Originally Posted by Thine Wonk:
“Well O2 results are next week. I think we're due the 6 monthly figures from Three soon too.”
“Well O2 results are next week. I think we're due the 6 monthly figures from Three soon too.”
Both announce on 31st July.
Vodafone UK Results
4 of 5
Originally Posted by jabbamk1:
“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.”
“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.”
Wouldn't disagree with those predictions. Surprised to see Voda not shedding PAYG customers. Not sure what it is they are offering.
On 4G customers Voda did say they passed 1 million last week.
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.
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.
Originally Posted by japaul:
“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.”
“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.”
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.
Originally Posted by jchamier:
“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.”
“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.”
Yes, I see Vodafone contract users not bothering with 4G even though they would have coverage which I guess must be down to cost. I suppose the question is does this pose a problem for them further down the line when the others networks will have many millions more 4G users. For the moment they can argue that as long as it's not hurting the overall numbers then it doesn't matter and from the net adds I posted for the first half of 2014, there isn't any obvious harm being done.
http://forums.digitalspy.co.uk/showt...=#post74002502
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.
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.
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.
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%)
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%)
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".
Originally Posted by Zebb:
“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".”
“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".”
They didn't say much about it other than it would launch in Spring 2015 and make use of the assets they got when they bought Cable & Wireless. Not sure it can be any different from anyone else's offerings but it's just a defensive move as they wait to see what BT are going to offer.
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
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
Originally Posted by Zebb:
“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".”
“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".”
We are seeing benefits are we? They seem to have got worse around here, my 3G signal is worse now than it have ever been. Concentrate on their phone network before mucking about with other things
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%
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%
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.
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.
Overall I think Vodafone will be more than pleased with these results as most importantly year on year revenue has returned to growth.
Originally Posted by japaul:
“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.”
“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.”
Very true.
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.
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.
Originally Posted by japaul:
“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.”
“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.”
Makes sense as they originally said it was going be 98% indoor coverage by end of this year obviously not going hit that. I wonder when Vodafone and O2 will start releasing there indoor 4G coverage figures.
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.
Looks like Voda did good in CY2014. Certainly exceeded their internal 2m target for 4G subscribers.
Originally Posted by jabbamk1:
“Thanks Japaul. You are without a doubt one of the most valuable members on this forum.”
“Thanks Japaul. You are without a doubt one of the most valuable members on this forum.”
Agreed! Definitely one of the top contributors here in my mind too
Originally Posted by japaul:
“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.”
“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.”
Just some more data as well.
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
Do these numbers include business accounts? I know Vodafone signed up a large 50,000+ business account in the last quarter.
Originally Posted by kidspud:
“Do these numbers include business accounts? I know Vodafone signed up a large 50,000+ business account in the last quarter.”
“Do these numbers include business accounts? I know Vodafone signed up a large 50,000+ business account in the last quarter.”
Yes. However, 50k addition doesn't mean the number will increase by 50k. Especially if Vodafone saw 50k customers leave.
4 of 5
