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DickDastardly
227 posts

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  #1568614 9-Jun-2016 12:36
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tdgeek:

 

DickDastardly:

 

If a Sky & Vodafone merger happens, we may suddenly have to change the title of this thread "Big INCREASE in Sky subscribers"....bit ironic when you actually consider what's happening to the traditional Sky customer base at the moment...

 

 

how will they increase?

 

 

Wouldn't it be likely the Vodafone brand would disappear and all the branding and customers get swallowed up by Sky....?

 

An example from the UK...

 

Cable & Wireless Worldwide PLC (informally Cable & Wireless) was a British multinational telecommunications services company headquartered in Bracknell, United Kingdom. It was formed in 2010 by the split of Cable & Wireless plc into two companies, the other being Cable & Wireless Communications.

 

Cable & Wireless Worldwide specialised in servicing large corporates, governments, carriers and resellers and its services included managed voice, data and IP based services. It had operations in Asia Pacific, Europe, India, the Middle East & Africa and North America. The company was bought by Vodafone in July 2012 and integrated into the business on 1 April 2013.

 

Notice "integrated into the business".....why would integration not happen in this case? Customers would have a "seamless transition" and Sky increase their total subscribers in an instant.   I'm sure Sky would love to get a immediate foothold into the mobile//fibre/ISP market....

 

 





I don't want no sugar in it - thank you very much



tdgeek
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  #1568623 9-Jun-2016 12:42
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DickDastardly:

 

tdgeek:

 

DickDastardly:

 

If a Sky & Vodafone merger happens, we may suddenly have to change the title of this thread "Big INCREASE in Sky subscribers"....bit ironic when you actually consider what's happening to the traditional Sky customer base at the moment...

 

 

how will they increase?

 

 

Wouldn't it be likely the Vodafone brand would disappear and all the branding and customers get swallowed up by Sky....?

 

An example from the UK...

 

Cable & Wireless Worldwide PLC (informally Cable & Wireless) was a British multinational telecommunications services company headquartered in Bracknell, United Kingdom. It was formed in 2010 by the split of Cable & Wireless plc into two companies, the other being Cable & Wireless Communications.

 

Cable & Wireless Worldwide specialised in servicing large corporates, governments, carriers and resellers and its services included managed voice, data and IP based services. It had operations in Asia Pacific, Europe, India, the Middle East & Africa and North America. The company was bought by Vodafone in July 2012 and integrated into the business on 1 April 2013.

 

Notice "integrated into the business".....why would integration not happen in this case? Customers would have a "seamless transition" and Sky increase their total subscribers in an instant.   I'm sure Sky would love to get a immediate foothold into the mobile//fibre/ISP market....

 

 

 

 

No they wont. People who have Sky, already have Sky. People who don't or have got rid of Sky will stay that way. They can off course cut prices a lot, and get new subscribers, while also wiping most of their profit out, which is about $15 per month per subscriber. 


tdgeek
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  #1568628 9-Jun-2016 12:47
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Benoire:

 

tdgeek:

 

DickDastardly:

 

If a Sky & Vodafone merger happens, we may suddenly have to change the title of this thread "Big INCREASE in Sky subscribers"....bit ironic when you actually consider what's happening to the traditional Sky customer base at the moment...

 

 

how will they increase?

 

 

As a multifaceted media company, the number of subs for Internet/Phone/TV will cause an increase, but is unlikely at this stage to cause an increase in the TV subs as they're not offering anything new; I presume DDs response was a bit tongue in cheek...

 

As an aside, this is now the perfect platform for Sky to launch their own internet based system running on the back of neon etc. when they're ready to.

 

 

 

 

Im not sure about it being the perfect time. The prefect time is when they know what Optus will do in negotiations for the 2019 contract. But they might well forge ahead on SVOD migration on the basis that they will or might go full SVOD. They would ave to wear a lot of cost doing that, but it has to be done, so maybe now, while the merger iron is hot. I really don't think Voda's small network matters much. Sky probably already had that available. And with Voda being only 37% of the BB market, Sky still has to take a national view on video over BB. Unless the goal is to gain BB from other ISP's by making to much cheaper, or by reducing features for non Voda customers. 




