UK

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  • October 15, 2020

    STV: Pulling the levers for growth

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    October 15, 2020

    5G iPhone: A small step for the UK mobile market

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  • October 8, 2020

    Back in play: Merger prospects in UK mobile resurrected

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  • September 17, 2020

    Mobile industry reshape continues in the UK: EE ends its relation [...]

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    EE has announced the ending of its relationship with Carphone Warehouse, hot on the heels of a similar announcement from O2 a few months ago and the recent closure of Carphone Warehouse high-street stores
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  • September 15, 2020

    European mobile in Q2 2020: Sounding a more cautious note

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    Service revenue growth in the major European markets worsened by 3.5ppts this quarter, as a loss of roaming, prepay, and business revenues hit almost all operators. The UK was hardest hit as prepay and out-of-bundle usage was offloaded to Wif-Fi, and there was an accounting drag as a consequence of the ending of the relationship between O2 and Carphone Warehouse. Conversely, performance in the Italian market was almost flat as prepay usage was up and there was a degree of reprieve from competitive pressures from Iliad. Elsewhere, the French market was hard hit by the loss of inter-continental roaming as far back as February as China began to shut down but other fundamentals appear to be robust. In Germany, O2’s revenue trend was hardest hit but it maintained its strong net adds momentum. While the lockdown provided a break from ‘a very intense promotional environment’ in Spain, that intensity resumed as soon as lockdown lifted with particularly compelling converged bundle offers from Vodafone and Yoigo.
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  • September 8, 2020

    Surging online retail in the UK- Record growth during lockdown

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    The reopening of the high street from 15 June came as welcome news for businesses which had seen sales decimated since lockdown was enforced on 28 March. However, even as restrictions eased, shoppers stayed away, with high street footfall across the UK down by 48% in July year-on-year
  • August 25, 2020

    UK mobile market in Q2 2020 – Recovery interrupted

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    The sector was hit harder than expected by COVID-19 with service revenues declining by 7% overall vs a decline of just 1.6% in the previous quarter. Many telecoms operators across Europe have become more negative on the near-term outlook than they were a couple of months ago with full year guidance now downgraded by almost all players
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  • August 24, 2020

    UK broadband, telephony and pay TV trends Q2 2020 – Things [...]

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    Consumer broadband, telephony and pay TV market revenue growth plummeted to -6% in Q2 (from -2% in Q1), with all of the ‘big 4’ operators’ revenue growth taking a substantial hit. The reduction in premium sports channel revenue was by far the largest factor, with there being some other lockdown-related negative factors, such as the opportunity cost effect of extra services offered for free by the operators to help their customers during the crisis
  • August 21, 2020

    Virgin Media UK – Indeterminately boosted

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    Virgin Media had its strongest subscriber performance for years in Q2, with its (ex-Project Lightning) existing base footprint showing positive growth to add to the subscribers gained on its Project Lightning network extension. This was partly due to temporary factors, with both Openreach and Sky not able to do in-home installations for part of the quarter, but the company has reported some sustained momentum, with the crisis boosting demand for higher speed broadband, and has decided not to implement its usual annual price increase in H2 to avoid the usual accompanying churn and customer dissatisfaction, instead choosing to prioritise subscriber growth to compensate for the ARPU shortfall.
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  • August 12, 2020

    O2 UK: COVID and loss of Carphone bite

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    Along with the rest of the mobile market, O2’s results were harder-hit by COVID than expected, with service and total revenues down by 9% and 4% respectively
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  • August 11, 2020

    Sky UK Q2 2020 results – Emerging from the worst?

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    Sport is back, but its recent hiatus amid the COVID-19 crisis hit Sky hard, with Q2 revenue plunging 12.9% year-on-year. EBITDA remains flat for now, with sports rights cost absorption postponed but not cancelled
  • July 29, 2020

    TalkTalk UK: Post-lockdown challenges and opportunities

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    TalkTalk started its new financial year with revenue growth declining to -8% in Q1, although this is partly lockdown-related, and costs have also declined as churn plummeted  
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  • July 22, 2020

    UK Betting & gaming advertising – Inadequate solution [...]

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    The Betting and Gaming Council (BGC) which represents 90% of the UK’s betting and gaming industry (but not the National Lottery/other lotteries) announced its withdrawal of all TV and radio advertising for casino, slots and bingo during lockdown
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  • July 20, 2020

    UK TV broadcasters – Silver linings from COVID-19

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    Admissions and box office revenues in 2020 will be the lowest in over three decades. The pandemic forced the closure of theatres, putting pressure on cinema to a degree unlike ever before
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  • July 15, 2020

    UK Huawei ban – Counting the cost

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    Press reports suggest that the restrictions on Huawei equipment may morph into a full ban, with new installations stopping soon and existing equipment to be removed by 2029
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  • July 14, 2020

    Cinema’s post-pandemic future

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    Admissions and box office revenues in 2020 will be the lowest in over three decades. The pandemic forced the closure of theatres, putting pressure on cinema to a degree unlike ever before
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  • July 13, 2020

    Canal+: Time to reclaim its ‘national champion’ mojo

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    The pay-TV platform’s revenue has almost stabilised in France, while positioning has shifted to that of an aggregator—thanks to deals with Netflix, Disney+ and BeIN Sports
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  • July 6, 2020

    Telecoms and pay TV – Opportunities beyond lockdown

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    The Disney Channel, Disney XD and Disney Junior will cease to be broadcast in the UK. Carriage negotiations with the major platforms have clearly been going on for some time, with the March agreement for Sky Q to carry the new SVOD service Disney+ completed without any reference to the linear channels.
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  • July 2, 2020

    UK broadband, telephony and pay TV trends Q1 2020 – No foot [...]

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    Market revenue growth plummeted to -2% in Q1 2020, with a lack of premium sports pay TV revenue the biggest factor
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  • June 29, 2020

    Disney kids’ channels – Ceasing operation in the UK

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    The Disney Channel, Disney XD and Disney Junior will cease to be broadcast in the UK. Carriage negotiations with the major platforms have clearly been going on for some time, with the March agreement for Sky Q to carry the new SVOD service Disney+ completed without any reference to the linear channels.
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  • June 24, 2020

    European football – An opportunity to reset

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    The COVID-19 crisis is compounding the already grim revenue prospects for upcoming football rights sales in continental Europe
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  • June 22, 2020

    Online consumer reviews – Platforms reach for the stars

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    Online reviews are a vital input for consumer decision-making. However, reviews are easy to manipulate, and widespread fraud is undermining credibility and raising the issue of consumer protection
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  • June 19, 2020

    TalkTalk UK – Cost savings drive earnings in a challenging [...]

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    TalkTalk grew EBITDA by 10% in 2019/20, an impressive cost cutting driven result, with revenue and gross margin falling as the company struggles with the move to high speed
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  • June 17, 2020

    UK pandemic economy – The uncertain road ahead

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    In April, the first full month of lockdown, UK’s GDP fell by 20.4% month-on-month, the steepest decline on record, with further reduction expected in May. On 15 June, some non-essential premises re-open, but activity for the rest of the year will be depressed by social distancing—the UK’s recession in 2020 is certain to be the steepest on record
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