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May 14, 2020

Global advertising platforms

Foxtel Ups and Downs

UK TV set viewing trends

COVID-19 games industry update

UK ITV Q1 2020 results

In this week’s edition, we look at global advertising platforms playing a long game in retail, payments, and logistics, Foxtel Ups and Downs, UK TV set viewing trends, COVID-19 games industry update and UK ITV Q1 2020 results.

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May 7, 2020

Mobile payments

Self-service customer experience channels in ANZ

UK Virgin Media and O2 merger

Telstra and VHA progress 5G plans

In this week’s edition, we look at mobile payments – Australia mobile payments steadily grow, as cash crashes, imperative to improve self-service customer experience channels in ANZ, UK Virgin Media and O2 merger and Telstra and VHA progress 5G plans.

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April 30, 2020

Fetch TV sees growth in FTA

COVID-19 & ANZ Telco

Government launches COVIDSafe

Facebook’s Deal with Reliance Jio

Telstra boosts mobile data

In this week’s edition, we look at Fetch TV increasing its viewing audience, the impact of the COVID-19 crisis on the ANZ Telco market including our forecasts, the launch of COVIDSafe app by the Australian government, Facebook’s deal with Reliance Jio Platforms and Telstra's permanent boost to mobile data in response to COVID-19.

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April 23, 2020

COVID-19 on NZ Telcos

Mobile Black Spot Program

Govt Contact Tracing App

UK online advertising

Historic UK news media

The future of Telehealth

In this week’s edition, we look at the impact of COVID-19 on NZ telco including our consumer survey results, changes to Mobile Blackspot Program, Government Contact Tracing App survey results, UK online advertising during the lockdown, historic UK news media collaboration and our telehealth survey.

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April 17, 2020

COVID-19 impact on ANZ media

Reported Amaysim sale

UK News media challenges

Pay-TV resilience

AirTrunk bought by Macquarie

In this week’s edition, we look at the impact of COVID-19 on ANZ media, reported Amaysim sale/investor process, UK news media challenges, pay-TV resilience in the European market, and the data centre and submarine cable industry in Australia.

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April 9, 2020

COVID-19 impact on mobile

COVID-19 UK TV impact

VHA/TPG Focus on Infrastructure

European mobile in Q4 2019

In this week’s edition, we look at the impact of COVID-19 on Australian mobile, COVID-19's impact on UK TV, VHA's proposal to co-invest in NBN and our views on it, and European mobile performance in Q4 2019.

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April 2, 2020

Football and COVID-19

COVID-19 and fixed broadband

COVID-19 telecoms in the UK

COVID-19 and the UK economy

“Never waste a good crisis”

In this week’s edition, we look at the suspended football season due to COVID-19, the implications of COVID-19 for the fixed broadband in Australia, what ANZ telcos should do to improve their customer channels, and the impact of COVID-19 on UK telecoms and the UK economy as a whole.

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March 26, 2020

COVID-19 based cyberattacks

UK TV’s supply challenge

Amazon’s Premier League

Sports subscribers

In this week’s edition, we look at COVID-19 based cyberattacks and the increase in work from home, UK TV's supply challenge and effect of COVID-19, Amazon's Premier League performance and impact of COVID-19 on the media sector.

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March 19, 2020

NZ mobile payments

Impact of COVID-19 on telcos

Reaching sports audiences

UK ITV FY2019 results

Telecoms investment

In this week’s edition, we invite you to join our market survey to understand how COVID-19 can affect your customers. We also look at the mobile payment in New Zealand, the impact of COVID-19 on the telecom industry, the importance of providing a platform for emerging sports audiences, ITV's FY2019 result and the importance of telecoms infrastructure investment in the current environment.

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March 12, 2020

Webscale playbook: Apple

Fixed Wireless Broadband Substitution

Amazon Advertising

Disney+

GDPR after Brexit

In this week’s edition, we look at the performance of Apple, the increasing threat of fixed wireless broadband substitution, Amazon advertising, Disney+'s non-exclusive deal to be carried on Sky Q and General Data Protection Regulation after Brexit.

