Fairfax

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  • October 26, 2018

    Video Entertainment Market Outlook: The overall Video Entertainme [...]

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    We anticipate the Australian video market to marginally decline from A$5.48bn in 2018 to A$5.33bn in 2023 driven by a deflationary shift from traditional to digital platforms. While we don’t expect the overall size of the video entertainment market to decline materially, we do expect platform share to change dramatically over the next five years. Pay-TV will remain under pressure as the way video is consumed and paid for changes. Foxtel will offset some of this pressure by its participation in the xVOD market albeit this market will be heavily contested with multiple new players emerging.
  • August 16, 2018

    Fairfax FY18 earnings update: digital remains the main driver

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    On 15th August 2018, Fairfax Media reported its last full year earnings as an independent news publisher. Digital assets remained the key driver of earnings while regional and community print continued its structural decline.        
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  • July 31, 2018

    Nine – Fairfax Merger Flash

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    The proposed A$4.2bn merger of Nine Entertainment and Fairfax Media will produce one of the largest players in the Australian media landscape. This deal is on the  table thanks to the  change in media ownership laws that removed the ‘two out of three’ media ownership rule which prevented one business from owning a TV network, radio station and newspaper in the same market.        
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  • March 8, 2018

    Importance of News Content

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    In an increasingly digital world, the free flow of information has lowered the value of paid news. News providers, which could earlier rely on advertising to subsidise journalism, continue to face aggressive competition from global tech giants and are being forced to find new revenue streams
  • ComCom says no to Fairfax/NZME merger – A short sighted decision
    ComCom says no to Fairfax/NZME merger – A short sighted decision
    May 12, 2017

    ComCom says no to Fairfax/NZME merger – A short sighted decisio [...]

    The merger of NZME and Fairfax Media has been rejected by the New Zealand Commerce Commission.We believe that, although the scale of the merged company could hamper competition within New Zealand, NZCC’s decision is short sighted on an international scale and as a result will significantly damage the print media market in New Zealand.

  • Australian media reforms are sensible …but they come far too late
    Australian media reforms are sensible …but they come far too late
    May 10, 2017

    Australian media reforms are sensible …but they come far too la [...]

    On Saturday 6th May 2017, the Australian Government announced a comprehensive package of media reforms – a feat that had defeated many of its predecessors. The reforms have clearly been designed to offer something for everyone and the response from the industry has been extremely positive, but is it is all too late?

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  • December 21, 2016

    Australia Radio Market Outlook

    The radio market is dominated by five big players, yet is facing disruption from emerging digital competition. We discuss the current and future market trends, considering consumer behaviours, including audio consumption and advertising expenditure. Additionally, taking into account the uniqueness and time spent listening to radio, and the rise of emerging technologies, we consider what radio broadcasters can do in order to retain their position in the market amongst disruption.

  • New Zealand Advertising Market Outlook
    New Zealand Advertising Market Outlook
    October 12, 2016

    New Zealand Advertising Market Outlook

    We discuss the New Zealand Advertising Expenditure market assessing the actual and forecast revenue as well as the key drivers of these for the Digital, Broadcast Television, Print, Radio and Outdoor markets.

  • Digital AdEx Market Outlook – the hunter becomes the hunted
    Digital AdEx Market Outlook – the hunter becomes the hunted
    December 8, 2015

    Digital AdEx Market Outlook – the hunter becomes the hunted

    MVNOs have seen their market share grow in the last few years. However, we believe that we are now at ‘Peak MVNO’, thanks to rising costs, a declining price differential with MNOs and Vodafone’s return to growth. We forecast MVNO’s share to decline to 6.6% in 2020 from 8.3% currently, even as TPG outperforms by gaining share.

  • Ad blocking on iOS 9 – Now you see me, now you don’t
    Ad blocking on iOS 9 – Now you see me, now you don’t
    October 12, 2015

    Ad blocking on iOS 9 – Now you see me, now you don’t

    With mobile AdEx growing at a CAGR of 205% (2011-14) and mobile ad blocking just around the corner, we believe up to A$85m of mobile AdEx pa is at risk. Publishers that are seeing increasing usage on mobile including Fairfax Media, News Australia and Yahoo!7 are most vulnerable to this disruption. In-app ads, paid content and native advertising are the three key solutions for publishers.