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.
-
New
October 22, 2020nbn’s Enterprise Market Strategy: Complementary or Competitive [...]
Focus Report, ReportsSector Telecom. -
New
October 19, 2020Mediapro stops payments for French football: An opportunity for C [...]
Flash Report, Reports -
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. -
-
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, 2020European TV & video subscription platforms: Recovery from lo [...]
Focus Report, Reports -
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
-
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. -
September 24, 2020Australian Advertising Market Outlook 2020: COVID-19 impact will [...]
Market Outlook, ReportsThe story of the year is obviously the impact of COVID 19 and the associated economic slowdown. The -6.8% decline in FY20 AdEx will, among other things, hasten the trend to digital advertising. -
September 17, 2020Australia consumer and SMB broadband pricing trends – Broadband [...]
Focus Report, ReportsBroadband services are critical enablers for access to information, employment, markets and key services. Consumer demand for broadband services has grown rapidly in the last decade with household penetration increasing to 85% in 2019 compared to 64% in 2009. This report analyses the competitive environment in the fixed broadband market, focussing on consumer price trends. In particular, we analyse the major RSPs – Telstra, Optus, TPG and Aussie Broadband to evaluate their broadband offerings in the retail market. -
September 7, 2020Australian Small Business Survey: 5G broadband battleground for O [...]
Focus Report, ReportsThis report presents the survey results across 602 small businesses and highlights their views on willingness to pay, churn intentions and their views on 5G mobile and fixed wireless broadband. The survey was targeted towards the IT decision makers in small businesses, which this survey defined as having an employee count of between 5 – 20 employees. -
September 2, 2020CNNO Playbook: Crown Castle
Flash Report, ReportsThe big three U.S. telcos (AT&T, Verizon and T-Mobile) have historically owned and operated their own towers. However, with rising debt and heavy costs involved in deploying the networks, the big three telcos spun off their tower assets to independent tower companies. AT&T and T-Mobile sold their tower business to Crown Castle; and Verizon disposed of its tower assets to American Tower. It was a win win situation for both the parties, as telcos could monetize their tower assets and pay off their debts. In exchange, tower companies could gain a long term customer. The exit of the big three telcos from the tower space led to the market dominance of American Tower, Crown Castle and SBA in the U.S. tower market segment. -
August 31, 2020Nine, Seven results: COVID impact disguises accelerating FTA reve [...]
Focus Report, ReportsAs we have said previously, the FTA advertising revenue market faces major structural headwinds as audiences transition away from linear television. Both Seven and Nine reported declines in their core FTA advertising businesses in FY19 and FY20. The decline in linear FTA advertising revenue in 1H20, before COVID-19 hit, was 7% YoY. This was an acceleration of the decline compared to FY19, but the effect was of course swamped by the impact of COVID-19 in the second half. As expected, COVID-19 had a disruptive and negative impact, particularly in Q4. This is reflected in the FY20 revenue results, but will flow through into FY21 because the longer-term economic impacts of COVID-19 shutdowns have yet to be felt. To counter this trend and the one-off impact of COVID-19, Seven and Nine are managing the decline of the FTA market by following through with their investments in digital platforms (BVOD), improving yields on existing content, developing programmatic and addressable TV solutions, and cutting costs. SevenWest and Nine were also able to make gains in cost reduction and new revenue growth that kept them in the black. These green shoots give some hope for a digital rebound in the wake of the COVID-19 disruption. However, it will be several years before BVOD is enough to significantly offset FTA declines.Sector Media. -
August 27, 2020The Australian tower market 2020
Focus Report, ReportsThis report assesses the Australian mobile communications tower market and the drivers for tower and small cell demand in Australia. The rollout of 5G and renewed interest in small cell technology is an opportunity to reconsider the financing and ownership of potentially shareable infrastructure. -
August 27, 2020Webscale Playbook: Tencent
Flash Report, ReportsTencent’s meteoric rise into one of the leading internet businesses coincides with China’s internet boom that started at the end of 20th century. According to the ITU estimates, just ~1.8% of China’s total population were internet users in the year 2000 – two years after Tencent was founded – that has now exploded to about 64%. Tencent’s initial journey began with the desktop-based instant messaging offering, QQ (initially QICQ), which slowly gained popularity and provided the company with a strong footprint in the domestic market. The start of the new decade saw more users going mobile with the increased cellphone penetration in the country, which led Tencent to launch its popular mobile instant messaging app, WeChat (Weixin in China) in 2011. -
August 27, 2020New Zealand Telco Market Outlook
Market Outlook, ReportsWe anticipate a negative-growth telecommunications market over the next few years, with broadband growth offset by declines in mobile and fixed voice. -
August 25, 2020UK mobile market in Q2 2020 – Recovery interrupted
Market Outlook, ReportsThe sector was hit harder than expected by COVID-19 with service revenues declining by 7% overall vs a decline of just 1.6% in the previous quarter. Many telecoms operators across Europe have become more negative on the near-term outlook than they were a couple of months ago with full year guidance now downgraded by almost all players -
August 24, 2020UK broadband, telephony and pay TV trends Q2 2020 – Things [...]
Market Outlook, ReportsConsumer broadband, telephony and pay TV market revenue growth plummeted to -6% in Q2 (from -2% in Q1), with all of the ‘big 4’ operators’ revenue growth taking a substantial hit. The reduction in premium sports channel revenue was by far the largest factor, with there being some other lockdown-related negative factors, such as the opportunity cost effect of extra services offered for free by the operators to help their customers during the crisis -
August 21, 2020Virgin Media UK – Indeterminately boosted
Flash Report, ReportsVirgin Media had its strongest subscriber performance for years in Q2, with its (ex-Project Lightning) existing base footprint showing positive growth to add to the subscribers gained on its Project Lightning network extension. This was partly due to temporary factors, with both Openreach and Sky not able to do in-home installations for part of the quarter, but the company has reported some sustained momentum, with the crisis boosting demand for higher speed broadband, and has decided not to implement its usual annual price increase in H2 to avoid the usual accompanying churn and customer dissatisfaction, instead choosing to prioritise subscriber growth to compensate for the ARPU shortfall.