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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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January 16, 2020

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January 9, 2020

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December 12, 2019

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December 5, 2019

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November 28, 2019

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November 21, 2019

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November 14, 2019

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November 7, 2019

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October 31, 2019

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October 24, 2019

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October 17, 2019

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October 10, 2019

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October 3, 2019

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September 25, 2019

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September 18, 2019

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September 11, 2019

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September 4, 2019