Benoire
2798 posts

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  #1568635 9-Jun-2016 12:51
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tdgeek:

 

Benoire:

 

tdgeek:

 

DickDastardly:

 

If a Sky & Vodafone merger happens, we may suddenly have to change the title of this thread "Big INCREASE in Sky subscribers"....bit ironic when you actually consider what's happening to the traditional Sky customer base at the moment...

 

 

how will they increase?

 

 

As a multifaceted media company, the number of subs for Internet/Phone/TV will cause an increase, but is unlikely at this stage to cause an increase in the TV subs as they're not offering anything new; I presume DDs response was a bit tongue in cheek...

 

As an aside, this is now the perfect platform for Sky to launch their own internet based system running on the back of neon etc. when they're ready to.

 

 

 

 

Im not sure about it being the perfect time. The prefect time is when they know what Optus will do in negotiations for the 2019 contract. But they might well forge ahead on SVOD migration on the basis that they will or might go full SVOD. They would ave to wear a lot of cost doing that, but it has to be done, so maybe now, while the merger iron is hot. I really don't think Voda's small network matters much. Sky probably already had that available. And with Voda being only 37% of the BB market, Sky still has to take a national view on video over BB. Unless the goal is to gain BB from other ISP's by making to much cheaper, or by reducing features for non Voda customers. 

 

 

I didn't say time, just the perfect platform; they have access to a full blown ISP with all the backhaul connections and peering already sorted, no need to pay excessive transit costs for their data when they can distribute most of it down their own connections.  I personally don' believe they can go full SVOD until the Optus contract expires unless it is priced the same as the satellite system otherwise they'll haemorrhage cash quite quickly.


DickDastardly
227 posts

Master Geek


  #1568639 9-Jun-2016 12:59
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tdgeek:

 

DickDastardly:

 

tdgeek:

 

DickDastardly:

 

If a Sky & Vodafone merger happens, we may suddenly have to change the title of this thread "Big INCREASE in Sky subscribers"....bit ironic when you actually consider what's happening to the traditional Sky customer base at the moment...

 

 

how will they increase?

 

 

Wouldn't it be likely the Vodafone brand would disappear and all the branding and customers get swallowed up by Sky....?

 

An example from the UK...

 

Cable & Wireless Worldwide PLC (informally Cable & Wireless) was a British multinational telecommunications services company headquartered in Bracknell, United Kingdom. It was formed in 2010 by the split of Cable & Wireless plc into two companies, the other being Cable & Wireless Communications.

 

Cable & Wireless Worldwide specialised in servicing large corporates, governments, carriers and resellers and its services included managed voice, data and IP based services. It had operations in Asia Pacific, Europe, India, the Middle East & Africa and North America. The company was bought by Vodafone in July 2012 and integrated into the business on 1 April 2013.

 

Notice "integrated into the business".....why would integration not happen in this case? Customers would have a "seamless transition" and Sky increase their total subscribers in an instant.   I'm sure Sky would love to get a immediate foothold into the mobile//fibre/ISP market....

 

 

 

 

No they wont. People who have Sky, already have Sky. People who don't or have got rid of Sky will stay that way. They can off course cut prices a lot, and get new subscribers, while also wiping most of their profit out, which is about $15 per month per subscriber. 

 

 

 

 

Yes, they will.  Vodafone customers will now (if the companies merge and Vodafone BECOMES Sky) by default become Sky customers....i.e. "Increasing Sky subscribers in an instant"...





I don't want no sugar in it - thank you very much

Benoire
2798 posts

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  #1568645 9-Jun-2016 13:02
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DickDastardly:

 

Yes, they will.  Vodafone customers will now (if the companies merge and Vodafone BECOMES Sky) by default become Sky customers....i.e. "Increasing Sky subscribers in an instant"...

