Latest Reports
Latest
Venture Insights reports inform and enable better decision making through independent, objective, and high quality insights, analysis and thought leadership across the media, digital and teleco industries in Australia and New Zealand and with global insight from our European partner, Enders.
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New
August 21, 2017News, disinformation and Facebook
Our ReportsFacebook content shares suggest that misinformation had broad reach during both US and UK political campaigns, but outright fake news was rare, particularly in the UK. Mis- and disinformation by both established and new publishers was distributed on Facebook, but monetisation took place predominantly off-site, and content was distributed by a wide range of search and social platforms. Facebook has acted to limit the reach of disinformation, but can’t and shouldn’t be expected to do so alone as digital news distribution touches on complex questions including information and democracy, media literacy and heterogeneous cultural and social norms -
New
August 17, 2017UFB Market to 2020 and beyond –Why the Kiwis are winning…
Our ReportsFor much of its history, New Zealand’s fixed broadband market was dominated by a single incumbent. This is no longer the case. Structural separation of the incumbent, along with the UFB Initiative, have thrown the fixed broadband market wide open, unleashing a competitive retail market that is a win-win for everyone. -
New
August 16, 2017Channel 4 relocation and dislocation
Our ReportsChannel 4 revenues and content spend hit record levels in 2016, but the company faces a declining TV advertising market in 2017 due to a weaker economy and competition. The company’s ability to deliver its unique remit to audiences and producers is also under pressure from Government proposals to move staff outside London. Because Channel 4 can only commission, a move will not stimulate a creative cluster. Risks to the remit include the loss of talent and lower content spend due to higher opex -
New
August 16, 2017Virgin Media Q2 2017 results: Mixed quarter, but still the faste [...]
Our ReportsVirgin Media’s subscriber figures in Q2 were a little mixed, with total homes and broadband figures weaker than a year earlier, but pay TV much stronger. ARPU growth fell though, largely due to price increase timing effects, leading to a modest dip in revenue growth. Project Lightning premises passed during the quarter rose to 127k, making at least some progress towards upping its run-rate after changing its roll-out management team and approach, the company declined to give indications of how this will evolve. The broader market context is still one of slowing broadband volume growth, and Virgin Media continues to take market share, being the fastest growing of the ‘big 4’ in both subscriber and RGU volumes -
New
August 16, 2017Follow the Money
Our ReportsAustralia’s VC market continued to advance, with over US$670m of investments made in FY17. Investments were supported by favourable economic and business conditions and record-high fundraising activities.Sector financial services. -
August 15, 2017The 5G Evolution, Part 1 – Enabling Technologies; a Revolutiona [...]
Our ReportsStarting from 2020, the next generation of mobile networks, known as 5G, will have profound impacts not just for major players in the telco industry, but for key players across multiple industries and sectors. -
August 10, 2017Disruption in Aged Care – Rise of the Silver Surfer
Our ReportsAustralia is in the early stages of a ‘silver tsunami’ that will play out over the next three decades. Like its population, the aged care industry is getting long in the tooth and the convergence of an ageing population, aged care reforms, evolving business models and technological disruption is about to reshape multiple areas of the aged care ecosystem. -
August 9, 2017BT Q1 2017/18 results: Back to growth (for now at least)
Our ReportsBT Group revenue returned to growth, at least temporarily, helped by overlapping price rises in consumer, one-off regulated price cuts on leased lines annualising out, and mobile handset sales improving. Regulatory news was unusually positive, with Openreach taking the initiative on FTTP, and BT winning an appeal against damaging leased line regulation, which may end up being significantly eased. BT continues to do well in consumer and struggle in business markets, with the ongoing deceleration in the consumer broadband market the main cloud on the horizon.
