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NewJanuary 15, 2021
Roaming charges to return for some: Free EU roaming an optional e [...]
Flash Report, Reports- Lockdown 1.0 in March-April-May 2020 reduced mobility in London to 65% of its pre-pandemic baseline, swelling time spent at home. London’s mobility tracked a similar decline to Paris and New York City, all hugely reliant on public transport
- Easing lockdowns and good weather slowly led to a mobility recovery through the summer and early autumn, but it sharply declined again after November’s Lockdown 2.0. The mobility decline was greatest in the City of London, which is more acutely affected by working from home
- Each nation in the UK diverged slightly from September due to varying local policies adopted by England, Wales and Scotland to address their public health crises. Notably however, Lockdown 2.0 did not cause mobility to fall to the same degree as late March
- Lockdown 1.0 in March-April-May 2020 reduced mobility in London to 65% of its pre-pandemic baseline, swelling time spent a [...]
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NewJanuary 14, 2021
(UK) COVID-19 and Mobility
Flash Report, Reports- Lockdown 1.0 in March-April-May 2020 reduced mobility in London to 65% of its pre-pandemic baseline, swelling time spent at home. London’s mobility tracked a similar decline to Paris and New York City, all hugely reliant on public transport
- Easing lockdowns and good weather slowly led to a mobility recovery through the summer and early autumn, but it sharply declined again after November’s Lockdown 2.0. The mobility decline was greatest in the City of London, which is more acutely affected by working from home
- Each nation in the UK diverged slightly from September due to varying local policies adopted by England, Wales and Scotland to address their public health crises. Notably however, Lockdown 2.0 did not cause mobility to fall to the same degree as late March
- Lockdown 1.0 in March-April-May 2020 reduced mobility in London to 65% of its pre-pandemic baseline, swelling time spent a [...]
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NewJanuary 13, 2021
Edge Computing – defining the market and business models
Focus Report, ReportsEdge computing is, fundamentally, the placement of processing and analysis capabilities near the edge of the network close to the sources of data to achieve these objectives. This deployment requires a fairly complex value chain of resources and capabilities. As a result, it is taking time for the structure of the edge computing market to emerge, and for the required partnerships and associated business models to develop. We expect this process will take years, as edge computing grows in scale and sophistication from its current rudimentary beginnings.Edge computing is, fundamentally, the placement of processing and analysis capabilities near the edge of the network close to the sources of data to achieve the [...] -
NewJanuary 11, 2021
(UK) Montgomery shakes news market again: JPI, third largest loca [...]
Flash Report, ReportsThe low price paid reflects the dismal prospects for print media, especially regional and local titles relative to national titles. Over the past decade, regional publications were affected at a greater rate than national counterparts by the structural decline of print circulation and advertising, resulting in significantly more closures, as well as issue frequency reductions.The low price paid reflects the dismal prospects for print media, especially regional and local titles relative to national titles. Over the past decade, region [...] -
NewJanuary 11, 2021
Serie A TV rights auction: Deflation looms
Flash Report, ReportsOn Monday, Italy’s Serie A issued its call for tender for its broadcasting rights for the 2021-24 cycle, covering three seasons. Bids are due by 26 January. Currently, Sky holds exclusive coverage of seven games per week with the remaining three fixtures carried by DAZN.On Monday, Italy’s Serie A issued its call for tender for its broadcasting rights for the 2021-24 cycle, covering three seasons. Bids are due by 26 January. C [...] -
January 8, 2021
Future to buy GoCompare Diversification shifts further to ecommer [...]
Focus Report, Reports- Publisher Future paid a premium to acquire listed GoCo, the financial services comparison platform, for a cash and shares deal valued at £594 million, provided GoCo shareholders approve the deal at a vote in January
- For Future, the purchase of GoCo gives it a platform for consumers for whom the service is free, deepens its tech stack and diversifies revenues to affiliate fees earned from ecommerce
- Future's strategy of growth by acquisition has helped offset structural decline in the print portion of the business. The question is whether GoCo will generate sufficient returns to justify the premium paid
- Publisher Future paid a premium to acquire listed GoCo, the financial services comparison platform, for a cash and shares deal valued at £594 milli [...]
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January 8, 2021
Football rights economics: Low broadcasting competition underpins [...]
Focus Report, Reports- Beyond the short-term impact of the COVID crisis, the value of football rights in Europe is heading down
- Lower competitive intensity in the broadcasting market is the main reason, and looks unlikely to be reversed
- The leagues must consider long-term initiatives to broaden demand—cash fixes risk worsening their structural problems
- Beyond the short-term impact of the COVID crisis, the value of football rights in Europe is heading down [...]
