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#101 |
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Forum Member
Join Date: Apr 2013
Posts: 1,662
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Quote:
Cheers Japaul.
Now that T-Mo and Orange have been axed it's clear that the majority of customers joining/upgrading will go straight to EE and that's shown with the latest numbers that says 1.68m customers joined/upraded to EE whilst only 0.07m joind or upgraded to a T-Mobile/Orange plan. Next quarter will be the one where that T-Mo/Orange number drops to zero. So it makes sense that EE now have a very much reachable target of 14 million 4G customers by the end of the year and one that I have no doubt they'll exceed. 4G coverage is coming along nicely and is very close to 90%. The next 10% will be very tough and it'll be good to see how much effort they put in this year to get over 90%+. Nice to see revenue holding. It's only the drop in prepay revenue that has impacting total revenue, everything else is up. Yep, I agree with most of that. I think they should be able to push past 90% coverage by the end of the year given they say they are at 87%. Where I would disagree a bit is on revenue. I think it's disappointing that year on year the core mobile business is still contracting. This has been the case since 2010. The trend continued to improve (smaller declines) so it should turn around at some point but it shows what a hard slog it is for EE to actually grow. I know it's PAYG and regulation but it all counts and others have done better (Vodafone stabilised by the middle of last year and returned to growth by the end of the year). |
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#102 |
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Forum Member
Join Date: Jun 2002
Posts: 13,767
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Annoying though that tiny villages in my area have 4G, yet the main city I live in doesn't yet with any other provider than EE. I would be tempted to change to another provider if they offered 4G but sadly not. Yet, the glorified street of a village a 10 minute drive away has it no problem.
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#103 |
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Forum Member
Join Date: Apr 2013
Posts: 1,662
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Olaf said this morning he expects clearance for the purchase by BT to take until the end of the year now (there had been thoughts it could have been completed earlier depending on how the CMA viewed it).
Also no decision on whether they will drop the EE name... No surprise with that answer. |
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#104 |
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Forum Member
Join Date: Jan 2012
Location: London, UK
Posts: 8,759
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Quote:
Where I would disagree a bit is on revenue. I think it's disappointing that year on year the core mobile business is still contracting. This has been the case since 2010. The trend continued to improve (smaller declines) so it should turn around at some point but it shows what a hard slog it is for EE to actually grow. I know it's PAYG and regulation but it all counts and others have done better (Vodafone stabilised by the middle of last year and returned to growth by the end of the year).
Basically the decrease is slowing say compared to 2013. |
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#105 |
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Forum Member
Join Date: Jul 2004
Posts: 1,378
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Rumour is that the network will be re-named 'BT Cellnet'
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#106 |
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Forum Member
Join Date: Dec 2006
Posts: 261
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Where are all these customers going?
I thought EE and three were down. I'm sure the three cull and higher tariffs are going to show further losses. So who's absorbing all the cheap low value customers? O2 are pricey so does that leave voda or the virtual networks with rate capping? |
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#107 |
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Forum Member
Join Date: Jan 2012
Location: London, UK
Posts: 8,759
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Quote:
Where are all these customers going?
I thought EE and three were down. I'm sure the three cull and higher tariffs are going to show further losses. So who's absorbing all the cheap low value customers? O2 are pricey so does that leave voda or the virtual networks with rate capping? |
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#108 |
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Forum Member
Join Date: Jul 2004
Posts: 1,378
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I think the truth is that there is a sudden influx of cheap hardware from China which actually works pretty well on PAYG and people are realising that you can just buy a phone, get a free SIM and go with who you like for a few months and then switch when someone else puts in a better service. I've done it and although I gave my 4S one last caress before it went on eBay, will having a cheapo chinese phone change my life? Nope. It might do for some, I accept. But for most people it does the job.
I want the latest iPhone but when I look at the cost and what I actually really 'need' it's not there. It's a 'want' and that is totally fine if you want to spend your money that way. The latest iPhone is always lush. My question is whether there are a growing number of people who look at the massive price disparity and wonder. |
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#109 |
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Forum Member
Join Date: Jul 2004
Posts: 1,378
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Quote:
Three are gaining customers.