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NewAugust 21, 2017
News, disinformation and Facebook
Our ReportsFacebook content shares suggest that misinformation had broad reach during both US and UK political campaigns, but outright fake news was rare, particularly in the UK. Mis- and disinformation by both established and new publishers was distributed on Facebook, but monetisation took place predominantly off-site, and content was distributed by a wide range of search and social platforms. Facebook has acted to limit the reach of disinformation, but can’t and shouldn’t be expected to do so alone as digital news distribution touches on complex questions including information and democracy, media literacy and heterogeneous cultural and social norms -
NewAugust 17, 2017
UFB Market to 2020 and beyond –Why the Kiwis are winning…
Our ReportsFor much of its history, New Zealand’s fixed broadband market was dominated by a single incumbent. This is no longer the case. Structural separation of the incumbent, along with the UFB Initiative, have thrown the fixed broadband market wide open, unleashing a competitive retail market that is a win-win for everyone. -
NewAugust 16, 2017
Channel 4 relocation and dislocation
Our ReportsChannel 4 revenues and content spend hit record levels in 2016, but the company faces a declining TV advertising market in 2017 due to a weaker economy and competition. The company’s ability to deliver its unique remit to audiences and producers is also under pressure from Government proposals to move staff outside London. Because Channel 4 can only commission, a move will not stimulate a creative cluster. Risks to the remit include the loss of talent and lower content spend due to higher opex -
NewAugust 16, 2017
Virgin Media Q2 2017 results: Mixed quarter, but still the faste [...]
Our ReportsVirgin Media’s subscriber figures in Q2 were a little mixed, with total homes and broadband figures weaker than a year earlier, but pay TV much stronger. ARPU growth fell though, largely due to price increase timing effects, leading to a modest dip in revenue growth. Project Lightning premises passed during the quarter rose to 127k, making at least some progress towards upping its run-rate after changing its roll-out management team and approach, the company declined to give indications of how this will evolve. The broader market context is still one of slowing broadband volume growth, and Virgin Media continues to take market share, being the fastest growing of the ‘big 4’ in both subscriber and RGU volumes -
NewAugust 16, 2017
Follow the Money
Our ReportsAustralia’s VC market continued to advance, with over US$670m of investments made in FY17. Investments were supported by favourable economic and business conditions and record-high fundraising activities.Sector financial services. -
August 15, 2017
The 5G Evolution, Part 1 – Enabling Technologies; a Revolutiona [...]
Our ReportsStarting from 2020, the next generation of mobile networks, known as 5G, will have profound impacts not just for major players in the telco industry, but for key players across multiple industries and sectors. -
August 10, 2017
Disruption in Aged Care – Rise of the Silver Surfer
Our ReportsAustralia is in the early stages of a ‘silver tsunami’ that will play out over the next three decades. Like its population, the aged care industry is getting long in the tooth and the convergence of an ageing population, aged care reforms, evolving business models and technological disruption is about to reshape multiple areas of the aged care ecosystem. -
August 9, 2017
BT Q1 2017/18 results: Back to growth (for now at least)
Our ReportsBT Group revenue returned to growth, at least temporarily, helped by overlapping price rises in consumer, one-off regulated price cuts on leased lines annualising out, and mobile handset sales improving. Regulatory news was unusually positive, with Openreach taking the initiative on FTTP, and BT winning an appeal against damaging leased line regulation, which may end up being significantly eased. BT continues to do well in consumer and struggle in business markets, with the ongoing deceleration in the consumer broadband market the main cloud on the horizon.
Technology
All companies are impacted by the evolution of digital technology and the changes in consumer behaviour that it enables. The digital sector is characterised by high growth, a very fast pace of change, constant innovation and increasing complexity.
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NewAugust 17, 2017
UFB Market to 2020 and beyond –Why the Kiwis are winning…
Our ReportsFor much of its history, New Zealand’s fixed broadband market was dominated by a single incumbent. This is no longer the case. Structural separation of the incumbent, along with the UFB Initiative, have thrown the fixed broadband market wide open, unleashing a competitive retail market that is a win-win for everyone. -
August 15, 2017
The 5G Evolution, Part 1 – Enabling Technologies; a Revolutiona [...]