 

 

As I said earlier in my quote; There will be an increase in general subscribers to the new business BUT there will not be an increase in Sky TV subscribers without a new incentive (bar the normal churn percentage).  Telephone/Internet subs are not potentially new Sky TV subs for media consumption... However, the new business may allow a certain element of cross funding perhaps, although that would probably occur with new incentives to join the service.


tdgeek
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  #1568656 9-Jun-2016 13:18
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Benoire:

 

tdgeek:

 

Benoire:

 

tdgeek:

 

DickDastardly:

 

If a Sky & Vodafone merger happens, we may suddenly have to change the title of this thread "Big INCREASE in Sky subscribers"....bit ironic when you actually consider what's happening to the traditional Sky customer base at the moment...

 

 

how will they increase?

 

 

As a multifaceted media company, the number of subs for Internet/Phone/TV will cause an increase, but is unlikely at this stage to cause an increase in the TV subs as they're not offering anything new; I presume DDs response was a bit tongue in cheek...

 

As an aside, this is now the perfect platform for Sky to launch their own internet based system running on the back of neon etc. when they're ready to.

 

 

 

 

Im not sure about it being the perfect time. The prefect time is when they know what Optus will do in negotiations for the 2019 contract. But they might well forge ahead on SVOD migration on the basis that they will or might go full SVOD. They would ave to wear a lot of cost doing that, but it has to be done, so maybe now, while the merger iron is hot. I really don't think Voda's small network matters much. Sky probably already had that available. And with Voda being only 37% of the BB market, Sky still has to take a national view on video over BB. Unless the goal is to gain BB from other ISP's by making to much cheaper, or by reducing features for non Voda customers. 

 

 

I didn't say time, just the perfect platform; they have access to a full blown ISP with all the backhaul connections and peering already sorted, no need to pay excessive transit costs for their data when they can distribute most of it down their own connections.  I personally don' believe they can go full SVOD until the Optus contract expires unless it is priced the same as the satellite system otherwise they'll haemorrhage cash quite quickly.

 

 

Yep. How will what you said about backhaul, for those outside Voda? And those on the cable we hear so much about?


 
 
 
 

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tdgeek
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  #1568657 9-Jun-2016 13:20
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DickDastardly:

 

tdgeek:

 

DickDastardly:

 

tdgeek:

 

DickDastardly:

 

If a Sky & Vodafone merger happens, we may suddenly have to change the title of this thread "Big INCREASE in Sky subscribers"....bit ironic when you actually consider what's happening to the traditional Sky customer base at the moment...

 

 

how will they increase?

 

 

Wouldn't it be likely the Vodafone brand would disappear and all the branding and customers get swallowed up by Sky....?

 

An example from the UK...

 

Cable & Wireless Worldwide PLC (informally Cable & Wireless) was a British multinational telecommunications services company headquartered in Bracknell, United Kingdom. It was formed in 2010 by the split of Cable & Wireless plc into two companies, the other being Cable & Wireless Communications.

 

Cable & Wireless Worldwide specialised in servicing large corporates, governments, carriers and resellers and its services included managed voice, data and IP based services. It had operations in Asia Pacific, Europe, India, the Middle East & Africa and North America. The company was bought by Vodafone in July 2012 and integrated into the business on 1 April 2013.

 

Notice "integrated into the business".....why would integration not happen in this case? Customers would have a "seamless transition" and Sky increase their total subscribers in an instant.   I'm sure Sky would love to get a immediate foothold into the mobile//fibre/ISP market....

 

 

 

 

No they wont. People who have Sky, already have Sky. People who don't or have got rid of Sky will stay that way. They can off course cut prices a lot, and get new subscribers, while also wiping most of their profit out, which is about $15 per month per subscriber. 

 

 

 

 

Yes, they will.  Vodafone customers will now (if the companies merge and Vodafone BECOMES Sky) by default become Sky customers....i.e. "Increasing Sky subscribers in an instant"...

 

 

Sky subscribers (as they have a Voda service) but they arent Sky subscribers paying for Sky Pay TV


Benoire
2798 posts

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  #1568660 9-Jun-2016 13:29
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tdgeek:

 

Yep. How will what you said about backhaul, for those outside Voda? And those on the cable we hear so much about?

