RE: Presentation2 Feb 2016 12:32
There is replay details on the investor section of the TalkTalk site. It lasted about 45mins with questions at the end from analysts. Main points covered in the RNS.
3/O2 deal could mean cheaper MVNO costs for us which will help further strengthen our mobile offering. Or depending on what Ofcom suggests, spectrum could be sold to create a 4th mobile operator, and TalkTalk could be well positioned to take up that place....
More focus will be placed on existing customers, rather than trying to win new, as they trust the company and are more willing to buy additional products. 17% of the free movie upgrades went on to purchase additional on-demand films, adding to revenues.
(I actually spoke with another customer this morning, who was extremely happy with the service and freebies offered!)
Looking to revert back to our more competitive "value" pricing model so bigger differences between ourselves and BT, which as others have said did start becoming very negligible.
Brand is seen in more positive light than before the incident, due to the way the company handled it.
Fibre is more profitable, but customers reluctant to switch due to costs. Dido believes something will happen with Openreach which may result in cheaper wholesale costs which will be passed on to customers to assist migrating them across and increasing profit margins.
Quad play and Mobile is where most future growth will be.
Struggled to hear everything Iain said on the financials.