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August 15, 2019Finally, a long-term perspective – Infrastructure Australia [...]
Flash Report, ReportsInfrastructure Australia’s (IA) first audit in 2015 was the first national picture of Australia’s infrastructure challenges. IA’s second audit released in August 2019 seeks to identify challenges and opportunities across Australia’s transport, social infrastructure, energy, water and Telecommunications sectors. IA also considered the key future trends facing Australians as well as the direct views of infrastructure users across Australia.
August 9, 2019Optus 1QFY20 earnings update: 5G and Optus Sport will drive growt [...]
Flash Report, ReportsOn 8th August 2019 Optus announced its 1QFY20 earnings. Revenues were up driven by mobile handset sales and NBN migration payments, in spite of a drop in mobile service revenues and continued weakness in the enterprise segment. 5G and Optus Sport remain the key growth areas going forward.
August 7, 2019Do EVs change everything, and by when?
Focus Report, ReportsVenture Insights hosted a webinar with leading city planning experts Nic Frances Gilley (Councillor, Chair of the Transport Portfolio, City of Melbourne), Deb Cailes (Acting Director, City Strategy and Place, City of Melbourne) and electric vehicle expert Johan Karlsson (Head of New Technology, DC Power Co) to discuss the future of electric vehicles in Australia. The topic for discussion was “Do electric vehicles (EVs) change everything, and by when?”. Certainly, the view from the guest speakers and Venture Insights is that there will be an aggressive adoption of Electric Vehicles in Australia. In a world focusing on climate change and emission reduction, renewables will be the main source of energy in the future.
August 7, 2019Australian Advertising Market Outlook 2019
Market Outlook, ReportsVenture Insights expects total advertising spend to grow at a 3.2% CAGR to $18.7bn in 2023. Digital, while being the largest growth driver for AdEx in Australia, will see its growth moderate in the coming years. Programmatic and addressable TV solutions, along with BVOD, will help traditional broadcasters offset part of the structural decline in television advertising.
July 31, 2019Neobanks: rapid growth or a slow burn?
Flash Report, ReportsRevolut’s recent Australian launch marks the first neobank taking on the local market, with several others waiting in the wings. Despite a willingness to consider using neobanks, particularly among younger consumers, we expect market share growth to be relatively slow as a result of low churn, a lack of trust and strong offerings from the incumbents.
July 30, 2019ACCC Digital Platforms Inquiry Final Report – much needed digit [...]
Flash Report, ReportsThe ACCC in its final report on the Digital Platforms has come up with a range of practical measures that could potentially help curb any anti-competitive behaviours from the tech giants. While the report focuses primarily on Google and Facebook, the ACCC has aimed to ensure that the recommendations are future-proof and adaptable to other digital platforms as the market evolves.
July 25, 2019Australian MVNO market overview – no longer just about price
Flash Report, ReportsAustralian MVNOs have reached a market share of 13% nationwide, as competitive MNO offerings now appeal to value conscious customers. New network technologies and the commoditised mobile industry are increasing the competitive intensity. Differentiation and cross selling will become increasingly important for MVNOs to build and retain market share
July 17, 2019Monthly Australian TMT Wrap: June 2019
Monthly wrap, ReportsJune was a relatively quiet month for Australian TMT space although few significant announcements.
July 15, 2019Ad blocking update – Publishers and tech giants work togeth [...]
Flash Report, ReportsDigital publishers are using a variety of strategies to counter the impact of ad blockers from requesting users to turn off ad blockers or whitelisting websites to blocking access to content. Publishers have also found unlikely allies in Google and Facebook that are making it harder for third party ad blockers to block ads on their platforms.
July 11, 2019100% EVs by 2050
Flash Report, ReportsElectronic Vehicles (EVs) in Australia are forecast to reach 100% of new car sales within 15-20 years. EVs are an alternative to the internal combustion engine (or ICE) and use electric motors or traction motors for propulsion. ICE vehicles typically run on petrol or diesel and currently make up nearly 100% of the Australian private vehicle market. EVs are charged typically from the grid and as such source energy from both renewable and fossil fuel sources. Reduction in technology costs and the mass production will result in EVs having lower upfront and running costs which will lead to mass market adoption and ultimately replace the entire commercial market for private vehicles. In this report, we review the various factors driving the uptake of EVs, the way in which EVs will be charged, and the potential impact on residential homes’ production and consumption of electricity. As the market moves towards a distributed renewable market, EVs will increasingly be charged by cheaper renewable energy during off peak times when renewables are abundant in supply. We also review the cost of charging EVs (versus the equivalent cost for an ICE car) under various scenarios where a household charges its EV using grid electricity and using their own solar panels and batteries.
July 9, 2019RegTech: a new Australian export?
Market Outlook, ReportsThough starting of as an offshoot of Fintech, RegTech has applications beyond financials services in regulated industries such as education, agriculture, law and more. The Industry is being driven by increasing regulatory burden and technology innovations. Australia dominates the Asia Pacific region, and is seventh in the world in terms of RegTech deal activity.
July 5, 2019Vocus Strategy update: leverage fibre, subsea and mobile to build [...]
Flash Report, ReportsVocus held its strategy day on 3rd July 2019, detailing its efforts to turning around its business units. Its core Network Services and Retail units require substantial investment to stimulate revenue and market share growth. Vocus has identified mobile and its subsea cable assets as key drivers for growth. After two unsuccessful merger attempts in the last month, Vocus needs to ensure it can transform the company.