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January 7, 2021
Battery backup for telco infrastructure: options and necessity
Focus Report, ReportsThe 2019-20 bushfire season has renewed the focus on battery backup for telco infrastructure. About 88% of the tower outages were caused by power failure and only 1% was were due to direct fire damage. Thus, a better power backup could have significantly improved the emergency response during the bushfires by reducing tower outages.The 2019-20 bushfire season has renewed the focus on battery backup for telco infrastructure. About 88% of the tower outages were caused by power failure and on [...] -
January 4, 2021
Steady now, brighter outlook: European mobile in Q3 2020
Focus Report, Reports- Mobile growth improved very marginally to -3.6% this quarter as roaming revenues were harder hit and competitive intensity bounced back, but usage recovered from the lockdowns in Q2 and cuts to intra-EU calls were annualised
- Italy’s fortunes took a turn for the worse as roaming hit particularly hard and Iliad resurged. After a spate of downgrades to the outlook last quarter, there were some tentative upgrades in Q3 although the tone remains cautious
- The diminished drag from roaming is the primary positive driver from here. Although lockdowns of some degree are in place in Q4, their impact will be less severe than those in Q2
- Mobile growth improved very marginally to -3.6% this quarter as roaming revenues were harder hit and competitive intensity [...]
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December 16, 2020
Brighter outlook: UK mobile market in Q3 2020
Focus Report, ReportsThe UK mobile market outlook is better as the COVID impact eases overall thanks to reduced roaming impact, but the November lockdown (including store closures) will drag. Having become more cautious last quarter, many of the European operators, including BT and Vodafone, have edged their EBITDA outlook up very slightly.- Service revenue declines stabilised at -7% this quarter with a myriad of factors at play: roaming worsening, the end of lockdown taking some pressure off, B2B a mixed bag, and the annualisation of cuts to intra-EU calls
- Ofcom’s second 5G auction will be a focus in January. We expect selective bidding, proceeds of up to £2.7bn, and some wrangling over spectrum trading
- The outlook is better from here as the drag from roaming eases, in contract price rises step up from the spring, Carphone Warehouse diminishes as a factor in the market, and the prospect of consolidation is still on the table
The UK mobile market outlook is better as the COVID [...] -
December 16, 2020
Taking Free-to-Air TV online in Australia: opportunities and chal [...]
Focus Report, Free Sample, ReportsThe report is designed to enumerate the key technical, commercial and equity issues that would arise in the course of such a migration, providing insights and identifying problems that would need to be addressed. Amongst other things, this requires an examination of Australia’s digital infrastructure and its capacity to support television distribution, the media and telecommunications business models that would need to be adapted, and the response of households to the changes in consumer technology that would be required. A household survey was also undertaken to inform this report, and details are included in the Appendix. The report is not a proposal that free-to-air television should entirely move to online delivery, nor is it a strategy to get there. Nor is it a cost-benefit analysis.The report is designed to enumerate the key technical, commercial and equity issues that would arise in the course of such a migration, providing insights and i [...] -
December 15, 2020
Amazon Prime on Sky Q: Now almost fully aggregated
Flash Report, ReportsSky has agreed to host Amazon Prime Video on its platform, effective today. The Amazon app appears in the App section of Sky Q set-top-boxes, which in the UK places it alongside the existing icons of BBC iPlayer, Netflix, Discovery+, Disney+, YouTube and Spotify (it is currently third in prominence).Sky has agreed to host Amazon Prime Video on its platform, effective today. The Amazon app appears in the App section of Sky Q set-top-boxes, which in the UK pl [...] -
December 15, 2020
Australian Macroeconomy
Dashboards, Live DashboardsSectorDecember 14, 2020New Zealand Telco Overview
Dashboards, Live DashboardsSectorDecember 14, 2020Australian Advertising Expenditure
Dashboards, Live DashboardsSectorDecember 11, 2020Discovery+ launch An opportunity to prove essential
Flash Report, ReportsDiscovery has announced the global rollout of its direct-to-consumer (DTC) service, Discovery+. In the US, Discovery has a relatively straightforward story to tell: a stable of channels focused on "real life" content with a single business model—basic cable—pivoting towards DTC distributionDiscovery has announced the global rollout of its direct-to-consumer (DTC) service, Discovery+. In the US, Discovery has a relatively straightforward story to t [...]December 10, 20202021 spectrum auction: Uncertainty prevails (UK)
Flash Report, ReportsCOVID, potential consolidation, implications for ALF pricing and non-contiguous blocks have conspired to make the forthcoming second 5G spectrum auction a highly complicated affair.COVID, potential consolidation, implications for ALF pricing and non-contiguous blocks have conspired to make the forthcoming second 5G spectrum auction a highl [...]December 9, 2020Australian Telco Comps
Dashboards, Live DashboardsSectorDecember 9, 2020Australian Media Comps
Dashboards, Live DashboardsSectorDecember 9, 2020Australian Tech Comparable
Dashboards, Live DashboardsSectorDecember 9, 2020WAAAX vs FAANG : ASX Technology Live Dashboard
Dashboards, Live DashboardsSectorDecember 9, 2020Fintech: Buy Now Pay Later sector performing Live Dashboard
Dashboards, Live DashboardsSectorDecember 9, 2020Australian Pharmaceutical Expenditure Live Dashboard
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