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March 5, 2020

NZ telco market outlook

Nine 1H20 update

Virgin Media UK

UK creative economy from the BBC

Optus sport

In this week’s edition, we look at the telco market outlook in New Zealand, Nine 1H20 update, the performance of Virgin Media in the UK, how the BBC brings benefits to the British broadcasting landscape and the wider creative economy and Optus sport secures more content.

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February 27, 2020

Venture welcomes David Kennedy

Sports rights

Vocus 1H20 update

UK Media consumption

Australian Insurtech Market

In this week’s edition, we are pleased to welcome David Kennedy to the Venture Insights team. We also look at the current state of the Australian sports rights market, Vocus 1H20 update, media consumption in the UK and the insurtech market in Australia.

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February 20, 2020

Telstra and Optus earnings update

VHA-TPG merger

Vodafone plods on

Disney’s digital transition

In this week’s edition, we look at Telstra and Optus earnings update, Federal Court approves VHA-TPG merger, the performance of Vodafone in the European market and Disney Q1 2020 results.

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February 13, 2020

NZ 5G update

Webscale Playbook: Facebook

NBN Half Year Results

Sky UK FY19 results

In this week’s edition, we look at 5G update in New Zealand, the performance of Facebook, NBN half year results, and Sky UK FY19 results.

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February 6, 2020

5G progress in Australia

full fibre networks in the UK

Victoria’s Ag-IoT trials

datacentre rankings

advertising forecast in the UK

In this week’s edition, we look at 5G progress in Australia, building out of full fibre networks in the UK, Victoria’s Ag-IoT trials, the latest datacentre rankings and advertising forecast in the UK.

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January 30, 2020

NBN pushes into Business Broadband

Top 5 Media Trends

Launch of NBC’s Peacock

Global Insurtech Trends

UK property market

In this week’s edition, we look at NBN pushing into business broadband, the top 5 media trends in Australia, the launch of NBC’s Peacock streaming service, global insurtech trends, and the classified property market in the UK.

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January 23, 2020

Subscription game services

AI in Media

Data download growth

Kogan MVNO growth

Australian Out-of-Home market

In this week’s edition, we look at the subscription game services, AI in media, Data download growth backed by SVOD , the growth of Kogan, and the Out-of-Home market outlook in Australia.

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January 16, 2020

Australian video market outlook

Netflix’s US subscriber churn

Macquarie to purchase AirTrunk

Vocus’ concerns on NBN

In this week’s edition, we look at the Australian video entertainment market outlook, Netflix's subscriber churn in the US, Macquarie Group's agreement to buy majority stake in AirTrunk, and Vocus' concerns regarding NBN's business broadband.

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January 9, 2020

East coast’s first submarine cable

Lightbox will merge with Neon

Mobile broadband spectrum in 2021

Nokia for 5G infrastructure

In this week’s edition, we look at Australia's first submarine cable on the east coast outside of the Sydney zone, Lightbox's merger with Neon, ACMA's announcement for spectrum auction in 2021 and Vodafone selecting Nokia for its 5G infrastructure.

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December 12, 2019

Facebook’s political advertising
NBN’s business broadband
Auspost launches MVNO
Optus & SWM – Tokyo Olympics

In this week’s edition, we look at the pressure on Facebook over political advertising, NBN continues pushing into business broadband, Auspost launching MVNO, and Optus' partnership with SWM for Tokyo Olympics

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December 5, 2019

ACCC looks into eSims
Champions League
oOh!media upgrades forecasts
Sky NZ to tie-up with TVNZ
Spark launches 5G fixed wireless

In this week’s edition, we look at the ACCC's assessment into eSims and competition, the end of growth cycle for Champions League, oOh!media upgrades forecasts, Sky NZ ties up with TVNZ, and Spark launches 5G fixed wireless.

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November 28, 2019

Australian OOH market outlook

NBN announces price discounts

Telstra focus on InfraCo & 5G

Optus revamps mobile plans

Foxtel to skip Rugby Union

In this week’s edition, we look at the five year market forecasts for the Australian Out-of-Home market, NBN pricing changes, key takeaways from Telstra's Investor Day, Optus' revamped mobile plans and media reports around Foxtel's plans to reportedly skip the Rugby Union.

