Big drop in Sky subscribers

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#1558509 24-May-2016 10:43

Benoire:

Davy: Sky is interesting right now. It's clear enough that they need to move quickly to online delivery of their content, while they still have a strong content portfolio. Neon is a start, but needs improvement, and FanPass is a start, but both are awkward technically and both are priced uncompetitively.

It's a time of vital transition for Sky, and they need to move fast to gain a decent online market share if it is to be economic for them to continue to procure quality programming. Continue to drift for another year and it may be too late.

And I would imagine this is their issue, and probably main cause of debate internally (completely guessing of course). IF they are locked in to the Optus satellite contracts till 2019 then moving to an ondemand, fully online service will cause problems for their operational costs unless the online system was priced at the same time as the satellite system; i.e. if the SVOD version of Sky cost $60 a month, why would anyone subscribe to the satellite version, however Sky will still have to pay the costs to Optus until their contract expires, unless they have a termination clause but even then it might be too prohibitive to use financially.

It appears that NEON and FanPASS are their method of introducing SVOD content without gutting their main operation at this stage....

Those extra costs are part and parcel of any business having to make changes. They will be able to amortise some, and others will be Extraordinary costs, thereby showing a reduced profit, but still showing the real trading result seperate from the extraordinary costs.

Rikkitic

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#1558630 24-May-2016 13:18

Two random observations: The first is that Sky was once the love child of Rupert Murdoch. Some may find that significant. The other is that many people used to feel about Windows a lot like many feel about Sky. Regardless of whether is is fact-based or not, or 'emotional' or not, there seems to be a significant number of Sky customers who resent the service they feel they have to put up with. Maybe Sky deserves this anger. Maybe it does not. But at the very least, it has something of an image problem. No doubt there are also many who love Sky and feel eternally grateful for the viewing options it has provided. That is also a valid opinion. One does wonder where the balance lies, and the extent to which it is shifting.

Plesse igmore amd axxept applogies in adbance fir anu typos

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#1558634 24-May-2016 13:34

Rikkitic:

Two random observations: The first is that Sky was once the love child of Rupert Murdoch. Some may find that significant. The other is that many people used to feel about Windows a lot like many feel about Sky. Regardless of whether is is fact-based or not, or 'emotional' or not, there seems to be a significant number of Sky customers who resent the service they feel they have to put up with. Maybe Sky deserves this anger. Maybe it does not. But at the very least, it has something of an image problem. No doubt there are also many who love Sky and feel eternally grateful for the viewing options it has provided. That is also a valid opinion. One does wonder where the balance lies, and the extent to which it is shifting.

There is greater than 800,000 Sky customers can you please show me the metrics that support a claim that a significant number do not like Sky. The recently announced churn is not indicative of that as there will be various reason why those folks moved on including but not exclusively those that were unsatisfied.

tdgeek

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#1558637 24-May-2016 13:38

Rikkitic:

Two random observations: The first is that Sky was once the love child of Rupert Murdoch. Some may find that significant. The other is that many people used to feel about Windows a lot like many feel about Sky. Regardless of whether is is fact-based or not, or 'emotional' or not, there seems to be a significant number of Sky customers who resent the service they feel they have to put up with. Maybe Sky deserves this anger. Maybe it does not. But at the very least, it has something of an image problem. No doubt there are also many who love Sky and feel eternally grateful for the viewing options it has provided. That is also a valid opinion. One does wonder where the balance lies, and the extent to which it is shifting.

Fair points. I see it as tall poppy syndrome. Telecom had that, Sky has it. People love to hate Sky. At the end of the day its just a service, there are choices for everything, well most things in life. Its not cheap, but neither is its means of delivery. Thats what they need to change, and it will allow them to reduce and modify pricing and options.

If Sky gave charity 50 million this week, people would praise them. If the foillowing week they lost Golf normal transmission would resume.

Its just a service, use it, or summit else, life is short

tdgeek

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#1558639 24-May-2016 13:40

MikeB4:

Rikkitic:

Two random observations: The first is that Sky was once the love child of Rupert Murdoch. Some may find that significant. The other is that many people used to feel about Windows a lot like many feel about Sky. Regardless of whether is is fact-based or not, or 'emotional' or not, there seems to be a significant number of Sky customers who resent the service they feel they have to put up with. Maybe Sky deserves this anger. Maybe it does not. But at the very least, it has something of an image problem. No doubt there are also many who love Sky and feel eternally grateful for the viewing options it has provided. That is also a valid opinion. One does wonder where the balance lies, and the extent to which it is shifting.

There is greater than 800,000 Sky customers can you please show me the metrics that support a claim that a significant number do not like Sky. The recently announced churn is not indicative of that as there will be various reason why those folks moved on including but not exclusively those that were unsatisfied.

