The latest results from TalkTalk reveal that the VDSL2 (and a small contribution from FTTP in York) are proving popular as 45% of new customers joining TalkTalk take one of those services rather than your old fashioned ADSL2+ services. Customer growth has also been high, in the last year they added 192,000 customers compared to a decline of 49,000 in the previous year and the growth has been dominated by the 109,000 added in Q4 suggesting that while Vodafone is competing agressively on price that the competing offers from TalkTalk are proving popular and we suspect the fixed price guarantee is very popular with households on a tight budget. The fibre products added some 348,000 new customers (98,000 in Q4), so we can see that existing TalkTalk customers are also upgrading. The total consumer broadband customer base we believe is in the 4.1m to 4.2m region at TalkTalk depending on how you handle the small number of off-net customers (43,000). The future is of course full fibre and to ensure that TalkTalk is not left behind they are moving forward with their Infracapital partnership which we will see an independent infrastructure company created with the aim of delivering 3 million premises passed with full fibre, no news on which areas but they are saying city selection will be announced in due course - fingers crossed for no overlap with the Vodafone/CityFibre roll-out. The York/CityFibre project which is now some four years old, is apparently making good progress on its third phase to reach 54,000 premises (i.e. around 60% of premises in York), the interesting part is that PIA (Physical Infrastructure Access) is being explored to reduce costs. The fixed price plan services are clearly proving popular with over 2 million customers on one now, a lot of the popularity is that if an existing customer sees a lower priced offer by TalkTalk for the service they are they can switch to that price so long as they extend their contract, which helps to avoid that very annoying thing where you buy a service and find out the price drops a couple of weeks after you have gone live. TalkTalk is itself very price conscious and elements such as the reduction in wholesale price from Openreach of the FTTC 40/10 service is highlighted as a positive as it will generate goods sold savings and perhaps borrowing from the Plusnet playbook a shift to radical self-serve is set to deliver cost savings. The sale of some 80,000 TalkTalk Business customers to Daisy for £175 million affects small, medium and large business customers and may help to allow TalkTalk to focus more on its full fibre plans and serving the consumer market which is very much a high volume low margin game. Update 10:15am Tweak to total number of customers on TalkTalk, it was not very clear in the results so some maths had been done on numbers we had stashed away. Mark over at ISPreview had queried the figures elsewhere and got figures back of 4,139,000 on-net and 43,000 off-net.
TalkTalk says 45 % of its new customers are opting for the faster VDSL2 fibre service over the older ADSL system . The telecoms company reported 192,000 new customers in 2017 compared to a 49,000 fall the year before ; more joined in Q4 2017 . Through a partnership with the investment firm Infracapital , TalkTalk expects to supply more broadband services to three million yet - to - be - determined premises . The company says it can focus more on its plans for full fibre and concentrate on the consumer market after selling its business customers to Daisy for £ 175 ##m ( $ 232 m ) .