'No Walled Gardens': Virgin Media Sees TiVo As Cross-Platform Magic Glue

[Peter_]

'No Walled Gardens': Virgin Media Sees TiVo As Cross-Platform Magic Glue

http://finance.yahoo.com/news/No-Wal....html?x=0&.v=1

UK cable telco Virgin Media’s average customer take climbed to a record £47.51 ($76.61) per month in Q4 - but that could boom when it launches TiVo (NSDQ:TIVO - News) and if it finally gets its quad-play strategy ticking.
TiVo users must pay £199 ($320.9) for the broadband-enabled TV box and an extra £3 ($4.84) per month on top of the most costly, XL TV package. Right now, only 12 percent of customers take mobile as well as TV, broadband and telephone.
“We’re a triple-play and we have a bit of mobile on the side,” Berkett conceded to analysts Thursday, saying quad-play ARPU could hit £80 ($129.01) per month. “We haven’t truly implemented the smartphone and tablet in to our offering. Therein lies the huge opportunity that exists for us.” He will start offering free mobile-to-landline calls for Virgin-to-Virgin households.
Berkett reckons Virgin has “a long-term sustainable network advantage” because its cable network beats copper-wire telcos with the UK’s fastest broadband speeds and integrated TV, in wired areas at least.

[Ignitionnet]

Yep 'TV Anywhere' is the next big thing and a big growth opportunity which is exclusive in the UK to VM.

Expecting average spend of £80 / month might be a bit optimistic though

[TheDon]

Originally Posted by Ignitionnet

Expecting average spend of £80 / month might be a bit optimistic though

Having listened to the results presentation I'm sure he said that's it's what it's at.
It's easy to see how as well, £60 for TV BB and phone, and £20 for contract.
I'd say that's the low end as well, a VIP quad play is what, £110 minimum?

[Ignitionnet]

Says in the quote at the top of the page what it is right now. For each of those VIP quad-plays there are multiple minimal cost triple and non-bundled customers.

Unless you have reason to doubt Virgin's own already pretty good figures?

[batchain]

Originally Posted by Ignitionnet

Says in the quote at the top of the page what it is right now. For each of those VIP quad-plays there are multiple minimal cost triple and non-bundled customers.

Unless you have reason to doubt Virgin's own already pretty good figures?

Says what the average (cable only) customer spend is. Add contract mobile to the mix and you're at an average spend of circa £50 with those who take a quad-play spending an average of over £80 per month.

The article says quad-play ARPU 'could' hit £80. As TheDon noted, it already has.

[TheDon]

Originally Posted by batchain

Says what the average (cable only) customer spend is. Add contract mobile to the mix and you're at an average spend of circa £50 with those who take a quad-play spending an average of over £80 per month.

The article says quad-play ARPU 'could' hit £80. As TheDon noted, it already has.

Indeed.

The article only states their current ARPU over the entire subscriber base, the presentation (19:10 in the Q&A) states they believe the quad play ARPU IS over £80.

So I have no reason to doubt VM's figures, what I do doubt is the reporting of those figures.

[KingDaveRa]

Well I'm 'triple play' and I'm paying £55/month.

I'm hoping Virgin build on the features TiVO has in the US, such as the remote playback of stuff - effectively a slingbox in the TiVO. Altho it would make my Slingbox a little redundant!