Originally Posted by
mistaTea
Net subscriber numbers increased last year. And the next round of results will include RugbyPass subscribers.
I expect satellite subscriptions to be down, but NEON, Sky Sport NOW, Vodafone TV and RugbyPass subscriptions to be up - generating an overall subscriber gain.
ARPU will be lower of course, but I don't really care about that. I would rather have 1 million subscribers paying an average of $50 than 500,000 subscribers paying an average if $100 (even though Revenue is the same).
In fact, I wish they wouldn't even quote ARPU anymore. It is becoming more meaningless as time goes on.
Take me, for example. I pay $39.99 for Sky Sport NOW and $13.95 for NEON. I am one household who pays Sky $54.94 per month. But under the ARPU model I am seen as two subscribers paying $27.47 each on average.
As the trend of people ditching satellite in favour of NEON/Sky Sport NOW combinations continue the ARPU figure will become even more meaningless in my view.