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#110 |
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Forum Member
Join Date: Jan 2012
Location: London, UK
Posts: 8,759
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You really have no idea what you're talking about it any of your posts do you stereo steve.....
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#111 |
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Forum Member
Join Date: Apr 2005
Location: Scotland
Posts: 4,966
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Quote:
That's 'cuz they are rolling out 800 4G. Oops. Not allowed to say that on here.
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#112 |
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Forum Member
Join Date: Apr 2011
Location: Totnes, Devon
Posts: 6,694
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God the targets are just slipping and slipping.
First 98% by 2014, then 90% by 2014 now we're nearly half way through 2015 and it's still 87%. All the sodding Orange masts are still crappy and untouched. What the hell went wrong?? |
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#113 |
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Forum Member
Join Date: Mar 2013
Posts: 4,249
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Quote:
God the targets are just slipping and slipping.
First 98% by 2014, then 90% by 2014 now we're nearly half way through 2015 and it's still 87%. All the sodding Orange masts are still crappy and untouched. What the hell went wrong?? |
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#114 |
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Forum Member
Join Date: Aug 2003
Location: London
Posts: 1,825
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Quote:
Rumour is that the network will be re-named 'BT Cellnet'
Not sure that bringing back a brand that old would work, it just seems so entirely 2G and dated. BT are just using BT Mobile for their MVNO running off EE, so why not use that? Or just keep EE going as legacy, but just increasingly promote BT Mobile? |
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#115 |
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Forum Member
Join Date: Mar 2003
Location: Midlands
Posts: 2,860
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Quote:
God the targets are just slipping and slipping.
First 98% by 2014, then 90% by 2014 now we're nearly half way through 2015 and it's still 87%. All the sodding Orange masts are still crappy and untouched. What the hell went wrong?? Maybe it isn't worth the investment now they have been bought to do these masts. They cover the smallest population area and I bet are the most expensive to operate. |
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#116 |
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Forum Member
Join Date: Oct 2000
Location: Sussex
Posts: 12,173
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No they'll be rebranding as BeTe or possibly BeeTee where they've rolled out double speed 4GEEEE
And while I'm spilling the beans, O2 and Three become OFive |
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#117 |
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Forum Member
Join Date: Apr 2011
Location: Totnes, Devon
Posts: 6,694
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Quote:
I think they under estimated how hard it was going to be to deliver strong backhaul for the future in rural areas.
I wonder if when BT are putting in fibre for other things (like FTTC) they consider nearby masts. BT are putting fibre all along our main road in May for BDUK. This passes the Orange Tree mast (about 100 metres from the road). I bet they don't even think about it. I'd love to know how these things work. Like do they put regular fibre splitters along a long stretch for the future? I was wondering that for myself. I'm under the commercial FTTC rollout and the BDUK fibre is going right past the end of our road where there are 15 or so dwellings and then me and a few others (6 or 7) further down. Would BT really have the foresight to put a splitter or another spur off or whatever is required there so they don't have to run more fibre later? I doubt it! |
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#118 |
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Forum Member
Join Date: Apr 2005
Location: Scotland
Posts: 4,966
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Clewsey: it's totally unrelated to the consumer roll out of Fibre. Plenty places that have VM or FTTC near by, where the mast has not been fibered. Virgin Media is still the preferred connection in urban areas and are likely to be laying it directly to the mast which takes time. It's nothing to do with money or BT. They have a plan, certain areas took longer than anticipated so it backs up others. There is only a limited number of folk that EE, MBNL, VM/BT can dedicate to the upgrade path. Quote:
Ha ha love it. Are you serious or joking?
