Reports

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  • New
    May 27, 2020

    Australian Consumer Behavioural Survey – 2020 Part 1: Working [...]

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    This survey report on working from home is the first of three reports based on a behavioural change survey conducted by Venture Insights and commissioned by NBN Co (completed 28th April 2020).
    Sector .
  • New
    May 27, 2020

    Virgin Media UK – Fibre questions remain

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    Virgin Media’s Q1 financial performance was in line with its subdued outlook, with its key problem being a lack of demand (yet) for the ultrafast services that only it can widely provide  
    Sector .
  • New
    May 26, 2020

    Vodafone UK – Struggling for momentum

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    Vodafone’s financial metrics appear to be slowly ticking up and it is making some progress in narrowing its performance gap to peers. Signs that it may be moving away from a discount-led convergence strategy in Germany are very positive  
    Sector .
  • New
    May 25, 2020

    Sport suspension scathes Sky UK – Q1 2020 results

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    BT’s March quarter appeared to have been going reasonably well until COVID-19 hit, with full year guidance still being broadly met, but the new financial year will be hit harder, with BT Sport, SME and new fibre connection revenue particularly vulnerable  
    Sector .
  • May 21, 2020

    Local start-ups drive supply chain improvement and environmental [...]

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    This report is the first of several that will look at the way global platforms are change affecting traditional markets for business and consumer services. This first report provides an overview of their longer-term strategies, and a SWOT analysis of their current position.
    Sector .
  • May 20, 2020

    UK BT – Fibre up, dividends down

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    BT’s March quarter appeared to have been going reasonably well until COVID-19 hit, with full year guidance still being broadly met, but the new financial year will be hit harder, with BT Sport, SME and new fibre connection revenue particularly vulnerable  
    Sector .
  • Magazine stand
    Magazine stand
    May 19, 2020

    UK Journalism on the precipice – Rescue required as financi [...]

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    Journalism is on the precipice with more than £1 billion likely to fall off the industry’s topline. Several years of projected structural revenue decline in advertising and circulation have occurred in just the past few weeks of the coronavirus pandemic, with no letup in sight  
    Sector .
  • May 18, 2020

    UK O2 – Merger in the time of COVID

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    O2’s merger with Virgin Media seems more of a marriage of convenience than a determined pursuit of synergy benefits. With the owners effectively selling their stakes, the combination will be well-advised to exercise caution in any convergence strategy that they pursue  
    Sector .
  • May 14, 2020

    Global advertising platforms playing a long game in retail, payme [...]

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    This report is the first of several that will look at the way global platforms are change affecting traditional markets for business and consumer services. This first report provides an overview of their longer-term strategies, and a SWOT analysis of their current position.
    Sector .
  • May 13, 2020

    UK TV set viewing trends – 2020 lockdown and full year 2019

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    The UK lockdown since mid-March has boosted TV time to levels not seen since 2014, with broadcast TV and online video each growing by nearly 40 minutes/person/day  
    Sector .
  • May 12, 2020

    COVID-19 games industry update – Resilient and (mostly) on [...]

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    Consumer demand for games and consoles has surged during lockdown. Sales are on track for the best year ever, while games production has been resilient, with studios and platforms adapting quickly to distancing and working from home  
    Sector .
  • May 11, 2020

    UK ITV Q1 2020 results – Could be worse, but may get so

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    ITV recorded total advertising Q1 revenues up 2% year-on-year (£426 million) and in line with their 6 March (pre-lockdown) guidance, on the back of a strong February performance of +8%.  
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  • May 8, 2020

    Amazon Q1 2020 results – Profit growth takes a back seat

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    Amazon reported $75bn in net sales, which was largely in line with expectations, and 28% growth in Prime subscription revenue—as Amazon now has more than 150 million Prime subscribers worldwide—cementing its place as the irreplaceable utility for many in lockdown  
    Sector .
  • May 7, 2020

    Mobile payments – Australia mobile payments steadily grow, as c [...]

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    Payment services have been subjected to significant disruption in recent years. Traditional barriers to entry and enabling new entrants to take on financial services firms by unbundling their product suite and offering superior products and customer experiences. Incumbent payments providers, principally banks, have responded by launching new online payment services. At the same time, new entrants have exploited the prevalence of smartphones to offer their own app-based payment services.
    Sector .
  • May 6, 2020

    Imperative to improve self-service customer experience channels

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    Venture recently undertook a one-month CX benchmarking study across 10 ANZ operators, analysing three CX channels (IVRs, Web and social)
    Sector .
  • May 5, 2020

    UK Virgin Media and O2 merger – Desperately seeking synergi [...]

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    The press has reported on an imminent merger of O2 and Virgin Media (UK). This is not likely to be driven by the pursuit of revenue synergies as dis-synergies are more likely if the brands are merged  
    Sector .
  • April 29, 2020

    Unpacking Facebook’s Deal with Reliance Jio Platforms

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    The day opened with the news of Facebook’s mega-investment into Jio Platforms, a wholly-owned subsidiary of Reliance Industries Limited (RIL). For the princely sum of $5.7 billion, or roughly INR 43,000 crores, Facebook will acquire a 9.9% stake in Jio Platforms at an enterprise valuation (EV) of roughly $65 billion.
    Sector .
  • April 27, 2020

    COVID-19 and the ANZ Telco market

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    The lasting impact of the crisis on the Telco market will depend on its effect on the overall economy
    Sector .
  • April 23, 2020

    NZ survey results and COVID-19

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    Amidst the COVID-19 crisis in New Zealand (NZ), social-distancing and quarantine measures are becoming the norm. New Zealand is currently at alert level 4, which means that non-essential businesses have been directed to close.
    Sector .
  • April 22, 2020

    UK online advertising during the lockdown

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    In response to COVID-19 and the associated lockdown and economic crash, advertisers have slashed budgets. Online budgets are not immune  
    Sector .
  • Magazine stand
    Magazine stand
    April 21, 2020

    Historic UK news media collaboration – Government campaign [...]

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    COVID-19 has inspired an industry to collaborate with a nationwide UK Government advertising campaign across the national, regional and local press
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  • April 17, 2020

    COVID-19 impact on ANZ media: major structural and regulatory cha [...]

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    As COVID-19 spreads in Australia, social-distancing and quarantine measures are becoming the norm. This means that a large number of people are now working from their home and spending time indoors. Alternatives to electronic media such as cinemas, live entertainment, and (importantly) sporting events are closed.  While some subscription media will benefit from this situation, those focussed on sport will feel a harsh impact.
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  • April 15, 2020

    Pay-TV resilience – How this time is different

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    When we look back at consumer expenditure on pay-TV and alternative entertainment options during past economic downturns across major countries, we find a broad confirmation of the industry’s comparative resilience
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  • April 14, 2020

    UK News media challenges brought to a head – Structural cha [...]

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    COVID-19 has sent online news surging, with publishers experiencing massive traffic uplift, as trusted news sources become increasingly important