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April 1, 2020Fixed broadband and COVID-19: Demand up, but ARPU under pressure
Focus Report, ReportsAs COVID-19 spreads its footprint in Australia, social-distancing and quarantine measures are becoming the norm. This includes a large number of organisations directing their employees to Work From Home (WFH) where possible, and educational institutes moving to online learning, increasing the load on residential broadband networks. In this report we look at how telcos are stepping up to this challenge, discuss consumers’ broadband requirements for WFH based on our Australian consumer survey and look at short- and long-term implications of COVID-19 for the fixed broadband.Sector Telecom. -
March 25, 2020Recommendations: Dealing with COVID-19 based cyberattacks and sca [...]
Focus Report, ReportsThere have been many reports of cyber criminals using the COVID-19 pandemic to trick users into installing cyber viruses, purchasing false products and/or divulging sensitive personal or business information. Whilst this trend is disturbing it is also being combined with a massive and global shift to employees working from home which in turn exposes security vulnerabilities into a wide range of home devices and networks. Although these risks are evolving, this report outlines some of the current cyber scams, the shift to working from home and immediate recommendations for businesses with staff working from home. -
March 19, 2020Mobile payments – billion dollar opportunity in New Zealand to [...]
Focus Report, ReportsPayments has emerged as one of the key areas of disruption. The shift from physical to electronic payments has seen an ever-expanding range of payment methods replacing cash. From mobile banking and contactless cards to phone payments and bespoke apps, the payment landscape is undergoing a quiet revolution.Sector Technology. -
March 10, 2020Amazon Advertising: From Duopoly to Triopoly in advertising?
Focus Report, ReportsOver the past two decades, global ecommerce giant, Amazon has focused on owning entire market verticals with books being the first market that it dominated. However, to think of Amazon as just an online retailer, would be underestimating the depth and breadth of its presence across multiple markets. Amazon’s ultimate aim is to curate the customer’s entire e-commerce journey. Amazon not only sells products; it also produces television shows and movies; publishes books; operates the world’s largest streaming video-game platform; manufactures a growing array of products. More recently the bright spot was Amazon’s advertising business, which appears to be picking up speed again.Sector Media. -
March 9, 2020Webscale Playbook: Apple
Market Outlook, ReportsApple has come far since its inception in 1976. It has progressed from selling user-friendly computer systems (Macintosh, iMac) and portable media players (iPod), to become a dominant force in mobile devices, starting with the launch of iPhone in 2007. In August 2018 it became the first-ever public company to breach the US$1 trillion mark by market capitalization. In fact it is the ‘iPhone’, touted as the pioneer of the smartphone revolution, that has significantly helped Apple in its journey to trillion-dollar valuation. The popular device, which dethroned the likes of Nokia and Blackberry back then, continues to be Apple’s bread and butter, and accounts for more than half of its overall revenues (54.7% in FY2019).
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March 4, 2020Nine 1H20 update – results in line with expectations
Flash Report, ReportsIn this report, we briefly analyse the reported 1HFY20 earnings for Nine and highlight some of the key trends across both businesses.Sector Media. -
March 2, 2020New Zealand Telco Market Outlook
Market Outlook, ReportsWe expect the overall retail telco market to remain almost flat (2019-2023 CAGR 0.4%) with mobile growth driven by a move to post-paid plans and 4G/5G to offset the structural decline in fixed voice. Total retail revenues will reach NZ$5.5bn in 2023 -
February 27, 2020Vocus 1H20 update: Network Services and New Zealand perform well, [...]
Focus Report, ReportsOn 19th February 2020, Vocus announced its 1HFY20 results which were largely in line with expectations. In 2019, Vocus had initiated a 3-year transformation process and an organisational restructure was part of this process. The company was organised into three groups. -
February 25, 2020Insurtech White Paper Part II: Australian Insurtech Market Overvi [...]