Not sure that bringing back a brand that old would work, it just seems so entirely 2G and dated. BT are just using BT Mobile for their MVNO running off EE, so why not use that? Or just keep EE going as legacy, but just increasingly promote BT Mobile? |
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#119 |
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Forum Member
Join Date: Mar 2003
Location: Midlands
Posts: 2,860
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Quote:
Clewsey: it's totally unrelated to the consumer roll out of Fibre. Plenty places that have VM or FTTC near by, where the mast has not been fibered. Virgin Media is still the preferred connection in urban areas and are likely to be laying it directly to the mast which takes time. It's nothing to do with money or BT. They have a plan, certain areas took longer than anticipated so it backs up others. There is only a limited number of folk that EE, MBNL, VM/BT can dedicate to the upgrade path.
Of course he's joking. How come VM and not BT given the future changes? |
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#120 |
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Forum Member
Join Date: Oct 2002
Location: Leicestershire
Posts: 507
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I have noticed that there has not been any new big EE press releases with lists of new places covered by 4G I know the rural places are more difficult to do but has the resources dedicated before been reduced now ?
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#121 |
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Forum Member
Join Date: Mar 2015
Posts: 983
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EE results for the quarter ending June 2015 (2015 Apr-Jun). Comparatives are with the previous quarter (2015 Jan-Mar) and the same quarter a year ago (2014 Apr-Jun).
Mobile service revenue: £1380m (2015 Jan-Mar): £1363m, 2014 Apr-June: £1406m) Mobile Customers - Total: 24.246m (2015 Mar: 24.334m, 2014 Jun: 24.539m) Mobile Customers - Contract: 15.050m (2015 Mar : 14.954m, 2014 Jun: 14.638m) Mobile Customers - Prepaid: 9.196m (2015 Mar: 9.380m, 2014 Jun: 9.901m) 4G Customers: 10.9m (2015 Mar: 9.345m, 2014 Jun: 4.183m) 4G Outdoor Population Coverage: 90% (Double speed 70%). |
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#122 |
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Forum Member
Join Date: Jan 2012
Posts: 5,100
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EE are the best at what they do.
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#123 |
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Forum Member
Join Date: Mar 2002
Location: In the future....
Posts: 11,259
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Quote:
EE results for the quarter ending June 2015 (2015 Apr-Jun). Comparatives are with the previous quarter (2015 Jan-Mar) and the same quarter a year ago (2014 Apr-Jun).
Mobile service revenue: £1380m (2015 Jan-Mar): £1363m, 2014 Apr-June: £1406m) Mobile Customers - Total: 24.246m (2015 Mar: 24.334m, 2014 Jun: 24.539m) Mobile Customers - Contract: 15.050m (2015 Mar : 14.954m, 2014 Jun: 14.638m) Mobile Customers - Prepaid: 9.196m (2015 Mar: 9.380m, 2014 Jun: 9.901m) 4G Customers: 10.9m (2015 Mar: 9.345m, 2014 Jun: 4.183m) 4G Outdoor Population Coverage: 90% (Double speed 70%). Thanks for taking over of japaul while he is on holiday
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#124 |
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Forum Member
Join Date: Mar 2015
Posts: 983
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Well he disserves a nice holiday break
![]() I hope the figures don't have too many/any mistakes in them, I'm not exactly used to compiling these aha. |
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#125 |
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Forum Member
Join Date: Apr 2013
Posts: 1,662
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Quote:
EE results for the quarter ending June 2015 (2015 Apr-Jun). Comparatives are with the previous quarter (2015 Jan-Mar) and the same quarter a year ago (2014 Apr-Jun).
Mobile service revenue: £1380m (2015 Jan-Mar): £1363m, 2014 Apr-June: £1406m) Mobile Customers - Total: 24.246m (2015 Mar: 24.334m, 2014 Jun: 24.539m) Mobile Customers - Contract: 15.050m (2015 Mar : 14.954m, 2014 Jun: 14.638m) Mobile Customers - Prepaid: 9.196m (2015 Mar: 9.380m, 2014 Jun: 9.901m) 4G Customers: 10.9m (2015 Mar: 9.345m, 2014 Jun: 4.183m) 4G Outdoor Population Coverage: 90% (Double speed 70%). Anyway, here's the obligatory Three Feel at Home speedtest in Italy http://www.speedtest.net/my-result/a/1394984274 |
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