View

October 16, 2020

Apple 5G iPhone: Telstra’s opportunity for Christmas consumer churn

5G iPhone survey: Are you purchasing the new iPhone 12 this year?

NZ’s fibre regulation progress has lessons for Australia

STV: Pulling the levers for growth

In this weeks newsletter, we take a look at Apple 5G iPhone, 5G iPhone survey, NZ’s fibre regulation progress, STV

View

October 9, 2020

Australian Household 5G Fixed Wireless Substitution Forecast

NZ’s Farmside hits 10,000 rural wireless

European TV & video subscription platforms: Recovery from lockdown, pivot to originals

Back in play: Merger prospects in UK mobile resurrected

In this weeks newsletter, we take a look at Australian Household 5G Fixed Wireless Substitution Forecast, NZ's Farmside hits 10,000 rural wireless, European TV & video subscription platforms, Merger prospects in UK mobile resurrected

View

October 2, 2020

Launching your IoT Strategy: Choosing a LPWAN Network for the Long Haul

WAAX vs FAANG : ASX Technology Dashboard

Mobile Operators Will Take a Measured Approach to 5G Fixed Wireless

Webscale Market Consolidates as US/China Battlelines Are Drawn

In this week’s edition, we look at Launching your IoT Strategy, ASX Technology Dashboard, Mobile Operators Approach to 5G Fixed Wireless, Webscale Market Consolidates

View

September 24, 2020

Australian Advertising Market Outlook 2020: COVID-19 impact will flow into FY21

Commentary: Why NBN fibre expansion will disrupt a lot of industry plans

Warner Music Group IPO: A bet on streaming

In this week’s edition, we look at Australian Advertising Market Outlook 2020, Why NBN fibre expansion will disrupt a lot of industry plans, Warner Music Group IPO

View

September 17, 2020

Australia Consumer and SMB broadband Pricing Trends: broadband differentiation shifts to 5G

New Zealand Telco Tracker: history and forecasts at a glance

European mobile in Q2 2020: Sounding a more cautious note

UK: EE ends relationship with Carphone Warehouse channel

In this week’s edition, we look at Broadband differentiation shifts to 5G, New Zealand Telco Tracker, European mobile in Q2 2020, EE ends relationship with Carphone Warehouse channel

View

September 10, 2020

Australian Small Business Survey
COVID-19 drives digitalisation in disability support
Surging online retail in the UK
Upcoming GDP Outlook report

In this week’s edition, we look at Australian Small Business Survey, COVID-19 drives digitalisation in disability support Surging online retail in the UK, Upcoming GDP Outlook report

View

September 3, 2020

Australian telco tower market

CNNO Playbook: Crown Castle US

Nine, Seven results: COVID impact disguises accelerating FTA adex decline

Fintech: BNPL sector performing strongly

In this week’s edition, we look at Australian telco tower market, CNNO Playbook, Nine, Seven results, BNPL sector performing strongly

View

August 28, 2020

Choosing an LPWAN network for the long haul
New Zealand Telco Market Outlook
Webscale playbook: Tencent
UK mobile market in Q2 2020
UK broadband, telephony and pay TV in Q2 2020

In this week’s edition, we look at IoT White Paper: Choosing an LPWAN network for the long haul, New Zealand Telco Market Outlook: COVID-19 turns a flat market negative, Webscale playbook: Tencent, UK mobile market in Q2 2020, UK broadband, telephony and pay TV in Q2 2020

View

August 20, 2020

Telstra and nbn Co FY20 update

Optus 1QFY20 and Vocus FY20 update

ITV UK H1 2020 results

BT UK – COVID-19 hit, fibre promise

In this week’s edition, we look at Telstra and nbn Co FY20 update, Optus 1QFY20 and Vocus FY20 update, ITV UK H1 2020 results, BT UK – COVID-19 hit, fibre promise

View

August 14, 2020

Foxtel SVOD growth can’t disguise pay TV decline
Mobile wholesale pricing review
Art of the deal – Microsoft swoops for TikTok
O2 UK: COVID and loss of Carphone bite
Sky UK Q2 2020 results

In this week’s edition, we look at Foxtel SVOD growth can’t disguise pay TV decline, mobile wholesale pricing review, Microsoft swoops for TikTok, O2 UK: COVID and loss of Carphone bite, Sky UK Q2 2020 results.

View

August 6, 2020

The New Era of Voice Commerce

Vodafone UK

Facebook’s advertiser boycott

Telstra extends its 5G coverage

In this week’s edition, we look at the New Era of Voice Commerce, Vodafone UK: Growth dips due to COVID, Facebook unmoved by its advertiser boycott and Telstra extends its 5G coverage to 75% by June 2021.

View

July 30, 2020

AU Telecommunications Market

HBO Max

TalkTalk UK

ACCC steps up pressure on platform providers

In this week’s edition, we look at the Australian Telecommunications Market Outlook, HBO Max, TalkTalk UK and the ACCC steps up pressure on platform providers.

