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Vodafone UK Results |
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#76 |
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Join Date: Apr 2013
Posts: 1,662
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Quote:
Well O2 results are next week. I think we're due the 6 monthly figures from Three soon too.
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#77 |
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Join Date: Apr 2013
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Quote:
So for Half 1 this means-
EE: -235k Voda: +204k I'd say O2 are going to stand still this half and maybe even lose a small amount of customers. Same with Three, whilst I do expect them to grow I really don't see them growing by more than 50k-75k customers this half. On 4G customers Voda did say they passed 1 million last week. |
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#78 |
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Join Date: Apr 2013
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CCS Insight reckon the premium Vodafone puts on its 4G plans is pricing it out of the market as rivals charge little or nothing extra and it's not clear bundling Sky/Spotify/Netflix is working as they have 0.9m 4G customers compared with 2m on Three, 2.1m on O2 and 4.2m on EE.
http://www.telegraph.co.uk/finance/n...4G-prices.html I think at the very least, Vodafone need to widen their 4G options by offering cheaper versions without content (it can still retain some premium to 3G) as well as PAYG and 30 day sim only. |
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#79 |
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Join Date: Mar 2000
Location: This forum
Posts: 3,388
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I think at the very least, Vodafone need to widen their 4G options by offering cheaper versions without content (it can still retain some premium to 3G) as well as PAYG and 30 day sim only.
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#80 |
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Join Date: Apr 2013
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In a random sample of 4 colleagues who have recent (since March) Vodafone contracts, none of them went for 4G due to the increased cost, even though they mostly spend their days at work in an area with no 3G coverage. No good for Android or iOS users.
http://forums.digitalspy.co.uk/showt...=#post74002502 |
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#81 |
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Join Date: Jan 2012
Location: London, UK
Posts: 8,759
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I too have seen plenty of people not pay the extra for 4G
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#82 |
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Join Date: Aug 2013
Posts: 494
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From a business perspective I guess 1m customers paying an incremental revenue increase of £5 a month is better than 4m customers paying you no incremental revenue.
I know I'd rather earn more out of lesser numbers of customers than have the increased costs to service many more customers who pay me no incremental revenue. its a fine balancing act though for sure. |
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#83 |
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Join Date: Apr 2013
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That's fine and I wouldn't disagree for now at least as long as the overall totals don't seem to be suffering. But to me, their offering seems far too restricted. Why not offer versions without content for those who place no value on the content? They can still have a (smaller) premium attached to them which would compare better against the others. And why no payg? Again they could still charge extra if that is their model unless there are technical reasons why they can't do payg e.g. payg billing can't handle 4G yet.
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#84 |
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Join Date: Apr 2013
Posts: 1,662
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Latest quarterlies for Vodafone:
Vodafone UK results for the quarter ending September 2014 (Jul-Sep 2014). Comparatives are with the previous quarter (Apr-Jun 2014) and the same quarter a year ago (Jul-Sep 2013). Mobile service revenue: £1051m (2014 Apr-Jun: £1031m, 2013 Jul-Sep: £1054m) Mobile Customers (Total): 19.668m (2014 Jun: 19.572m, 2013 Sep: 19.469m) Mobile Customers (Prepaid): 7.887m (2014 Jun: 7.845m, 2013 Sep: 8.141m) Mobile Customers (Contract): 11.781m (2014 Jun: 11.727m, 2013 Sep: 11.328m) 4G Customers: 1.4m (2014 Jun: 0.9m) Smartphone penetration: 63.8% (2014 Jun: 62.4%, 2013 Sep: 57.1%) |
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#85 |
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Join Date: Apr 2014
Posts: 652
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Interesting..."Our two-year, 19 billion pound investment programme is well underway, and customers are beginning to see the benefits." & "the group would launch a consumer broadband offering with a TV package in Britain".
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#86 |
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Join Date: Apr 2013
Posts: 1,662
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Quote:
Interesting..."Our two-year, 19 billion pound investment programme is well underway, and customers are beginning to see the benefits." & "the group would launch a consumer broadband offering with a TV package in Britain".
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#87 |
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Join Date: Jan 2012
Location: London, UK
Posts: 8,759
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Thanks for this Japaul.
Vodafone seem to be doing ok so far. Some facts that haven't been mentioned in this thread yet. - Vodafone now have 48% 4G coverage and over 1.4m customers. - Average use on 4G is 2.1GB on Vodafone UK. This is 3x higher than average data use on Vodafone UK. - Average data use on Vodafone UK is 628mb - Vodafone Call+ will begin roll out in 2015 in Europe |
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#88 |
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Join Date: Dec 2007
Location: Herefordshire
Posts: 22,789
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Quote:
Interesting..."Our two-year, 19 billion pound investment programme is well underway, and customers are beginning to see the benefits." & "the group would launch a consumer broadband offering with a TV package in Britain".
