UK broadband, telephony and pay TV trends Q1 2018: Diverging strategies | Jun 2018

Sectors: 
Fixed Line
Media
Telecoms
Companies: 
EE
Liberty Global
Sky
TalkTalk
Virgin Media

UK residential communications market revenue growth strengthened in Q1, but this was entirely driven by an overlapping price increase from BT, and the decline in market volume growth continues

Continued pressure on both subscriber volume growth and ARPU has led to diverging strategies, with most operators focused on sustaining ARPU, but TalkTalk chasing volumes at the low end, with the former approach currently proving more successful

Looking forward, the benefit of BT’s price rise will fall away completely next quarter and market revenue growth will likely resume its downward trend, but the nadir may be within sight if the flight to quality persists at most operators

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