Our ReportsStarting from 2020, the next generation of mobile networks, known as 5G, will have profound impacts not just for major players in the telco industry, but for key players across multiple industries and sectors. -
August 10, 2017
Disruption in Aged Care – Rise of the Silver Surfer
Our ReportsAustralia is in the early stages of a ‘silver tsunami’ that will play out over the next three decades. Like its population, the aged care industry is getting long in the tooth and the convergence of an ageing population, aged care reforms, evolving business models and technological disruption is about to reshape multiple areas of the aged care ecosystem.
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NewAugust 17, 2017
UFB Market to 2020 and beyond –Why the Kiwis are winning…
Our ReportsFor much of its history, New Zealand’s fixed broadband market was dominated by a single incumbent. This is no longer the case. Structural separation of the incumbent, along with the UFB Initiative, have thrown the fixed broadband market wide open, unleashing a competitive retail market that is a win-win for everyone. -
August 15, 2017
The 5G Evolution, Part 1 – Enabling Technologies; a Revolutiona [...]
Our ReportsStarting from 2020, the next generation of mobile networks, known as 5G, will have profound impacts not just for major players in the telco industry, but for key players across multiple industries and sectors. -
August 10, 2017
Disruption in Aged Care – Rise of the Silver Surfer
Our ReportsAustralia is in the early stages of a ‘silver tsunami’ that will play out over the next three decades. Like its population, the aged care industry is getting long in the tooth and the convergence of an ageing population, aged care reforms, evolving business models and technological disruption is about to reshape multiple areas of the aged care ecosystem.
Media
The pace of change in the media industry has reached unprecedented levels. Long established companies face critical challenges, whilst digital challengers are disrupting incumbents and attracting sky high valuations.
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NewAugust 21, 2017
News, disinformation and Facebook
Our ReportsFacebook content shares suggest that misinformation had broad reach during both US and UK political campaigns, but outright fake news was rare, particularly in the UK. Mis- and disinformation by both established and new publishers was distributed on Facebook, but monetisation took place predominantly off-site, and content was distributed by a wide range of search and social platforms. Facebook has acted to limit the reach of disinformation, but can’t and shouldn’t be expected to do so alone as digital news distribution touches on complex questions including information and democracy, media literacy and heterogeneous cultural and social norms -
NewAugust 16, 2017
Channel 4 relocation and dislocation
Our ReportsChannel 4 revenues and content spend hit record levels in 2016, but the company faces a declining TV advertising market in 2017 due to a weaker economy and competition. The company’s ability to deliver its unique remit to audiences and producers is also under pressure from Government proposals to move staff outside London. Because Channel 4 can only commission, a move will not stimulate a creative cluster. Risks to the remit include the loss of talent and lower content spend due to higher opex -
NewAugust 16, 2017
Virgin Media Q2 2017 results: Mixed quarter, but still the faste [...]
Our ReportsVirgin Media’s subscriber figures in Q2 were a little mixed, with total homes and broadband figures weaker than a year earlier, but pay TV much stronger. ARPU growth fell though, largely due to price increase timing effects, leading to a modest dip in revenue growth. Project Lightning premises passed during the quarter rose to 127k, making at least some progress towards upping its run-rate after changing its roll-out management team and approach, the company declined to give indications of how this will evolve. The broader market context is still one of slowing broadband volume growth, and Virgin Media continues to take market share, being the fastest growing of the ‘big 4’ in both subscriber and RGU volumes
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NewAugust 21, 2017
News, disinformation and Facebook
Our ReportsFacebook content shares suggest that misinformation had broad reach during both US and UK political campaigns, but outright fake news was rare, particularly in the UK. Mis- and disinformation by both established and new publishers was distributed on Facebook, but monetisation took place predominantly off-site, and content was distributed by a wide range of search and social platforms. Facebook has acted to limit the reach of disinformation, but can’t and shouldn’t be expected to do so alone as digital news distribution touches on complex questions including information and democracy, media literacy and heterogeneous cultural and social norms -
NewAugust 16, 2017
Channel 4 relocation and dislocation
Our ReportsChannel 4 revenues and content spend hit record levels in 2016, but the company faces a declining TV advertising market in 2017 due to a weaker economy and competition. The company’s ability to deliver its unique remit to audiences and producers is also under pressure from Government proposals to move staff outside London. Because Channel 4 can only commission, a move will not stimulate a creative cluster. Risks to the remit include the loss of talent and lower content spend due to higher opex -
NewAugust 16, 2017
Virgin Media Q2 2017 results: Mixed quarter, but still the faste [...]
