Latest Reports
Latest Reports
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 telco industries in Australia and New Zealand and with global insight from our European partner, Enders.
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November 23, 2020Vodafone: Bright spots and low lights
Flash Report, ReportsThere are some reasons to be cheerful about Vodafone right now—small nuggets of encouragement in its H1 results and the prospect of some market repair in the UK. Annual in-contract price rises of CPI + 3.9% across the UK mobile sector could provide very valuable support -
November 16, 2020FY20 Investor Day – Telstra counting on its 5G leadership to im [...]
Flash Report, ReportsTelstra held its annual Investor Day event on 12th November 2020. Telstra CEO Andy Penn and senior management addressed progress on its T22 strategy, the financial and earnings outlook, changing dynamics in the Enterprise market, progress on the 5G rollout, and changes to the company structure. In this report, we have analysed some of the key announcements from the event and provided our take on the same. -
November 13, 2020Update: The Australian tower market 2020 – Telstra’s TowerCo
Flash Report, Market Outlook, ReportsThe market for traditional macro-towers in Australia is mature. All three carriers have been expanding their tower networks only incrementally in recent years, and site growth is low. 5G will not change this significantly, because 5G base stations are being mounted on existing towers, not new ones. -
November 13, 2020Virgin Media: Subscriber growth renaissance continues
Flash Report, ReportsVirgin Media’s lockdown subscriber surge continued into Q3, as working-from-home highlights the importance of the faster speeds its network can offer.
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November 12, 2020Google News Showcase An olive branch to publishers (and regulator [...]
Flash Report, ReportsOn 1 October, Google CEO Sundar Pichai announced $1 billion for worldwide news publisher partnerships for a novel News Showcase product, helping them to distribute their content to a new audience. -
November 9, 2020BT: Glacially improving outlook
Flash Report, ReportsBT had a fairly mixed September quarter at the revenue level, with post-lockdown recovery evident in a number of areas, such as wholesale/commercial sports, Openreach installation and network build volumes, and consumer mobile net adds, but revenue weakness in mobile roaming (seasonal factors) and consumer fixed (regulator-inspired price cuts) resulted in overall group revenue growth unchanged. -
November 5, 2020MVNO Update: Has the Australian MVNO market peaked?
Market Outlook, ReportsAustralian MVNOs (not including sub-brands) have seen their market share grow from 6% in 2010 to 15% in 2020 with a majority of the growth happening between 2010-2015. However, we believe that MVNOs have reached a peak in Australia in FY20. -
November 4, 2020Channel 4 2019, 2020 and beyond
Flash Report, ReportsChannel 4’s 2019 results were solid but unsurprisingly, greater interest is in how the broadcaster has fared in 2020, and what this might mean for its future -
November 4, 2020O2 Looking beyond the nadir
Flash Report, ReportsThere was just a slight deterioration in trends at O2 this quarter as the COVID drag was fairly constant in total, although varied in mix. However, the iPhone launch in Q4 rather than Q3 was almost as detrimental to total revenue growth which will reverse next quarterSector Telecom. -
October 29, 2020Australia Radio Market Outlook: Radio is secure for now, but comp [...]
Market Outlook, ReportsWe forecast Australian radio industry advertising revenue to grow at 4.2% CAGR over FY20-24, but it faces a gradual decline in its share of total advertising expenditure share (6.5% in FY20 vs 5.9% in FY24). -
October 26, 2020Netflix Q3 2020 results: Returning to pre-COVID levels
Flash Report, ReportsNetflix’s usage and churn are “back to what they were a year ago”, while subscriber growth was down (+2.2 million globally) Two levers contributed to Netflix’s recent explosive growth, adding 26 million subscribers in the first half of the year: the pull-forward effect of the pandemic that saw future subs coming to the service early, and the drop in churn as those intending to leave hung about as there was nothing else to do except watch TV. -
October 22, 2020nbn’s Enterprise Market Strategy: Complementary or Competitive [...]
Focus Report, ReportsSector Telecom. -
October 19, 2020Mediapro stops payments for French football: An opportunity for C [...]
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October 13, 2020Apple 5G iPhone: Telstra’s opportunity for Christmas consumer c [...]
Focus Report, ReportsTelstra has recently announced (12th October 2020) that it has deployed more than 2,000 5G sites covering more than 41 per cent of Australia’s population. In addition, the telco states that it is on track to reach 75% population coverage by June 2021. -
October 9, 2020Australian Household 5G Fixed Wireless Substitution Forecast
Focus Report, ReportsThe advent of 5G, combined with an increase in smart device penetration, has made 5G fixed wireless and mobile broadband more attractive to consumers, and this will lead to a significant growth in wireless broadband usage. As consumers rely more and more on wireless broadband (both mobile and fixed wireless) connectivity, customers may look to cut their fixed broadband connection and rely on wireless devices for broadband connectivity. -
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October 7, 2020WAAAX vs FAANG : ASX Technology Dashboard
Market Outlook, ReportsThis report demonstrates the relative maturity and scale of the FAANGs versus the WAAAXs -
October 7, 2020
European TV & video subscription platforms: Recovery from lo [...]
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October 2, 2020Made in China- TikTok Global between a deal and the precipice
Focus Report, ReportsByteDance is rushing to sell a 20% stake in TikTok Global to Oracle and Walmart at an enterprise value of $60 billion. TikTok otherwise faces a ban in the US on 12 November, subject to legal challenges
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October 1, 2020Commentary: Webscale Capex in 2Q20
Focus Report, ReportsAs WNOs have grown, they’ve developed more sophisticated offerings in the cloud, often targeting specific vertical markets with customized platforms, including telecom. This is impacting how telcos build their networks and develop services. In the last year, webscale partnerships with telcos have expanded, spanning workload shift, joint development, and service partnerships – often supporting 5G. In January, our research partner MTN Consulting flagged the need for more collaboration between telcos, WNOs, and carrier-neutral providers as essential for 5G success as telcos aim to lower their capex outlays.