Report
James Ratzer

New Street: TalkTalk ARPUs need to rise: This has positive UK market-wide implications

After weaker revenues at 4Q20 results, we take a fresh look at the outlook for TalkTalk and more importantly the wider implications for the UK market.
Underlying
TalkTalk Telecom Group PLC

TalkTalk Telecom Group provides telecommunication services to retail and B2B customers. Co. provides customers a range of Fixed Low Price Plans, which comprised of: Fast Broadband, a broadband plan designed to cater for the needs of individual users or households that do not require increased download speeds available via a fibre connection; and Faster Fibre Broadband, a broadband plan designed for households with a number of devices that need to be connected to the internet at the same time. In the Direct channel, Co. provides a range of data connectivity solutions, from business broadband and fibre, through to Ethernet circuits and Wide Area Networks.

Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
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  • Asian Internet
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  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
James Ratzer

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