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Three UK Results
japaul
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Three UK results for 6 months ending June 2013 (2013 H1). Comparatives are with July-December 2012 (2012 H2) and January-June 2012 (2012 H1).
Service Revenue: £667m (2012 H2: £683m, 2012 H1: £664m)
Customers at end of period
Registered Customers - Total: 9.233m (2012 H2: 9.052m, 2012 H1: 8.447m)
Registered Customers - Postpaid: 5.535m (2012 H2: 5.263m, 2012 H1: 4.837m)
Registered Customers - Prepaid: 3.698m (2012 H2: 3.789m, 2012 H1: 3.610m)
http://www.hutchison-whampoa.com/upload/attachments/en/pr/intpress.pdf
Service Revenue: £667m (2012 H2: £683m, 2012 H1: £664m)
Customers at end of period
Registered Customers - Total: 9.233m (2012 H2: 9.052m, 2012 H1: 8.447m)
Registered Customers - Postpaid: 5.535m (2012 H2: 5.263m, 2012 H1: 4.837m)
Registered Customers - Prepaid: 3.698m (2012 H2: 3.789m, 2012 H1: 3.610m)
http://www.hutchison-whampoa.com/upload/attachments/en/pr/intpress.pdf
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Three: +786,000
O2: +752,000
Vodafone: +142,000
EE: -1,040,000
Three and O2 seem to be gaining EE's customer base. Vodafone is making little progress but at least its in the right direction.
O2: +1,030,000
EE: +833,000
Vodafone:+712,000
Three: +698,000
The fall in Pay As You Go customers has been across the board.
Pretty much and it's been happening for some time as PAYG users, rather than being lost are migrating to contracts especially as sim only has become more common. Incidentally last year, according to Ofcom, contract exceeded PAYG for the first time since 1999.
Also looks like they're going to miss their 10m customer target for the end of this year.
Wow didn't realise it was as long as that :eek:
Here is a article on it....
http://www.mobiletoday.co.uk/News/26150/Contracts_dominating_mobile_market_for_first_time_this_century.aspx
Also Three seem happy with the results.
http://www.mobiletoday.co.uk/News/26154/Three_sees_operating_profit_treble.aspx
I doubt they'll make it but the biggest growth will be in the run up to Christmas. O2 and Vodafone will premium price 4G so perhaps Three will be able to capatalise on this.
Agree. They'll probably miss it. by around 200k-400k.
Thanks for posting the results btw.
Agree I think they will likely make it around april-may next year.
:cool:
Was by 2014 originally.
http://forums.digitalspy.co.uk/showpost.php?p=67594935&postcount=23
Service Revenue: £709m (2013 Jan-Jun: £667m, 2012 Jul-Dec: £683m)
Customers at end of period
Registered Total: 9.842m (2013 Jun: 9.233m, 2012 Dec: 9.052m)
Registered Postpaid: 5.885m (2013 Jun: 5.535m, 2012 Dec: 5.263m)
Registered Prepaid: 3.957m (2013 Jun: 3.698m, 2012 Dec: 3.789m)
Active Total: 7.936m (2013 Jun: 7.529m, 2012 Dec: 7.4m)
Active Postpaid: 5.718m (2013 Jun: 5.377m, 2012 Dec: 5.1m)
Active Prepaid: 2.218m (2013 Jun: 2.152m, 2012 Dec: 2.3m)
Mobile service revenue (£millions)
EE: 5734 (-219)
O2: 4636 (-279)
Vod: 4227 (-224)
Three: 1376 (+29)
Mobile Customers Total: (thousands)
EE: 24774 (-1374)
O2: 23649 (+785)
Vod: 19368 (-176)
Three: 9842 (+790)
Mobile Customers Postpaid: (thousands)
EE: 14350 (+756)
O2: 12884 (+983)
Vod: 11519 (+489)
Three: 5885 (+622)
Mobile Customers Prepaid: (thousands)
O2: 10765 (-198)
EE: 10424 (-2130)
Vod: 7849 (-665)
Three: 3957 (+168)
Post Paid 341,000
Pre Paid 66,000
Total 407,000
Some good progress but the pre-paid increase must be a disapointment after the introduction of the 3,2,1 tariff. One has to wonder why the attractive 3,2,1 proposition has not generated a bigger increase in pre-paid customers.
Good to see as well that Three is the only network to see a YOY increase with both pay as you go and pay monthly customers. So theyre certainly getting both props right ATM.
Here are full numbers for all networks now:
EE PAYM= +756k
EE PAYG= -2130k
Total= -1374k
O2 PAYM= +983k
O2 PAYG= -198k
Total= +785k
Voda PAYM= +489k
Voda PAYG= -665k
Total= -176k
Three PAYM= +622k
Three PAYG= +168k
Total= +790k
Edit: noticed wavejock has already got his negative spin on things. He's using the wrong numbers, claims its a quarter when its actually a half, and doesn't realise that the pay as you go market is in decline. So ignore everything wavejock says in this thread because he can't interprete results properly and is just going to keep repeating how Three didn't do well or something.
Edit 2: beaten by japaul...
The conclusion that must be drawn from the totals posted must be that O2 and 3 are the networks gaining customers most successfully with Vodafone losing a small number and EE being the biggest loser overall.
It will be interesting to see how the next few half year results report as the smartphone market in developed economies becomes saturated as telecoms analysts have recently predicted.
I can't find it on the Hutch site
@wavejock, do you not remember when you tried to convince everyone that Three had lost over 1m customers in the last year, because you were comparing registered to active and saying how three had 9m but now only had 7.8m and therefore lost loads of customers. You kept saying that Three had lost loads of customers and how Three's 9m was never 9m but a combo of three UK and IE.
So forgive me for not believing anything you say. But you'll probably deny the above.
Here's the full report:
http://www.irasia.com/listco/hk/hutchison/announcement/a120110-eannouncement.pdf
Three results start on PDF page 118.
Some other interesting points: 89% of 3's revenues comes from contract customers.
Average monthly churn rate of the total contract registered customer base (%) has increased slightly from 1.5% in 2012 to 1.6% in 2013 (see page 24 of HWL Annual Report).
Thanks mate, appreciate the info. Need to watch that churn rate.
EBIT grew by 105%. Nice!
I can't see that number anywhere.
I found it net service revenue less handset and other revenue.
If that's right why have you not shown the revenue reduction for 3 japaul.