Flash Report

Filter by

Filter by

Filter by

  • New
    November 16, 2018

    UK PSB SVOD

    ,
    The Public Service Broadcasters (PSBs) have been mulling a possible SVOD service, a decade after their ad-supported Project Kangaroo was blocked on competition grounds. Even if a reboot between the BBC and ITV were this time to be approved, we do not think Kangaroo 2 can succeed as a significant SVOD entrant in its home turf of the UK, above all because it’s too late. Other flaws in the offer are that it would be too small, non-premium, too old (archive), and too old (viewing profile), plus lacking sufficient financial resource to produce a pipeline of unique series.
    Sector , .
  • New
    November 15, 2018

    UBS Conference: What could the media landscape look like in 5 yea [...]

    ,
    Venture Insights attended the annual UBS Investors Conference for 2018 on 12th and 13th November, with a number of interesting panels across the two days. The participants of the Media panel were unanimous in their view that while digital remains an important area of growth, traditional media operators are starting to get their act together and are aligning their offerings more closely with customer preferences.
  • New
    November 15, 2018

    UBS Australasia Conference – 5G’s accelerating progress

    ,
    Venture Insights attended the annual UBS Investors Conference for 2018 on 12th and 13th November, with a number of interesting panels across the two days. The participants of the 5G panel moderated by Venture Insights commented on the positive effects 5G will have on not just the telco industry but also verticals such as healthcare, transportation and manufacturing.
    Sector , .
  • New
    November 13, 2018

    BBC drama: a loosening grip

    ,
    A string of big, bold hits like Bodyguard, Killing Eve and Little Drummer Girl has reinvigorated the perception of the BBC’s drama schedule, with massive ratings and a coveted place in the public conversation. However, the lack of the broadcaster’s top dramas actually produced by BBC Studios—declining to just 4 of the top 25 in 2018—is cause for ongoing concern. At a time when the BBC is attempting to bulk up the iPlayer and programme IP has become the bedrock broadcasting asset, the BBC could be better placed.
    Sector , .
  • November 12, 2018

    Radcomms 2018 & the upcoming 3.6GHz spectrum auctions

    ,
    ACMA’s premier conference Radcomms 2018 was held on October 30-31 with industry experts presenting and discussing a range of topical issues regarding spectrum regulation, new emerging trends and industry policies. Australia’s spectrum regulation should be fast tracked to enable telcos to deploy next generation technologies faster to consumers. We expect strong competition for spectrum in the upcoming 3.6GHz auction.
    Sector , .
  • November 2, 2018

    AI and Genomics in Healthcare

    ,
    Given the unsustainability of health expenditure growth rates, we explore how AI and genomics might assist Australia to achieve higher quality health services at lower costs. We provide a definition and analyse main drivers and impacts of implementing AI and genomics in medicine.    
  • October 22, 2018

    New Zealand consumer interest growing for 5G mobile

    ,
    Venture Insights’ latest New Zealand consumer mobile survey demonstrates growing 5G interest with video streaming and fixed wireless broadband shaping up to be key use cases. Leadership in 5G network rollout is likely to provide strong benefits from the acquisition of early adopters from competing networks.
    Sector , .
  • October 9, 2018

    The role of IoT in the Healthcare Industry

    ,
    IoT is set to transform the healthcare industry enabling ease of data collection, analysis and bringing medical services into patients’ hands.. Advanced procedures and real time services can be made possible, improving efficiency and reducing redundant costs. However, there are many hurdles that need to be overcome for the IoT vision to be realised and will likely take many years.
    Sector , .
  • September 27, 2018

    Mobile Video, 5G Adoption and Telco Media Strategies

    ,
    Telcos, both globally and locally, have increasingly turned to media and content, in particular sports content, to provide diversification, differentiation and to turn around slowing growth in revenue and ARPUs. Venture Insights’ latest mobile survey shows strong interest in both 5G adoption and mobile video usage – indicating a clear consumer use case for 5G.
    Sector .
  • September 13, 2018

    IoT Impact 2018 – Preparing Australia for IoT

    ,
    The inaugural hosting of Australia’s largest Internet of things (IoT) conference and expo IoT Impact was held at the University of Technology, Sydney on 10-11 September 2018. IoT is truly here to stay and already making huge impacts across a variety of sectors. Government and private companies need to collaborate to ensure successful implementation of IoT to deliver long term benefits.

    Sector , .
  • September 10, 2018

    Japan’s recorded music market starts to stream

    ,
    Recorded music revenues in Japan are stuck in decline as physical sales sag, although 2017 marks the first year when streaming gained a foothold with 8 million subscribers. J-pop fans spend on 'experiences' with their idols including events, merchandise, CDs and DVDs, which streaming cannot replicate. Top native LINE MUSIC offers integration with a popular messaging app and bundling with mobile. Serving international repertoire, Apple Music claims more subscribers than Spotify in Japan, which is more localised, and has most users on the free tier. Amazon Prime Music is a looming constraint on the adoption of subscriptions. 
  • September 5, 2018

    High 5G consumer interest keeps pressure on network rollout

    ,
    Operator positioning for 5G network plans in Australia and New Zealand continues to pick up pace – as Venture Insights’ latest consumer mobile survey demonstrates strong interest from Australian consumers. Leadership in 5G network rollout is likely to provide strong benefits from the acquisition of early adopters from competing networks.

