Table of Contents
Key messages
Environment
Strategy
- Overall
- Triple-play becoming the norm
- Mixed success in growing ARPU
- Failure to stabilise churn
- Stunting customer growth
- Full potential of bundling not realised
- TV
- Mixed success in core business
- Digital rollout prerequisite to defend TV market share
- But not sufficient on its own
- Strong push towards VoD
- PVRs emerging
- Mixed views on HDTV
- Broadband
- Competing on value for money against the incumbent
- Very different position from one country to another
- Losing ground to DSL in the battle for broadband
- Voice
- VoIP spearheading push into voice
Financials
- Consumer revenues growing
- Mixed success in enhancing profitability
- Yet the situation is better than it was a few years ago
Competing for the digital home
- Confidence in its ability to achieve the vision
- Tempered by a sense of urgency
- Co-ownership is the way forward
- Focus on customer service as a differentiator
- Moving towards deeper convergence
- But no consensus on way forwar
- Clear winners and losers will emerge
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