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August 12, 2020Art of the deal – Microsoft swoops for TikTok
Flash Report, ReportsMicrosoft hopes to buy TikTok from Chinese owner ByteDance before President Trump’s Executive Order halts transactions with the company in mid-September. Twitter is now in the game, but is unlikely to prevail -
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August 12, 2020O2 UK: COVID and loss of Carphone bite
Flash Report, ReportsAlong with the rest of the mobile market, O2’s results were harder-hit by COVID than expected, with service and total revenues down by 9% and 4% respectively -
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August 11, 2020Sky UK Q2 2020 results – Emerging from the worst?
Flash Report, ReportsSport is back, but its recent hiatus amid the COVID-19 crisis hit Sky hard, with Q2 revenue plunging 12.9% year-on-year. EBITDA remains flat for now, with sports rights cost absorption postponed but not cancelled -
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August 6, 2020The New Era of Voice Commerce: Be in It to Win It
Market Outlook, ReportsThe rise of voice technology is transforming the way we consume information and make purchases, giving customers the option to engage in a hands-free and seamless shopping experience. -
August 4, 2020Too big to derail – Facebook unmoved by its advertiser boyc [...]
Flash Report, ReportsFacebook grew revenues by 11% in Q2. This rate is higher than investors expected, but still driven to record lows by the pandemic slowdown. It forecasts 10% growth in Q3Sector Technology. -
August 3, 2020Vodafone UK: Growth dips due to COVID and more
Focus Report, ReportsVodafone’s performance this quarter was hit both by COVID and an underlying deterioration in its operational momentum—disappointing given regulatory easing and easier comparablesSector Telecom. -
July 30, 2020Australian Telecommunications Market Outlook
Market Outlook, ReportsWe anticipate a negative-growth telecommunications market over the next few years, with slow growth in consumer revenues being offset by declines in the enterprise market. In 2020, we expect COVID19 to have a negative effect on both consumer and enterprise revenues as economic activity declines. -
July 29, 2020TalkTalk UK: Post-lockdown challenges and opportunities
Flash Report, ReportsTalkTalk started its new financial year with revenue growth declining to -8% in Q1, although this is partly lockdown-related, and costs have also declined as churn plummeted -
July 28, 2020HBO Max: Failing to generate retail momentum
Flash Report, ReportsIn a cautionary note on the prospects of the SVOD boom, the 27 May US launch of direct-to-consumer video service HBO Max did not save its parent company Home Box Office from a 5% year-on-year (YoY) decrease in revenues in Q2 2020. -
July 24, 2020Technology and connectivity critical for Australian SMBs
Focus Report, ReportsWith COVID-19, the Australian economy has undergone a large demand-side shock where consumer demand for many products and services has disappeared following the introduction of social distancing rules to flatten the infection curve. -
July 22, 2020UK Betting & gaming advertising – Inadequate solution [...]
Focus Report, ReportsThe Betting and Gaming Council (BGC) which represents 90% of the UK’s betting and gaming industry (but not the National Lottery/other lotteries) announced its withdrawal of all TV and radio advertising for casino, slots and bingo during lockdown -
July 20, 2020UK TV broadcasters – Silver linings from COVID-19
Focus Report, ReportsAdmissions and box office revenues in 2020 will be the lowest in over three decades. The pandemic forced the closure of theatres, putting pressure on cinema to a degree unlike ever before -
July 16, 2020New Zealand Consumer Broadband Behavioural Survey
Focus Report, ReportsThe purpose of this survey (completed 29th April 2020) was to understand the change in consumers broadband usage behaviour due to COVID-19 for a range of new reasons including work from home, video conferencing with friends and family, school learning, adult learning and entertainment. -
July 15, 2020UK Huawei ban – Counting the cost
Flash Report, ReportsPress reports suggest that the restrictions on Huawei equipment may morph into a full ban, with new installations stopping soon and existing equipment to be removed by 2029 -
July 14, 2020Cinema’s post-pandemic future
Focus Report, ReportsAdmissions and box office revenues in 2020 will be the lowest in over three decades. The pandemic forced the closure of theatres, putting pressure on cinema to a degree unlike ever before -
July 13, 2020Canal+: Time to reclaim its ‘national champion’ mojo
Flash Report, ReportsThe pay-TV platform’s revenue has almost stabilised in France, while positioning has shifted to that of an aggregator—thanks to deals with Netflix, Disney+ and BeIN Sports -
July 9, 2020
COVID-19 and consumer behaviour: implications for digital marketi [...]
Flash Report, ReportsVenture Insights performs periodic consumer surveys on mobile service and handset purchases across NZ. -
July 6, 2020Telecoms and pay TV – Opportunities beyond lockdown
Focus Report, ReportsThe Disney Channel, Disney XD and Disney Junior will cease to be broadcast in the UK. Carriage negotiations with the major platforms have clearly been going on for some time, with the March agreement for Sky Q to carry the new SVOD service Disney+ completed without any reference to the linear channels. -
July 2, 2020UK broadband, telephony and pay TV trends Q1 2020 – No foot [...]
Market Outlook, ReportsMarket revenue growth plummeted to -2% in Q1 2020, with a lack of premium sports pay TV revenue the biggest factor -
July 2, 2020India bans Chinese apps – 59 apps removed including TikTok
Flash Report, ReportsIndia announced on Monday it has banned 59 Chinese apps including TikTok, an unprecedented move. The decision follows clashes on 15-16 June in the Himalayan border region of Ladakh which left 20 Indian soldiers dead. The Indian government quickly released a statement declaring that the apps are “prejudicial to sovereignty and integrity of India, defence of India, security of state and public order” and accused the apps of “stealing and surreptitiously transmitting users’ data in an unauthorised manner to servers which have locations outside India”.Sector Cyber Security. -
July 1, 2020Venture survey: NZ mobile consumers driven by price
Focus Report, ReportsVenture Insights performs periodic consumer surveys on mobile service and handset purchases across NZ. -
June 30, 2020
Times Radio UK – A slow-build acquisition strategy
Focus Report, ReportsTimes Radio launches as an ad-free commercial speech radio service on DAB and online. By extending brand reach, it forms part of the marketing funnel to convert listeners into subscribers -
June 29, 2020Disney kids’ channels – Ceasing operation in the UK
Flash Report, ReportsThe Disney Channel, Disney XD and Disney Junior will cease to be broadcast in the UK. Carriage negotiations with the major platforms have clearly been going on for some time, with the March agreement for Sky Q to carry the new SVOD service Disney+ completed without any reference to the linear channels. -
June 25, 2020OptiComm acquisition strengthens Uniti’s competitive offer
Focus Report, ReportsVenture Insights performs periodic consumer surveys on mobile service and handset purchases across NZ.