    Sector .
  • August 27, 2018

    Audible, audiobooks and lessons from Amazon in the UK

    ,
    Audiobooks are growing fast, driven by smartphone adoption and better supply, as well as interest from people who don’t usually buy books, such as young men. The sector is dominated by the presence of Audible, Amazon’s audiobook publisher/retailer, which has driven growth of audiobooks but put publishers under pressure. Its strategy is a lesson in Amazon’s approach to media. Audio is an opportunity to sell to new customers, but publishers must acquire and use rights responsibly, and experiment while not letting the audio tail wag the print dog.  
    Sector .
  • August 27, 2018

    Nine Entertainment FY18 earnings update: digital drives growth

    ,
    On 23rd August 2018, Nine Entertainment reported its FY18 earnings. Strong ratings performance in key demographics, rise in digital subscriber base and focus on controlling costs drove an uplift in revenue and earnings for FY18.

    Sector .
  • August 24, 2018

    Vocus FY18 earnings update: Focus on the business segment

    ,
    On 22nd August 2018, Vocus announced its FY18 financial results. Despite revenue and EBITDA increasing slightly, net profit fell 16%. Its SMB product Commander posted a revenue decline of 15%. Vocus needs to take immediate action to make the most of its fixed asset opportunities, acquire larger market share in Enterprise in NSW and VIC, and focus on differentiated products that reduce its dependence on legacy solutions.

    Sector .
  • August 23, 2018

    Seven West Media FY18 earnings update: going all in on cricket

    ,
    On 21th August 2018, Seven West Media reported its FY18 earnings. While an improving core business and focus on cost reduction delivered operating profits that were at the upper end of guidance, new programming and sports content is expected to drive ratings and financial performance going forward.
    Sector .
  • August 21, 2018

    oOh!media earnings update: double digit revenue growth

    ,
    On 20th August 2018, oOh!media reported its first half CY18 earnings. While digital continues to underpin majority of the growth, product and customer diversification ensured double-digit revenue growth despite fluctuations in certain business segments.  
    Sector .
  • Free
    August 17, 2018

    Telstra FY18 earnings update: there’s a lot riding on 5G and Io [...]

    , ,
    On 16th August 2018, Telstra announced its FY18 earnings. While subscriber growth remained strong, it was not strong enough to offset ARPU declines. Telstra is betting its future on new initiatives (IoT) and network technologies (5G) to remain ahead in times of increasing competitive pressure in both fixed and mobile, however it faces competition from multiple other market participants.    
    $0.00
    Sector .
  • August 16, 2018

    Fairfax FY18 earnings update: digital remains the main driver

    ,
    On 15th August 2018, Fairfax Media reported its last full year earnings as an independent news publisher. Digital assets remained the key driver of earnings while regional and community print continued its structural decline.        
    Sector .
  • July 31, 2018

    Nine – Fairfax Merger Flash

    ,
    The proposed A$4.2bn merger of Nine Entertainment and Fairfax Media will produce one of the largest players in the Australian media landscape. This deal is on the  table thanks to the  change in media ownership laws that removed the ‘two out of three’ media ownership rule which prevented one business from owning a TV network, radio station and newspaper in the same market.        
    Sector .
  • May 30, 2018

    BT new Consumer strategy: Converging, but in a good way

    ,
    BT has emphasised ‘convergence’ in its new Consumer strategy, but it has avoided most of the usual fixed-mobile convergence mistakes, with separate brands, minimal discounting and only slightly flawed converged products. The general strategy is to improve customer service to improve market share trends (particularly in broadband), enable premium products/positioning, and allow for cross-selling of a strong set of converged (in a broader sense) products, which is very sensible in our view. It does require extra spending in the short-term to improve customer service and the perception thereof (particularly in broadband) before premium positioning and cross-selling can be effective, therefore improved trends at the bottom line may take some time to come through.
  • May 29, 2018

    Machine Learning – connecting the dots…

    ,
    Machine learning is a branch of Artificial Intelligence that enables computer programs to learn, analyse and identify trends and patterns within large sets of data. Rapid innovation in recent years has seen exciting advances in machine learning with the rise of multiple use cases across a range of industries.
  • May 23, 2018

    BT Q4 2017/18 results: Slowing broadband bites, but recovery pos [...]

    ,
    BT Group met expectations for the 2017/18 financial year, but future guidance is very modest compared to previous performance and financial market expectations, with 2018/19 revenue and EBITDA both guided to decline by around 2% with capex rising. In our view, this weakened outlook is primarily driven by the ongoing slowdown and increasing competitiveness of the UK broadband market, with operating metrics at BT Consumer particularly weak. BT’s re-vamped strategy looks good in parts, and could deliver the incremental improvements necessary to outperform the new (much more modest) expectations, helped by existing – and likely continued – strength in mobile.
  • May 22, 2018

    Blockchain in Telecom – moving from concept to reality…

    ,
    In the past decade, Telcos have had to deal with a number of disruptive technologies. The pace of change is set to continue as Telcos transition towards a 5G and IoT enabled ecosystem. As Telcos seek new revenue opportunities and a way to streamline operations, Blockchain is rapidly evolving to become one of the most promising emerging innovations for telecoms today.