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May 10, 2018TPG mobile launch plans – there’s going to be data on the str [...]
Flash Report, ReportsWith 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.$900.00 -
April 24, 2018AltFi Conference 2018 – Growth with transparency
Flash Report, ReportsVenture 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.$450.00 -
March 6, 2018UK Internet Trends H2 2017: From shallow online to the online imm [...]
Flash Report, ReportsIn 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, 2018UK broadband, telephony and pay TV trends Q4 2017
Flash Report, ReportsUK 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. -
February 27, 2018Online retail gathers momentum in Australia
Flash Report, ReportsThe 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.$450.00 -
February 26, 2018Virgin Media Q4 2017 results: Growth limited by market pressures
Flash Report, ReportsVirgin 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, 20185G Update February 2018
Flash Report, ReportsWhile 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. -
February 20, 2018Media Sector Update
Flash Report, ReportsIn 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.$900.00 -
February 19, 2018Top Australian Healthcare Tech trends to watch in 2018
Flash Report, Reports$450.00Digital 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, 2018Top Australian Telco trends to watch in 2018
Flash Report, ReportsThe 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.$900.00 -
January 23, 2018Wind Farms – Adding wind to Australia’s energy sails
Flash Report, ReportsWind 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.$450.00 -
October 25, 2017Australia’s 5G roadmap – on your mark, get set, go…
Flash Report, ReportsWhile 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, 2017Australian’s long-awaited media reforms pass
Flash Report, ReportsIn 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. -
September 13, 2017AEMO Report – exacerbating our issues not finding solutions
Flash Report, ReportsAEMO’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.$450.00 -
September 6, 2017National Digital Health Strategy – one byte at a time
Flash Report, ReportsIt’s time to move on from relying on doctors’ memories and the pulling together of fragmented information from across the health system. The National Digital Health Strategy outlines the transformation of the Australian healthcare system from a paper-based records system to a digital one that ensures the right information, at the right place and at the right time.$450.00 -
August 4, 2017Residential rooftop solar set to soar
Flash Report, ReportsSolar 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. -
June 21, 2017The Finkel Review – A politically acceptable outcome for no [...]
Flash Report, ReportsThe Finkel review has been released and appears to have come up with a ‘politically acceptable’ solution. However, even if all the recommendations are accepted, the future impact on the electricity market is far from certain. Human behaviour and the declining cost of renewables will have a more profound effect than the Finkel review suggests in its modelling.
