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ajw



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Topic # 57255 7-Feb-2010 18:14
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It appears Vfone are having a slow quarter. Perhaps competition is finally starting to bite.


http://www.stuff.co.nz/dominion-post/business/3298991/Vodafone-reports-modest-gain

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  Reply # 296874 7-Feb-2010 19:42
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lol keeping baiting ajw.. If you say it enough times it must be true

Ham

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  Reply # 296876 7-Feb-2010 19:48
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9,000 new connections still sounds a lot, I wonder how many leave in that time? ie. Net new customers.

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Vodafone

  Reply # 296897 7-Feb-2010 20:53

That is net customers - so it counts all those that leave and then adds in all those that arrive and that's the net number.

And given three network operators and what, four MVNOs in the market, that's a stellar outcome. We're extremely pleased with it.

But as I've often said to the journalists, net customer acquisitions in a 100%+ penetration market is a silly way to measure how a company's doing. None of them seem to care though.

Paul




Paul Brislen
Head of Corporate Communications
Vodafone

http://forum.vodafone.co.nz


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  Reply # 297039 8-Feb-2010 13:42
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yea, by itself it means veyr little.

What should be looked at is the share of market growth.

In other words, if the total market growth was only, say, 10,000 and vodafone added 9,000, then that means XT, 2D etc only added 1,000 between them. A good resutl for Vodafone.

On the other hand if the total market growth was 100,000 and voda only aded 9,000 that means XT, 2D etc added 91,000 bewteen them. Not so good for Vodafone.

This is implied in the article:
Telecom is due to report its customer numbers for the same period on Friday.
IDC Research telecommunications analyst Rosalie Nelson said that until then, and until 2degrees reported more information on its customer numbers, it would be hard to know whether Vodafone had lost ground to its rivals or was simply experiencing the effect of a sluggish market.


Of course, none of this takes into account ARPU. Hypothetically, Voda might lose 30,000 customers who only spend $10 a month, but gain 30,000 who spend $100 a month. No change in customer base, but BIG change in Revenue


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  Reply # 297043 8-Feb-2010 13:45

NonprayingMantis: yea, by itself it means veyr little.

What should be looked at is the share of market growth.

In other words, if the total market growth was only, say, 10,000 and vodafone added 9,000, then that means XT, 2D etc only added 1,000 between them. A good resutl for Vodafone.

On the other hand if the total market growth was 100,000 and voda only aded 9,000 that means XT, 2D etc added 91,000 bewteen them. Not so good for Vodafone.

This is implied in the article:
Telecom is due to report its customer numbers for the same period on Friday.
IDC Research telecommunications analyst Rosalie Nelson said that until then, and until 2degrees reported more information on its customer numbers, it would be hard to know whether Vodafone had lost ground to its rivals or was simply experiencing the effect of a sluggish market.


Of course, none of this takes into account ARPU. Hypothetically, Voda might lose 30,000 customers who only spend $10 a month, but gain 30,000 who spend $100 a month. No change in customer base, but BIG change in Revenue



Got it in one.

Can I get you to ring a few journos to point this out to them?

Innocent

Paul




Paul Brislen
Head of Corporate Communications
Vodafone

http://forum.vodafone.co.nz


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