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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. -
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November 23, 2020e-Pharma: the rise of online pharmacy
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). -
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November 23, 2020Vodafone: Bright spots and low lights
Flash Report, ReportsThere are some reasons to be cheerful about Vodafone right now—small nuggets of encouragement in its H1 results and the prospect of some market repair in the UK. Annual in-contract price rises of CPI + 3.9% across the UK mobile sector could provide very valuable support -
November 18, 2020ITV Q3 2020 results: Ads recovering, production may take longer
Flash Report, ReportsAdvertising demand has risen, with total ad revenue down just 7% in Q3, and Q4 expected to be slightly up—this means ITV will be down just over 10% across 2020.
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November 17, 2020Sky UK brings group back on track
Flash Report, ReportsSky appears to have weathered the COVID-19 crisis, revealing an encouraging turnaround in its Q3 operating results, with revenue growth flat overall as each stream saw significant improvement from Q2
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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 13, 2020
Virgin Media: Subscriber growth renaissance continues
Flash Report, ReportsVirgin Media’s lockdown subscriber surge continued into Q3, as working-from-home highlights the importance of the faster speeds its network can offer.
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November 12, 2020Google News Showcase An olive branch to publishers (and regulator [...]
Flash Report, ReportsOn 1 October, Google CEO Sundar Pichai announced $1 billion for worldwide news publisher partnerships for a novel News Showcase product, helping them to distribute their content to a new audience. -
November 11, 20202020 console launches Xbox looks to the future; PlayStation looks [...]
Flash Report, ReportsThe launch of new games consoles this week showcases broadly divergent strategies for Sony and Microsoft, with market leader PlayStation focused solely on defending its model against the rising tide of cheaper subscription games services. -
November 9, 2020BT: Glacially improving outlook
Flash Report, ReportsBT had a fairly mixed September quarter at the revenue level, with post-lockdown recovery evident in a number of areas, such as wholesale/commercial sports, Openreach installation and network build volumes, and consumer mobile net adds, but revenue weakness in mobile roaming (seasonal factors) and consumer fixed (regulator-inspired price cuts) resulted in overall group revenue growth unchanged. -
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. -
November 4, 2020Channel 4 2019, 2020 and beyond
Flash Report, ReportsChannel 4’s 2019 results were solid but unsurprisingly, greater interest is in how the broadcaster has fared in 2020, and what this might mean for its future -
November 4, 2020O2 Looking beyond the nadir
Flash Report, ReportsThere was just a slight deterioration in trends at O2 this quarter as the COVID drag was fairly constant in total, although varied in mix. However, the iPhone launch in Q4 rather than Q3 was almost as detrimental to total revenue growth which will reverse next quarterSector Telecom. -
October 30, 2020
UK economic outlook The V-shaped recovery turns W
Flash Report, ReportsThe August month-on-month GDP growth figure of 2.7% disappointed relative to the rebound that occurred in the wake of lockdown being lifted, with GDP expansion of 2.7% in May, 9.1% in June and 6.4% in July. The Bank of England’s prediction in its August Inflation Report of a strong V-shaped economic recovery and a return to pre-pandemic levels of economic output by the end of 2021 turned out to be overly optimistic.Sector Economic Outlook. -
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). -
October 26, 2020Netflix Q3 2020 results: Returning to pre-COVID levels
Flash Report, ReportsNetflix’s usage and churn are “back to what they were a year ago”, while subscriber growth was down (+2.2 million globally) Two levers contributed to Netflix’s recent explosive growth, adding 26 million subscribers in the first half of the year: the pull-forward effect of the pandemic that saw future subs coming to the service early, and the drop in churn as those intending to leave hung about as there was nothing else to do except watch TV. -
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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 19, 2020Mediapro stops payments for French football: An opportunity for C [...]
Flash Report, Reports -
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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.