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  • August 16, 2018

    Fairfax FY18 earnings update: digital remains the main driver

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    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

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    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

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    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…

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    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 [...]

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    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…

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    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.
  • Free
    May 16, 2018

    SXSW 2018 – Visions of the future: Blockchain, AI and Colonies [...]

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    Venture Insights attended this year’s South by South West (SXSW), Austin’s annual technology conference.This report highlights 7 key trends from the event, including: the impact of Blockchain, whether we should trust AI, how ethics apply to platforms, the battle for your voice and whether we will be on Mars by 2019!
  • Free
    May 10, 2018

    TPG mobile launch plans – there’s going to be data on the str [...]

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    With an increasingly commoditised fixed market, the Australian mobile market is under attack as both margins and market share are under pressure. TPG is set to launch its mobile network with rock bottom introductory pricing for mobile data.
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  • Free
    April 24, 2018

    AltFi Conference 2018 – Growth with transparency

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    Venture Insights attended the annual AltFi Australasian Conference on April 15th 2018. The key takeaway from the conference was that the Fintech Industry in Australia is growing at a fast rate and the industry is optimistic about the Federal Government’s Open Banking initiative.
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  • The Internet of All Things - Towards the Hyper-connected World
    The Internet of All Things - Towards the Hyper-connected World
    March 6, 2018

    UK Internet Trends H2 2017: From shallow online to the online imm [...]

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    In this report we develop a rough segmentation of the adult population by level of online use: offline (10% of adults), shallow online (10%), deep online (80%). We examine how online services seeking to reach new audiences increasingly face the obstacle of missing demand rather than a lack of consumer skills or access. The app economy still relies on a limited consumer pool, but ecommerce is now reaching almost all of the deep online. Bridging the current gap between occasional and frequent online buyers is a clear opportunity and we are still in the early days of evolving buying services into shopping services. The only industry monetising all online users is advertising. Ad platforms, led by Google and Facebook, also play a critical role expanding the ranks of the deep online and online immersed. But offline brand display media, led by broadcast TV, remain critical for online brands wanting to expand their audience.
  • March 2, 2018

    UK broadband, telephony and pay TV trends Q4 2017

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    UK residential communications market revenue growth fell again to 1.2%, with weakening ARPU growth the main driver. New customer pricing remains flat to down, and existing customers are being increasingly discounted, fuelling the ARPU weakness. High speed broadband adoption is proceeding apace, but the high speed premium is fairly thin, muting the impact on ARPU. Regulated wholesale price cuts from Openreach finalised today and due in April 2018 will not help. Looking forward, the March quarter will benefit from price timing effects at BT and Virgin Media, but we fear that the rest of 2018 will follow the current downward trend and the operators will need to adjust to an ex-growth environment.
  • Free
    February 27, 2018

    Online retail gathers momentum in Australia

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    The Australian online retail market has evolved over the past five years, driven by changing consumer preferences coupled with favourable sectoral trends and increased international competition.
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  • February 26, 2018

    Virgin Media Q4 2017 results: Growth limited by market pressures

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    Virgin Media’s Q4 performance was a little softer than expected, with subscriber figures quite weak and no improvement in ARPU growth despite a better implementation of its annual price rise. The cause is however likely market-driven, with broadband demand slowing and all operators struggling for ARPU growth, and Virgin Media does now lead the market for subscriber, RGU and revenue growth.The prospects for 2018 are solid if not spectacular, with Project Lightning driving market share gains and ARPU defended by a network speed advantage that will last for many years yet.
  • February 21, 2018

    5G Update February 2018

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    While 5G is on track for network rollout by 2020, leading global and Australian Telcos have announced their intentions to launch 5G fixed wireless services from late 2018 onwards. In Australia, 5G remains a key agenda item for the Government, the NBN and the Telco Market.
  • Free
    February 20, 2018

    Media Sector Update

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    In September, 2017 the Australian Government voted in favour of a comprehensive package of media reforms. Key highlights from the historic reforms include increased requirements to show Australian produced content, a public ownership register of media assets, and additional funding for regional and small publishers. (Full details in Venture Insights’ Media Reform Update report in October, 2017). As we reported, while media reform opens the door for consolidation, we do not believe it will or should result in the M&A frenzy many observers predicted. After all, simply putting two challenged businesses together will not provide sustained respite from strengthening industry headwinds or growth in the absence of robust strategic planning that looks beyond the immediate horizon.
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    February 19, 2018

    Top Australian Healthcare Tech trends to watch in 2018

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    Digital and mobile technologies are providing the foundation for many emerging healthcare innovations that are disrupting the Australian healthcare market. To keep pace with this continuous transformation, healthcare operators will need to embrace new technologies to improve health outcomes, be cost effective and provide timely care.

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    January 24, 2018

    Top Australian Telco trends to watch in 2018

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    The Australian Telco market has seen significant transformation in the past two decades as both mobile and fixed broadband technologies have evolved. However, sustained, long-term growth in the sector relies on continued transformation; with Telcos investing in new technologies and seeking new revenue streams.
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  • Free
    January 23, 2018

    Wind Farms – Adding wind to Australia’s energy sails

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    Wind energy already accounts for 30 percent of renewable generation and over 5 percent of total electricity generation in Australia. Falling development and generation costs will drive the growth of wind as an energy source into the future.
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  • Free
    November 6, 2017

    Green Hydrogen – Opportunity or hype?

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    Hydrogen as an energy carrier has long been discussed as a pathway to a greener future and although technology progress has been slow, recent developments point to tangible progress.Diversity of sources, security and flexibility within Australia’s energy system is the key to a reliable energy future; hydrogen could play an important role alongside other energy technologies.
  • October 25, 2017

    Australia’s 5G roadmap – on your mark, get set, go…

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    While 5G standards are yet to be finalised, it is clear 5G will significantly increase network performance with improved connectivity, faster speeds and very low latency. However, to fully exploit the potential of 5G, the Australian telco market needs a policy framework that prioritises 5G and focuses on spectrum management and deployment strategies.
  • October 10, 2017

    Australian’s long-awaited media reforms pass

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    In September the Australian Government voted in favour of the comprehensive package of media reforms. Following three months of horse trading between the major and independent parties the reforms passed with only minor and uncontroversial changes to those originally proposed by the Liberal Party.
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    September 13, 2017

    AEMO Report – exacerbating our issues not finding solutions

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    AEMO’s report to the Government appropriately highlights the risks to the NEM following closure of key dispatchable capacity. However, the report and the Government’s reaction adds to the hysteria rather than addressing policy that provides incentives to invest in appropriate generation assets.
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  • Free
    August 4, 2017

    Residential rooftop solar set to soar

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    Solar rooftop economics are approaching a tipping point. Not only does electricity generated from residential rooftop solar households reduce greenhouse gas emissions, recent market trends indicate residential rooftop solar is the solution for households to withstand increasing electricity prices.