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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
    October 16, 2017

    Consumer Magazine Publishing Part Two: The Power of Brands and In […]

    In a challenging digital marketplace, publishers face a crisis of purpose. To navigate the turbulent seas, publishers must invest more in their brands and the industry as a whole must innovate. Consumer engagement, previously held by magazines, has sailed to social media where young influencers across Instagram, YouTube and Snapchat challenge established norms of content discovery and curation. Magazines are more heterogeneous than is commonly assumed, and strength lies in a distinctive brand. To right the course, we recommend the industry carry out bespoke reviews that outline brand-specific audiences, use-cases and revenue solutions, and exploit systematic audience data to optimise all brand manifestations - with enhanced marketing income a secondary benefit.

  • New
    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?

  • New
    October 12, 2017

    Voice Assistants: Better together?

    ,
    While Virtual Assistants (VA) have existed since 2011, the category only took off after recent advances in Artificial Intelligence and the introduction of the smart speaker. Major players like Apple, Google, Microsoft and Amazon already have their own Virtual Assistants. Asian players are now developing their own. The Microsoft-Amazon collaboration may gain them the edge needed to overcome the slew of new and entrenched players.
  • New
    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.
  • New
    October 10, 2017

    Australian’s long-awaited media reforms pass

    ,
    In September the Australian Government voted in favour of the comprehensive package of media reforms. Following three months of horse trading between the major and independent parties the reforms passed with only minor and uncontroversial changes to those originally proposed by the Liberal Party.
  • October 9, 2017

    Broadband pricing – more bang for your buck

    ,
    As headline price competition continues to remain important, Australian RSPs are looking to other avenues to differentiate their broadband services. Data inclusions, media and bundles are emerging as the next frontier in the battle to capture greater share of the fixed broadband market for Australian RSPs.
  • October 6, 2017

    European mobile in Q2 2017

    European mobile service revenue growth witnessed a rare growth spike this quarter with growth rising to 0.5%, likely due in large part to the reduced impact this quarter from the European roaming cut regulation, but also helped by a slight softening of MTR cuts and continued ‘more-for-more’ price increases. In the upcoming September quarter this roaming regulation holiday will end and the full impact of ‘free roaming’ will be felt, with the impact intensified by the quarter containing the main summer holiday season, thus the spike in mobile service revenue growth is likely to more-than-reverse. ‘Worry free’ data has always had consumer appeal, but it appears to have also reached operator appeal given its improved economics, and given its reported success at improving ARPUs we expect zero-rated launches to continue

  • October 6, 2017

    Consumer Magazine Publishing Part One: The Power of Brands and In […]

    Evidence is mounting that the consumer magazine market is reaching an existential threshold. In this two-part overview of the UK consumer magazine marketplace we are advocating three industry-wide actions. Our conclusion is that brands investing in a unique consumer proposition will be able to outperform the broad industry decline, which, in turn, will accelerate for those brands that under-invest
  • New
    October 16, 2017

    Consumer Magazine Publishing Part Two: The Power of Brands and In […]

    In a challenging digital marketplace, publishers face a crisis of purpose. To navigate the turbulent seas, publishers must invest more in their brands and the industry as a whole must innovate. Consumer engagement, previously held by magazines, has sailed to social media where young influencers across Instagram, YouTube and Snapchat challenge established norms of content discovery and curation. Magazines are more heterogeneous than is commonly assumed, and strength lies in a distinctive brand. To right the course, we recommend the industry carry out bespoke reviews that outline brand-specific audiences, use-cases and revenue solutions, and exploit systematic audience data to optimise all brand manifestations - with enhanced marketing income a secondary benefit.

  • New
    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?

  • New
    October 12, 2017

    Voice Assistants: Better together?

    ,
    While Virtual Assistants (VA) have existed since 2011, the category only took off after recent advances in Artificial Intelligence and the introduction of the smart speaker. Major players like Apple, Google, Microsoft and Amazon already have their own Virtual Assistants. Asian players are now developing their own. The Microsoft-Amazon collaboration may gain them the edge needed to overcome the slew of new and entrenched players.
  • New
    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.
  • New
    October 10, 2017

    Australian’s long-awaited media reforms pass

    ,
    In September the Australian Government voted in favour of the comprehensive package of media reforms. Following three months of horse trading between the major and independent parties the reforms passed with only minor and uncontroversial changes to those originally proposed by the Liberal Party.
  • October 9, 2017

    Broadband pricing – more bang for your buck

    ,
    As headline price competition continues to remain important, Australian RSPs are looking to other avenues to differentiate their broadband services. Data inclusions, media and bundles are emerging as the next frontier in the battle to capture greater share of the fixed broadband market for Australian RSPs.
  • October 6, 2017

