Analyst Views: What did you make of Sky’s quaterly results?

 
Michael Bow
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Sky Atlantic is due to start screening Golden Globe-winning season The Affair next month
IAN WHITTAKER | LIBERUM
The results read very well, especially on the subscriber metrics, although significant changes to KPI disclosure make reading of longer-term trends hard. However, there are some signs the quality of the subscriber base might be coming under pressure.

JULIEN ROCH | BARCLAYS
Churn is again low, confirming that the connected boxes strategy unveiled by the company ... is working superbly. Yes, the market is more competitive in the UK with players offering new alternatives. But Sky has now demonstrated they can still grow nicely thanks to a superior TV product

STEPHEN WILLIAMS | BREWIN DOLPHIN
The benefit of Sky’s good cash flow – and hence dividend yield – is being offset by higher content prices and thus there is greater urgency to develop content in-house.

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