Stuff comments? That has a 30:1 hate ratio! A Sensible ratio is not currently available

MikeB4

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#1558644 24-May-2016 13:41

tdgeek:

Rikkitic:

Two random observations: The first is that Sky was once the love child of Rupert Murdoch. Some may find that significant. The other is that many people used to feel about Windows a lot like many feel about Sky. Regardless of whether is is fact-based or not, or 'emotional' or not, there seems to be a significant number of Sky customers who resent the service they feel they have to put up with. Maybe Sky deserves this anger. Maybe it does not. But at the very least, it has something of an image problem. No doubt there are also many who love Sky and feel eternally grateful for the viewing options it has provided. That is also a valid opinion. One does wonder where the balance lies, and the extent to which it is shifting.

Fair points. I see it as tall poppy syndrome. Telecom had that, Sky has it. People love to hate Sky. At the end of the day its just a service, there are choices for everything, well most things in life. Its not cheap, but neither is its means of delivery. Thats what they need to change, and it will allow them to reduce and modify pricing and options.

If Sky gave charity 50 million this week, people would praise them. If the foillowing week they lost Golf normal transmission would resume.

Its just a service, use it, or summit else, life is short

Exactly, I use Sky as it provides the services I want in a way that I want. If there were a better alternative to that formula I would use it.

DarthKermit

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#1558670 24-May-2016 13:58

I see what Rikkitic means. At one time say 20 odd years ago, Microsoft had a seemingly unassailable hold on technology like desktop operating systems and office software. Look at them now.

Before broadband internet became ubiquitous, Sky held the reigns in the TV area.

History is littered with similar companies and examples.

Whatifthespacekeyhadneverbeeninvented?

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MikeB4

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#1558683 24-May-2016 14:22

DarthKermit:

I see what Rikkitic means. At one time say 20 odd years ago, Microsoft had a seemingly unassailable hold on technology like desktop operating systems and office software. Look at them now.

Before broadband internet became ubiquitous, Sky held the reigns in the TV area.

History is littered with similar companies and examples.

MSFT still holds 85.9% of the OS market share and 90%+ of the productivity market. Not a lot has changed except tablets and phones.

Dairyxox

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#1558720 24-May-2016 15:26

So who in this thread holds shares in Sky? MikeB4? You seem to know their financials and stats a little too well...

MikeB4

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#1558728 24-May-2016 15:46

Dairyxox:

So who in this thread holds shares in Sky? MikeB4? You seem to know their financials and stats a little too well...

They are a listed company, the metrics are freely available.

Dairyxox

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#1558737 24-May-2016 15:52

MikeB4:

Dairyxox:

So who in this thread holds shares in Sky? MikeB4? You seem to know their financials and stats a little too well...

They are a listed company, the metrics are freely available.

Of course, and those who have a vested interest will watch & know those metrics well. So do you?

MikeB4

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#1558738 24-May-2016 15:54

Dairyxox:

MikeB4:

Dairyxox:

So who in this thread holds shares in Sky? MikeB4? You seem to know their financials and stats a little too well...

They are a listed company, the metrics are freely available.

Of course, and those who have a vested interest will watch & know those metrics well. So do you?

Not relevant

And this line of questioning and post is similar to this from the FUG and not cool.

"Accusing someone of working for a company or being paid by company because of disagreement in opinions may result on a ban at the discretion of the Administrators or Moderators."

ockel

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#1558739 24-May-2016 15:54

MikeB4:

Dairyxox:

So who in this thread holds shares in Sky? MikeB4? You seem to know their financials and stats a little too well...

They are a listed company, the metrics are freely available.

Correct. They publish annual and interim reports which are freely available to anyone. They make releases to the NZX which are freely available to anyone. I also know the financials and stats of Netflix - which, again, are freely available to anyone.

And for the record I do not hold shares in Sky, Netflix, 20th Century Fox, Newscorp, Spark, Sky plc, Fairfax, APN etc etc. But it is highly likely that my Kiwisaver provider owns one or more of the aforementioned companies given its scope and mandate.

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tdgeek

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#1558774 24-May-2016 15:59

Dairyxox:

MikeB4:

Dairyxox:

So who in this thread holds shares in Sky? MikeB4? You seem to know their financials and stats a little too well...

They are a listed company, the metrics are freely available.

Of course, and those who have a vested interest will watch & know those metrics well. So do you?

I know the numbers. Ive never googled Skys P+L or B/S. They are given every year when the release their results

Stuff and everyone else that republishes the same article. Same source as this threads topic

Now, you seem to be trying to back MikeB4 into a corner, why is that? Unless anyone here has shares or works for them,

Sky is just a company that provides a service that they use.

ockel

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#1558811 24-May-2016 16:46

Dairyxox:

MikeB4:

Dairyxox:

So who in this thread holds shares in Sky? MikeB4? You seem to know their financials and stats a little too well...

They are a listed company, the metrics are freely available.

Of course, and those who have a vested interest will watch & know those metrics well. So do you?

Lets get a grip here. Do we need to ask everyone who says a negative word whether they are short Sky shares? As they have a vested interest in seeing the price go down. Or whether they are own shares in an ISP that has relationship with Lightbox or Netflix as they have a vested interest in seeing higher churn away from Sky and onto streaming services?

Sixth Labour Government - "Vision without Execution is just Hallucination"

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