{"id":45669,"date":"2026-07-24T08:10:55","date_gmt":"2026-07-24T07:10:55","guid":{"rendered":"https:\/\/www.ispreview.co.uk\/?p=45669"},"modified":"2026-07-24T09:46:27","modified_gmt":"2026-07-24T08:46:27","slug":"virgin-media-o2-uk-suffers-broadband-decline-as-fttp-footprint-hits-9-million-premises","status":"publish","type":"post","link":"https:\/\/www.ispreview.co.uk\/index.php\/2026\/07\/virgin-media-o2-uk-suffers-broadband-decline-as-fttp-footprint-hits-9-million-premises.html","title":{"rendered":"Virgin Media O2 UK Suffers Broadband Customer Decline as FTTP Footprint Hits 9M Premises"},"content":{"rendered":"<p>The latest Q2 2026 results from network operators <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/go\/vm\" rel=\"nofollow\" target=\"_blank\">Virgin Media<\/a> and <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/go\/o2uk\" rel=\"nofollow\" target=\"_blank\">O2<\/a> (VMO2) have today reported a fall in consumer broadband customers of -28,200 to total 5,417,900 (vs -5.3k in Q1), while their mobile base declined slightly to total 46.428m (down from 46.44m) and outdoor <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/5g\">5G<\/a>+ (5GSA) population coverage remains at 86%.<!--more--><\/p>\n<p>The results confirm that <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/go\/vm\" rel=\"nofollow\" target=\"_blank\">Virgin Media<\/a> and <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/nexfibre\" target=\"_blank\">nexfibre<\/a>&#8217;s combined UK broadband network now reaches a total of 18,811,600 <strong>Homes Serviceable<\/strong> (up slightly from 18,796,600 in Q1). The results also reveal that a total of 9 million <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/go\/vm\" rel=\"nofollow\" target=\"_blank\">Virgin Media<\/a> and <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/nexfibre\" target=\"_blank\">nexfibre<\/a> premises (footprint) are now covered by full fibre (<a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/fttp\">FTTP<\/a>) lines &#8211; using XGS-PON and RFOG technology, which is up from nearly 8.7m in Q1.<\/p>\n<div class=\"bq2\"><strong>NOTE:<\/strong> Virgin Media and <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/go\/giffgaffmobile\" rel=\"nofollow\" target=\"_blank\">giffgaff<\/a> are currently the only major retail ISPs on <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/nexfibre\" target=\"_blank\">nexfibre<\/a>\u2019s open access full fibre network and both share some of the same parentage.<\/div>\n<p>As usual most of the above change is coming from Virgin Media&#8217;s ongoing efforts to upgrade existing <strong>Hybrid Fibre Coax<\/strong> (HFC) areas to <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/fttp\">FTTP<\/a>, which is currently in the process of being boosted by a complementary upgrade programme via nexfibre as part of the <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/netomnia\" target=\"_blank\">Netomnia<\/a> deal (<a href=\"https:\/\/www.ispreview.co.uk\/index.php\/2026\/02\/netomnia-agree-uk-broadband-merger-deal-with-owners-of-virgin-media-o2.html\">here<\/a>). Nexfibre&#8217;s network, by itself, currently still accounts for around 2.6+ million <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/fttp\">FTTP<\/a> premises.<\/p>\n<p>Sadly Virgin Media has long stopped giving any solid figures for their Pay TV (video) base, but we do get these.<\/p>\n<blockquote style=\"line-height: 30px;\"><p><span style=\"color: #339966;\"><strong>VMO2 Q2 2026 UK Customer (Connection) Figures<\/strong><\/span><br \/>\n5,417,900 Consumer Broadband \u2013 (up\/down from 5,446,100 in Q1)<br \/>\n46,428,700 Mobile inc. Wholesale \u2013 (up\/down from 46,446,500)<\/p><\/blockquote>\n<p>On the financial front, VMO2 reported total revenue of \u00a32,398.9m in Q2 2026, which is up from \u00a32,390.1m last quarter.<\/p>\n<blockquote class=\"bq1\"><p><strong>Lutz Sch\u00fcler, CEO of VMO2, said:<\/strong><\/p>\n<p>&#8220;Our performance in Q2 is in line with our full year guidance. It reflects the continued navigation of a highly-competitive market backdrop, a focus on execution and transformation in our three operating areas \u2013 consumer, B2B and wholesale \u2013 and a relentless commitment to improving customer experience and building strong foundations for future growth.<\/p>\n<p>Underpinned by significant investment, we are making good progress against our long-term strategy with a fibre footprint reaching 9 million premises; the largest <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/5g\">5G<\/a>+ network in the country; the expansion of innovative new services like <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/go\/o2uk\" rel=\"nofollow\" target=\"_blank\">O2<\/a> <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/satellite\">Satellite<\/a>; a new wholesale partnership; and a clear transformation of our customer service, with faster issue resolution and significantly lower complaint levels.&#8221;<\/p><\/blockquote>\n<p>Once again it&#8217;s important to highlight how VMO2&#8217;s figures for broadband customers no longer include their fixed business base (started last quarter), so we&#8217;re now only able to count their consumer base in the total. Otherwise, there&#8217;s not a lot to report while we wait for the outcome of VMO2\/nexfibre&#8217;s acquisition of <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/netomnia\" target=\"_blank\">Netomnia<\/a>, although network construction and other revenue decreased 95.9% in the quarter, reflecting the expected reduction in low-margin nexfibre construction activity. Consumer fixed ARPU also decreased 4.6% to \u00a346.56.