Originally Posted by 1andrew1:
“I wonder what Sarah Simon's understanding is? To simplify matters? Now TV's subscriber numbers at the moment are insignificant (think I've heard 25,000 banded around) so adding these in now won't make any sizeable difference now.”
“I wonder what Sarah Simon's understanding is? To simplify matters? Now TV's subscriber numbers at the moment are insignificant (think I've heard 25,000 banded around) so adding these in now won't make any sizeable difference now.”
It won't make a big difference to the total but it will make a big difference to the quarterly movement.
If you look at the December 2012 quarter:
Sky TV subs rose 50,000 to 10,358,000
25,000 of that growth was NOW TV - so (coincidentally) 25,000 was DTH.
25,000 is a tiny proportion of 10,358,000 but it's a big proportion of 50,000.
So, hypothetically, there could easily be a situation in the March quarter where NOW TV subs might rise say 40,000, DTH fall 10,000 and Sky just report overall TV subs up 30,000.
NB. Not saying for one moment that the numbers will be as above but just that they could be.



