Options
EE Results
japaul
Posts: 1,727
Forum Member
✭✭✭
EE results for quarter ending September 2013 (2013 Q3). Comparatives are with the previous quarter (2013 Q2) and the same quarter a year ago (2012 Q3).
Mobile service revenue: £1446m (2013 Q2: £1421m, 2012 Q3: £1496m)
Mobile Customers - Total: 25.123m (2013 Q2: 25.288m, 2012 Q3: 26.185m)
Mobile Customers - Postpaid: 14.156m (2013 Q2: 13.976m, 2012 Q3: 13.393m)
Mobile Customers - Prepaid: 10.967m (2013 Q2: 11.312m, 2012 Q3: 12.792m)
4G Customers - 1.180m (2013 Q2: 0.687m)
Smartphone penetration (postpaid only): 85% (2013 Q2: 83%, 2012 Q3: 74%)
https://explore.ee.co.uk/our-company/newsroom/ee-results-for-the-third-quarter-to-30-september-2013
Mobile service revenue: £1446m (2013 Q2: £1421m, 2012 Q3: £1496m)
Mobile Customers - Total: 25.123m (2013 Q2: 25.288m, 2012 Q3: 26.185m)
Mobile Customers - Postpaid: 14.156m (2013 Q2: 13.976m, 2012 Q3: 13.393m)
Mobile Customers - Prepaid: 10.967m (2013 Q2: 11.312m, 2012 Q3: 12.792m)
4G Customers - 1.180m (2013 Q2: 0.687m)
Smartphone penetration (postpaid only): 85% (2013 Q2: 83%, 2012 Q3: 74%)
https://explore.ee.co.uk/our-company/newsroom/ee-results-for-the-third-quarter-to-30-september-2013
0
Comments
I'm willing to say that the majority of customers on EE4G are existing customers.
Good It nice to see some are getting a good experience from EE on the whole they are a brilliant network but problems are giving them a bad rep.
EE results for quarter ending December 2013 (2013 Q4). Comparatives are with the previous quarter (2013 Q3) and the same quarter a year ago (2012 Q4).
Mobile service revenue: £1445m (2013 Q3: £1446m, 2012 Q4: £1467m)
Mobile Customers - Total: 24.774m (2013 Q3: 25.123m, 2012 Q4: 26.148m)
Mobile Customers - Postpaid: 14.350m (2013 Q3: 14.156m, 2012 Q4: 13.594m)
Mobile Customers - Prepaid: 10.424m (2013 Q3: 10.967m, 2012 Q4: 12.554m)
4G Customers - 1.996m (2013 Q3: 1.180m)
Smartphone penetration (postpaid only): 88% (2013 Q3: 85%, 2012 Q4: 78%)
https://explore.ee.co.uk/our-company/newsroom/ee-results-for-the-year-ended-31-december-2013
The investment in repatriating contact centre jobs looks like a move to arrest the decline but EE seem to have a confusing range of customer options now that needs to be consolidated into two clear propositions. A value for money brand and a premium brand would make more sense than the current EE, Orange and T-Mobile ones.
Lets wait a week and see what O2's results are for the same quarter first - they are out in a week's time.
This thread confused me to start with because I knew EE's figures were coming out and I didn't realise the top lot were the old results until I realised it was an old thread with an update!
Thanks for the post Japaul
Honestly it's not to bad a quarter they managed keep around the same amount of revenue and gained more contract customers, loss of pay as you go customers was to be expected as at moment the networks like Tesco/Three/Virgin are doing far better in the that area. If I remember right O2 have around 22.5-3 Million customers.
I completely agree with the confusing brands I know a lot of people have been confused by that as it still hasn't ever been fully explained. I thought it was funny that David Cameron actually mentioned about the EE Call Centre jobs like it was a massive thing not knocking EE as it good they bringing back UK based call centres but a thousand jobs isn't exactly a lot in a population of nearly 64 Million.
6,000 down. 3,000 to go.
Interesting results again. Drop in prepay and overall customers does not look good at all but the growth in the 4G brand and postpay numbers has led to increased ARPU and margin which is good for EE. Although I'm sure they are worried about the huge decreases in overall customers YOY and that'll be due to the issues mentioned above such as brand confusion, lack of good customer service etc... EE cannot afford to keep losing customers at the rate they are.
Good to see smartphone penetration growing and EE doing well with businesses & m2m. That'll help them out a lot.
T-Mobile - 3G Budget
Orange - 3G Premium
EE - 4G
There is quite a few people still who don't realise Orange has same coverage as T-Mobile. Joking aside my Aunt just renewed a contract with Orange instead of T-Mobile [T-Mobile was cheaper] because she didn't realise that.
Total customer increase/decrease YOY (2012-2013)
EE: -1374k
Voda: -176k
Sorry about that. My idea was for anybody to just add to one thread for each network as results are released so it's easy to look at the history. That's why I started clean thread titles without dates or headline for each one. I doubt they will get too large as most FMs are probably not interested in these sorts of things.
Yes, we'll have O2 (27th) and Three (28th) next week. At the end of Sept O2 had 23.4m so some way to go. EE's customer total drops are more to do with PAYG erosion. Olaf never had much time for (Orange/T-Mobile) PAYG and that seems to show in the numbers.
It is some way to go but less than 1.5 million difference isn't a massive amount either compared to what it was. EE honestly needs sort out PAYG else they are going just keep losing customers.
Yep. Summary of redundant site decommissioning:
457 in the quarter bringing the total for 2013 to 3351. Added to the total for 2012 of 2659 brings the total done to date to 6010. ~2800 still to be decommissioned.
It seems to have slowed quite a bit in H2 (1136 compared with 2215 in H1).
Should be all done by late this year then. Hopefully it doesn't cause to many not spots. Obviously most aren't needed but imagine some will be.
PAYG is probably one of the few areas which can actually show revenue growth due to the onset of 4G, it seems EE have neglected this segment badly. When you consider the cost of making calls on EE PAYG compared to the rest of the networks, its no wonder why they are losing customers hand over fist.
Though they now have 2 million "EE" customers I wonder how many of them are actually net new and also existing customers ported over from the older brands?
I think by the end of 2014 we will find out what will happen to EE and its branding, I suspect it will then move to a single proposition as they can't sustain the current mess much longer.
I completely agree the whole merger was a mess and shouldn't have been allowed why not just call the whole thing EE
At a guess I'd say Three are up ~525k and O2 are up ~725k
Interesting I was going to guess around 450-490K for Three and 550-625K for O2. If O2 do gain a lot it is going to be less than a million in it between the two biggest networks.
You are likely more accurate than me that's just a rough guess. I would say O2 will hit 52-53% smartphone penetration. Surprising that Vodafone lost so little customers honestly.
Well tbh I think I have over inflated the numbers a bit myself. just looked and i think theyre a bit high so ive reduced them a bit but I think O2 could get to over 700k quite easily.
Reduced my estimate by 25k for both
We already know the first 9 months of 2013 in which O2 added ~560k and Three added ~450k (of which around 300k were in Q3). Three are likely to do much better in PAYG numbers than the others because of the impact in H2 of 321. Therefore Three could see maybe 750k adds for the year. O2 depends on how many PAYG they can hang on to. They've managed to do better than EE or Vodafone having only lost around 200k for the 9 months but can that continue?