[japaul]

EE results for quarter ending September 2013 (2013 Q3). Comparatives are with the previous quarter (2013 Q2) and the same quarter a year ago (2012 Q3).

Mobile service revenue: £1446m (2013 Q2: £1421m, 2012 Q3: £1496m)

Mobile Customers - Total: 25.123m (2013 Q2: 25.288m, 2012 Q3: 26.185m)
Mobile Customers - Postpaid: 14.156m (2013 Q2: 13.976m, 2012 Q3: 13.393m)
Mobile Customers - Prepaid: 10.967m (2013 Q2: 11.312m, 2012 Q3: 12.792m)
4G Customers - 1.180m (2013 Q2: 0.687m)

Smartphone penetration (postpaid only): 85% (2013 Q2: 83%, 2012 Q3: 74%)

https://explore.ee.co.uk/our-company...september-2013

[Everything Goes]

Still losing customers but I guess the increased revenue will come from pricey 4G tariffs so they may not care too much.

[Quackers]

Seems like Pay as you go customers aint to happy by those figures.

[mogzyboy]

When are Voda, O2 and Three's figures out?

[japaul]

Voda/O2 will be in November. Three doesn't do quarterly reporting so the next formal results will be to the end of December due out next March although they do sometimes provide updates in between.

[jabbamk1]

What would be really interesting is to see how many of EE4G customers have come from other networks and how many have been upgraded to EE4G from T-Mo/Orange.

I'm willing to say that the majority of customers on EE4G are existing customers.

[CarrieNYC]

I have to say that I switched to EE after over 10 years with orange about three weeks ago, so far apart from the staff in the local store, I haven't had a bad experience with the customer service over the phone. It's early days but no complaints so far.

[enapace]

Quote:

Originally Posted by CarrieNYC

I have to say that I switched to EE after over 10 years with orange about three weeks ago, so far apart from the staff in the local store, I haven't had a bad experience with the customer service over the phone. It's early days but no complaints so far.

Good It nice to see some are getting a good experience from EE on the whole they are a brilliant network but problems are giving them a bad rep.

[japaul]

Latest quarterly results from EE

EE results for quarter ending December 2013 (2013 Q4). Comparatives are with the previous quarter (2013 Q3) and the same quarter a year ago (2012 Q4).

Mobile service revenue: £1445m (2013 Q3: £1446m, 2012 Q4: £1467m)

Mobile Customers - Total: 24.774m (2013 Q3: 25.123m, 2012 Q4: 26.148m)
Mobile Customers - Postpaid: 14.350m (2013 Q3: 14.156m, 2012 Q4: 13.594m)
Mobile Customers - Prepaid: 10.424m (2013 Q3: 10.967m, 2012 Q4: 12.554m)

4G Customers - 1.996m (2013 Q3: 1.180m)

Smartphone penetration (postpaid only): 88% (2013 Q3: 85%, 2012 Q4: 78%)

https://explore.ee.co.uk/our-company...-december-2013

[wavejockglw]

Interesting figures. EE seem to be losing customers consistently and if the trend continues they will be overtaken by O2 as the UK's largest network by customers in a few months.

The investment in repatriating contact centre jobs looks like a move to arrest the decline but EE seem to have a confusing range of customer options now that needs to be consolidated into two clear propositions. A value for money brand and a premium brand would make more sense than the current EE, Orange and T-Mobile ones.

[Thine Wonk]

Quote:

Originally Posted by wavejockglw

Interesting figures. EE seem to be losing customers consistently and if the trend continues they will be overtaken by O2 as the UK's largest network by customers in a few months.

The investment in repatriating contact centre jobs looks like a move to arrest the decline but EE seem to have a confusing range of customer options now that needs to be consolidated into two clear propositions. A value for money brand and a premium brand would make more sense than the current EE, Orange and T-Mobile ones.

Lets wait a week and see what O2's results are for the same quarter first - they are out in a week's time.