    European mobile in Q2 2017

    European mobile service revenue growth witnessed a rare growth spike this quarter with growth rising to 0.5%, likely due in large part to the reduced impact this quarter from the European roaming cut regulation, but also helped by a slight softening of MTR cuts and continued ‘more-for-more’ price increases. In the upcoming September quarter this roaming regulation holiday will end and the full impact of ‘free roaming’ will be felt, with the impact intensified by the quarter containing the main summer holiday season, thus the spike in mobile service revenue growth is likely to more-than-reverse. ‘Worry free’ data has always had consumer appeal, but it appears to have also reached operator appeal given its improved economics, and given its reported success at improving ARPUs we expect zero-rated launches to continue

  • October 6, 2017

    Consumer Magazine Publishing Part One: The Power of Brands and In […]

    Evidence is mounting that the consumer magazine market is reaching an existential threshold. In this two-part overview of the UK consumer magazine marketplace we are advocating three industry-wide actions. Our conclusion is that brands investing in a unique consumer proposition will be able to outperform the broad industry decline, which, in turn, will accelerate for those brands that under-invest

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
    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?

  • New
    October 12, 2017

    Voice Assistants: Better together?

    ,
    While Virtual Assistants (VA) have existed since 2011, the category only took off after recent advances in Artificial Intelligence and the introduction of the smart speaker. Major players like Apple, Google, Microsoft and Amazon already have their own Virtual Assistants. Asian players are now developing their own. The Microsoft-Amazon collaboration may gain them the edge needed to overcome the slew of new and entrenched players.
  • October 4, 2017

    UK Mobile Market Q2 2017

    Mobile service revenue growth continued to improve on a reported basis, rising to 1.1% from 0.3% in the March quarter, but most of this improvement came from a significant dip in the MTR cut drag, with underlying growth improving by a much more modest 0.2ppts. The quarter also benefited from the current round of in-contract price increases, which were more widespread and at a higher level than last year, and also from a brief holiday in the impact of roaming cut regulation, with the full abolition of retail charges only being implemented on 15 June, too late to have a major impact in the current quarter. Looking forward, the roaming regulation holiday will end with a jolt in the September quarter, with a full three months of zero retail roaming charges coinciding with the main holiday season for mobile consumers, which could impact market growth by up to 2ppts by our (tentative) estimates
  • New
    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?

  • New
    October 12, 2017

    Voice Assistants: Better together?

    ,
    While Virtual Assistants (VA) have existed since 2011, the category only took off after recent advances in Artificial Intelligence and the introduction of the smart speaker. Major players like Apple, Google, Microsoft and Amazon already have their own Virtual Assistants. Asian players are now developing their own. The Microsoft-Amazon collaboration may gain them the edge needed to overcome the slew of new and entrenched players.
  • October 4, 2017

    UK Mobile Market Q2 2017

    Mobile service revenue growth continued to improve on a reported basis, rising to 1.1% from 0.3% in the March quarter, but most of this improvement came from a significant dip in the MTR cut drag, with underlying growth improving by a much more modest 0.2ppts. The quarter also benefited from the current round of in-contract price increases, which were more widespread and at a higher level than last year, and also from a brief holiday in the impact of roaming cut regulation, with the full abolition of retail charges only being implemented on 15 June, too late to have a major impact in the current quarter. Looking forward, the roaming regulation holiday will end with a jolt in the September quarter, with a full three months of zero retail roaming charges coinciding with the main holiday season for mobile consumers, which could impact market growth by up to 2ppts by our (tentative) estimates

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
    October 16, 2017

    Consumer Magazine Publishing Part Two: The Power of Brands and In […]

    In a challenging digital marketplace, publishers face a crisis of purpose. To navigate the turbulent seas, publishers must invest more in their brands and the industry as a whole must innovate. Consumer engagement, previously held by magazines, has sailed to social media where young influencers across Instagram, YouTube and Snapchat challenge established norms of content discovery and curation. Magazines are more heterogeneous than is commonly assumed, and strength lies in a distinctive brand. To right the course, we recommend the industry carry out bespoke reviews that outline brand-specific audiences, use-cases and revenue solutions, and exploit systematic audience data to optimise all brand manifestations - with enhanced marketing income a secondary benefit.

