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O2 UK Results |
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#76 |
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Join Date: Mar 2009
Posts: 14,546
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A lot of the growth at the moment is in the demand for mobile data services. I just thought that O2's smartphone penetration would have gone up by more than 1%, I can't believe they still have less than 1/2 their customer base on smartphones.
As far as I know O2 are the only ones to say they will put prices up every year by a fixed amount, even for people in contracts, so it'll be interesting to see if that has any effect over the next quarter or two. Although as Wavejock says they have put prices up before without issue, this time all the others have said they won't do it during the contract. O2 are still doing well in comparison to Vodafone and EE in customer numbers. |
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#77 |
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Join Date: Apr 2012
Location: Glasgow, United Kingdom
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Quote:
they will put prices up every year by a fixed amount, even for people in contracts, so it'll be interesting to see if that has any effect over the next quarter or two.
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#78 |
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Join Date: Mar 2009
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Quote:
I don't get why everybody on this forum is raving about this increase for most people the increase will be around a £1 or if your on refresh 50p, which isn't exactly that big a deal, O2 customers are already paying a premium compared to other networks so I don't think this tiny increase will bother many.
Do you not remember the massive fuss when Orange put prices up, all the complaints to Ofcom, the angry tweets and posts etc. Consumers were complaining and Ofcom responded by issuing fresh guidance to networks. http://media.ofcom.org.uk/2014/01/22...t-price-rises/ Ofcom say they will conduct mystery shops to make sure companies tell consumers about mid-contract price rises, but I think O2 are the only network planning to do this as a yearly thing now. |
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#79 |
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Join Date: Apr 2013
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Another quarter - another set of results (Jan-Mar 2014):
Extract O2 UK results for the quarter ending March 2014 (2014 Jan-Mar). Comparatives are with the previous quarter (2013 Oct-Dec) and the same quarter a year ago (2013 Jan-Mar). Mobile service revenue: £1082m (2013 Oct-Dec: £1124m, 2013 Jan-Mar: £1174m) Mobile Customers (Total): 23.576m (2013 Dec: 23.649m, 2013 Mar: 22.910m) Mobile Customers (Prepay): 10.557m (2013 Dec: 10.765m, 2013 Mar: 10.758m) Mobile Customers (Contract): 13.019m (2013 Dec: 12.884m, 2013 Mar: 12.152m) Smartphone penetration: 50% (2013 Dec: 49%, 2013 Mar: 47%) http://www.telefonica.com/en/shareho...os14t1-eng.pdf |
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#80 |
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Join Date: Mar 2009
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Quote:
Another quarter - another set of results (Jan-Mar 2014):
Extract O2 UK results for the quarter ending March 2014 (2014 Jan-Mar). Comparatives are with the previous quarter (2013 Oct-Dec) and the same quarter a year ago (2013 Jan-Mar). Mobile service revenue: £1082m (2013 Oct-Dec: £1124m, 2013 Jan-Mar: £1174m) Mobile Customers (Total): 23.576m (2013 Dec: 23.649m, 2013 Mar: 22.910m) Mobile Customers (Prepay): 10.557m (2013 Dec: 10.765m, 2013 Mar: 10.758m) Mobile Customers (Contract): 13.019m (2013 Dec: 12.884m, 2013 Mar: 12.152m) Smartphone penetration: 50% (2013 Dec: 49%, 2013 Mar: 47%) http://www.telefonica.com/en/shareho...os14t1-eng.pdf |
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#81 |
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Join Date: Jan 2012
Location: London, UK
Posts: 8,759
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Saw this coming a mile off.
And I wouldn't be surprised if Three's growth slows to a crawl as well. Congrats on 50% smartphone penetration to O2 though
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#82 |
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Join Date: Apr 2013
Posts: 1,662
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This time, O2 also gave the machine-to-machine numbers included in their totals which stood at just over 2 million (1.7m for EE). This means the total gap between O2 and EE is 2.735m if you include M2M in both (23.576m v 26.311m) or 3.038m if you exclude M2M (21.538m v 24.576m). Useful to know as historically the main headline mobile numbers for O2 always included M2M whereas EE excluded them.
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#83 |
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Inactive Member
Join Date: Jan 2007
Posts: 3,286
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Interesting... Despite being the first company to implement compulsory contract price rises they're still gaining contract customers and losing prepay ones.
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#84 |
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Join Date: Mar 2009
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Quote:
Interesting... Despite being the first company to implement compulsory contract price rises they're still gaining contract customers and losing prepay ones.
Not adding customers like previous quarters is a change, you can't say what that might be attributed to though, although it is possible the stance on price rises might have stifled the previous quarterly Q on Q growth. |
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#85 |
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Join Date: Mar 2002
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Quote:
Saw this coming a mile off.
And I wouldn't be surprised if Three's growth slows to a crawl as well. Congrats on 50% smartphone penetration to O2 though ![]() ![]() O2 have been doing well for growth in subscriber numbers until now. Lets see if it picks up at the end of the year..... |
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#86 |
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Join Date: Mar 2009
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Another interesting line from the results:
Personnel expenses declined 20.2% year-on-year due to the benefits of outsourcing of customer service. You also have to wonder if this is the right decision in the long term for what is thought of as a premium brand. Customer service is one big part of what made O2 special. What results can we expect over the next week or two? I don't think Three do quarterly, so unlikely to hear anything this quarter, but presumably Voda and EE will report in the next week or two? |
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#87 |
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Join Date: Apr 2013
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Quote:
What results can we expect over the next week or two? I don't think Three do quarterly, so unlikely to hear anything this quarter, but presumably Voda and EE will report in the next week or two?
