Report Overview
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UK broadband, telephony and pay TV trends Q4 2019 – Shrinking demand, surging supply
- PublisherEnders Analysis.
- Publish Date March 13, 2020
- Sector Telecom.
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Market revenue growth dipped to below zero in Q4 2019, as pricing pressures bite and smaller players gather share
2020 is off to a challenging start, with new customer pricing dipping down again, and existing customer pricing under regulatory assault
With expensive full fibre networks being built, persuading consumers to pay more for the higher speeds they enable will be key
Contents
Executive summary: shrinking demand, surging supply
Broadband and line rental volumes OK, but pay TV continues to drop
Market revenue declines, prospects remain poor
BT suffers most, but all are under pressure
The creeping hoard hits broadband growth…
ARPU watch: resilience for most
New customer pricing takes a dip in the new year
Out-of-contract notifications to hit existing customers
Ultrafast boom still some way off
Existing customer pricing changes: BT hit in Q4 dominates
Q4 2019 trends: broadband growth negligible at the large players
High speed broadband continues to grow
Q4 2019 trends: telephony growth maintained at a low level
Q4 2019 trends: pay TV market continues to drop
Sky and BT’s cross-wholesale of premium sports
Broadband subscribers
Consumer revenue
In/out-of-contract and existing/new customer pricing
Wholesale price control and Openreach’s new discounted pricing
Subscriber and subscriber ARPU growth
Pricing outside the ‘big four’
New customer pricing outside the top four
Summary of recent price rises
List of charts/tables
Market net additions
RGU and subscriber growth
RGU ARPU, volume and revenue growth
Subscriber ARPU, volume, and revenue growth
Average RGU growth by operator
Consumer revenue growth by operator
Broadband net adds (000)
Broadband subscriber growth
Subscriber ARPU growth
RGU ARPU growth
Broadband entry level pricing, new customers (£/month)
Broadband high speed pricing, new customers (£/month)
Contract status of customers by provider
Proportion of revenue at risk if OOC customers switched to …
Openreach FTTP pricing for selected speed tiers (£/month)
Openreach ultrafast premises passed (%)
Existing customer pricing changes
Broadband organic net adds (000)
Broadband organic subscriber growth
High speed net adds (000)
High speed penetration of broadband bases
Line rental net additions (000)
Line rental subscriber growth
Pay TV net additions (000)
Pay TV subscriber growth
Premium sports monthly pricing and bundles
Broadband subscribers and net adds
Consumer revenue and revenue growth
Unlimited entry level broadband, in/out-of-contract pricing
Unlimited high-speed broadband, in/out-of-contract pricing
Openreach wholesale pricing (£/month, excluding VAT)
Average subscriber growth by operator
Subscriber ARPU growth by operator
Unlimited broadband dual-play, new customer pricing (£/month)
Pricing outside the ‘top 4’(£/month), lowest price available
2020 price rises
2019 price rises
2018 price rises
2017 price rises