1m LLU lines and counting
The October OTA update has revealed we have surpassed 1m homes unbundled. Also revealed was that things were finally improving with the BT Openreach performance.
However, I notice some real disparity between full and partial unbundling – the key indicator for me is the “First touch, last touch” indicator:
• Bulk Shared Unbundling – 91.71%
• Shared Unbundling – 86.03%
• Full Unbundling – new line – 16.58%
• Full Unbundling – line transfer – 3.57%
The relevance of this data is really important to Carphone who are taking the Full Unbundling route, but less worrying for Sky who are taking the shared route. I also noticed in this mornings Q1 earnings call that Sky claimed to be processing 20k orders per week – if that is the case they are taking just under 50% of the overall LLU net adds. We know from Thursday’s Carphone call that they only has managed unbundled 60k, which is less than Sky and only 6% of the total.
I’m going to have a busy weekend writing up the Sky & Carphone results and catching up with others.
However, I notice some real disparity between full and partial unbundling – the key indicator for me is the “First touch, last touch” indicator:
• Bulk Shared Unbundling – 91.71%
• Shared Unbundling – 86.03%
• Full Unbundling – new line – 16.58%
• Full Unbundling – line transfer – 3.57%
The relevance of this data is really important to Carphone who are taking the Full Unbundling route, but less worrying for Sky who are taking the shared route. I also noticed in this mornings Q1 earnings call that Sky claimed to be processing 20k orders per week – if that is the case they are taking just under 50% of the overall LLU net adds. We know from Thursday’s Carphone call that they only has managed unbundled 60k, which is less than Sky and only 6% of the total.
I’m going to have a busy weekend writing up the Sky & Carphone results and catching up with others.
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