  • New
    October 10, 2017

    Australian’s long-awaited media reforms pass

    ,
    In September the Australian Government voted in favour of the comprehensive package of media reforms. Following three months of horse trading between the major and independent parties the reforms passed with only minor and uncontroversial changes to those originally proposed by the Liberal Party.
  • October 6, 2017

    Consumer Magazine Publishing Part One: The Power of Brands and In […]

    Evidence is mounting that the consumer magazine market is reaching an existential threshold. In this two-part overview of the UK consumer magazine marketplace we are advocating three industry-wide actions. Our conclusion is that brands investing in a unique consumer proposition will be able to outperform the broad industry decline, which, in turn, will accelerate for those brands that under-invest
  • New
    October 16, 2017

    Consumer Magazine Publishing Part Two: The Power of Brands and In […]

    In a challenging digital marketplace, publishers face a crisis of purpose. To navigate the turbulent seas, publishers must invest more in their brands and the industry as a whole must innovate. Consumer engagement, previously held by magazines, has sailed to social media where young influencers across Instagram, YouTube and Snapchat challenge established norms of content discovery and curation. Magazines are more heterogeneous than is commonly assumed, and strength lies in a distinctive brand. To right the course, we recommend the industry carry out bespoke reviews that outline brand-specific audiences, use-cases and revenue solutions, and exploit systematic audience data to optimise all brand manifestations - with enhanced marketing income a secondary benefit.

  • New
    October 10, 2017

    Australian’s long-awaited media reforms pass

    ,
    In September the Australian Government voted in favour of the comprehensive package of media reforms. Following three months of horse trading between the major and independent parties the reforms passed with only minor and uncontroversial changes to those originally proposed by the Liberal Party.
  • October 6, 2017

    Consumer Magazine Publishing Part One: The Power of Brands and In […]

    Evidence is mounting that the consumer magazine market is reaching an existential threshold. In this two-part overview of the UK consumer magazine marketplace we are advocating three industry-wide actions. Our conclusion is that brands investing in a unique consumer proposition will be able to outperform the broad industry decline, which, in turn, will accelerate for those brands that under-invest

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 9, 2017

    Broadband pricing – more bang for your buck

    ,
    As headline price competition continues to remain important, Australian RSPs are looking to other avenues to differentiate their broadband services. Data inclusions, media and bundles are emerging as the next frontier in the battle to capture greater share of the fixed broadband market for Australian RSPs.
  • October 6, 2017

    European mobile in Q2 2017

    European mobile service revenue growth witnessed a rare growth spike this quarter with growth rising to 0.5%, likely due in large part to the reduced impact this quarter from the European roaming cut regulation, but also helped by a slight softening of MTR cuts and continued ‘more-for-more’ price increases. In the upcoming September quarter this roaming regulation holiday will end and the full impact of ‘free roaming’ will be felt, with the impact intensified by the quarter containing the main summer holiday season, thus the spike in mobile service revenue growth is likely to more-than-reverse. ‘Worry free’ data has always had consumer appeal, but it appears to have also reached operator appeal given its improved economics, and given its reported success at improving ARPUs we expect zero-rated launches to continue

  • October 5, 2017

    New Zealand Mobile Market Outlook

    ,
    Challenging times driven by increasing competitive intensity, rising data usage and transitioning to new network technologies
  • October 9, 2017

    Broadband pricing – more bang for your buck

    ,
    As headline price competition continues to remain important, Australian RSPs are looking to other avenues to differentiate their broadband services. Data inclusions, media and bundles are emerging as the next frontier in the battle to capture greater share of the fixed broadband market for Australian RSPs.
  • October 6, 2017

    European mobile in Q2 2017

    European mobile service revenue growth witnessed a rare growth spike this quarter with growth rising to 0.5%, likely due in large part to the reduced impact this quarter from the European roaming cut regulation, but also helped by a slight softening of MTR cuts and continued ‘more-for-more’ price increases. In the upcoming September quarter this roaming regulation holiday will end and the full impact of ‘free roaming’ will be felt, with the impact intensified by the quarter containing the main summer holiday season, thus the spike in mobile service revenue growth is likely to more-than-reverse. ‘Worry free’ data has always had consumer appeal, but it appears to have also reached operator appeal given its improved economics, and given its reported success at improving ARPUs we expect zero-rated launches to continue

  • October 5, 2017

    New Zealand Mobile Market Outlook

    ,
    Challenging times driven by increasing competitive intensity, rising data usage and transitioning to new network technologies

Samples

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  • 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
  • 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.
  • 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.

  • 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.

  • 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.

  • New
    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
  • New
    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.
  • July 14, 2017

    Lending Disruption – Fact or fiction?

    ,

    The big four banking oligopoly have had a highly profitable run over the last five years. During this time start-ups have emerged to challenge the dominance of the banks in both consumer lending and business lending markets. Whilst the challengers are growing and gaining traction, the odds are still stacked against many of them. Will they survive and what are the likely outcomes?

  • Free
    September 6, 2017

    National Digital Health Strategy – one byte at a time

    ,
    It’s time to move on from relying on doctors’ memories and the pulling together of fragmented information from across the health system. The National Digital Health Strategy outlines the transformation of the Australian healthcare system from a paper-based records system to a digital one that ensures the right information, at the right place and at the right time.
    $0.00