![]() http://forums.digitalspy.co.uk/showt...=#post72406560 |
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#88 |
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Join Date: Apr 2005
Location: Scotland
Posts: 4,966
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Unfortunately O2 has many business customers that do not think too much about data as long as it mostly works and they get a large discount. EE just isn't as proactive as O2 on the business front well not until very recently. They didn't have to be with the 4G lead..
O2 refresh & O2 priority has helped many a customer sign up, O2 are a great company PR & Marketing wise. However profit is down.. Not sure who is buying dumb phones on contract though. I wonder what they class as smart phones, as for a good while Blackberrys were not counted in Oranges figures as Smartphones.. |
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#89 |
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Join Date: Mar 2009
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Three do sometimes do some limited quarterly updates now outside the more formal biannual reporting otherwise we will have to wait until July. Vodafone's are on 20 May. EE will be, er, last week
![]() http://forums.digitalspy.co.uk/showt...=#post72406560 O2 UK had a bad set of figures with revenue down, churn up and APRU down, but it' is even worse for parent Telefonica - a further 13.5 percent drop in sales for Telefonica, profits down over 23 percent this time around. |
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#90 |
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Inactive Member
Join Date: Jan 2007
Posts: 3,286
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Quote:
Unfortunately O2 has many business customers that do not think too much about data as long as it mostly works and they get a large discount. EE just isn't as proactive as O2 on the business front well not until very recently. They didn't have to be with the 4G lead..
O2 refresh & O2 priority has helped many a customer sign up, O2 are a great company PR & Marketing wise. However profit is down.. Not sure who is buying dumb phones on contract though. I wonder what they class as smart phones, as for a good while Blackberrys were not counted in Oranges figures as Smartphones.. |
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#91 |
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Join Date: Mar 2007
Location: Preston, Lancashire
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Interesting in the latest results that O2 are reporting a drop in operating costs of 5.1%
This is the same network who claimed a 2.7% price rise was necessary due to an increase in costs |
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#92 |
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Join Date: Mar 2009
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Quote:
Interesting in the latest results that O2 are reporting a drop in operating costs of 5.1%
This is the same network who claimed a 2.7% price rise was necessary due to an increase in costs |
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#93 |
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Join Date: Apr 2013
Posts: 1,662
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O2 latest figures
O2 UK results for the quarter ending June 2014 (2014 Apr-Jun). Comparatives are with the previous quarter (2014 Jan-Mar) and the same quarter a year ago (2013 Apr-Jun). Mobile service revenue: £1091m (2014 Jan-Mar: £1082m, 2013 Apr-Jun: £1170m) Mobile Customers (Total): 23.767m (2014 Mar: 23.576m, 2013 Jun: 23.124m) Mobile Customers (Prepay): 10.549m (2014 Mar: 10.557m, 2013 Jun: 10.680m) Mobile Customers (Contract): 13.218m (2014 Mar: 13.019m, 2013 Jun: 12.444m) Smartphone penetration: 50% (2014 Mar: 50%, 2013 Jun: 48%) http://www.telefonica.com/en/shareho...os14t2-eng.pdf |
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#94 |
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Join Date: Jan 2012
Location: London, UK
Posts: 8,759
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I'm surprised. Wasn't expecting O2 to gain as many customers as they did.
So for H1 that puts them at +118k Not too bad after the poor Q1 they had. Prepay seems to be recovering for all networks somewhat. Revenue seems to be picking up as well (but still down YOY) O2 are now quoting 43% outdoor population coverage which isn't bad at all. Just need to focus on getting it above 90% now. 4G users on O2 are on average using twice as much data as 3G users. Thanks again Japaul. |
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#95 |
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Join Date: Jul 2002
Location: a land filled with trolls
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Once an O2 customer gets to try 4G, they probably realise you really can access the Internet from a phone after all.
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#96 |
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Join Date: Mar 2009
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It isn't a bad performance, revenues are still dropping but adding 180k customers not bad at all.
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#97 |
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Join Date: Apr 2013
Posts: 1,662
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Quote:
O2 are now quoting 43% outdoor population coverage which isn't bad at all.
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#98 |
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Inactive Member
Join Date: Oct 2002
Location: Glasgow
Posts: 10,276
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Some amazing comments..... Revenues still dropping? Period on period they increased unless 1091 has become a smaller number than 1082! Faced with some very impressive results after the company making some very tough decisions like inflation based price rises the best some can come up with is saracam relating to coverage, which as we all know differs greatly from area to area and in recent tests O2 have been reported as having made some improvements. The company has continued to confound its critics and has great potential to upgrade its huge feature phone base to increase its future revenues.
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#99 |
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Join Date: Aug 2001
Location: Destination: Hard Brexit
Posts: 6,367
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Still dropped compared to April-June lol
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#100 |
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Join Date: Jul 2002
Location: a land filled with trolls
Posts: 12,014
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When O2 and Vodafone are bottom of the table in terms of data speed, and you're rolling out a 4G network and numerous upgrades, the only way is up... but there's still a LONG way to go.
And O2 is still the network presumably for people with ancient feature phones, no doubt including very low users who don't make use of much data at all. |
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