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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.

  • New
    The Internet of All Things - Towards the Hyper-connected World
    The Internet of All Things - Towards the Hyper-connected World
    November 17, 2017

    IoT Growth and Cyber Security

    The Internet of Things represents a significant and growing target area for cyber criminals. Individuals, businesses and governments need to include IoT related cyber risks in their security controls and plans.

    Sector , .
  • New
    November 15, 2017

    Classifieds Marketing Outlook: All Segments

    The Online Classifieds market recorded robust growth of 18.3% between 2014 and 2016, with Real Estate Classifieds witnessing a surge of 20.5%. This was followed by Employment Classifieds and Auto Classifieds with 17.4% and 13.6%, respectively. Growth in the overall Classifieds segment is expected to slow to 5.6% between CY17 and CY21. The CAGR for all three major segments is estimated to slow to 5–6%. We expect more entrants to try and disrupt the market with unique business models. Whether they succeed will depend on the strength of the incumbents and the type of Online Classifieds segment. In addition to doubling down on their mobile strategy, players in the Online Classifieds segment are also transforming themselves to leverage synergy and become more valuable to their customers. We expect to witness more acquisitions and product expansions as incumbents try to leverage their dominance to enter new areas in the value chain.
  • New
    November 13, 2017

    PSB: Working with the frenemy

    Public service broadcasting (PSB) and the entire unique broadcasting ecosystem face huge challenges from global tech giants with deep pockets, data insights and scant regard for PSB prominence. All three pillars of the PSB model are threatened: content supply, distribution and advertising. The further threat of digital terrestrial TV (DTT) spectrum being reduced or turned off in c.2030 is real and PSBs must have a migration path in place. PSBs can counter some challenges through increased investment in content relevant to the UK consumer. But, recognising the aligned interests with pay-TV platforms of Sky and Virgin Media, collaboration between the parties is integral to the long-term future of PSB
    Sector , .
  • November 8, 2017

    Premier League: winner’s curse

    The Premier league (PL) will be hoping for another huge increase in rights payments in the upcoming auction for the three seasons starting 2019/20. Aggressive competition between BT Sport and Sky has led to hyperinflation of most premium sports rights. Sport now accounts for two thirds of multichannel content spend, but only 8% of its viewing. BT’s current financial position makes it difficult to justify expansion or further hyperinflation of its PL rights portfolio, but it cannot withdraw completely
    Sector , , .
  • Free
    November 6, 2017

    Green Hydrogen – Opportunity or hype?

    ,
    Hydrogen as an energy carrier has long been discussed as a pathway to a greener future and although technology progress has been slow, recent developments point to tangible progress.Diversity of sources, security and flexibility within Australia’s energy system is the key to a reliable energy future; hydrogen could play an important role alongside other energy technologies.
  • November 2, 2017

    Automotive Marketing Outlook: 2017

    The Australian car market is growing at a nominal rate and is expected to be unaffected by the winding up of local car production. Car sales have reached records levels, though the growth going forward will not be as fast as it was previously. Although new car sales are on the rise, they continue to be outpaced by used car sales. The CommSec car affordability index has hit the highest level since 1976, and vehicle sales are expected to reach 1.2m by 2023. Auto advertising is a major contributor to advertising expenditure. Auto advertising contributes 18% to total display advertising and 16% to the classifieds market. Vehicle advertising expenditure totalled A$689mn in 2016 and is expected to grow 21.3% to A$835mn in 2017. Carsales continues to be the dominant player in the online marketplace for cars. The company has over half of all car listings, and was the key beneficiary of the print to online shift. Although dealerships are expected to survive the closure of domestic production, they are facing a new threat in the form of digital disruption. New players are selling new and used cars online at relatively lower prices. Dealers would be required to incorporate digital into their value proposition in order to sustain their business.
  • October 30, 2017

