Market revenue growth plummeted to -2% in Q1 2020, with a lack of premium sports pay TV revenue the biggest factor

The lockdown is also reducing churn and firming up pricing, but it is unclear how long this will last post-lockdown

Pay TV revenue trends will continue to dominate next quarter; thereafter the battleground will move to ultrafast

Contents

Market trends and outlook

Appendix

List of charts/tables

Market net additions

RGU and subscriber growth

RGU ARPU, volume and revenue growth

Subscriber ARPU, volume, and revenue growth

Average RGU growth by operator

Consumer revenue growth by operator

Subscriber ARPU growth

RGU ARPU growth

Europe average fixed network speeds (Mbps)

Peak complaints per 15 minutes by fixed operator

TalkTalk gross adds and churn during the lockdown

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

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

COVID-19 related financial guidance changes

Openreach FTTP pricing for selected speed tiers (£/month)

Openreach ultrafast premises passed (%)

Existing customer pricing changes

‘Big 4’broadband complaints per 100,000 customers

Smaller brands broadband complaints per 100,000 customers

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