This thread confused me to start with because I knew EE's figures were coming out and I didn't realise the top lot were the old results until I realised it was an old thread with an update!

Thanks for the post Japaul

[enapace]

Quote:

Originally Posted by wavejockglw

Interesting figures. EE seem to be losing customers consistently and if the trend continues they will be overtaken by O2 as the UK's largest network by customers in a few months.

The investment in repatriating contact centre jobs looks like a move to arrest the decline but EE seem to have a confusing range of customer options now that needs to be consolidated into two clear propositions. A value for money brand and a premium brand would make more sense than the current EE, Orange and T-Mobile ones.

Honestly it's not to bad a quarter they managed keep around the same amount of revenue and gained more contract customers, loss of pay as you go customers was to be expected as at moment the networks like Tesco/Three/Virgin are doing far better in the that area. If I remember right O2 have around 22.5-3 Million customers.

I completely agree with the confusing brands I know a lot of people have been confused by that as it still hasn't ever been fully explained. I thought it was funny that David Cameron actually mentioned about the EE Call Centre jobs like it was a massive thing not knocking EE as it good they bringing back UK based call centres but a thousand jobs isn't exactly a lot in a population of nearly 64 Million.

[jabbamk1]

Thanks again japaul.

6,000 down. 3,000 to go.

Interesting results again. Drop in prepay and overall customers does not look good at all but the growth in the 4G brand and postpay numbers has led to increased ARPU and margin which is good for EE. Although I'm sure they are worried about the huge decreases in overall customers YOY and that'll be due to the issues mentioned above such as brand confusion, lack of good customer service etc... EE cannot afford to keep losing customers at the rate they are.

Good to see smartphone penetration growing and EE doing well with businesses & m2m. That'll help them out a lot.

[enapace]

They should put on site

T-Mobile - 3G Budget
Orange - 3G Premium
EE - 4G

There is quite a few people still who don't realise Orange has same coverage as T-Mobile. Joking aside my Aunt just renewed a contract with Orange instead of T-Mobile [T-Mobile was cheaper] because she didn't realise that.

[jabbamk1]

So here is what we have so far

Total customer increase/decrease YOY (2012-2013)

EE: -1374k
Voda: -176k

[japaul]

Quote:

Originally Posted by Thine Wonk

Lets wait a week and see what O2's results are for the same quarter first - they are out in a week's time.

This thread confused me to start with because I knew EE's figures were coming out and I didn't realise the top lot were the old results until I realised it was an old thread with an update!

Thanks for the post Japaul

Sorry about that. My idea was for anybody to just add to one thread for each network as results are released so it's easy to look at the history. That's why I started clean thread titles without dates or headline for each one. I doubt they will get too large as most FMs are probably not interested in these sorts of things.

Yes, we'll have O2 (27th) and Three (28th) next week. At the end of Sept O2 had 23.4m so some way to go. EE's customer total drops are more to do with PAYG erosion. Olaf never had much time for (Orange/T-Mobile) PAYG and that seems to show in the numbers.

[enapace]

Quote:

Originally Posted by japaul

Sorry about that. My idea was for anybody to just add to one thread for each network as results are released so it's easy to look at the history. That's why I started clean thread titles without dates or headline for each one. I doubt they will get too large as most FMs are probably not interested in these sorts of things.

Yes, we'll have O2 (27th) and Three (28th) next week. At the end of Sept O2 had 23.4m so some way to go. EE's customer total drops are more to do with PAYG erosion. Olaf never had much time for (Orange/T-Mobile) PAYG and that seems to show in the numbers.

It is some way to go but less than 1.5 million difference isn't a massive amount either compared to what it was. EE honestly needs sort out PAYG else they are going just keep losing customers.

[japaul]

Quote:

Originally Posted by jabbamk1

.
6,000 down. 3,000 to go.