<\/p>\n<blockquote><p><span style=\"color: #339966;\"><strong>Headline Figures (Official Summary)<\/strong><\/span><\/p>\n<p><strong>Customers<\/strong><\/p>\n<ul>\n<li><strong>Consumer Fixed-Line:<\/strong>&nbsp;Total consumer fixed customer base stands at 5.5m with a -30k customer reduction in Q2 2026, a ~23k improvement vs Q2 2025.<\/li>\n<li><strong>Mobile:<\/strong>&nbsp; Total mobile connections across the <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/go\/o2uk\" rel=\"nofollow\" target=\"_blank\">O2<\/a> network stand at 46.4m \u2013 this includes O2, <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/go\/giffgaffmobile\" rel=\"nofollow\" target=\"_blank\">giffgaff<\/a>, O2 Business, IOT and MVNOs such as <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/go\/skymobile\" rel=\"nofollow\" target=\"_blank\">Sky Mobile<\/a> and <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/go\/tescomobile\" rel=\"nofollow\" target=\"_blank\">Tesco Mobile<\/a>\n<ul>\n<li>Mobile contract connections stand at 24.5m with a reduction of -29k connections in Q2 \u2013 a ~30k improvement vs Q1. Consumer mobile contract ARPU remained stable.<\/li>\n<li>Wholesale contract connections base increased by ~34k in Q2 reinforcing VMO2\u2019s strong position in the mobile wholesale market.<\/li>\n<\/ul>\n<\/li>\n<li><strong><u><a href=\"https:\/\/news.virginmediao2.co.uk\/transforming-our-service-how-were-investing-to-better-support-every-customer\/\">Customer service turnaround strategy<\/a><\/u><\/strong>&nbsp;is continuing to deliver, with a 50% reduction in Virgin Media broadband complaints YoY and a 57% reduction in O2 complaints vs Q4 2025, with levels now back to previous lows.<\/li>\n<\/ul>\n<p><strong>Ongoing investment in fibre and <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/5g\">5G<\/a><\/strong><\/p>\n<ul>\n<li><strong>Investment:<\/strong>&nbsp;Around \u00a31bn invested in H1 of 2026<\/li>\n<li><strong>Total fixed-line premises serviceable:<\/strong>&nbsp;18.8m premises (all with access to speeds of at least 1Gbps)<\/li>\n<li><strong>5G coverage:<\/strong> 5G Standalone now available to 86% of the outdoor population \u2013 making it the largest 5G+ network in the UK<\/li>\n<li><strong>Expansion of devices for O2 <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/satellite\">Satellite<\/a> &#8211; <\/strong>the first UK mobile network to switch on direct-to-device <a href=\"https:\/\/www.ispreview.co.uk\/index.php\/link\/satellite\">satellite<\/a> connectivity, increasing landmass coverage to 95%. Compatible Apple iPhone and Google Pixel devices can now use the service.<\/li>\n<li><strong>Full Fibre footprint:<\/strong>&nbsp;9m premises \u2013 a mix of continued fibre upgrades and the nexfibre joint venture footprint<\/li>\n<\/ul>\n<p><strong>Q2 Financials \u2013 in line with stated full year guidance metrics<\/strong><\/p>\n<ul>\n<li><strong>Total Revenue<\/strong> (adjusted for Daisy transaction): \u00a32.4bn (-7.9%)<\/li>\n<li><strong>Total Service Revenue <\/strong>(adjusted for Daisy transaction): \u00a32.0bn (-3.9%)<\/li>\n<li><strong>Adjusted EBITDA <\/strong>(adjusted for Daisy transaction): \u00a3975m (-2.9%)<\/li>\n<li><strong>Adjusted FCF: <\/strong>\u00a3232m<\/li>\n<\/ul>\n<p><strong>2026 Guidance reconfirmed<\/strong><\/p>\n<ul>\n<li><strong>Total service revenue<\/strong> decline of 3 to 5% year-over-year, adjusted for the Daisy transaction<\/li>\n<li><strong>Adjusted EBITDA<\/strong> decline of 3 to 5% year-over-year, adjusted for the Daisy transaction<\/li>\n<li><strong>Investment <\/strong>of \u00a32.0 to \u00a32.2 billion<\/li>\n<li><strong>Adjusted Free Cash Flow<\/strong> and cash distributions to shareholders both around \u00a3200 million<\/li>\n<\/ul>\n<\/blockquote>\n<p>Check out the <a href=\"https:\/\/news.virginmediao2.co.uk\/wp-content\/uploads\/2026\/07\/Virgin-Media-O2-Q2-2026-Earnings-Release.pdf\" target=\"_blank\" rel=\"noopener\"><strong>Q2 2026 VMO2 results here<\/strong><\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The latest Q2 2026 results from network operators Virgin Media and O2 (VMO2) have today reported a fall in consumer broadband customers of -28,200 to total 5,417,900 (vs -5.3k in Q1), while their mobile base declined slightly to total 46.428m (down from 46.44m) and outdoor 5G+ (5GSA) population coverage remains at 86%.<\/p>\n","protected":false},"author":1,"featured_media":31718,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ngg_post_thumbnail":0,"footnotes":""},"categories":[1],"tags":[406,472,419,56,45,42,88,60,2714,32,77,34,475],"class_list":["post-45669","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uk_isp_news","tag-5g","tag-business","tag-docsis3-1","tag-fttp","tag-video-streaming","tag-iptv","tag-ipv6","tag-mobile-broadband","tag-nexfibre","tag-o2","tag-satellite","tag-statistics","tag-virgin-media"],"share_on_mastodon":{"url":"https:\/\/mastodon.social\/@ispreview\/116973709415318756","error":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Virgin Media O2 UK Suffers Broadband Customer Decline as FTTP Footprint Hits 9M Premises - ISPreview UK<\/title>\n<meta name=\"description\" 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