Report Overview
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O2: Focus on profitability pays off
- PublisherEnders Analysis.
- Publish Date May 24, 2021
- Sector Broadband, Telecom, UK Broadband, UK Telecom.
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Contents
Treading carefully, focusing on returns
Better outlook, but less so than for O2’s peers
O2—steady revenue trend momentum
Slipped back into negative net adds
OIBDA pops up
Merger to close in June, questions to be addressed
Auction outcome a strong positive but may be replicated
Price aggression tempering down?
About Enders Analysis
Figures and Tables
Figure 1: OIBDA, revenue, and mobile service revenue growth
Figure 2: O2 KPIs
Figure 3: O2 revenue breakdown and trends
Figure 4: MNO price increases in 2021
Figure 5: Inflation-linked price increases, 2019-2021
Figure 6: Reported organic mobile service revenue growth
Figure 7: Blended ARPU growth by operator
Figure 8: Contract net additions (000s)
Figure 9: OIBDA growth
Figure 10: Prospective O2—Virgin Media senior management team
Figure 11: Spectrum allocation post-auction, post-O2/Vodafone trade
Figure 12: Spectrum allocation with full contiguity scenario
Figure 13: ‘Sweet spot’ bundle with iPhone 6s/7/8/XR/11/12
Figure 14: SIM-only pricing by data allowance (GB)—November 2020 (£/month)
Figure 15: SIM-only pricing by data allowance (GB)—May 2021 (£/month)
Figure 16: 12-month, SIM-only unlimited data bundle pricing (£/month)
Figure 17: 18-24-month, SIM-only unlimited data pricing (£/month)