    Google’s golden age of search

    Google has beaten Facebook in mobile revenue growth, and competes successfully in retail search with Amazon. Intelligent user interfaces based on machine learning have become a core competitive strength, with social and messaging the main remaining weak points. Rising political pressure due to Google’s growing scale and influence is now a bigger concern than commercial risk, as the threat of regulatory intervention limits strategic options in partnerships, M&A and integration.
    Sector , .
  • October 26, 2017

    Supply of news in the UK

    ,
    Since Communications Act 2003, the number of national news outlets supplied on broadcast and in print has been stable. Adoption of multi-channel TV, supported by Freeview, has augmented the number of homes accessing on a free-to-air basis five "all news" channels (BBC News, BBC Parliament, Sky News, CNN, Russia Today), with many more all news channels served on pay-TV platforms. Original news production has been transformed by digital tools and Twitter occupies the centre of the journalism ecosystem. Jobs devoted to news production are in recovery, although mask a decline in newspapers to the benefit of online mainly. Expansion of fixed-line broadband and, more recently, consumer adoption of mobile broadband and connected devices, have made the internet a platform for the supply of and consumption of all news services. Broadcasters serve eponymous text-based websites, all newspapers serve websites, and native news outlets have entered the market due to low barriers to entry. Prominent native brands in the political genre include Buzzfeed, HuffPost and Politico
  • New
    The Internet of All Things - Towards the Hyper-connected World
    The Internet of All Things - Towards the Hyper-connected World
    November 17, 2017

    IoT Growth and Cyber Security

    The Internet of Things represents a significant and growing target area for cyber criminals. Individuals, businesses and governments need to include IoT related cyber risks in their security controls and plans.

    Sector , .
  • New
    November 15, 2017

    Classifieds Marketing Outlook: All Segments

    The Online Classifieds market recorded robust growth of 18.3% between 2014 and 2016, with Real Estate Classifieds witnessing a surge of 20.5%. This was followed by Employment Classifieds and Auto Classifieds with 17.4% and 13.6%, respectively. Growth in the overall Classifieds segment is expected to slow to 5.6% between CY17 and CY21. The CAGR for all three major segments is estimated to slow to 5–6%. We expect more entrants to try and disrupt the market with unique business models. Whether they succeed will depend on the strength of the incumbents and the type of Online Classifieds segment. In addition to doubling down on their mobile strategy, players in the Online Classifieds segment are also transforming themselves to leverage synergy and become more valuable to their customers. We expect to witness more acquisitions and product expansions as incumbents try to leverage their dominance to enter new areas in the value chain.
  • New
    November 13, 2017

    PSB: Working with the frenemy

    Public service broadcasting (PSB) and the entire unique broadcasting ecosystem face huge challenges from global tech giants with deep pockets, data insights and scant regard for PSB prominence. All three pillars of the PSB model are threatened: content supply, distribution and advertising. The further threat of digital terrestrial TV (DTT) spectrum being reduced or turned off in c.2030 is real and PSBs must have a migration path in place. PSBs can counter some challenges through increased investment in content relevant to the UK consumer. But, recognising the aligned interests with pay-TV platforms of Sky and Virgin Media, collaboration between the parties is integral to the long-term future of PSB
    Sector , .
  • November 8, 2017

    Premier League: winner’s curse

    The Premier league (PL) will be hoping for another huge increase in rights payments in the upcoming auction for the three seasons starting 2019/20. Aggressive competition between BT Sport and Sky has led to hyperinflation of most premium sports rights. Sport now accounts for two thirds of multichannel content spend, but only 8% of its viewing. BT’s current financial position makes it difficult to justify expansion or further hyperinflation of its PL rights portfolio, but it cannot withdraw completely
    Sector , , .
  • Free
    November 6, 2017

    Green Hydrogen – Opportunity or hype?

