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February 24, 2021Sports rights market hits an inflection point: New distribution p [...]
Focus Report, ReportsThe fire smouldering beneath the traditional sports broadcasting model burst into flame in 2020. We have argued that sports rights payments in the ANZ market were not sustainable. The rising value of deals could not be reconciled with falling broadcast TV revenues. In this report, we discuss the current state of the Australian sports rights market, delve into the current struggle of traditional broadcasters, and contemplate what is next for the delivery of sports content. -
February 15, 2021Telstra 1H21 update reflects industry trends
Focus Report, ReportsTelstra reported earnings on 12th February 2021. In this report, we have summarised the earnings update. In our view the results are consistent with the top telco trends in 2021 that we identified earlier this year. -
February 12, 2021Video viewing survey: household consumption across formats to rem [...]
Focus Report, ReportsVenture Insights conducted a video consumer survey in late November/early December 2020 in collaboration with Swinburne University of Technology. The survey was conducted nationally for 1,003 respondents, with a representative survey sample across demographic and regional groupings. Those respondents who watch free to air TV, pay TV, catch-up TV or SVOD services qualified to participate in this survey. -
February 4, 2021Top 5 Media Trends in 2021
Market Outlook, Reports2020 was a disruptive year for everyone, including the media industry. The pressures have exposed industry fault lines and toppling entrenched arrangements. Our top media trends for 2021 are:- SVOD market flattens
- Sports rights shakeout to continue
- We’ve passed “peak platform”
- Programmatic advertising transcends the cookie
- Localism’s last throw
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January 28, 20212021 Video Entertainment Market Outlook
Market Outlook, Reports- We forecast the Australian video market to decline at a 2% CAGR to about A$5.5bn in 2024, driven primarily by the revenue deflation as viewing shifts from traditional to digital platforms.
- COVID-19 has provided a massive boost to SVOD revenues, which will continue to grow at a 9.3% CAGR through to 2024. However, we forecast a significant decline in Pay-TV and Physical media formats.
- Pay-TV will remain under pressure driven by the structural changes in the way video content is consumed. While Foxtel will offset some of this pressure by participating in the SVOD market, it will not be able to recover the losses in its traditional Pay-TV business.
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January 21, 2021Top 5 Telco Trends in 2021
Flash Report, Reports2020 was a disruptive year for everyone, including the telecommunications industry. But as a semblance of normality emerges, change in the industry continues unabated. Our top telco trends for 2021 are:- Low end operator brands seize leadership in the consumer market
- Telco infrastructure comes into play as operators seek to monetise assets
- Government refocus on regional communications as nbn rollout ends
- Enterprise market shift as nbn disrupts the fibre wholesale market
- 5G comes into its own as handset availability surges and coverage expands
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January 13, 2021Edge Computing – defining the market and business models
Focus Report, ReportsEdge computing is, fundamentally, the placement of processing and analysis capabilities near the edge of the network close to the sources of data to achieve these objectives. This deployment requires a fairly complex value chain of resources and capabilities. As a result, it is taking time for the structure of the edge computing market to emerge, and for the required partnerships and associated business models to develop. We expect this process will take years, as edge computing grows in scale and sophistication from its current rudimentary beginnings. -
December 16, 2020Taking Free-to-Air TV online in Australia: opportunities and chal [...]
Focus Report, ReportsThe report is designed to enumerate the key technical, commercial and equity issues that would arise in the course of such a migration, providing insights and identifying problems that would need to be addressed. Amongst other things, this requires an examination of Australia’s digital infrastructure and its capacity to support television distribution, the media and telecommunications business models that would need to be adapted, and the response of households to the changes in consumer technology that would be required. A household survey was also undertaken to inform this report, and details are included in the Appendix. The report is not a proposal that free-to-air television should entirely move to online delivery, nor is it a strategy to get there. Nor is it a cost-benefit analysis. -
December 9, 2020Australian Data Centres and Submarine Cables Outlook
Market Outlook, ReportsData centres embracing a hyperscale future, driven by cloud migrations and increasing international traffic through submarine cables. -
December 8, 2020$150b Chinese export market – where to from here?