Focus Report, ReportsThis is the second of three reports in Venture Insights’ series on Insurtech, following on from our discussion of trends in global insurtech.Sector Technology. -
February 24, 2020Show me the money – broadcasters and sports rights on an unsust [...]
Focus Report, ReportsIt is Venture Insights’ view that traditional Australian broadcasters will be unable to fund further increases to the cost of tier one sports as they continue to suffer from declining revenues in hyper-competitive markets. As such, premium Australian sports are likely to further split their rights, selling portions to non-traditional telco or tech players. In the long-run, Australian sports may even look at selling their content direct to consumer through ‘over the top’ distribution models. -
February 21, 2020Seven 1H20 update – revenues fall in a declining market
Flash Report, ReportsIn this report, we briefly analyse the reported 1HFY20 earnings for Seven West Media and highlight some of the key trends across its businesses.Sector Media. -
February 19, 2020Telstra and Optus: Falling ARPUs, increase in price sensitive mar [...]
Focus Report, ReportsTelstra and Optus reported earnings on 13th February 2020. While Telstra reported its 1HFY20 earnings, Optus reported its 3QFY20 earnings. In this report, we have analysed some of the key trends observed across the two major telcos and compared these with Venture’s Australian telco market outlook and forecasts. -
February 13, 2020New Zealand 5G update: Still waiting on spectrum auctions with 2d [...]
Focus Report, ReportsAs New Zealand moves towards mass-scale 5G rollout, competition among telcos is forming and the debate around the spectrum sharing is intensifying. Limited 5G services are now being offered by Spark and Vodafone to select customers and they are counting on being able to provide mobile, fixed wireless and IoT services using the same network in the near future to increase their revenues. In this report, we look at the readiness of NZ consumers to move to 5G, the current state of critical spectrum holdings and the key 5G developments in NZ in 2019.Sector Telecom. -
February 10, 2020Webscale Playbook: Facebook
Market Outlook, ReportsFacebook has grown through leaps and bounds since its inception 15 years ago, to currently become the world’s most popular social networking company with 2.3B monthly active users. When Facebook launched in February 2004, several other social networks such as Friendster (2002), MySpace (2003), and Orkut (Jan 2004) were already in the fray, triggering notions that Facebook would meet a similar fate as its peers – some of which are now defunct or are dying a slow death. Further uncertainties creeped in with its IPO going bust in 2012, reflecting doubts over its long-term worth. Fast-forward to 2019 and Facebook now has a market capitalization of over US$540B+, US$58.7B in annualized revenues at the end of 1Q19, and has become a force in advertising to reckon with, just after Google in the US.
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February 5, 2020
Australian 5G update: Telstra and Optus build continues, VHA entr [...]
Focus Report, Reports2019 was the year 5G launched in Australia making it one of the first countries in the world to launch 5G services. Whilst Telstra and Optus both launched in 2019, Telstra’s focus was centered on 5G mobile services whereas Optus’ 5G launch centered on 5G fixed wireless broadband services. 2020 will see further competition from the MNOs through continued rollout, VHA entry and potential pricing changes. We expect Telstra to continue its rapid 5G footprint expansion in Australia, including to the regional areas. In this report, we look at the readiness of consumers to move to 5G and the key Australian 5G developments in 2019. -
January 30, 2020Top 5 Media Trends in 2020
Focus Report, ReportsThe 2010s have been an extraordinary decade in media, demonstrating the speed of disruption in the media industry and the need for market participants to constantly innovate to stay relevant and unlock new sources of growth. So, what can we expect to be the top trends to arise in 2020? At first glance, we expect: 1. The SVOD wars to continue to fragment the media industry 2. BVOD will become a centrepiece of the ‘Total TV’ ecosystem 3. Ephemeral social media will see exponentially growing revenue 4. Podcast revenues to grow due to improved infrastructure enabling effective monetisation and a simplified listening experience for greater adoption 5. Pushback against tech giants to create a more level playing field between local and global players This report explores these trends in greater detail and how they will impact the media landscape. -
January 29, 2020
Insurtech White Paper Part I: Global Insurtech Trends
Focus Report, ReportsThis is the first of three reports in Venture Insights’ series on Insurtech trends and development locally and globally. The term ‘insurtech’ is a combination of ‘insurance’ and ‘technology’, inspired by the term ‘fintech’. Insurance is a notoriously slow-moving industry, with high barriers to entry, complex business models and stringent regulatory requirements; it has lagged consumer tech and even other financial services in updating its offerings and technology stacks. However, the ‘insurtech revolution’ has been seen as a potential challenge to that complacency.Sector Technology. -
January 23, 2020Can’t spell Media without AI – AI in Media and Video Consumpt [...]
