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  • New
    October 22, 2020

    Australian Pharmaceutical Expenditure Dashboard

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  • New
    October 22, 2020

    Industry Update: Draft Code of Practice for disinformation protec [...]

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    A 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.
  • New
    October 22, 2020

    nbn’s Enterprise Market Strategy: Complementary or Competitive [...]

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    Sector .
  • New
    October 19, 2020

    Mediapro stops payments for French football: An opportunity for C [...]

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  • October 15, 2020

    STV: Pulling the levers for growth

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  • cover 5G
    cover 5G
    October 15, 2020

    5G iPhone: A small step for the UK mobile market

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    Sector , .
  • October 13, 2020

    Apple 5G iPhone: Telstra’s opportunity for Christmas consumer c [...]

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    Telstra 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.
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  • cover 5G
    cover 5G
    October 9, 2020

    Australian Household 5G Fixed Wireless Substitution Forecast

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    The 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 8, 2020

    Back in play: Merger prospects in UK mobile resurrected

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    Sector , , .
  • October 7, 2020

    WAAAX vs FAANG : ASX Technology Dashboard

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    This report demonstrates the relative maturity and scale of the FAANGs versus the WAAAXs
  • October 7, 2020

    European TV & video subscription platforms: Recovery from lo [...]

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  • October 2, 2020

    Made in China- TikTok Global between a deal and the precipice

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    ByteDance is rushing to sell a 20% stake in TikTok Global to Oracle and Walmart at an enterprise value of $60 billion. TikTok otherwise faces a ban in the US on 12 November, subject to legal challenges

  • October 1, 2020

    Commentary: Webscale Capex in 2Q20

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    As WNOs have grown, they’ve developed more sophisticated offerings in the cloud, often targeting specific vertical markets with customized platforms, including telecom. This is impacting how telcos build their networks and develop services. In the last year, webscale partnerships with telcos have expanded, spanning workload shift, joint development, and service partnerships – often supporting 5G. In January, our research partner MTN Consulting flagged the need for more collaboration between telcos, WNOs, and carrier-neutral providers as essential for 5G success as telcos aim to lower their capex outlays.
  • September 24, 2020

    Australian Advertising Market Outlook 2020: COVID-19 impact will [...]

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    The story of the year is obviously the impact of COVID 19 and the associated economic slowdown. The -6.8% decline in FY20 AdEx will, among other things, hasten the trend to digital advertising.
  • September 21, 2020

    WMG IPO: A bet on streaming

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    Len Blavatnik has partly cashed in his investment in Warner Music Group (WMG). The shares issued were not new, and are non-voting, so the IPO did not raise funds for the future and will not change Blavatnik’s control of the business and its day-to-day running.
  • September 17, 2020

    Mobile industry reshape continues in the UK: EE ends its relation [...]

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    EE has announced the ending of its relationship with Carphone Warehouse, hot on the heels of a similar announcement from O2 a few months ago and the recent closure of Carphone Warehouse high-street stores
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  • September 17, 2020

    Australia consumer and SMB broadband pricing trends – Broadband [...]

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    Broadband 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 2019 compared to 64% in 2009. This report analyses the competitive environment in the fixed broadband market, focussing on consumer price trends. 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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  • September 15, 2020

    European mobile in Q2 2020: Sounding a more cautious note

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    Service revenue growth in the major European markets worsened by 3.5ppts this quarter, as a loss of roaming, prepay, and business revenues hit almost all operators. The UK was hardest hit as prepay and out-of-bundle usage was offloaded to Wif-Fi, and there was an accounting drag as a consequence of the ending of the relationship between O2 and Carphone Warehouse. Conversely, performance in the Italian market was almost flat as prepay usage was up and there was a degree of reprieve from competitive pressures from Iliad. Elsewhere, the French market was hard hit by the loss of inter-continental roaming as far back as February as China began to shut down but other fundamentals appear to be robust. In Germany, O2’s revenue trend was hardest hit but it maintained its strong net adds momentum. While the lockdown provided a break from ‘a very intense promotional environment’ in Spain, that intensity resumed as soon as lockdown lifted with particularly compelling converged bundle offers from Vodafone and Yoigo.
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  • September 8, 2020

    Surging online retail in the UK- Record growth during lockdown

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    The reopening of the high street from 15 June came as welcome news for businesses which had seen sales decimated since lockdown was enforced on 28 March. However, even as restrictions eased, shoppers stayed away, with high street footfall across the UK down by 48% in July year-on-year
  • September 7, 2020

    Australian Small Business Survey: 5G broadband battleground for O [...]

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    This report presents the survey results across 602 small businesses and highlights their views on willingness to pay, churn intentions and their views on 5G mobile and fixed wireless broadband. The survey was targeted towards the IT decision makers in small businesses, which this survey defined as having an employee count of between 5 – 20 employees.
  • September 2, 2020

    CNNO Playbook: Crown Castle

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    The big three U.S. telcos (AT&T, Verizon and T-Mobile) have historically owned and operated their own towers. However, with rising debt and heavy costs involved in deploying the networks, the big three telcos spun off their tower assets to independent tower companies. AT&T and T-Mobile sold their tower business to Crown Castle; and Verizon disposed of its tower assets to American Tower. It was a win win situation for both the parties, as telcos could monetize their tower assets and pay off their debts. In exchange, tower companies could gain a long term customer. The exit of the big three telcos from the tower space led to the market dominance of American Tower, Crown Castle and SBA in the U.S. tower market segment.
  • cover media
    cover media
    August 31, 2020

    Nine, Seven results: COVID impact disguises accelerating FTA reve [...]

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    As we have said previously, the FTA advertising revenue market faces major structural headwinds as audiences transition away from linear television. Both Seven and Nine reported declines in their core FTA advertising businesses in FY19 and FY20. The decline in linear FTA advertising revenue in 1H20, before COVID-19 hit, was 7% YoY. This was an acceleration of the decline compared to FY19, but the effect was of course swamped by the impact of COVID-19 in the second half. As expected, COVID-19 had a disruptive and negative impact, particularly in Q4. This is reflected in the FY20 revenue results, but will flow through into FY21 because the longer-term economic impacts of COVID-19 shutdowns have yet to be felt. To counter this trend and the one-off impact of COVID-19, Seven and Nine are managing the decline of the FTA market by following through with their investments in digital platforms (BVOD), improving yields on existing content, developing programmatic and addressable TV solutions, and cutting costs. SevenWest and Nine were also able to make gains in cost reduction and new revenue growth that kept them in the black. These green shoots give some hope for a digital rebound in the wake of the COVID-19 disruption. However, it will be several years before BVOD is enough to significantly offset FTA declines.
    Sector .
  • August 27, 2020

    The Australian tower market 2020

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    This report assesses the Australian mobile communications tower market and the drivers for tower and small cell demand in Australia. The rollout of 5G and renewed interest in small cell technology is an opportunity to reconsider the financing and ownership of potentially shareable infrastructure.
  • August 27, 2020

    Webscale Playbook: Tencent

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    Tencent’s meteoric rise into one of the leading internet businesses coincides with China’s internet boom that started at the end of 20th century. According to the ITU estimates, just ~1.8% of China’s total population were internet users in the year 2000 – two years after Tencent was founded – that has now exploded to about 64%. Tencent’s initial journey began with the desktop-based instant messaging offering, QQ (initially QICQ), which slowly gained popularity and provided the company with a strong footprint in the domestic market. The start of the new decade saw more users going mobile with the increased cellphone penetration in the country, which led Tencent to launch its popular mobile instant messaging app, WeChat (Weixin in China) in 2011.