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November 2, 2018
AI and Genomics in Healthcare
Flash Report, ReportsGiven 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.Given the unsustainability of health expenditure growth rates, we explore how AI and genomics might assist Australia to achieve hi [...] -
October 22, 2018
New Zealand consumer interest growing for 5G mobile
Flash Report, ReportsVenture 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.Venture Insights’ latest New Zealand consumer mobile survey demonstrates growing 5G interest with video streaming and fixed wireless broadband shaping up to b [...] -
October 9, 2018
The role of IoT in the Healthcare Industry
Flash Report, ReportsIoT 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.IoT is set to transform the healthcare industry enabling ease of data collection, analysis and bringing medical services into patients’ hands.. Advanced proce [...] -
October 2, 2018
Mobile payments – Australia moving from cashless to walletless?
Flash Report, ReportsThe Australian payments ecosystem has seen considerable disruption in the last decade with new technologies, innovations and new industry players changing the way we pay. In particular, contactless payments has laid the foundation for mobile payments with consumers increasingly looking to ditch their cards and wallets in favour of digital wallets or mobile payment apps.$450.00The Australian payments ecosystem has seen considerable disruption in the last decade with new technologies, innovations and new industry players changing the w [...] -
September 27, 2018
Mobile Video, 5G Adoption and Telco Media Strategies
Flash Report, ReportsTelcos, 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.Telcos, both globally and locally, have increasingly turned to media and content, in particular sports content, to provide diversification, differentiation and [...] -
September 13, 2018
IoT Impact 2018 – Preparing Australia for IoT
Flash Report, ReportsThe 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.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 10, 2018
Japan’s recorded music market starts to stream
Flash Report, ReportsRecorded 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.Recorded music revenues in Japan are stuck in decline as physical sales sag, although 2017 marks the first year when streaming gai [...] -
September 5, 2018
High 5G consumer interest keeps pressure on network rollout
Flash Report, ReportsOperator 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.Operator positioning for 5G network plans in Australia and New Zealand continues to pick up pace – as Venture Insights’ latest consumer mobile survey demons [...] -
August 27, 2018
Audible, audiobooks and lessons from Amazon in the UK
Flash Report, ReportsAudiobooks 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.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. [...]Sector Media. -
August 27, 2018
Nine Entertainment FY18 earnings update: digital drives growth
Flash Report, ReportsOn 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.On 23rd August 2018, Nine Entertainment reported its FY18 earnings. Strong ratings performance in key demographics, rise in digital subscriber base and focus on [...]Sector Media. -
August 24, 2018
Vocus FY18 earnings update: Focus on the business segment
Flash Report, ReportsOn 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.On 22nd August 2018, Vocus announced its FY18 financial results. Despite revenue and EBITDA increasing slightly, net profit fell 16%. Its SMB product [...]Sector Telecom. -
August 23, 2018
Seven West Media FY18 earnings update: going all in on cricket
Flash Report, ReportsOn 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.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 [...]Sector Media. -
August 21, 2018
oOh!media earnings update: double digit revenue growth
Flash Report, ReportsOn 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.On 20th August 2018, oOh!media reported its first half CY18 earnings. While digital continues to underpin majority of the growth, product and custome [...]Sector Media. -
August 17, 2018
Telstra FY18 earnings update: there’s a lot riding on 5G and Io [...]
Flash Report, ReportsOn 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.$900.00On 16th August 2018, Telstra announced its FY18 earnings. While subscriber growth remained strong, it was not strong enough to offset ARPU declines. [...] -
August 16, 2018
Fairfax FY18 earnings update: digital remains the main driver
Flash Report, ReportsOn 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.On 15th August 2018, Fairfax Media reported its last full year earnings as an independent news publisher. Digital assets remained the key driver of e [...]Sector Media. -
July 31, 2018
Nine – Fairfax Merger Flash
Flash Report, ReportsThe 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.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 [...]Sector Media. -
July 13, 2018
5G Update July 2018 – auctions caps, potential vendor bans and [...]
Flash Report, ReportsRegulatory announcements regarding 5G will affect competition dynamics as the first 5G services are closer to launch. Internationally, there is excitement but also caution as the potential high price of providing 5G services will mean expected benefits such as unlimited mobile plans prove to be difficult to justify economically.$900.00Regulatory announcements regarding 5G will affect competition dynamics as the first 5G services are closer to launch. Internationally, there is excitement but a [...] -
May 30, 2018
BT new Consumer strategy: Converging, but in a good way
Flash Report, ReportsBT 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.BT has emphasised ‘convergence’ in its new Consumer strategy, but it has avoided most of the usual fixed-mobile convergence mistakes, with separate brands, [...] -
May 29, 2018
Machine Learning – connecting the dots…
Flash Report, ReportsMachine 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.Machine learning is a branch of Artificial Intelligence that enables computer programs to learn, analyse and identify trends and patterns within large sets of d [...] -
May 23, 2018
BT Q4 2017/18 results: Slowing broadband bites, but recovery pos [...]
Flash Report, ReportsBT 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.BT Group met expectations for the 2017/18 financial year, but future guidance is very modest compared to previous performance and financial market expectations, [...] -
May 22, 2018
Blockchain in Telecom – moving from concept to reality…
Flash Report, ReportsIn 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.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 an [...] -
May 16, 2018
SXSW 2018 – Visions of the future: Blockchain, AI and Colonies [...]
Flash Report, ReportsVenture 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!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, [...] -
May 10, 2018
TPG 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.$900.00With 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 [...] -
April 24, 2018
AltFi 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.$450.00Venture Insights attended the annual AltFi Australasian Conference on April 15th 2018. The key takeaway from the conference was that the Fintech Indu [...]