View

July 24, 2020

Technology and connectivity critical for Australian SMBs

UK TV broadcasters

UK Betting & gaming advertising

Tasmanian IoT network

In this week’s edition, we look at the importance of technology and connectivity for Australian SMBs, UK TV broadcasters, UK betting and gaming advertising, and IoT network in Tasmania.

View

July 16, 2020

NZ Behavioural Survey

UK Huawei ban

Cinema’s post-pandemic future

Canal+

In this week’s edition, we look at New Zealand Consumer Broadband Behavioural Survey, Huawei ban in the UK, cinema’s post-pandemic future and Canal+

View

July 9, 2020

Advertisers respond to COVID

Telecoms and pay TV in Europe

ACCC identifies ISPs and apps

FTA content rules reform

In this week’s edition, we look at how should digital advertisers respond to the COVID crisis, telecoms and pay TV in Europe, ACCC identifies ISPs and apps that have delivered under COVID-19 and FreeTV calls for FTA content rules. reform

View

July 2, 2020

NZ mobile survey

Disney’s kid channels

Times Radio UK

UK telecom trends

Cyber-warfare in Asia Pacific

In this week’s edition, we look at NZ mobile survey, Disney’s kid channels, Times Radio UK, UK broadband, telephony and pay TV trends in Q1 2020 and the Asia-Pacific region gearing up for heightened cyber-warfare.

View

June 25, 2020

Uniti set to acquire OptiComm

Online customer reviews

European football

TalkTalk UK

State-based cyber attack

In this week’s edition, we look at Uniti set to acquire OptiComm, online customer reviews, European football, TalkTalk UK and state-based cyber attack targeting Australia.

View

June 18, 2020

Local online shopping

Australian Insurtech Market

European mobile in Q1 2020

UK Broadcast television

UK pandemic economy

In this week’s edition, we look at new opportunities in local online shopping, segments and Players in the Australian Insurtech Market, European mobile in Q1 2020, UK roadcast television and the pandemic economy in the UK.

View

June 11, 2020

Mobile churn and buying behaviour of Australian consumers

Netflix – Looking towards 2025

UK mobile market in Q1 2020

In this week’s edition, we look at: Mobile churn and buying behaviour of Australian consumers, Netflix – Looking towards 2025, and UK mobile market in Q1 2020

View

June 4, 2020

Australians increasingly online for health and wellbeing services

Quibi – Adjusting expectations

Amaysim acquires OVO Mobile

Optus Q4FY20

Women and UK TV

In this week’s edition, we look at: Australians increasingly online for health and wellbeing services, Quibi – Adjusting expectations, Amaysim acquires OVO Mobile, Optus Q4FY20, and Women and UK TV

View

May 28, 2020

Australian Consumer Behavioural Survey Part 1

Sky UK – Q1 2020 results

Vodafone UK – Struggling for momentum

Virgin Media UK – Fibre questions remain

In this week’s edition, we look at: Australian Consumer Behavioural Survey – 2020 Part 1: Working from Home, Sky UK – Q1 2020 results, Vodafone UK – Struggling for momentum, Virgin Media UK – Fibre questions remain

View

May 21, 2020

Local start-ups drive supply chain

UK O2 – Merger

UK Journalism on the precipice

UK BT – Fibre up, dividends down

Vocus to acquire Stuff Fibre

In this week’s edition, we look at: Local start-ups drive supply chain improvement and environmental sustainability, UK O2 – Merger in the time of COVID, UK Journalism on the precipice, UK BT – Fibre up, dividends down, Vocus to acquire Stuff Fibre & UFF sold to Australian investors.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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

View

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.

View

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.

View

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+.

View

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.

View

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.

View

October 31, 2019

MVNOs

ACCC taking the fight to Google

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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.

View

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+.

View

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

View

October 16, 2020

View

October 9, 2020

View

October 2, 2020

View

September 24, 2020

View

September 17, 2020

View

September 10, 2020

View

September 3, 2020

View

August 28, 2020

View

August 20, 2020

View

August 14, 2020

View

August 6, 2020

View

July 30, 2020

View

July 24, 2020

View

July 16, 2020

View

July 9, 2020

View

July 2, 2020

View

June 25, 2020

View

June 18, 2020

View

June 11, 2020

View

June 4, 2020

View

May 28, 2020

View

May 21, 2020

View

May 14, 2020

View

May 7, 2020

View

April 30, 2020

View

April 23, 2020

View

April 17, 2020

View

April 9, 2020

View

April 2, 2020

View

March 26, 2020

View

March 19, 2020

View

March 12, 2020

View

March 5, 2020

View

February 27, 2020

View

February 20, 2020

View

February 13, 2020

View

February 6, 2020

View

January 30, 2020

View

January 23, 2020

View