 

 

Not sure to be honest, but it would be cheaper than having to pay for connecting to vodafones network if they didn't have it, so that could be a cost saving?


Hammerer
2476 posts

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  #1568670 9-Jun-2016 13:47
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Benoire:

 

DickDastardly:

 

Yes, they will.  Vodafone customers will now (if the companies merge and Vodafone BECOMES Sky) by default become Sky customers....i.e. "Increasing Sky subscribers in an instant"...

 

 

As I said earlier in my quote; There will be an increase in general subscribers to the new business BUT there will not be an increase in Sky TV subscribers without a new incentive (bar the normal churn percentage).  Telephone/Internet subs are not potentially new Sky TV subs for media consumption... However, the new business may allow a certain element of cross funding perhaps, although that would probably occur with new incentives to join the service.

 

 

They will have more options for adding more price points that could attract new customers.

 

We wanted Sky Sports but didn't want to pay the full price for Basic + Sports (including recording and HD). It sounds like there are a lot of people in that position where we are prepared to pay a price closer to $50 than $100. With the right packages there could be a lot more new customers without losing too many of the old ones.

 

Right now, through Vodafone cable TV we have got Sky Sports for a year at the same price as Basic. Vodafone/Sky has $50 per month more revenue for 12 months and potentially a longer term Sky TV customer if they improve their packages.


Benoire
2798 posts

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  #1568674 9-Jun-2016 13:53
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But they cannot cannibalise their existing setup without significantly compromising income; effectively Sky Basic part funds the sports package and the reason they can't split is that they have to pay significant sums for sports and charging that to sports only would probably be higher than $50 a month.  Offering sports only at this stage, with the overheads that DVB-s has, would seriously undercut their income in my opinion... Obviously no numbers, but Sky UK is the same but has a larger base so the cost is less to each sub.

 

If they offered sports the only service, I would be straight on there and they would lose money as I'm not longer funding basics contribution to sports, unless it was at the true price of sports cost.


DarthKermit
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  #1568706 9-Jun-2016 14:37
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I propose that the merged company be named FoneySky.


Hammerer
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  #1568708 9-Jun-2016 14:43
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Benoire:

 

If they offered sports the only service, I would be straight on there and they would lose money as I'm not longer funding basics contribution to sports, unless it was at the true price of sports cost.

 

 

Well that would be at least one option for a new price point and new subscribers. Although it would probably be priced quite high (cost + margin + possibly some contribution to basic package) to reduce the potential to convert existing customers.


ockel
2031 posts

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  #1568709 9-Jun-2016 14:45

Hammerer:

 

Benoire:

 

If they offered sports the only service, I would be straight on there and they would lose money as I'm not longer funding basics contribution to sports, unless it was at the true price of sports cost.

 

 

Well that would be at least one option for a new price point and new subscribers. Although it would probably be priced quite high (cost + margin + possibly some contribution to basic package) to reduce the potential to convert existing customers.

 

 

Lets say..... $56/month?





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


DickDastardly
227 posts

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  #1568803 9-Jun-2016 16:22
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Lots more questions answered here

 

What's interesting is...

 

"Sky Television announced it had agreed to merge with Vodafone New Zealand in a deal that amounts to a partial takeover of Sky TV by Britain's Vodafone Group.

 

If the deal proceeds, Sky TV would technically "buy" Vodafone New Zealand in a transaction that would value the loss-making telecommunications firm at $3.4 billion

 

But the British-based Vodafone Group would own a 51 per cent stake in the combined business, putting it in control of the combined business

 

Sky spokeswoman Kirsty Way said Vodafone NZ boss Russell Stanners would be the chief executive of the merged firm. Sky TV boss John Fellet will stay on for an open-ended term as head of its pay-television arm."

 

Is this a sign Mr Fellet has been gently pushed sideways?

 

Long-term branding and identity? Satellites are on their way out? IPTV is the new norm for Vodasky? Interesting times ahead...

 

 

 

 





I don't want no sugar in it - thank you very much

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