Commentary category, DashboardsThis report includes a full interactive dashboard of Australia's international trade. China is Australia's largest trading partner, by a very long way. Arguably our exposure to China is greater than our exposure to COVID-19, at least in word with effective vaccines. With diplomatic relations at an all-time low, we review the size and significance of our largest trading partner. Both countries have benefited extensively from this trade which appears to have become fragile. China is of particular interest to Australia's TMT sector with around $9.4 billion of imports being in the telecommunication equipment and IT products markets. Obviously, the ban of Huawei for 5G equipment will shift the mix but the large bulk of consumer electronics are still manufactured in China. -
December 8, 2020COVID-19 drives digitisation in disability support
Commentary category, DashboardsA significant milestone event occurred in the fourth quarter of 2019 / 2020 year. After seven years the NDIS is now available to 100% of all eligible Australians regardless of where they live. -
December 3, 2020Australia Out-of-Home Market Outlook Report
Market Outlook, ReportsThe Australian Out-of-Home (OOH) market had been growing continuously until it was hit by COVID in 2020. The market grew at 9% CAGR in the 8 years to FY19 as digital revenues took off but declined by 18% YoY in FY20. -
November 24, 2020New Zealand Consumer Broadband Behaviour Survey – Round 2
Focus Report, ReportsThe purpose of this survey (completed 28th October 2020) was to compare the results with the results of the similar April survey, and understand the change in consumers’ response to COVID-19 over time in a range of areas including broadband usage, work from home, video conferencing, online shopping and telehealth. The comparison with the results with our April 2020 survey provides insights on consumer behaviour pre-COVID, during COVID and now. The survey was conducted nationally across New Zealand for 1,016 respondents, all with a broadband connection, and with a representative survey sample across demographic and regional groupings. The demographics have been discussed in detail in the last section of the report. -
November 23, 2020e-Pharma: the rise of online pharmacy
Commentary category, Focus Report, Free Sample, Market Outlook, ReportsThis report provides a quantitative snapshot of the evolution of Australia’s pharmacy sector, in light of the coronavirus (COVID-19) epidemic and the new technologies and business models that are making prescription drug distribution more convenient to Australians. The Australian government is currently introducing e-prescriptions under two models: the Token Model (where patients use a paper token or an electronic token sent to their device to access their electronic prescription) and the Active Script List Model (where patients gain access through their assertion of a single identity rather than through presentation of a token). -
November 16, 2020FY20 Investor Day – Telstra counting on its 5G leadership to im [...]
Flash Report, ReportsTelstra held its annual Investor Day event on 12th November 2020. Telstra CEO Andy Penn and senior management addressed progress on its T22 strategy, the financial and earnings outlook, changing dynamics in the Enterprise market, progress on the 5G rollout, and changes to the company structure. In this report, we have analysed some of the key announcements from the event and provided our take on the same. -
November 13, 2020Update: The Australian tower market 2020 – Telstra’s TowerCo
Flash Report, Market Outlook, ReportsThe market for traditional macro-towers in Australia is mature. All three carriers have been expanding their tower networks only incrementally in recent years, and site growth is low. 5G will not change this significantly, because 5G base stations are being mounted on existing towers, not new ones. -
November 5, 2020MVNO Update: Has the Australian MVNO market peaked?
Market Outlook, ReportsAustralian MVNOs (not including sub-brands) have seen their market share grow from 6% in 2010 to 15% in 2020 with a majority of the growth happening between 2010-2015. However, we believe that MVNOs have reached a peak in Australia in FY20. -
October 29, 2020Australia Radio Market Outlook: Radio is secure for now, but comp [...]
Market Outlook, ReportsWe forecast Australian radio industry advertising revenue to grow at 4.2% CAGR over FY20-24, but it faces a gradual decline in its share of total advertising expenditure share (6.5% in FY20 vs 5.9% in FY24). -
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October 22, 2020Industry Update: Draft Code of Practice for disinformation protec [...]
Free Sample, Industry Update, ReportsA draft Code of Practice on Disinformation and an associated Discussion Paper was released by the Digital Industry Group Inc. (DIGI) on 19 October 2020 (whose membership includes Google, Facebook and Twitter). The ACCC’s ground-breaking inquiry into the dominance of digital platforms in the media industry has led to a number of new regulatory processes. The most publicised has been the advertising Code of Practice, which the ACCC has decided to make mandatory. -
October 22, 2020nbn’s Enterprise Market Strategy: Complementary or Competitive [...]
Focus Report, ReportsSector Telecom. -
October 13, 2020Apple 5G iPhone: Telstra’s opportunity for Christmas consumer c [...]
Focus Report, ReportsTelstra has recently announced (12th October 2020) that it has deployed more than 2,000 5G sites covering more than 41 per cent of Australia’s population. In addition, the telco states that it is on track to reach 75% population coverage by June 2021. -
October 9, 2020Australian Household 5G Fixed Wireless Substitution Forecast
Focus Report, ReportsThe advent of 5G, combined with an increase in smart device penetration, has made 5G fixed wireless and mobile broadband more attractive to consumers, and this will lead to a significant growth in wireless broadband usage. As consumers rely more and more on wireless broadband (both mobile and fixed wireless) connectivity, customers may look to cut their fixed broadband connection and rely on wireless devices for broadband connectivity. -
October 7, 2020
WAAAX vs FAANG : ASX Technology Live Dashboard
ReportsThis report demonstrates the relative maturity and scale of the FAANGs versus the WAAAXs