Our ReportsVirgin Media’s subscriber figures in Q2 were a little mixed, with total homes and broadband figures weaker than a year earlier, but pay TV much stronger. ARPU growth fell though, largely due to price increase timing effects, leading to a modest dip in revenue growth. Project Lightning premises passed during the quarter rose to 127k, making at least some progress towards upping its run-rate after changing its roll-out management team and approach, the company declined to give indications of how this will evolve. The broader market context is still one of slowing broadband volume growth, and Virgin Media continues to take market share, being the fastest growing of the ‘big 4’ in both subscriber and RGU volumes
Telco
The wireless data revolution that is transforming the telco sector requires ambitious companies to invest in access infrastructure, as demand continues to explode.
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NewAugust 17, 2017
UFB Market to 2020 and beyond –Why the Kiwis are winning…
Our ReportsFor much of its history, New Zealand’s fixed broadband market was dominated by a single incumbent. This is no longer the case. Structural separation of the incumbent, along with the UFB Initiative, have thrown the fixed broadband market wide open, unleashing a competitive retail market that is a win-win for everyone. -
NewAugust 16, 2017
Virgin Media Q2 2017 results: Mixed quarter, but still the faste [...]
Our ReportsVirgin Media’s subscriber figures in Q2 were a little mixed, with total homes and broadband figures weaker than a year earlier, but pay TV much stronger. ARPU growth fell though, largely due to price increase timing effects, leading to a modest dip in revenue growth. Project Lightning premises passed during the quarter rose to 127k, making at least some progress towards upping its run-rate after changing its roll-out management team and approach, the company declined to give indications of how this will evolve. The broader market context is still one of slowing broadband volume growth, and Virgin Media continues to take market share, being the fastest growing of the ‘big 4’ in both subscriber and RGU volumes -
August 15, 2017
The 5G Evolution, Part 1 – Enabling Technologies; a Revolutiona [...]
Our ReportsStarting from 2020, the next generation of mobile networks, known as 5G, will have profound impacts not just for major players in the telco industry, but for key players across multiple industries and sectors.
-
NewAugust 17, 2017
UFB Market to 2020 and beyond –Why the Kiwis are winning…
Our ReportsFor much of its history, New Zealand’s fixed broadband market was dominated by a single incumbent. This is no longer the case. Structural separation of the incumbent, along with the UFB Initiative, have thrown the fixed broadband market wide open, unleashing a competitive retail market that is a win-win for everyone. -
NewAugust 16, 2017
Virgin Media Q2 2017 results: Mixed quarter, but still the faste [...]
Our ReportsVirgin Media’s subscriber figures in Q2 were a little mixed, with total homes and broadband figures weaker than a year earlier, but pay TV much stronger. ARPU growth fell though, largely due to price increase timing effects, leading to a modest dip in revenue growth. Project Lightning premises passed during the quarter rose to 127k, making at least some progress towards upping its run-rate after changing its roll-out management team and approach, the company declined to give indications of how this will evolve. The broader market context is still one of slowing broadband volume growth, and Virgin Media continues to take market share, being the fastest growing of the ‘big 4’ in both subscriber and RGU volumes -
August 15, 2017
The 5G Evolution, Part 1 – Enabling Technologies; a Revolutiona [...]
Our ReportsStarting from 2020, the next generation of mobile networks, known as 5G, will have profound impacts not just for major players in the telco industry, but for key players across multiple industries and sectors.
Samples
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