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  • New
    June 3, 2020

    Optus Q4FY20: a challenging quarter likely to have implications f [...]

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    On 28th May 2020, Optus announced its 4QFY20 earnings update for the quarter ending 31st March. Some of the key highlights from the announcement included:
    Sector .
  • New
    June 2, 2020

    Australian Consumer Behavioural Survey – 2020 Part 2: Emerging [...]

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    This survey report on working from home is the second of three reports based on a behavioural change survey conducted by Venture Insights and commissioned by NBN Co (completed 28th April 2020).
    Sector .
  • May 27, 2020

    Australian Consumer Behavioural Survey – 2020 Part 1: Working [...]

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    This survey report on working from home is the first of three reports based on a behavioural change survey conducted by Venture Insights and commissioned by NBN Co (completed 28th April 2020).
    Sector .
  • May 27, 2020

    Virgin Media UK – Fibre questions remain

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    Virgin Media’s Q1 financial performance was in line with its subdued outlook, with its key problem being a lack of demand (yet) for the ultrafast services that only it can widely provide  
    Sector .
  • May 26, 2020

    Vodafone UK – Struggling for momentum

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    Vodafone’s financial metrics appear to be slowly ticking up and it is making some progress in narrowing its performance gap to peers. Signs that it may be moving away from a discount-led convergence strategy in Germany are very positive  
    Sector .
  • May 25, 2020

    Sport suspension scathes Sky UK – Q1 2020 results

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    BT’s March quarter appeared to have been going reasonably well until COVID-19 hit, with full year guidance still being broadly met, but the new financial year will be hit harder, with BT Sport, SME and new fibre connection revenue particularly vulnerable  
    Sector .
  • May 20, 2020

    UK BT – Fibre up, dividends down

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    BT’s March quarter appeared to have been going reasonably well until COVID-19 hit, with full year guidance still being broadly met, but the new financial year will be hit harder, with BT Sport, SME and new fibre connection revenue particularly vulnerable  
    Sector .
  • May 18, 2020

    UK O2 – Merger in the time of COVID

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    O2’s merger with Virgin Media seems more of a marriage of convenience than a determined pursuit of synergy benefits. With the owners effectively selling their stakes, the combination will be well-advised to exercise caution in any convergence strategy that they pursue  
    Sector .
  • May 6, 2020

    Imperative to improve self-service customer experience channels

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    Venture recently undertook a one-month CX benchmarking study across 10 ANZ operators, analysing three CX channels (IVRs, Web and social)
    Sector .
  • May 5, 2020

    UK Virgin Media and O2 merger – Desperately seeking synergi [...]

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    The press has reported on an imminent merger of O2 and Virgin Media (UK). This is not likely to be driven by the pursuit of revenue synergies as dis-synergies are more likely if the brands are merged  
    Sector .
  • April 27, 2020

    COVID-19 and the ANZ Telco market

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    The lasting impact of the crisis on the Telco market will depend on its effect on the overall economy
    Sector .
  • April 23, 2020

    NZ survey results and COVID-19

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    Amidst the COVID-19 crisis in New Zealand (NZ), social-distancing and quarantine measures are becoming the norm. New Zealand is currently at alert level 4, which means that non-essential businesses have been directed to close.
    Sector .
  • April 8, 2020

    COVID-19 impact on mobile ARPUs, 5G adoption and MVNO wholesale p [...]

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    As COVID-19 spreads its footprint in Australia, social-distancing and quarantine measures are becoming the norm. This means that a large number of people are now working and communicating with other businesses from their home. While many of the telcos have responded with capacity increases to deal with the traffic, this paper considers some of the longer-term issues which can come from a slowdown in the economy post the lockdown period.
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  • April 7, 2020

    Baby steps to recovery – European mobile in Q4 2019

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    European mobile service revenue growth improved by 1ppt to -1.2% primarily as a consequence of diminished competitive intensity in France. Trends elsewhere were largely flat
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  • April 3, 2020

    UK mobile market in Q4 2019 – Trends steady, mixed outlook

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    The UK mobile market was steady this quarter at around -2% ahead of out-of-contract notifications hitting from February
    Sector .
  • April 2, 2020

    COVID-19 telecoms impact in the UK – Resilience in the shor [...]

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    Demand 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 challenging
    Sector .
  • April 1, 2020

    Fixed broadband and COVID-19: Demand up, but ARPU under pressure

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    As 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 .
  • March 25, 2020

    Recommendations: Dealing with COVID-19 based cyberattacks and sca [...]

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    There 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.
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  • March 18, 2020

    Telecoms investment crucial. Help required

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    At 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 climate
    Sector .
  • March 13, 2020

    UK broadband, telephony and pay TV trends Q4 2019 – Shrinki [...]

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    Market revenue growth dipped to below zero in Q4 2019, as pricing pressures bite and smaller players gather share
    Sector .
  • March 5, 2020

    Virgin Media UK: Pain before gain

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    Virgin 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.
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  • March 2, 2020

    New Zealand Telco Market Outlook

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    We 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
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  • February 27, 2020

    Vocus 1H20 update: Network Services and New Zealand perform well, [...]

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    On 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.
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  • February 26, 2020

    UK Media consumption: The ‘surprising’ endurance of broadcast [...]

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    Despite two decades of online disruption, the UK remains reliant on traditional platforms and brands across the media sector—more so for older cohorts, but also for younger generations. 13% of adults still do not use the internet and, in reality, an online-only media ecosystem remains a distant prospect. Traditional providers, particularly within TV, radio and news, look set to endure for the long term, aided by the trajectory of the UK’s ageing population