More Q3 datapoints
Posting has been slow due to the reporting season and a number of other deadlines converging. I will attempt to remedy the situation with some short updates to clear the backlog. First comes cable VoIP, which is gaining traction in Europe. Liberty Global reports today that it is adding 6,000 subs per week in its properties in the Netherlands, Hungary and France, which it says is an acceleration over Q2's rate. However, the Q2 rate was stated at 7,000 - 8,000 per week, so how they are defining this is a bit of a mystery to me. Nevetheless, 6,000 per week is respectable. Elsewhere, UPC is trialling 100Mbps symmetrical FTTH services in France (Google translation here), suggesting that its commitment to coax is not set in stone. Incidentally, the article states that UPC's French unit Noos has garnered 100k subs on its NoosTel VoIP product.