Virgin Media: Subscribers strong, ARPU tough to turn

Report Overview

Virgin Media: Subscribers strong, ARPU tough to turn

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Virgin Media: Subscribers strong, ARPU tough to turn

Contents

 

Subscribers strong, ARPU weak, and both will remain so

Subscribers boom, even RGUs turn positive

ARPU under sustained pressure

New customer pricing remains firm

Wholesale strong, mobile weak, EBITDA under pressure

Ultrafast going well, but the trilemma remains

Merger on track for mid-year close

 

List of charts/tables

 

Figure 1: UK cable revenue growth and group EBITDA growth

Figure 2: Virgin Media UK consumer cable operating performance

Figure 3: Virgin Media UK cable revenue and operating statistics

Figure 4: Virgin Media selected recent price changes

Figure 5: Broadband entry level dual-play pricing, new customers (£/month)

Figure 6: Broadband high speed pricing, new customers (£/month)

Figure 7: Virgin Media Group operating performance

Figure 8: Gigabit-capable premises covered (m)

Figure 9: Project Lightning progress (000)

Figure 10: Virgin Media build versus rent-from-Openreach economics (£)