Yep. Summary of redundant site decommissioning:

457 in the quarter bringing the total for 2013 to 3351. Added to the total for 2012 of 2659 brings the total done to date to 6010. ~2800 still to be decommissioned.

It seems to have slowed quite a bit in H2 (1136 compared with 2215 in H1).

[enapace]

Quote:

Originally Posted by japaul

Yep. Summary of redundant site decommissioning:

457 in the quarter bringing the total for 2013 to 3351. Added to the total for 2012 of 2659 brings the total done to date to 6010. ~2800 still to be decommissioned.

It seems to have slowed quite a bit in H2 (1136 compared with 2215 in H1).

Should be all done by late this year then. Hopefully it doesn't cause to many not spots. Obviously most aren't needed but imagine some will be.

[Aye Up]

Its quite remarkable considering at its peak just after the merger EE had almost 28 million customers, in a short space of time O2 will be level pegging them in that area due to EE's churn. I think the launching of a 3rd brand has actually damaged the proposition from Everything Everywhere, the short sightedness from the company has created an incredible mess in terms of branding, consistency and network infrastructure.

PAYG is probably one of the few areas which can actually show revenue growth due to the onset of 4G, it seems EE have neglected this segment badly. When you consider the cost of making calls on EE PAYG compared to the rest of the networks, its no wonder why they are losing customers hand over fist.

Though they now have 2 million "EE" customers I wonder how many of them are actually net new and also existing customers ported over from the older brands?

I think by the end of 2014 we will find out what will happen to EE and its branding, I suspect it will then move to a single proposition as they can't sustain the current mess much longer.

[Steven L Hunter]

Quote:

Originally Posted by Aye Up

Its quite remarkable considering at its peak just after the merger EE had almost 28 million customers, in a short space of time O2 will be level pegging them in that area due to EE's churn. I think the launching of a 3rd brand has actually damaged the proposition from Everything Everywhere, the short sightedness from the company has created an incredible mess in terms of branding, consistency and network infrastructure.

PAYG is probably one of the few areas which can actually show revenue growth due to the onset of 4G, it seems EE have neglected this segment badly. When you consider the cost of making calls on EE PAYG compared to the rest of the networks, its no wonder why they are losing customers hand over fist.

Though they now have 2 million "EE" customers I wonder how many of them are actually net new and also existing customers ported over from the older brands?

I think by the end of 2014 we will find out what will happen to EE and its branding, I suspect it will then move to a single proposition as they can't sustain the current mess much longer.

I completely agree the whole merger was a mess and shouldn't have been allowed why not just call the whole thing EE

[Thine Wonk]

If both ee and Vodafone are down you have to assume we'll see big gains for O2 and Three. It'll be interesting to find out next week.

[jabbamk1]

Quote:

Originally Posted by Thine Wonk

If both ee and Vodafone are down you have to assume we'll see big gains for O2 and Three. It'll be interesting to find out next week.

At a guess I'd say Three are up ~525k and O2 are up ~725k

[enapace]

Quote:

Originally Posted by jabbamk1

At a guess I'd say Three are up ~550k and O2 are up ~750k

Interesting I was going to guess around 450-490K for Three and 550-625K for O2. If O2 do gain a lot it is going to be less than a million in it between the two biggest networks.

You are likely more accurate than me that's just a rough guess. I would say O2 will hit 52-53% smartphone penetration. Surprising that Vodafone lost so little customers honestly.

[jabbamk1]

Quote:

Originally Posted by enapace

Interesting I was going to guess around 450-490K for Three and 550-625K for O2. If O2 do gain a lot it is going to be less than a million in it between the two biggest networks.

You are likely more accurate than me that's just a rough guess. I would say O2 will hit 52-53% smartphone penetration. Surprising that Vodafone lost so little customers honestly.

Well tbh I think I have over inflated the numbers a bit myself. just looked and i think theyre a bit high so ive reduced them a bit but I think O2 could get to over 700k quite easily.

Reduced my estimate by 25k for both