Report Overview

Virgin Media O2: Kicking off with a bang


Kicking off with a bang

Stellar EBITDA and pedestrian revenues

Fixed and other compensate for mobile pressures

Mobile messy

Fixed back into growth, but not (yet) sustainably

About Enders Analysis

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Figures and Tables

Figure 1: Virgin Media O2 revenue and EBITDA growth

Figure 2: Virgin Media O2 operating performance

Figure 3: Virgin Media O2 revenue performance

Figure 4: Mobile revenue growth including and excluding handsets

Figure 5: MNO price increases in 2021

Figure 6: Inflation-linked price increases, 2020-2021

Figure 7: UK mobile service revenue growth by operator

Figure 8: Blended mobile ARPU (£)

Figure 9: Virgin Media O2 contract net adds breakdown

Figure 10: UK contract net additions (000)

Figure 11: Annualised contract churn

Figure 12: Monthly cost of iPhone 12 + unlimited data by contract length (£)

Figure 13: Virgin Media O2 consumer cable operating performance

Figure 14: Virgin Media UK cable revenue and operating statistics

Figure 15: Broadband entry level dual-play pricing, new customers (£/month)

Figure 16: Broadband high speed pricing, new customers (£/month)

Figure 17: Project Lightning progress (000)