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May 13, 2021Venture Insights AU survey 2021: Broadband market converges as NB [...]
Focus Report, ReportsIn our previous reports, we have raised issues around ARPU pressure on mobile service providers and highlighted the importance of price as a driver of telecommunications buying. We have said that competitive intensity (along with aftereffects of COVID-19) will put pressure on ARPUs which in turn requires a strong focus on keeping costs under control to maintain profitability. -
May 6, 2021Venture Insights NZ survey 2021: No end in sight for NZ mobile co [...]
Focus Report, ReportsIn our previous reports, we have raised issues around ARPU pressure on mobile service providers and highlighted the importance of price as a driver of telecommunications buying. We have said that competitive intensity (along with aftereffects of COVID-19) will put pressure on ARPUs which in turn requires a strong focus on keeping costs under control to maintain profitability. -
April 28, 2021
Venture Insights AU survey 2021: Mobile buying and churn drivers [...]
Focus Report, ReportsVenture Insights performs an annual consumer survey on mobile service and handset purchases across Australia. It asks questions around willingness to pay, intentions to switch service providers and handsets, and key factors responsible for this switching. We also ask which service provider the respondents are switching to, and thus determine the service providers that will gain or lose from this churn. The survey shows that price remains a key driver for mobile purchasing, underlining the difficulty of maintaining price increases that would lift ARPUs. Price continues to drive interest in MVNOs, but we expect that the MNOs can at least defend market share through sub-brands like Belong and now GoMo and Felix. -
April 19, 2021AVOD Market Report: A market assessment of a thriving industry
Market Outlook, ReportsThe AVOD market will grow due to the strong uptake of Connected TVs (CTVs), attracting new players and increasing competition: Why will AVOD grow? The rapid adoption of CTVs has become the catalyst for AVOD consumption, prompting marketers to shift their expenditure from linear to AVOD. -
April 15, 2021Venture Insights NZ survey 2021: Mobile media use and telco oppor [...]
Focus Report, ReportsVenture Insights performs an annual consumer survey on mobile media and mobile gaming across New Zealand (NZ). It asks questions around video streaming that consumers use, willingness to pay services, mobile gaming, and implications for 5G and telcos. Our latest survey was conducted in March 2021 with 1,009 New Zealand respondents, and the key findings have been presented here. The survey results show that there is a significant and growing segment of consumers using mobile to watch video services, including sport. The share of respondents that never watch mobile video has fallen significantly over the last year. Further, there is a persistent opportunity for telcos to upsell 5G services to both video viewers and gamers. -
April 8, 2021
Venture Insights AU survey 2021: Consumer interest in mobile medi [...]
Focus Report, ReportsVenture Insights performs an annual consumer survey on mobile media and mobile gaming across Australia. It asks questions around video streaming services the consumers use, willingness to pay for video streaming services, mobile gaming, and implications for 5G and telcos. Our latest Australia survey was conducted in March 2021, and the key findings are presented here. The survey results show that there is a significant and stable segment of consumers using mobile to watch video services, including sport, that remans unaffected by the impact of the pandemic. Further, there is a persistent opportunity for telcos to upsell 5G services to both video viewers and gamers. -
April 1, 2021Pandemic accelerates mobile payments in New Zealand
Focus Report, ReportsPayments has emerged as a key area of digital 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. The emergence of e-commerce and proximity payment and the increasing adoption of smartphones and high-speed mobile data network have further boosted the adoption of mobile payment. Smartphone technology has lowered barriers to entry and enabled new entrants to take on traditional financial services firms by unbundling payments from account-holding and lending, and by offering more targeted products and customer experiences. Incumbent payments providers, principally banks, have responded by launching their own online payment services. -
March 25, 2021Venture Insights Consumer Survey: COVID-19 boosting mobile payme [...]
Focus Report, ReportsPayment services have been subjected to significant disruption in recent years. New entrants have exploited the prevalence of smartphones to offer their own app-based payment services. Smartphone technology has lowered barriers to entry and enabled new entrants to take on traditional financial services firms by unbundling payments from account-holding and lending, and by offering more targeted products and customer experiences. Incumbent payments providers, principally banks, have responded by launching their own online payment services. -
March 18, 2021Programmatic will drive future OOH growth, but Google competition [...]
Focus Report, ReportsOutdoor, or out-of-home (OOH), advertising is distinct from other forms of advertising. It is highly visible, often very large, and placed in heavily trafficked areas in order to attract as many viewers as possible. Moreover, unlike television, radio, print, internet, and mail advertising, outdoor advertising cannot be turned off, put away or easily avoided.Sector Advertising, digital, Digital Marketing, Digital Media, Digital Video, Marketing, Media, OOH. -
March 11, 2021Nine, SevenWest results reflect COVID19 rebound, transition to di [...]
Focus Report, ReportsThe recent Nine and Seven results highlight the impact of COVID19 and digital transformation. Free to air (FTA) broadcasters have traditionally played a dominant role in aggregating television content from multiple content owners and creators. However, over the last decade, the growth of subscription video-on-demand (SVOD) has driven significant transformation in TV viewing habits. Audiences today have unprecedented choice when it comes to content and how to watch it.Sector Broadcast TV, Digital Media, Digital Video, Media, online video, OTT Video, Pay TV, Television, TV, TVOD. -
March 4, 2021Telco Half Year Results Reflect COVID Impact: Updated Forecast
Flash Report, ReportsTelstra, Optus, TPG, Vocus, Aussie Broadband, Uniti and Superloop have all announced results for the December half, with COVID19 looming large.
The impact of COVID19 significantly affected the results. But this also means that recovery from COVID19 as immunisation programs roll out in 2021 will have an opposite effect. In this report, we have picked up some key numbers from these result announcements, and have discussed what it means for these telcos themselves, the implications for the industry in 2021, and how these affect Venture Insights’ forecasts for the Australian telco sector.
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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.
