What does Ofcom's 'loss' of 700,000-odd Freeview-only homes signify for forecasts about DTT penetration, I wonder?
1.2 million boxes were sold in the last quarter, so sales aren't flagging; it's just that most are going to second and third TV sets. That means penetration of the Freeview platform - in the sense of the platform used for the main TV set - is slowing down.
Since Sky Digital growth is also decreasing, cable remains moribund, and IPTV has yet to take off, that suggests a hole could open up in digital TV coverage in the run-up to analogue switchover, since Freeview was supposed to be the platform that delivered the 95% digital TV penetration threshold.
Any gap could conceivably be filled by a re-invigorated NTL/Telewest cable offering under its new Virgin branding, or even IPTV, if BT ever gets its act together.
But I bet the Excel spreadsheets are humming at DCMS and the DTI in a frenetic effort to figure out what this latest mid-course correction might mean for the government's 2012 analogue switchoff plans.