    ,
    Hydrogen as an energy carrier has long been discussed as a pathway to a greener future and although technology progress has been slow, recent developments point to tangible progress.Diversity of sources, security and flexibility within Australia’s energy system is the key to a reliable energy future; hydrogen could play an important role alongside other energy technologies.
  • November 2, 2017

    Automotive Marketing Outlook: 2017

    The Australian car market is growing at a nominal rate and is expected to be unaffected by the winding up of local car production. Car sales have reached records levels, though the growth going forward will not be as fast as it was previously. Although new car sales are on the rise, they continue to be outpaced by used car sales. The CommSec car affordability index has hit the highest level since 1976, and vehicle sales are expected to reach 1.2m by 2023. Auto advertising is a major contributor to advertising expenditure. Auto advertising contributes 18% to total display advertising and 16% to the classifieds market. Vehicle advertising expenditure totalled A$689mn in 2016 and is expected to grow 21.3% to A$835mn in 2017. Carsales continues to be the dominant player in the online marketplace for cars. The company has over half of all car listings, and was the key beneficiary of the print to online shift. Although dealerships are expected to survive the closure of domestic production, they are facing a new threat in the form of digital disruption. New players are selling new and used cars online at relatively lower prices. Dealers would be required to incorporate digital into their value proposition in order to sustain their business.
  • October 30, 2017

    Google’s golden age of search

    Google has beaten Facebook in mobile revenue growth, and competes successfully in retail search with Amazon. Intelligent user interfaces based on machine learning have become a core competitive strength, with social and messaging the main remaining weak points. Rising political pressure due to Google’s growing scale and influence is now a bigger concern than commercial risk, as the threat of regulatory intervention limits strategic options in partnerships, M&A and integration.
    Sector , .
  • October 26, 2017

    Supply of news in the UK

    ,
    Since Communications Act 2003, the number of national news outlets supplied on broadcast and in print has been stable. Adoption of multi-channel TV, supported by Freeview, has augmented the number of homes accessing on a free-to-air basis five "all news" channels (BBC News, BBC Parliament, Sky News, CNN, Russia Today), with many more all news channels served on pay-TV platforms. Original news production has been transformed by digital tools and Twitter occupies the centre of the journalism ecosystem. Jobs devoted to news production are in recovery, although mask a decline in newspapers to the benefit of online mainly. Expansion of fixed-line broadband and, more recently, consumer adoption of mobile broadband and connected devices, have made the internet a platform for the supply of and consumption of all news services. Broadcasters serve eponymous text-based websites, all newspapers serve websites, and native news outlets have entered the market due to low barriers to entry. Prominent native brands in the political genre include Buzzfeed, HuffPost and Politico

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.

  • New
    The Internet of All Things - Towards the Hyper-connected World
    The Internet of All Things - Towards the Hyper-connected World
    November 17, 2017

    IoT Growth and Cyber Security

    The Internet of Things represents a significant and growing target area for cyber criminals. Individuals, businesses and governments need to include IoT related cyber risks in their security controls and plans.

    Sector , .
  • Free
    November 6, 2017

    Green Hydrogen – Opportunity or hype?

    ,
    Hydrogen as an energy carrier has long been discussed as a pathway to a greener future and although technology progress has been slow, recent developments point to tangible progress.Diversity of sources, security and flexibility within Australia’s energy system is the key to a reliable energy future; hydrogen could play an important role alongside other energy technologies.
  • October 30, 2017

    Google’s golden age of search

    Google has beaten Facebook in mobile revenue growth, and competes successfully in retail search with Amazon. Intelligent user interfaces based on machine learning have become a core competitive strength, with social and messaging the main remaining weak points. Rising political pressure due to Google’s growing scale and influence is now a bigger concern than commercial risk, as the threat of regulatory intervention limits strategic options in partnerships, M&A and integration.
    Sector , .
  • New
    The Internet of All Things - Towards the Hyper-connected World
    The Internet of All Things - Towards the Hyper-connected World
    November 17, 2017

    IoT Growth and Cyber Security

    The Internet of Things represents a significant and growing target area for cyber criminals. Individuals, businesses and governments need to include IoT related cyber risks in their security controls and plans.

    Sector , .
  • Free
    November 6, 2017

    Green Hydrogen – Opportunity or hype?

