Report Overview

Trouble ahead? UK broadband, telephony and pay TV trends Q1 2022

Contents

Executive summary: Trouble ahead?

Broadband growth robust, line rental and pay TV less so

Revenue growth improves, and will likely improve further

Revenue growth rates easing up across the board

ARPU growth edges up

Full fibre and ultrafast adoption accelerates

New customer pricing: VMO2 gets aggressive

Bumper price rises all round, but BT with the biggest impact

Broadband complaints improve in Q4, but will likely rise in 2022

Backbook pricing pressure gradually annualising out

Q1 2022 trends: Broadband growth shifts away from incumbents

High speed broadband adoption continues

Q1 2022 trends: Line rental decline accelerates

Q1 2022 trends: Pay TV takes a sharp dip in a seasonally weak quarter

Broadband subscribers

Consumer revenue

In/out-of-contract and existing/new customer pricing

Front/backbook pricing differential from Ofcom

Wholesale price control and Openreach’s new discounted pricing

Full fibre regulation

RGU and RGU ARPU growth

Big 4 versus smaller player broadband growth

Ofcom broadband complaints

Pricing outside the ‘top four’

New customer pricing outside the ‘top four’

‘Top four’ ultrafast broadband pricing for new customers

Summary of recent price rises

Disclaimer

List of charts/tables

Market net additions

RGU and subscriber growth

RGU ARPU, volume and revenue growth

Subscriber ARPU, volume, and revenue growth

Average subscriber growth by operator

Consumer revenue growth by operator

Subscriber ARPU growth

Openreach full fibre adoption where available

BT Consumer ultrafast (>100Mbps) adoption where available

Broadband entry level pricing, new customers (£/month)

Broadband high speed pricing, new customers (£/month)

Existing customer pricing changes

Broadband complaints per 100,000 customers at the Big 4

Broadband complaints per 100,000 customers at smaller players

Contract status of customers by provider, September 2019

Proportion of revenue at risk if OOC customers switched to …

Broadband organic net adds (000)

Broadband organic subscriber growth

High speed net adds (000)

High speed penetration of broadband bases

Line rental net additions (000)

Line rental subscriber growth

Pay TV net additions (000)

Pay TV subscriber growth

Broadband subscribers and net adds

Consumer revenue and revenue growth

Unlimited entry level broadband, in/out-of-contract pricing

September 2019 pricing differential figures (£/month)

November 2018 pricing differential figures (£/month)

Openreach wholesale pricing (£/month, excluding VAT)

Ofcom’s copper and full fibre new regulation summary

Average RGU growth by operator

RGU ARPU growth by operator

Broadband net adds (000)

Broadband subscriber growth

Broadband complaints per 100,000 customers

Unlimited broadband dual-play, new customer pricing (£/month)

Pricing outside the ‘top four’ (£/month), lowest price available

Ultrafast offers and pricing by provider, £ per month

Ultrafast broadband pricing by provider

2022 price rises

2021 price rises

2020 price rises

2019 price rises

2018 price rises

2017 price rises