Report Overview

Virgin Media O2: Kicking off with a bang

Contents

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

About Venture Insights

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)