July 3, 2019Transforming the live sports experience – it’s game on for 5G
Flash Report, ReportsMajor sports codes in Australia are trying to figure out how to engage and attract younger fans, and they are looking to technology not only to gain and retain fans but also to get fans into the stadium. Technological development is rapidly changing almost every facet of the business of live sports and as sport changes both on and off the field, innovation has become a key priority for all industry stakeholders.
June 26, 2019Do batteries change everything, and by when?
Flash Report, ReportsWebinar Review: Venture Insights hosted a webinar with leading solar and battery experts Nick Brass (Co-Founder, DC Power Co) and Ryan Wavish (Principal, Marchment Hill Consulting) to discuss the role of household batteries in Australia. The topic for discussion was “Do batteries change everything, and by when?”. Certainly, the view from the guest speakers and Venture Insights is that batteries are a ‘game changer’ technology on the horizon for residential electricity markets. In a world made up of cheaper renewable electricity (zero marginal cost) there are profound opportunities for all participants in the electricity supply chain, from battery manufacturers, demand side software models, fossil fuel and renewable generators, transmission and distribution network owners and the incumbent and challenger retailers.
June 26, 2019Facebook Libra – the cryptocurrency arms race has begun…
Flash Report, Free Sample, ReportsFacebook announced the launch of Libra, a new digital currency that aims to transform how we pay and transfer money. Calibra, Facebook’s Libra ewallet, has the potential to shake the entire payments industry through its scale and value. However, Libra faces multiple challenges, including regulatory hurdles and Facebook’s chequered past with privacy and data security.June 24, 2019Monthly Australian TMT Wrap: May 2019
Monthly wrap, ReportsMay was another busy month for the telco sector with significant announcements on three major M&A deals in the market. Furthermore, M&A activity continued to be strong in May with several deals announced.
June 20, 2019Network Slicing – business transformation opportunities from me [...]
Flash Report, ReportsNetwork slicing is a key feature of 5G networks, allowing MNOs to allocate independent virtual networks to customers with specific capabilities and quality of service guarantees. In addition to improved performance, network slicing will create new business models that will bring new revenue streams for MNOs. There are a range of opportunities across media, gaming, emergency services, IoT, transport and MVNO market segments.Free
June 18, 2019Batteries powering our residential homes
Free Sample, ReportsThe cost of retail electricity is a hot topic in Australia, exacerbated by more frequent and volatile weather events and a rapid shift from traditional fossil fuels towards renewables. Considering that residential solar panels have reached 20% penetration, and this is set to grow to 50% over time, we believe that they have reached ‘mainstream’ market adoption with steady growth in panel installations likely to continue. As such, the discussion now shifts to the installation of batteries which will further shift the energy supply mix toward renewables in Australia. With the price volatility of retail electricity, there is an increased focus by governments and households on different ways to cut costs across the energy supply chain, from distributors to end users. This report looks at how and when battery technology will be adopted and forecasts the potential impact this could have on the consumption of ‘grid’ electricity.
June 11, 2019Mobile Blackspot Programs: Telstra likely to be the future winner [...]
Flash Report, ReportsThe Commonwealth Government and States have funded four rounds of blackspots resulting in 1,047 new base stations. In March 2019, the Government announced two more blackspots rounds with total federal government funding of $160 million. Similar to the previous rounds, we expect the majority of total state and federal funding to go to Telstra. However, there are still bidding concerns for the rounds.
June 6, 2019Foxtel and OTT – a tough balancing act…
Flash Report, ReportsFoxtel has made several attempts at building a successful OTT service, but the results have been mixed so far. With Kayo and the potential launch of a ‘Netflix’ competitor, Foxtel is clearly aiming to increase household penetration beyond the 30% mark. However, in a crowded SVOD market and the potential for further disruption from new entrants and other players, Foxtel faces a tough battle.
May 29, 2019Facebook’s video strategy – loads of content but nothing to W [...]
Flash Report, ReportsBy 2020, online video will account for 82% of all internet traffic in Australia. It is therefore not surprising that global tech giants are investing in and acquiring different genres of video content as they make a play to dominate online video consumption. Facebook’s half-hearted attempt at video streaming has had its fair share of issues so far and is playing catch up in a market already dominated by other SVOD players.May 23, 2019Monthly Australian TMT Wrap: April 2019
Monthly wrap, ReportsWe have seen an uptick in M&A activity in April on the back of a relatively quiet period in March. Strong deal activity has been distributed throughout the telecommunications, media and technology industries.
May 22, 2019‘Is Orange the new Bank?’ Telcos and Fintech
Focus Report, ReportsAs OTT services grow in value, telco revenues are moderating and the lack of growth opportunities in the core business is driving telcos to look at adjacencies. Fintech is disrupting traditional financial services and offers a high value adjacency for telcos to play in where they can maximise their natural strengths.
May 16, 2019Australian Fintech Breakfast Roundtable: Fintech ready to disrupt [...]
Focus Report, ReportsOn May 14th 2019 Venture Insights hosted a Fintech Breakfast with a number of prominent members of the Australian fintech community. The breakfast centred on Venture Insights’ latest Fintech consumer survey which analysed the attitude of Australians to the incumbents and the challengers.
