This morning Kabel Deutschland KDG published its figures for Q3, 2007 reporting a total of 9,155,900 cable homes (Kabel Anschluss), down from 9,571,500 a year before. However, the number of digital homes grew from 132,500 to 654,200. The Kabel Digital pay TV subscription numbers rose from 601,300 to 731,400.
During the quarter ended September 30, 2007 total blended ARPU per RGU for all KDG products increased by 7.3% to €8.23 from €7.67 in the same period last year. Total blended ARPU per subscriber(5) for all KDG product amounted to €9.37. Monthly ARPU(6) for the Kabel Anschluss product amounted to €7.76 in the quarter ended September 30, 2007 compared to €7.39 in the previous year’s same period. For Kabel Digital pay TV ARPU increased by 3.8% to €7.93 during the quarter ended September 30, 2007 (€7.64 during the previous year’s same period).
On September 20, 2007 KDG announced the acquisition of approximately 1.2 million cable subscribers from the Orion Group for €585 million. The cable assets are located in eight German federal states in the Company’s footprint. The closing is expected in spring 2008 after FCO clearance. At the same time, KDG also announced that it was to tender its Primacom shares into the Orion offer.
Kabel Internet and Phone RGUs more than doubled from 211.8 thousand (thereof 95.2 thousand Phone RGUs) at September 30, 2006 to 459.6 thousand (thereof 214.2 thousand Phone RGUs) at September 30, 2007. Monthly ARPU per RGU during the reporting period for Kabel Internet amounted to €14.46 (€16.96 in the quarter ended September 30, 2006) and €24.81 for Kabel Phone (€28.37).