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#89 |
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Join Date: Apr 2013
Posts: 1,662
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Latest Vodafone results for the Oct-Dec 2014 quarter.
Vodafone UK results for the quarter ending December 2014 (Oct-Dec 2014). Comparatives are with the previous quarter (Jul-Sep 2014) and the same quarter a year ago (Oct-Dec 2013). Mobile service revenue: £1132m (2014 Jul-Sep: £1126m, 2013 Oct-Dec: £1110m) Mobile Customers (Total): 19.853m (2014 Sep: 19.668m, 2013 Dec: 19.368m) Mobile Customers (Prepaid): 7.972m (2014 Sep: 7.885m, 2013 Dec: 7.849m) Mobile Customers (Contract): 11.881m (2014 Sep: 11.783m, 2013 Dec: 11.519m) 4G Customers: 2.2m (2014 Sep: 1.4m, 2013 Dec: 0.37m) Smartphone penetration: 65.4% (2014 Sep: 63.8%, 2013 Dec: 60.5%) 4G Outdoor Population Coverage: 57% |
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#90 |
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Join Date: Mar 2013
Posts: 4,249
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Nice Vodafone nearly about to breach the 20 million mark. Wonder how many of the new 800K in 4G customers are actually business or upgrades.
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#91 |
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Join Date: Apr 2013
Posts: 1,662
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Mostly upgrades I would have thought probably accelerated by the iPhone 6.
Overall I think Vodafone will be more than pleased with these results as most importantly year on year revenue has returned to growth. |
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#92 |
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Join Date: Mar 2013
Posts: 4,249
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Quote:
Mostly upgrades I would have thought probably accelerated by the iPhone 6.
Overall I think Vodafone will be more than pleased with these results as most importantly year on year revenue has returned to growth. |
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#93 |
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Join Date: Apr 2013
Posts: 1,662
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Some other snippets from Vodafone that might not be in the press info.
They said their 4G coverage rollout is lower than what they planned for at this stage and they will try to catch up. Average data usage for 4G customers is 2.6GB/month. Their fixed broadband offering will be available in "late Spring" but won't include TV initially. TV will follow later and is cloud based. |
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#94 |
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Join Date: Mar 2013
Posts: 4,249
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Quote:
Some other snippets from Vodafone that might not be in the press info.
They said their 4G coverage rollout is lower than what they planned for at this stage and they will try to catch up. Average data usage for 4G customers is 2.6GB/month. Their fixed broadband offering will be available in "late Spring" but won't include TV initially. TV will follow later and is cloud based. |
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#95 |
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Join Date: Jan 2012
Location: London, UK
Posts: 8,759
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Thanks Japaul. You are without a doubt one of the most valuable members on this forum.
Looks like Voda did good in CY2014. Certainly exceeded their internal 2m target for 4G subscribers. |
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#96 |
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Join Date: Dec 2008
Posts: 145
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Thanks Japaul. You are without a doubt one of the most valuable members on this forum.
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#97 |
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Forum Member
Join Date: Jan 2012
Location: London, UK
Posts: 8,759
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Quote:
Some other snippets from Vodafone that might not be in the press info.
They said their 4G coverage rollout is lower than what they planned for at this stage and they will try to catch up. Average data usage for 4G customers is 2.6GB/month. Their fixed broadband offering will be available in "late Spring" but won't include TV initially. TV will follow later and is cloud based. Vodafone now reaches 57 percent of the population with outdoor LTE coverage, and the dropped call rate improved to 0.86 percent from 0.94 percent three months earlier. Stores bought from Phones 4U have been rebranded to boost Vodafone's direct sales channel presence. 65.4 percent of customers on Vodafone UK now have a smartphone, of which 70.7 percent had a data subscription. Data traffic continued to grow strongly, reaching almost 19.5PB in the quarter compared to just under 17PB in the previous quarter and 9PB a year earlier. Total data use for the year was over 60PB. Compared to Three who saw data use exceed 200PB. Vodafone are looking to invest in small cells in the UK as well as launch Vodafone Call+ this year. (VoLTE). Carrier Aggregation is also being deployed across a number of key cities in the UK. Average data use on 4G is around ~2.6GB and average data use on 3G has now exceeded 700mb. More than 11,000m minutes were used on Vodafone in the UK, the number of texts sent exceeded 9,000m |
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#98 |
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Join Date: May 2010
Posts: 11,490
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Do these numbers include business accounts? I know Vodafone signed up a large 50,000+ business account in the last quarter.
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#99 |
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Join Date: Jan 2012
Location: London, UK
Posts: 8,759
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Quote:
Do these numbers include business accounts? I know Vodafone signed up a large 50,000+ business account in the last quarter.
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#100 |
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Forum Member
Join Date: Jun 2014
Posts: 499
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All interesting stuff thanks guys
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