    ,
    Hydrogen as an energy carrier has long been discussed as a pathway to a greener future and although technology progress has been slow, recent developments point to tangible progress.Diversity of sources, security and flexibility within Australia’s energy system is the key to a reliable energy future; hydrogen could play an important role alongside other energy technologies.
  • October 30, 2017

    Google’s golden age of search

    Google has beaten Facebook in mobile revenue growth, and competes successfully in retail search with Amazon. Intelligent user interfaces based on machine learning have become a core competitive strength, with social and messaging the main remaining weak points. Rising political pressure due to Google’s growing scale and influence is now a bigger concern than commercial risk, as the threat of regulatory intervention limits strategic options in partnerships, M&A and integration.
    Sector , .

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.

  • New
    November 15, 2017

    Classifieds Marketing Outlook: All Segments

    The Online Classifieds market recorded robust growth of 18.3% between 2014 and 2016, with Real Estate Classifieds witnessing a surge of 20.5%. This was followed by Employment Classifieds and Auto Classifieds with 17.4% and 13.6%, respectively. Growth in the overall Classifieds segment is expected to slow to 5.6% between CY17 and CY21. The CAGR for all three major segments is estimated to slow to 5–6%. We expect more entrants to try and disrupt the market with unique business models. Whether they succeed will depend on the strength of the incumbents and the type of Online Classifieds segment. In addition to doubling down on their mobile strategy, players in the Online Classifieds segment are also transforming themselves to leverage synergy and become more valuable to their customers. We expect to witness more acquisitions and product expansions as incumbents try to leverage their dominance to enter new areas in the value chain.
  • New
    November 13, 2017

    PSB: Working with the frenemy

    Public service broadcasting (PSB) and the entire unique broadcasting ecosystem face huge challenges from global tech giants with deep pockets, data insights and scant regard for PSB prominence. All three pillars of the PSB model are threatened: content supply, distribution and advertising. The further threat of digital terrestrial TV (DTT) spectrum being reduced or turned off in c.2030 is real and PSBs must have a migration path in place. PSBs can counter some challenges through increased investment in content relevant to the UK consumer. But, recognising the aligned interests with pay-TV platforms of Sky and Virgin Media, collaboration between the parties is integral to the long-term future of PSB
    Sector , .
  • November 8, 2017

    Premier League: winner’s curse

    The Premier league (PL) will be hoping for another huge increase in rights payments in the upcoming auction for the three seasons starting 2019/20. Aggressive competition between BT Sport and Sky has led to hyperinflation of most premium sports rights. Sport now accounts for two thirds of multichannel content spend, but only 8% of its viewing. BT’s current financial position makes it difficult to justify expansion or further hyperinflation of its PL rights portfolio, but it cannot withdraw completely
    Sector , , .
  • New
    November 15, 2017

    Classifieds Marketing Outlook: All Segments

    The Online Classifieds market recorded robust growth of 18.3% between 2014 and 2016, with Real Estate Classifieds witnessing a surge of 20.5%. This was followed by Employment Classifieds and Auto Classifieds with 17.4% and 13.6%, respectively. Growth in the overall Classifieds segment is expected to slow to 5.6% between CY17 and CY21. The CAGR for all three major segments is estimated to slow to 5–6%. We expect more entrants to try and disrupt the market with unique business models. Whether they succeed will depend on the strength of the incumbents and the type of Online Classifieds segment. In addition to doubling down on their mobile strategy, players in the Online Classifieds segment are also transforming themselves to leverage synergy and become more valuable to their customers. We expect to witness more acquisitions and product expansions as incumbents try to leverage their dominance to enter new areas in the value chain.
  • New
    November 13, 2017

    PSB: Working with the frenemy

    Public service broadcasting (PSB) and the entire unique broadcasting ecosystem face huge challenges from global tech giants with deep pockets, data insights and scant regard for PSB prominence. All three pillars of the PSB model are threatened: content supply, distribution and advertising. The further threat of digital terrestrial TV (DTT) spectrum being reduced or turned off in c.2030 is real and PSBs must have a migration path in place. PSBs can counter some challenges through increased investment in content relevant to the UK consumer. But, recognising the aligned interests with pay-TV platforms of Sky and Virgin Media, collaboration between the parties is integral to the long-term future of PSB
    Sector , .
  • November 8, 2017

