalk on-net net adds (000) TalkTalk monthly on-net churn Consumer on-net operating performance TalkTalk ‘boost’ and ancillary product price increases TalkTalk entry-level and high-speed broadband pricing (£/month) Broadband entry level pricing, new customers (£/month) Broadband high speed pricing, new customers (£/month) Group revenue growth TalkTalk retail pricing (£/month) TalkTalk Group financial results (£m) Incremental gross profit by product (£/month) GAIN ACCESS Related Reports Venture Insights AU survey 2021: Broadband market converges as NBN migration reaches 89% Venture Insights NZ survey 2021: No end in sight for NZ mobile consumers’ price sensitivity ITV Q1 2021 results: Returning to 2019 levels BBC licence fee settlement: Push outside London will need further support Apple’s privacy rollout: A trial for regulators Protected: (UK) TalkTalk: Mixed results, future opaque TalkTalk’s latest results were mixed at best, with ARPU and revenue growth improving off a low last quarter, but net adds worsening, EBITDA falling sharply and full year EBITDA guidance suspended Its outlook remains challenging, with the move to high speed still a drag on EBITDA, and the migration to ultrafast a further (even greater) challenge, although this brings opportunity as well, especially if the company can move away from its discount brand focus Its prospective new owners highlight the need to invest in brand, systems, and full fibre capabilities to meet this challenge, but it is not clear where the money to do this is coming from, and it is also not clear if the desire to ‘reposition the brand’ includes a move upmarket × [contact-form-7 404 "Not Found"] × Sign up for Free Access To find out more about Venture Insights reports and subscriptions, enter your email address. 19 + 16 = Please answer this short quiz × Sign up for Free Access To find out more about Venture Insights reports and subscriptions, enter your email address. Launch demo modal × Sign up for Free Access To find out more about Venture Insights reports and subscriptions, enter your email address. × Thank your for subscribing to Venture Insight’s newsletter, you will get our weekly free newsletter...
