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  • New
    July 9, 2020

    COVID-19 and consumer behaviour: implications for digital marketi [...]

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    Venture Insights performs periodic consumer surveys on mobile service and handset purchases across NZ.
  • Cybercrime as a Service
    Cybercrime as a Service
    July 2, 2020

    India bans Chinese apps – 59 apps removed including TikTok

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    India 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”.
  • June 29, 2020

    Disney kids’ channels – Ceasing operation in the UK

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    The 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.
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  • 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 .
  • 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 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 11, 2020

    UK ITV Q1 2020 results – Could be worse, but may get so

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    ITV recorded total advertising Q1 revenues up 2% year-on-year (£426 million) and in line with their 6 March (pre-lockdown) guidance, on the back of a strong February performance of +8%.  
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  • May 8, 2020

    Amazon Q1 2020 results – Profit growth takes a back seat

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    Amazon reported $75bn in net sales, which was largely in line with expectations, and 28% growth in Prime subscription revenue—as Amazon now has more than 150 million Prime subscribers worldwide—cementing its place as the irreplaceable utility for many in lockdown  
    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 .
  • Magazine stand
    Magazine stand
    April 21, 2020

    Historic UK news media collaboration – Government campaign [...]

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    COVID-19 has inspired an industry to collaborate with a nationwide UK Government advertising campaign across the national, regional and local press
    Sector .
  • 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 16, 2020

    Reaching sports audiences – All platforms necessary

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    Free-to-air broadcasters, pay-TV operators and OTT services all have a role to play in serving sports audiences
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  • Placeholder
    Placeholder
    March 12, 2020

    GDPR after Brexit – UK citizens must keep protections

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    Oliver 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.
  • Placeholder
    Placeholder
    March 11, 2020

    Disney+: Non-exclusive deal with UK Sky Q

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    Available 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.
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  • March 4, 2020

    Nine 1H20 update – results in line with expectations

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    In this report, we briefly analyse the reported 1HFY20 earnings for Nine and highlight some of the key trends across both businesses.
    Sector .
  • February 21, 2020

    Seven 1H20 update – revenues fall in a declining market

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    In this report, we briefly analyse the reported 1HFY20 earnings for Seven West Media and highlight some of the key trends across its businesses.
    Sector .
  • 5G Cover
    5G Cover
    December 2, 2019

    Telstra FY19 Investor Day – InfraCo, Enterprise and 5G to remai [...]

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    Telstra held is annual Investor Day event on 27th November 2019. Telstra CEO Andy Penn and senior management covered off progress on its T22 strategy, financial and earnings outlook, changing dynamics in the Enterprise market, progress on the 5G rollout, entry into gaming and changes to InfraCo. In this report, we have analysed some of the key announcements from the event and provided our take on the same.
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  • UBS Conference
    UBS Conference
    November 21, 2019

    UBS Australasia Conference 2019: AI, Cyber Security, Digital Heal [...]

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    UBS held its annual Australasia investors conference over 18th and 19th November in Sydney, with a number of interesting panels across the two days. Venture Insights moderated the Cyber Security panel and attended a number of sessions over the two days. The sessions covered a variety of topical themes that included - China: trade, tech and capital flows, Artificial Intelligence, Clean Energy policy settings, Robotics, Autonomous vehicles, Cyber threat to Australian businesses, the limitations of monetary policy, cell and gene therapy, digital healthcare, sustainability trends, millennials, fintech investment trends and how tech giants are dealing with the techlash. In this report we highlight the key takeaways from the sessions on artificial intelligence, cyber security, digital health and fintech investment trends.
  • November 13, 2019

    NEXTDC FY19 update: growing fast with the market

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    On 30th October 2019, NEXTDC had its 9th Annual General Meeting. The Australian DC market remains competitive and given the demand most of the DC providers are expected to grow fast. NEXTDC is counting on high growth rate of demand for hyperscale data centres and is clear about its trajectory
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  • October 16, 2019

    Webscale Playbook: Amazon

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    Amazon has evolved leaps and bounds since its creation. From an online bookstore more than two decades ago, it has become a global internet giant that relies heavily on scale and network infrastructure for its diverse businesses. At present, the company’s businesses beyond e-commerce include physical stores, cloud computing, audio/video streaming, advertising, and devices – all of which have millions of customers/users serviced by a strong network infrastructure. The sheer growth across its businesses in the recent years has primed Amazon as one of the leading operators in the network space. Naturally, to cope up with its ever increasing network-related demand, the company is not just spending massively to shore up its infrastructure through vendor partnerships but could be mulling to build some on its own, especially on the hardware side. Below are a few key highlights from the report: As a percentage of revenues, Amazon spends more on R&D than capex, which is typical of WNOs. The gap between the two spending, however, is somewhat shrinking which goes to show Amazon’s greater efforts in building datacenters and warehouses in the recent years. Amazon also emerged as the top R&D spender among WNOs over the past two years, due to Prime Video. Amazon currently manufactures some of the network components such as routers, chips, network interface cards, and network gears to meet the growing needs of its cloud business (AWS). The internet giant, known for disruption, could foray into the enterprise networking market and sell its own custom-made hardware by 2020, taking the incumbent network vendors head-on. However, Amazon is also creating a host of new opportunities for network vendors, as it looks to disrupt different industries such as automotive (driverless cars) and healthcare (online pharmacy and heart-rate detection device), both requiring a strong network infrastructure to enable data transfers and communication between sensors and components.
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  • September 30, 2019

    Time to liberalise UK TV advertising minutage

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    The UK TV advertising market, in decline since mid-2016, could benefit from a liberalisation of advertising minutage if Ofcom reviews COSTA and decides to make changes. Broadcasters could gain from the flexibility to devote up to 20% of peaktime minutes to advertising under the EU’s revised Audiovisual Media Services Directive (AVMSD). Ofcom could also level the playing field between PSB and non-PSB channels, although more minutes of advertising on TV is unlikely to inverse the medium’s decline.
  • September 24, 2019

    Amazon’s pivot to Marketplace

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    Amazon, the gatekeeper to 100 million Prime members, is increasingly reliant for growth on Marketplace, where third-party sellers compete with first-party products. Amazon’s multi-channel platform strategy delivers choice and low prices to customers, but third-party sellers have increasingly complained that their playing field is not level. After Amazon’s seller agreements were modified in August to implement a competition ruling in Germany, the European Commission is now investigating the data layer.
  • September 18, 2019

    The pre-order market has taken off, is consolidation next?

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    Australia’s pre-order market, serviced by players like UberEats, Deliveroo and MenuLog, has grown quickly and is highly competitive. We anticipate the market will experience strong, ongoing growth, market concentration via consolidation as well as horizontal integration. Over the next three years we anticipate that the key players will seek to expand both organically and via acquisition, which will increase the scale and scope of the remaining players. This is likely to be a global phenomenon, though it’s recognised that Australia is an attractive market given its early adoption status.
  • September 17, 2019

    Cut-price iPhones: Apple’s innovative approach

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    Apple’s iPhone launch event was relatively light on iPhone, which shared the stage with games, TV, Watch, iPad and retail announcements. This reflects Apple’s developing priorities: as iPhone sales soften, it needs to find new ways to extract value from the wealthy user base it has spent a decade nurturing. Apple has embraced this new strategy, offering a range of cheaper points of entry into its ecosystem, making the lost profits back on accessories or content subscriptions