I have been eagerly
awaiting the first set of results from EE after it came to market with 4G
offerings. No, it is not just because I need to get out more, but because all
our contacts at the firm have been so tight lipped about the number of users
paying up for 4G contracts.
Curiosity was killing
this cat and I was dying to know how many had signed up and who was willing to
pay those pretty premium prices for the privilege.
What a waste of time.
EE did release results
today for the fourth quarter and full fiscal year of 2012. Both revenues and
profits were down year on year and, let's face it, whenever a CEO says a
company has produced a "solid financial performance," you know things are bad.
A cryptic earnings
release was put out to try and throw off anyone from the casual observer to
hard working journalist (don't laugh). It is standard practice for large firms
to do this when results are bad and a total waste of time - we always cut
through the fluff eventually - but at least with today's, I really did care
what the data behind the scenes were.
However, as Mick
Jagger would say, I can't get no satisfaction. EE decided to release its
customer numbers in general - 201,000 new contract sign ups in the last three
months of 2012 - but it refused to breakdown that figure into 4G or not 4G as
the number was deemed "commercially sensitive
information."
Oh come on! Apparently
as the only one with 4G, it is worried releasing this number could give some
sort of advantage to... well, who? To me, it seems more like putting a dust sheet
over a tiny number EE is too embarrassed to share. We know it is less than
201,000, but how much less?
The fact is 4G has not
had customers running to their door. The early adopters seem to be a smaller
group than most of us thought they would be and UK customers seem willing to
wait for their operators to get 4G before they upgrade. That or the high price
points EE launched with put too many people off.
It is hard to make a
solid conclusion right now but if the numbers had been impressive and brought
EE a lot of new custom, they would be shouting it from the rooftops and wouldn't
be reporting declines in revenue either.
I hope when the
spectrum auction is over and the other operators get their 4G networks
operational, we can get some real figures about who is using 4G. Are you? If
not, why not? It would be great to hear from you.



I might have been tempted but West Norwood and Wapping are both outside the footprint.