New Zealand Consumer Broadband Behavioural Survey\ UK Huawei ban\ Cinema’s post-pandemic future\ Canal+

 

 


 

 

 

Welcome to the Venture Insights newsletter!
In this week’s edition, we look at: 

 

  • New Zealand Consumer Broadband Behavioural Survey
  • UK Huawei ban
  • Cinema’s post-pandemic future
  • Canal+

 

 

 

CHART OF THE WEEK

 

 

Did you or your household members access online education classes (eg: online school classrooms for students or online training programs for adults) from home in NZ? 



 

 

Source: Venture Insights NZ Consumer Behavioural Survey, April 2020, n=1,011 

 

 

 

New Zealand Consumer Broadband Behavioural Survey

 

 

Do you agree or disagree with the following statements? 



 

 

Source: Venture Insights NZ Consumer Behavioural Survey, April 2020

 

 

The survey report is based on New Zealand broadband behavioural change survey conducted by Venture Insights and commissioned by Chorus (completed 29th April 2020). The aim of the survey was to understand the change in consumers broadband usage behaviour due to COVID-19 for a range of new reasons including work from home, video conferencing with friends and family, school learning, adult learning and entertainment.  Among the results, we found that there were significant increases in online usage for most applications due to COVID-19 crisis, with 82% of respondents were satisfied with their broadband service. Only a minority of respondents had upgraded their home technology and office setup, with 40% has made some improvements to their home internet setup, while 27% had purchased one or more devices to support their online activities. For more details, click to read our report.

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UK Huawei ban – Counting the cost



 

 

Press reports suggest that the restrictions on Huawei equipment may morph into a full ban, with new installations stopping soon and existing equipment to be removed by 2029. The direct ‘tear-out’ and replacement costs for mobile would be very high at up to £2bn, and there would be significant disruption to 5G roll-outs as operators’ focus moves to replacing what they already have as opposed to pushing into new coverage areas. Previous rules applied to fixed line broadband networks with as much force as mobile; having to replace Huawei broadband kit would almost certainly delay the move to ‘full fibre’, for no good reason even according to the government’s own report. For more details, click to read a report from our UK research partner, Enders Analysis.

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Cinema’s post-pandemic future

 

 

UK cinema admissions (m)



 

 

Source: Enders Analysis, BFI, UK Cinema Association

 

 

Admissions and box office revenues in 2020 will be the lowest in over three decades. The pandemic forced the closure of theatres, putting pressure on cinema to a degree unlike ever before. The reasonable success of the straight-to-TVOD releases under lockdown has some studios suggesting TVOD distribution will live alongside theatrical in the future. However, simultaneous releases are unacceptable for cinemas and TVOD’s sub-optimal financial reality means theatrical release will remain essential for most films. TVOD distribution will temporarily play an expanded role, while SVOD will pursue its climb up the distribution chain and big studios will assert their increased power to negotiate more favourable terms with cinema owners. For more details, click to read a report from our UK research partner, Enders Analysis.

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Canal+: Time to reclaim its ‘national champion’ mojo

 

 

Subscribers (000) and revenue growth (YoY) in France



 

 

Source: Enders Analysis, company reports

 

 

The pay-TV platform’s revenue has almost stabilised in France, while positioning has shifted to that of an aggregator—thanks to deals with Netflix, Disney+ and BeIN Sports. Ligue 1’s licensing deal with Mediapro for the 2020-24 football rights seems unlikely to be fulfilled, so the league may have no choice but to go back to Canal+ to ‘save French football’. Canal+ could now put forward a grand bargain—with its renewed commitment towards French football and production industries, the platform could plausibly gain control over Orange’s IPTV service and negotiate a more favourable regulatory environment. For more details, click to read a report from our UK research partner, Enders Analysis.

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