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View Full Version : Orange looses 73K customers but revenues climb!


A1c
30-07-2004, 01:11 PM
From Mobile Today (30/07/2004):

Tough competition in the UK market has hit Orange hard, with the first significant fall in its UK customer base.

The figures for the last quarter compare poorly to rivals O2 and Vodafone, who have both shown growth.

In France Telecom’s six month results up to 30 June, Orange UK reported 13.747 million customers in the UK – a fall of 73,000 in the three months between 31 March and 30 June.

Orange’s figures came just days after rivals O2 (see page 10) and Vodafone (page 3) reported 261,000 and 132,000 net quarterly additions respectively. Along with 3’s continued aggressive customer acquisition drive, Orange is finding itself struggling to maintain its top two position in the UK market in terms of customer share.

Orange UK MD John Allwood claimed that the quality, not quantity, of customers was more important: ‘In the UK, as [Orange France head Didier Quillot said] in France, we are concentrating on value,’ he argued.

‘We are keeping churn low (it’s the lowest in the UK) and contrary to some of our competitors, we are not buying customers but concentrating on maintaining our margins and our customer base. You have to look at the overall performance, not just in terms of market growth.’

Now the good news…

Allwood’s argument of quality over quantity is highlighted by Orange’s success in increasing revenues by 11.2% since June 2003.

In the UK, the operator claims the lowest churn rate among the Big Four, and has seen a 2.6% increase in blended ARPU to £274 (£577 contract, £127 pre-pay), over the same period.

Part of this was from Orange’s focus on improving its pre/post-pay mix among its UK customers, with contract customers now accounting for 33.1% of the base, up from 32.6% in March.

(Image - John Allwood.

URL: http://www.m o b i l e n e w s .co.uk/artman/publish/article_868.shtml (Remove Spaces)

Gunner
30-07-2004, 02:53 PM
Hmmmm.

I'm not convinced. Orange should be striving to be the best in offering services to suit all pockets. This statement appears to be almost saying "we're not going to compete on the grounds of price". All well and good, but if they're losing customers, that would suggest to me that their price outweighs the benefits of their network performance and customer service.

It's all well and good offering a quality service, but you have to be able to do so at a competitive price.

I'm just not happy with France Telecom being in control :P~~

A1c
30-07-2004, 03:05 PM
I guess you have a point but Mercedes and BMW dont offer sub £10K cars and seem to thrive. I guess it's about consolodation now. Targetting customers with products that they feel confident they can make a decent return from and not wanting to be dragged down the road that would lead to a reduction in standards of service.

I suspect my oft mentioned 'you get what you pay for' phrase now has more relevence than ever.

Gunner
30-07-2004, 06:32 PM
LoL yeah, and I should add, I'll probably be taking out 3G with Orange on quality grounds disregarding cost to a large extent.

If Three UK have taken the bottom out of the market, then perhaps now is the time to focus on the opposite end of the scales.

It just doesn't look good having a reduction in customers :\ Hmph.