    Premier League: winner’s curse

    The Premier league (PL) will be hoping for another huge increase in rights payments in the upcoming auction for the three seasons starting 2019/20. Aggressive competition between BT Sport and Sky has led to hyperinflation of most premium sports rights. Sport now accounts for two thirds of multichannel content spend, but only 8% of its viewing. BT’s current financial position makes it difficult to justify expansion or further hyperinflation of its PL rights portfolio, but it cannot withdraw completely
    Sector , , .

Telco

The wireless data revolution that is transforming the telco sector requires ambitious companies to invest in access infrastructure, as demand continues to explode.

  • October 25, 2017

    Australia’s 5G roadmap – on your mark, get set, go…

    ,
    While 5G standards are yet to be finalised, it is clear 5G will significantly increase network performance with improved connectivity, faster speeds and very low latency. However, to fully exploit the potential of 5G, the Australian telco market needs a policy framework that prioritises 5G and focuses on spectrum management and deployment strategies.
  • Mounting risks to marketing effectiveness
    Mounting risks to marketing effectiveness
    October 20, 2017

    US ISPs hail the end of online privacy rules

    The Federal Communications Commission’s Privacy Order (FCC) was overturned by the Senate, clearing the way for ISPs to ramp up consumer data-driven advertising revenue. While Google and Facebook dominate digital advertising in the US as in other markets, the US is alone in removing regulatory barriers to ISPs taking a piece of the pie. US ISPs now have a self-regulatory regime for consumer rights on transparency, security and data breaches; but in the UK and EU, privacy advocates prefer enforceable rights
  • Free
    October 19, 2017

    Australian MVNOs are here to stay but…

    , ,
    Australian MVNOs have doubled their market share in the last seven years with BYO and non-contract mobile plans being the primary driver of Australian MVNOs’ success. While MVNOs are still appealing to Australian consumers due to price advantage, new network technologies and rising competition from MNOs both new and incumbent are increasing the competitive intensity.
    Sector , .
  • October 25, 2017

    Australia’s 5G roadmap – on your mark, get set, go…

    ,
    While 5G standards are yet to be finalised, it is clear 5G will significantly increase network performance with improved connectivity, faster speeds and very low latency. However, to fully exploit the potential of 5G, the Australian telco market needs a policy framework that prioritises 5G and focuses on spectrum management and deployment strategies.
  • Mounting risks to marketing effectiveness
    Mounting risks to marketing effectiveness
    October 20, 2017

    US ISPs hail the end of online privacy rules

    The Federal Communications Commission’s Privacy Order (FCC) was overturned by the Senate, clearing the way for ISPs to ramp up consumer data-driven advertising revenue. While Google and Facebook dominate digital advertising in the US as in other markets, the US is alone in removing regulatory barriers to ISPs taking a piece of the pie. US ISPs now have a self-regulatory regime for consumer rights on transparency, security and data breaches; but in the UK and EU, privacy advocates prefer enforceable rights
  • Free
    October 19, 2017

    Australian MVNOs are here to stay but…

    , ,
    Australian MVNOs have doubled their market share in the last seven years with BYO and non-contract mobile plans being the primary driver of Australian MVNOs’ success. While MVNOs are still appealing to Australian consumers due to price advantage, new network technologies and rising competition from MNOs both new and incumbent are increasing the competitive intensity.
    Sector , .

Samples

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  • Free
    August 30, 2017

    ‘Charging’ ahead – Five key trends reshaping the electricit [...]

