SKT Sky Network Television Limited.

[RTM]

No rain fade for me on my sweet Sky Sport NOW sub that I got an annual pass for - $299 at the time.

Just an awesome user experience and an entertaining rugby match.

I presume you mean the Hawkes Bay v Wellington game ?
Agree...wasn't it great.

[winner69]

SKY need to get rid of Justin Marshall from their rugby coverage

Must be costing them subscribers every time he opens his mouth

[mistaTea]

https://www.nzherald.co.nz/business/...76RYQVMRHUY2Y/

Sky entering broadband at the right time - usage forecast to spike to 1 gig per month for the average household.

Consumers will want faster speeds at better prices.

Hopefully using Feenix Communications as their partner proves to be a capital efficient way to enter the market. Entertainment and Sports bundles can be offered to existing satellite subs at very attractive bundle prices. And that will just be the beginning.

I don't want a satellite sub because I live in a new development area that only has fibre as an option - this suburb is made for streaming. But once Sky release their streaming-internet bundles, I will almost certainly switch over if the pricing makes sense.

A surprising thing about my area - there are a lot more satellite dishes on rooves than I would have predicted. When I go for walks, I like to look at the other properties, and as I do I try to see if there is a dish on the roof (making it highly likey they subscribe to Sky). As I say, this is a fibre-only area - so we are really set up for streaming. And even those who want traditional Sky channels could get it cheaper by streaming them via Vodafone TV.

On average, I reckon at least 1 in 4 houses have satellite dishes. I think that is incredible for an area like this, and shows just how 'sticky' traditional Sky TV offerings are with a lot of consumers.

The loyal, half a million strong satellite base has got to be one of the most undervalued assets in New Zealand.

[Alpha]

https://itbrief.co.nz/story/new-zeal...ruption-report

Article a few days old but just a reminder of how interesting things will/could be with Sky entering broadband/ and mobile.

[KiwiGekko]

OK, i'll bite. The whole broadband market is extremely competitive at the moment but its about to get turned on its head in the rural areas of NZ by Starlink: https://www.forbes.com/sites/johnkoe...h=d8754941bb06 - NZ is in their sights and some believe they have ground stations planned here: https://www.tesmanian.com/blogs/tesm...nk-new-zealand + https://www.reddit.com/r/Starlink/co...n_new_zealand/

The latency of Starlink is actually theoretically going to be less than Fibre due to the sheer number of satellites they're putting up there - but it looks like it is not going to be too expensive either: https://arstechnica.com/information-...-500-up-front/ - $500 setup, $99 USD / month. That is obviously steep for metro areas, but if you're in a hard to reach part of the country / world that is a steal.

I cannot see how Sky is going to make any money selling broadband honestly, even if they are reselling via Feenix as a virtual ISP. Margins are going to continue to get squeezed as a result of these new entrants and more consolidation will come to the NZ & global broadband market in the near future. Once again, I think its a case of too little to late for Sky here.

[DownTownJr]

OK, i'll bite. The whole broadband market is extremely competitive at the moment but its about to get turned on its head in the rural areas of NZ by Starlink: https://www.forbes.com/sites/johnkoe...h=d8754941bb06 - NZ is in their sights and some believe they have ground stations planned here: https://www.tesmanian.com/blogs/tesm...nk-new-zealand + https://www.reddit.com/r/Starlink/co...n_new_zealand/

The latency of Starlink is actually theoretically going to be less than Fibre due to the sheer number of satellites they're putting up there - but it looks like it is not going to be too expensive either: https://arstechnica.com/information-...-500-up-front/ - $500 setup, $99 USD / month. That is obviously steep for metro areas, but if you're in a hard to reach part of the country / world that is a steal.

I cannot see how Sky is going to make any money selling broadband honestly, even if they are reselling via Feenix as a virtual ISP. Margins are going to continue to get squeezed as a result of these new entrants and more consolidation will come to the NZ & global broadband market in the near future. Once again, I think its a case of too little to late for Sky here.

It's not just about broadband, its the packages that Sky can upsell to the already 900k customers. Broadband is just a small added bonus.

[Alpha]

I thought we had already decided that it was not about them making money off the broadband piece but more about retaining existing customers. If it also allows them to win a few more by offering Sky great.

[mistaTea]

I thought we had already decided that it was not about them making money off the broadband piece but more about retaining existing customers. If it also allows them to win a few more by offering Sky great.

Yes, those who still lament the profitability of the broadband component completely miss the point.

[mistaTea]

OK, i'll bite. The whole broadband market is extremely competitive at the moment but its about to get turned on its head in the rural areas of NZ by Starlink: https://www.forbes.com/sites/johnkoe...h=d8754941bb06 - NZ is in their sights and some believe they have ground stations planned here: https://www.tesmanian.com/blogs/tesm...nk-new-zealand + https://www.reddit.com/r/Starlink/co...n_new_zealand/

The latency of Starlink is actually theoretically going to be less than Fibre due to the sheer number of satellites they're putting up there - but it looks like it is not going to be too expensive either: https://arstechnica.com/information-...-500-up-front/ - $500 setup, $99 USD / month. That is obviously steep for metro areas, but if you're in a hard to reach part of the country / world that is a steal.

I cannot see how Sky is going to make any money selling broadband honestly, even if they are reselling via Feenix as a virtual ISP. Margins are going to continue to get squeezed as a result of these new entrants and more consolidation will come to the NZ & global broadband market in the near future. Once again, I think its a case of too little to late for Sky here.

Investors still say that Chorus is worth over $4B. I would think that Chorus shares would be going down significantly if what you are saying (imminent mass exodus from fibre to internet via satellite) is a given.

[mistaTea]

Saw some articles describing the ‘Biden Bounce’ in a number of share markets, including our own.

Decided to take a peek at the Sky SP - and we are DOWN 1.34%.

HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA HAHAHA.

Christ I almost wet myself!