Focus Report, ReportsAustralians love their video content, but as the infamously high piracy of Game of Thrones has gone to show, we don’t like to pay ridiculous amounts for our weekly fix. New entrants in the video market have heeded the call for more affordable content in Australia with the launch of multiple SVOD services in recent years, including the recent announcement of the Disney+ November 2019 launch in Australia. However, overall market growth has been – and will continue to be – relatively stagnant as SVOD replaces incumbent video entertainment platforms. -
January 15, 2020Video Entertainment Market Outlook
Market Outlook, ReportsWe forecast the Australian video market to remain flat at about A$5.8bn through to 2023 even as the mix of revenues and consumption changes from traditional video to digital video platforms. While we don’t expect the size of the video entertainment market to change materially, we forecast household spending on video to decline gradually driven primarily by the revenue deflation from traditional to digital platforms. The launch of multiple new SVOD platforms in 2019 and 2020 will increase the competitive pressures on traditional platforms and accelerate the shift away from linear viewing.
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December 17, 2019The rise of smart homes in Australia – we are only getting star [...]
Focus Report, ReportsIn the past few years, there’s been a rapid increase in the use of home automation devices and technologies across the world. The mass adoption of connected devices and the rise of Internet of Things (IoT) has led to the rise of the Smart Home market which offers consumers interconnected and improved access to a range of services. In August 2019, Venture Insights conducted a consumer survey focussing on electricity, solar energy, batteries, smart homes, electric vehicles and climate change in the Australian market. In this report, we present the key insights drawn from the smart home section of the survey and discuss the current state of the smart home market in Australia, key drivers for future growth, the ideal ecosystem provider and the scope for bundled services.
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December 13, 2019Cybercrime as a Service: Six critical questions every business mu [...]
Focus Report, ReportsThe rising costs of cybercrime are driven by an increase in online devices, more cyberattacks and the growing sophistication of cybercriminals and their toolkits -
December 12, 2019Australia fixed broadband pricing trends – price differentials [...]
Focus Report, ReportsBroadband services are critical enablers for access to information, employment, markets and key services. Consumer demand for broadband services has grown rapidly in the last decade with household penetration increasing to 85% in 2017 compared to 64% in 2009. This report analyses the competitive environment in the fixed broadband market and focuses on consumer price trends in the fixed broadband market for the NBN. In particular, we analyse the major RSPs – Telstra, Optus, TPG and Aussie Broadband to evaluate their broadband offerings in the retail market.
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December 6, 2019IoT Growth and Cyber Security
Focus Report, ReportsThe Internet of Things represents a significant and growing target area for cyber criminals. Individuals, businesses and governments need to include IoT related cyber risks in their security controls and plans. -
December 2, 2019Telstra FY19 Investor Day – InfraCo, Enterprise and 5G to remai [...]
Flash Report, ReportsTelstra held is annual Investor Day event on 27th November 2019. Telstra CEO Andy Penn and senior management covered off progress on its T22 strategy, financial and earnings outlook, changing dynamics in the Enterprise market, progress on the 5G rollout, entry into gaming and changes to InfraCo. In this report, we have analysed some of the key announcements from the event and provided our take on the same.