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November 21, 2019

Telstra Health

UBS Australasia Conference 2019

ACCC to probe Google Fitbit deal

Disney+ launch

In this week’s edition, we look at Telstra Health making inroads in digital health, UBS Australasia Conference 2019, ACCC to probe Google Fitbit deal and the launch of Disney+.

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November 14, 2019

FTAs downgrade earnings

NextDC FY19

Webscale Playbook – Baidu

ACCC criticises Facebook’s fake ads

In this week’s edition, we look at the downgrade in earnings guidance from Australian FTAs, NEXTDC's FY19 results and FY20 outlook, our continuing series on webscale network operators (this week is Baidu) and ACCC's criticism of Facebook's fake ads.

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November 7, 2019

Telstra to offer gaming

Optus’ video streaming with 5G

UK Champions League auction

Shared infrastructure model

In this week’s edition, we look at Telstra's entry into gaming with Microsoft's Xbox All Access, Optus' 5G launch to focus on 4K video streaming, the upcoming Champions League sports rights auction and the UK government's support for a shared infrastructure model in telco.

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October 31, 2019

MVNOs

ACCC taking the fight to Googl

Webscale Playbook – Alphabet

Multiple SVOD subscriptions

In this week’s edition, we look at the rise of energy and business focused MVNOs, the ACCC initiating court proceedings against Google, our continuing series on webscale network operators (this week is Alphabet) and Quadrant PE’s bid to acquire OOH player, QMS Media.

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October 24, 2019

Electricity and Telco Bundling

Programmatic OOH coming soon

Webscale Playbook – Alibaba

Ad buying platform

In this week’s edition, we look at the takeup of Broadband services if offered by an electricity provider (given AGL's interest to acquire Southern Phone), programmatic advertising in OOH, our continuing series on webscale network operators (this week is Alibaba) and Australian broadcasters launching ad buying platform.

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October 17, 2019

Australian gaming market trends

Shared Infrastructure Models

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.

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October 10, 2019

Australian data centre outlook

VI and MTN partnership

Disney removes content from Foxtel

ACCC warns the NBN

In this week’s edition, we look at the market outlook for Australian data centres, Venture Insights’ partnership with MTN Consulting to provide Webscale Network Operator reports, Disney’s plans to pull content from Foxtel and the ACCC’s warning to the NBN on business broadband.

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October 3, 2019

Optus to launch 5G plans

SWM restructures exec structure

Apple News+ launches in Australia

Facebook’s new video tools

In this week’s edition, we look at the upcoming launch of Optus' 5G mobile plans, SWM's restructuring of exec structure, the launch of Apple News+ in Australia, and Facebook’s new video tools.

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September 25, 2019

eSports and 5G

Amazon’s pivot to marketplace

ACCC looks into tech giants

Spark NZ to double down on sports

In this week’s edition, we look at eSports and 5G, Amazon’s pivot to marketplace, Tech giants push back against the ACCC, and Spark NZ to double down on sports.

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September 18, 2019

MVNO in Australia

NBN’s new pricing

AI in telco

Consolidation in food delivery apps

In this week’s edition, we look at NBN’s new pricing proposals, the launch of a new digital only MVNO in Australia, AI use cases in telco, and the potential for consolidation in food delivery apps.

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September 11, 2019

Shareholder primacy

VHA-TPG vs ACCC court proceedings

The rise of Podcasts

Apple announces SVOD launch

In this week’s edition, we invite you to participate in a survey on shareholder primacy and we cover the latest updates from the VHA-TPG vs ACCC court proceedings, the rise of podcasts and the launch of Apple TV+.

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September 4, 2019

Chorus NZ FY19 earnings update

Spark Sport – Rugby World Cup

New MVNO in NZ

TVNZ – digital video drives growth

In this week’s edition, we look at the latest telco and media trends in New Zealand, including Chorus’ FY19 earnings update, Spark ramping up the performance of its sports app in time for the Rugby World Cup, the launch of Kogan Mobile as an MVNO in NZ and TVNZ’s growth in BVOD audiences.

Newsletter Archive

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May 14, 2020

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April 30, 2020

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March 26, 2020

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February 27, 2020

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