Global & Australian gaming market trends \ Shared Infrastructure Models and O-RAN Vendor Disruption \ Webscale Playbook: Amazon \ Women’s sport in the UK media



 



 

In this week’s edition, we look at the global and Australian gaming market trends, disruption on shared infrastructure models and O-RAN vendor, Venture Insights’ partnership with MTN Consulting to provide Webscale Playbook on Amazon, and women’s sport in the UK media.

CHART OF THE WEEK

Most frequently used locations for playing mobile games in Australia



Source: Venture Insights Consumer Mobile Survey, n=1,026, March 2019

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Global & Australian gaming market trends

Do you game on any of the following platforms?



Source: AV&CO. 2019 INTERNATIONAL GAMING SURVEY

Over the last ten years, the market has transitioned from a console and PC-based opportunity to one that is increasingly mobile first. Across many major markets mobile gaming is now the biggest games opportunity and the broadest in terms of audience size and demographics. This shift has been enabled by improvements to internet infrastructure, from stronger mobile networks to faster wireline bandwidth to better cloud-based delivery models; however, there hasn’t been a significant amount of direct monetisation by telcos, as they have only dipped their toes, at best, into this new source of demand. Venture Insights and Altman Vilandrie & Company conducted a mobile consumer survey which looks at the gaming habits and consumer preferences across Australia, US, UK, China and Japan. Click through to access the free report highlighting key gaming market trends.

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Shared Infrastructure Models and O-RAN Vendor Disruption



With mobile network operators facing increased network spend and still defining incremental 5G revenue opportunities, Venture Insights believes it is time to look again at network sharing models. In particular we believe a focus on regional RAN sharing and small cells may be targets for either joint venture or neutral host players. Venture estimates that Government (States/Federal) and Industry spend at the end of round 6 of the blackspot program could be as high as $1.2B – hence they should consider the customer benefits of active RAN infrastructure sharing and the use of train repeaters to maximise investment outcomes. The O-RAN Alliance currently consists of 22 operator members – highlighting a disruptive play driven by the operators for more competition (read lower prices) and innovation in the RAN market. The response from the global vendor market has been high with ~90 vendor/contributors joining the alliance. Several O-RAN trials have already commenced including Vodafone with Parallel Wireless, Mavenir and Altiostar and Docomo with Fujitsu, NEC and Nokia. Whilst Venture believes that the key pivot for O-RAN takeup will be when MNOs ‘mandate’ O-RAN functionality in their network tenders, incumbency is a powerful position with those vendors being able to respond with price discounts. As a result, the crucial factor (apart from price) will be whether the challenger vendors can also be more innovative. Click through to read our industry presentation at Comms Day Melbourne 2019.

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Webscale Playbook: Amazon



Amazon has evolved leaps and bounds since its creation. From an online bookstore more than two decades ago, it has become a global internet giant that relies heavily on scale and network infrastructure for its diverse businesses. At present, the company’s businesses beyond e-commerce include physical stores, cloud computing, audio/video streaming, advertising, and devices – all of which have millions of customers/users serviced by a strong network infrastructure. The sheer growth across its businesses in the recent years has primed Amazon as one of the leading operators in the network space. Naturally, to cope up with its ever increasing network-related demand, the company is not just spending massively to shore up its infrastructure through vendor partnerships but could be mulling to build some on its own, especially on the hardware side. For a more detailed look at Amazon’s performance and its disruptive impact on the network infrastructure market, click through to read a report from our US partner, MTN Consulting.

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Women’s sport in the UK media

UK TV audience gender split comparison



Source: ENDERS ANALYSIS, BARB/ADVANTEDGE

Women’s sport has become increasingly visible to mainstream audiences in the course of 2019, thanks in large part to coverage of the FIFA Women’s World Cup in June and July. More widely, the BBC’s new Change The Game initiative supplied a variety of women’s sport throughout the summer across its platforms—from football, to cricket, to tennis, to netball. Media coverage of women’s sport is important to society because it contributes to normalising women in sport enough to inspire girls of the next generation. For a more detailed look at how women’s sport in the UK media is moving into the media mainstream, click through to read a report from our UK research partner, Enders Analysis.

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