[japaul]

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/upl...r/intpress.pdf

[Everything Goes]

At least they are still adding customers unlike EE!

[japaul]

Quote:

Originally Posted by Everything Goes

At least they are still adding customers unlike EE!

True. Total customer changes over past 12 months:

Three: +786,000
O2: +752,000
Vodafone: +142,000
EE: -1,040,000

[Everything Goes]

Quote:

Originally Posted by japaul

True. Total customer changes over past 12 months:

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.

[japaul]

Quote:

Originally Posted by Everything Goes

Three and O2 seem to be gaining EE's customer base. Vodafone is making little progress but at least its in the right direction.

To be fair to EE, it's very much a PAYG thing as Olaf seems to have little time for (Orange/T-Mobile) PAYG. The corresponding changes in total contract customers over the past 12 months are:

O2: +1,030,000
EE: +833,000
Vodafone:+712,000
Three: +698,000

[Everything Goes]

Quote:

Originally Posted by japaul

To be fair to EE, it's very much a PAYG thing as Olaf seems to have little time for (Orange/T-Mobile) PAYG. The corresponding changes in total contract customers over the past 12 months are:

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.

[japaul]

Quote:

Originally Posted by Everything Goes

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.

[jabbamk1]

so this is why Three have been shoving PAYG down everyones throats for the past few months.

Also looks like they're going to miss their 10m customer target for the end of this year.

[Everything Goes]

Quote:

Originally Posted by japaul

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.

Wow didn't realise it was as long as that

Here is a article on it....

http://www.mobiletoday.co.uk/News/26...s_century.aspx

Also Three seem happy with the results.

http://www.mobiletoday.co.uk/News/26...it_treble.aspx

[Everything Goes]

Quote:

Originally Posted by jabbamk1

so this is why Three have been shoving PAYG down everyones throats for the past few months.

Also looks like they're going to miss their 10m customer target for the end of this year.

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.

[jabbamk1]

Quote:

Originally Posted by Everything Goes

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.

[enapace]

Quote:

Originally Posted by Everything Goes

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 I think they will likely make it around april-may next year.

[The Lord Lucan]

Quote:

Originally Posted by japaul

To be fair to EE, it's very much a PAYG thing as Olaf seems to have little time for (Orange/T-Mobile) PAYG. The corresponding changes in total contract customers over the past 12 months are:

O2: +1,030,000
EE: +833,000
Vodafone:+712,000
Three: +698,000

[japaul]

Quote:

Originally Posted by jabbamk1

so this is why Three have been shoving PAYG down everyones throats for the past few months.

Also looks like they're going to miss their 10m customer target for the end of this year.

Wasn't that by 2015?

[jabbamk1]

Quote:

Originally Posted by japaul

Wasn't that by 2015?

Was by 2014 originally.

http://forums.digitalspy.co.uk/showp...5&postcount=23

[japaul]

Three UK results for 6 months ending December 2013 (2013 Jul-Dec). Comparatives are with first half year (Jan-Jun 2013) and same half last year (Jul-Dec 2012). Note Three now show customer totals as both registered and active in last 3 months but exact total for active is n/a for Dec 2012.

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)

[japaul]

Now they have all reported, this is a summary of service revenue for all of 2013 and customer totals at the end of the year with changes from previous year

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)

[wavejockglw]

So the total increase for the last quarterly period has been:

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.

[jabbamk1]

And just like I predicted, revenue increased, profit increased, growth did decline to not as good as last year. But damn! Did not expect Three to get anywhere near an additional 790k customers. I really thought the decline in growth would be steeper but it looks like Three is still growing very fast and is intact the operator that added the most customers this year again. Really thought O2 would beat them this year in terms of customer growth, but nope, threes great plans prove to be more popular.

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...

[wavejockglw]

Missed the 6 month period as I normally post comments about Rajar and they are 3 monthly ..... still the figures posted are accurate for the period and rather than dragging the thread down a pointless personalisation route I have left the calculated statistics to speak for themselves.

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.

[jabbamk1]

Japaul, where did you find the annual report?
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.

[omnidirectional]

Quote:

Originally Posted by jabbamk1

Japaul, where did you find the annual report?
I can't find it on the Hutch site

Here's the full report:

http://www.irasia.com/listco/hk/hutc...nouncement.pdf

Three results start on PDF page 118.

[wavejockglw]

The HWL Annual Report is available here: http://www.hutchison-whampoa.com/en/...s_releases.php

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).

[jabbamk1]

Quote:

Originally Posted by wavejockglw

The HWL Annual Report is available here: http://www.hutchison-whampoa.com/en/...s_releases.php

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!

[sethpet]

Where are you finding service revenue in there of 709m

I can't see that number anywhere.