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April 3, 2020UK mobile market in Q4 2019 – Trends steady, mixed outlook
Market Outlook, ReportsThe UK mobile market was steady this quarter at around -2% ahead of out-of-contract notifications hitting from FebruarySector Telecom. -
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April 2, 2020COVID-19 telecoms impact in the UK – Resilience in the shor [...]
Focus Report, ReportsDemand for telecoms capacity is booming, and the networks can (broadly) cope, with the increase primarily in off-peak demand. However, as the crisis continues, maintaining resilience becomes more challengingSector Telecom. -
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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. -
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March 31, 2020Football and COVID-19 – Avoiding meltdown
Focus Report, ReportsIn a likely scenario, the suspended football season could be concluded in empty stadiums in a June and July rush, nevertheless with severe financial consequences -
March 30, 2020Coronavirus and the UK economy – Unprecedented crisis
Focus Report, ReportsTo fight against the UK’s incipient pandemic, a full lockdown is in place for all but essential workers in healthcare, telecoms, food, utilities and banks. -
March 27, 2020UK Radio and online audio – The resilience of broadcast
Market Outlook, ReportsBroadcast radio has maintained its reach and listening time over the past decade: younger people listen less than before, but this is made up for by an ageing population -
March 26, 2020Amazon’s Premier League performance – No challenge for pr [...]
Focus Report, ReportsAmazon aired its first set of Premier League matches in December, with proxy figures supporting reports that it attracted up to 2 million concurrent viewers -
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 23, 2020UK TV’s supply challenge – How COVID-19 affects programmi [...]
Focus Report, ReportsAlthough increases are moderate so far, it is inevitable that overall video viewing will rise given a reduction in competition for people’s time. So far, unsurprisingly, TV news consumption has ballooned while unmatched viewing—a proxy for SVOD usage—has increased -
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 18, 2020UK ITV FY 2019 results: Solid, but moving from one ubiquitous unc [...]
Focus Report, ReportsH2 revenue growth across Studios, advertising and online, saw ITV come in ahead of guidance in 2019, with external revenues up 3% YoY. Advertising revenue was down 1.5% for the year after being down 5% at H1. -
March 18, 2020Telecoms investment crucial. Help required
Flash Report, ReportsAt the Enders/Deloitte Media & Telecoms 2020 and Beyond conference the economic and policy importance of telecoms infrastructure was a major theme, particularly in the current climateSector Telecom. -
March 16, 2020Reaching sports audiences – All platforms necessary
Flash Report, ReportsFree-to-air broadcasters, pay-TV operators and OTT services all have a role to play in serving sports audiences -
March 13, 2020UK broadband, telephony and pay TV trends Q4 2019 – Shrinki [...]
Market Outlook, ReportsMarket revenue growth dipped to below zero in Q4 2019, as pricing pressures bite and smaller players gather shareSector Telecom. -
March 13, 2020Gaming’s mainstream decade – Five defining themes for the [...]
Focus Report, Reports2020 promises a year of transition for the games industry: eSports and games broadcasting are competing with traditional programming; game streaming services are becoming meaningful platform competition; and new consoles are on the way -
March 12, 2020GDPR after Brexit – UK citizens must keep protections
Flash Report, ReportsOliver Dowden, Secretary of State (SoS) for Digital, Culture, Media and Sport addressed the Media & Telecoms 2020 & Beyond Conference on 5 March. There was much to be encouraged by in his speech—he reiterated the importance of public service broadcasting, and the positive potential of technology. -
March 11, 2020Disney+: Non-exclusive deal with UK Sky Q
Flash Report, ReportsAvailable from launch on March 24, at this stage there will be no bundling—Sky users will pay £5.99/month, either in their bill, or log-in having signed up direct from Disney—and as such there will likely be less co-promotion and prominence on the user interface than has been seen for Netflix. -
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 5, 2020Virgin Media UK: Pain before gain
Focus Report, ReportsVirgin Media’s subscriber base fell again in Q4, although strong ARPU growth allowed a slight acceleration in cable revenue growth to 1.8%, and a deceleration in OCF decline to 1%. Liberty Global group OCF guidance of mid-single digit decline in 2020 is likely to be mirrored at Virgin Media, as regulatory pressure and market competitiveness continue to bite, and mass-market demand for ultrafast remains nascent. -
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 3, 2020The BBC: Benefiting the UK creative economy
Focus Report, ReportsA monolith within the broadcasting landscape and the greater UK creative economy, the BBC, instructed by its Charter, is a guaranteed leader of investment in local and quality content, tech, regionality, and diversity -
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.