Reports
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Carphone Warehouse March quarter trading update and analyst day
April 22, 2008
$2,500.00Carphone Warehouse had a solid quarter, and its expectation of a currency-aided 9-10% growth rate in 2008/2009 distribution revenue ...
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Tiscali UK: attractive assets, but many bidders?
April 21, 2008
$2,500.00Tiscali SpA has publicly invited bids for its businesses, the largest of which is the UK's fourth largest ISP, a key player with 12 ...
Sector Fixed Line (Internet and Voice). -

Iliad: consolidation, 3G licence and fibre
April 15, 2008
$2,500.00Iliad will be challenged to meet its target of a steady EBITDA margin of 36% in 2008 despite further cuts in mobile termination cha ...
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BT management changes: exit Ben Verwaayen, enter Ian Livingston
April 7, 2008
$2,500.00BT announced on 8th April that Ian Livingston, currently CEO of BT Retail, will replace Ben Verwaayen as group CEO on 1st June. The ...
Sector Fixed Line (Internet and Voice). -

H3G H1 2007 results: slow improvements, unreasonable expectations
April 6, 2008
$2,500.00H3G Group's growth continued to slow in H2 2007, and it is now growing at just 6%, versus 10% 6 months ago, with falling ARPU combi ...
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GCap Media: one previous owner, needs serious attention
April 5, 2008
$2,500.00This report examines the proposed acquisition of GCap Media by Global Radio for £375 million which, if successful, will signal the ...
Sector Music and Radio. -

UK broadband market Q4 2007
April 1, 2008
$2,500.00Broadband market growth continues to fall and was below 20% for the first time in Q4 2007. Household penetration hit 56%. BSkyB dom ...
Sector Fixed Line (Internet and Voice). -

Mobile revenue growth: December 2007 quarter and outlook
March 29, 2008
$2,500.00Reported revenue growth among operators in the top 5 European markets continues to be adversely affected by the regulatory triple ...
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Mobile advertising: progress on a small scale
March 27, 2008
$2,500.00Mobile advertising has progressed well in recent months in terms of expanding trials, building experience and case study evidence, ...
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UK Commercial Radio Q4 2007
March 26, 2008
$2,500.00UK commercial radio revenues increased by 7.1% in Q4 2007 year-on-year, driven by strong growth from national advertisers, while fu ...
Sector Music and Radio. -

Can TF1 meet its 2012 Ebitda target?
March 17, 2008
$2,500.00To encourage investors, TF1 announced continued diversification of group revenues from reliance on the flagship TF1 channel, and an ...
Sector FTA TV. -

BT Retail telephony pricing: ringing the changes
March 10, 2008
$2,500.00BT Retail's fixed-line telephony packages are now amongst the most attractive in the market following a third price change in two y ...
Sector Fixed Line (Internet and Voice). -

ITV FY 2007 results: turnaround in a fog
March 6, 2008
$2,500.00Disappointing headline figures showing a 35% drop in pre-tax profits largely reflect exceptional and non-core items, in particular ...
Sector FTA TV. -

Web TV: much hoopla, little moola
March 3, 2008
$2,500.00Early figures from the BBC show promising take-up of iPlayer, its web TV application to deliver BBC TV shows. More than 2 million p ...
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Virgin Media Q4 2007 results: cable OCF growing but still fragile
March 2, 2008
$2,500.00Growth in ARPU is reinforcing the impact of improving cable subscriber growth, but revenue remains in decline, year-on-year.
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France Télécom’s fixed line revenue returns to growth
February 26, 2008
$2,500.00Following years of decline, France Télécom's revenue from its fixed line business (Home France') rose 248 million in 2007. Ri ...
Sector Fixed Line (Internet and Voice). -

The internet… on your mobile?
February 25, 2008
$2,500.00Dramatic growth in datacards and Blackberry users has fuelled excitement that the mobile internet is finally arriving to the mass m ...
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The Setanta Question
February 24, 2008
$2,500.00Setanta is the subject of takeover speculation and this report considers the opportunity, the challenge, and the risks that a purch ...
Sector Pay TV. -

Yahoo!: acquisition by Microsoft most probable outcome
February 14, 2008
$2,500.00Microsoft's $44.6 billion offer for Yahoo! represents the software giant's last opportunity to compete with Google in the rapidly g ...
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Sky ITV Appeal?
February 13, 2008
$2,500.00This report examines whether Sky has grounds to appeal the decision by the Competition Commission requiring Sky to partly divest it ...
Sector Pay TV.