Sky is relentlessly growing its broadband numbers, but critically for the shareholders while broadband is a cheap product, the numbers taking double or triple play bundles is increasing year on year, with average revenue per customer rising from £466 to £535 in the last two years (peaked at £538 in the previous quarter). The full press release is available at the Sky Investors website
The media group has 28% of its customers taking a bundle of TV, broadband and telephone services, and its unbundled network of 1,732 exchanges covers 81% of UK households, with plans to extend this coverage adding another 200 exchanges this year.
On September 1st Sky changed its systems such that people could only order its broadband service if they also took the telephone line rental product, which means that the numbers on the fully unbundled network will increase. There has been no lowering of the prices to tempt people into this, but the lower cost of operation may be what is helping Sky to currently maintain its unlimited unmanaged broadband service for LLU customers.
A recurring theme seen amongst those asking questions about the Sky services is that people are signing up to receive the Sky Anytime+ Video on Demand service, which utilises the Sky broadband network to deliver a library of films and TV programmes to Sky TV and broadband customers on demand. This is in addition to the Sky Anytime service, which downloads material Sky has selected for you to your Sky Plus/HD box over night via the satellite feeds.
I'm still puzzled about the excitement over Anytime+. Last I heard it was just 'iPlayer from Sky' and not even in HD. Yet another catch-up service doesn't sound all that clever to me. Especially not given that most shows have multiple viewings during the week then are re-run shortly after the initial run.
Catch-up on Sky is pretty much always just a matter of waiting a couple of days or a few weeks.