    ,
    The traditional electricity industry is under significant pressure as rapid advances in technology are upending the electricity value chain. Disruption in electricity is no longer an ‘if’. Think when, how fast and how big. Batteries, renewables, prosumers and distributed electricity systems, electric vehicles and the Internet of Energy are the key trends leading the charge.
  • Free
    September 13, 2017

    AEMO Report – exacerbating our issues not finding solutions

    , ,
    AEMO’s report to the Government appropriately highlights the risks to the NEM following closure of key dispatchable capacity. However, the report and the Government’s reaction adds to the hysteria rather than addressing policy that provides incentives to invest in appropriate generation assets.
    $0.00
  • Free
    August 31, 2017

    Australian airline loyalty programs – reaching new heights

    , ,
    Australian airline loyalty programs have experienced strong growth over the last decade. However, as the saturation point approaches, with increasing competition, the appearance of technological disruptors and a shifting credit card partnership landscape, where should existing players focus to reach the next phase of growth?
    $0.00
  • Free
    October 19, 2017

    Australian MVNOs are here to stay but…

    , ,
    Australian MVNOs have doubled their market share in the last seven years with BYO and non-contract mobile plans being the primary driver of Australian MVNOs’ success. While MVNOs are still appealing to Australian consumers due to price advantage, new network technologies and rising competition from MNOs both new and incumbent are increasing the competitive intensity.
    Sector , .
  • Free
    Batteries have become the mainstream solution to the energy crisi
    Batteries have become the mainstream solution to the energy crisi
    April 19, 2017

    Batteries have become the mainstream solution to the energy crisi [...]

    ,
    Following the blackouts in South Australia, a strong debate around the future of electricity has been sparked within both the state and national governments. We take a closer look at this debate, summarise the causes, consequences and likely outcomes, whilst discussing the impact to the wider Australian energy market.
  • Free
    August 6, 2015

    Disruption In – Banking on disruption

    ,

    Banks act as the intermediary between borrowers and lenders. Digital disruption is the enabling platform that connects borrowers and lenders while circumventing banks. Where banks once relied on scale (including brick and mortar infrastructure), asymmetric information barriers, regulatory barriers and vertical integration – technology is unbundling the value chain. This report is part of our ‘Disruption In’ series and uses our proprietary Disruption Framework to analyse the potential for disruption in the financial services industry.

  • Free
    Primary Health Care Disruption and Market Outlook
    Primary Health Care Disruption and Market Outlook
    November 6, 2015

    Disruption In – Disruption is good for health

    ,

    Our proprietary Disruption Framework has identified the Healthcare industry as vulnerable to disruption. We estimate that A$23b of A$130b (revenue) is susceptible to disruption with a proportion of this at risk with big data in eHealth, point of care testing and mHealth emerging as the key disruptive trends. We believe Telstra will lead the disruption in healthcare.

  • Free
    July 18, 2017

    Disruption in Electricity – an electrifying start to a sunny fu [...]

    ,

    With the appropriate political and regulatory support and after years in the wilderness Australia now approaches a period of rapid change to the way in which it produces and consumes energy. This will mark the end of a ‘lazy’ era of burning fossil fuels and propel Australia’s energy sector toward being regarded as highly innovative with the ability to export our innovation and skills.

  • Free
    October 13, 2017

    Energy Roundtable Breakfast – key findings

    , ,

    What will Australia’s energy future look like in 2030? Will it be business as usual? …… a utopian renewable energy reliant world? …… one powered by nuclear? …… or one with high technological consumption control?

  • Free
    August 16, 2017

    Follow the Money

    , ,
    Australia’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.
    $0.00
  • Free
    October 11, 2017

    Game of Genomes – decoding the future of healthcare

    ,
    Mainstream genomics is still nascent but further decline in sequencing costs will drive adoption. Unprecedented intelligence (i.e. big data) involving the genotypic and phenotypic data of individuals will completely reengineer our health system over the next decade. Genomics is a game changer that will reshape not only the clinical health system but also our personal wellness and lifestyle decisions.
  • Free
    November 6, 2017

    Green Hydrogen – Opportunity or hype?

    ,
    Hydrogen as an energy carrier has long been discussed as a pathway to a greener future and although technology progress has been slow, recent developments point to tangible progress.Diversity of sources, security and flexibility within Australia’s energy system is the key to a reliable energy future; hydrogen could play an important role alongside other energy technologies.