Focus Report

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    June 4, 2020

    Women and UK TV – Insights from our conference in December [...]

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    In the past five decades, women have acquired an unparalleled financial autonomy by participating in higher education, joining the workforce and becoming entrepreneurs, despite still present barriers
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  • May 29, 2020

    Quibi – Adjusting expectations

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    For an unproven service to attract 1.3 million active users in its first five weeks is impressive. But by its own account, Quibi’s launch underwhelmed
    Sector .
  • May 26, 2020

    Vodafone UK – Struggling for momentum

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    Vodafone’s financial metrics appear to be slowly ticking up and it is making some progress in narrowing its performance gap to peers. Signs that it may be moving away from a discount-led convergence strategy in Germany are very positive  
    Sector .
  • May 21, 2020

    Local start-ups drive supply chain improvement and environmental [...]

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    This report is the first of several that will look at the way global platforms are change affecting traditional markets for business and consumer services. This first report provides an overview of their longer-term strategies, and a SWOT analysis of their current position.
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  • May 20, 2020

    UK BT – Fibre up, dividends down

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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 .
  • Magazine stand
    Magazine stand
    May 19, 2020

    UK Journalism on the precipice – Rescue required as financi [...]

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    Journalism is on the precipice with more than £1 billion likely to fall off the industry’s topline. Several years of projected structural revenue decline in advertising and circulation have occurred in just the past few weeks of the coronavirus pandemic, with no letup in sight  
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  • May 18, 2020

    UK O2 – Merger in the time of COVID

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    O2’s merger with Virgin Media seems more of a marriage of convenience than a determined pursuit of synergy benefits. With the owners effectively selling their stakes, the combination will be well-advised to exercise caution in any convergence strategy that they pursue  
    Sector .
  • May 14, 2020

    Global advertising platforms playing a long game in retail, payme [...]

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    This report is the first of several that will look at the way global platforms are change affecting traditional markets for business and consumer services. This first report provides an overview of their longer-term strategies, and a SWOT analysis of their current position.
    Sector .
  • May 7, 2020

    Mobile payments – Australia mobile payments steadily grow, as c [...]

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    Payment services have been subjected to significant disruption in recent years. Traditional barriers to entry and enabling new entrants to take on financial services firms by unbundling their product suite and offering superior products and customer experiences. Incumbent payments providers, principally banks, have responded by launching new online payment services. At the same time, new entrants have exploited the prevalence of smartphones to offer their own app-based payment services.
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  • April 29, 2020

    Unpacking Facebook’s Deal with Reliance Jio Platforms

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    The day opened with the news of Facebook’s mega-investment into Jio Platforms, a wholly-owned subsidiary of Reliance Industries Limited (RIL). For the princely sum of $5.7 billion, or roughly INR 43,000 crores, Facebook will acquire a 9.9% stake in Jio Platforms at an enterprise valuation (EV) of roughly $65 billion.
    Sector .
  • April 23, 2020

    NZ survey results and COVID-19

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    Amidst the COVID-19 crisis in New Zealand (NZ), social-distancing and quarantine measures are becoming the norm. New Zealand is currently at alert level 4, which means that non-essential businesses have been directed to close.
    Sector .
  • April 22, 2020

    UK online advertising during the lockdown

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    In response to COVID-19 and the associated lockdown and economic crash, advertisers have slashed budgets. Online budgets are not immune  
    Sector .
  • April 17, 2020

    COVID-19 impact on ANZ media: major structural and regulatory cha [...]

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    As COVID-19 spreads in Australia, social-distancing and quarantine measures are becoming the norm. This means that a large number of people are now working from their home and spending time indoors. Alternatives to electronic media such as cinemas, live entertainment, and (importantly) sporting events are closed.  While some subscription media will benefit from this situation, those focussed on sport will feel a harsh impact.
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  • April 15, 2020

    Pay-TV resilience – How this time is different

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    When we look back at consumer expenditure on pay-TV and alternative entertainment options during past economic downturns across major countries, we find a broad confirmation of the industry’s comparative resilience
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  • April 14, 2020

    UK News media challenges brought to a head – Structural cha [...]

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    COVID-19 has sent online news surging, with publishers experiencing massive traffic uplift, as trusted news sources become increasingly important
  • April 9, 2020

    COVID-19 UK TV impact – Permanent change without interventi [...]

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    COVID-19 has led to an unprecedented decline in advertiser demand for TV, and while the steepest drop has occurred, broadcasters will feel the impact over a long period of time.
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  • April 8, 2020

    COVID-19 impact on mobile ARPUs, 5G adoption and MVNO wholesale p [...]

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    As COVID-19 spreads its footprint in Australia, social-distancing and quarantine measures are becoming the norm. This means that a large number of people are now working and communicating with other businesses from their home. While many of the telcos have responded with capacity increases to deal with the traffic, this paper considers some of the longer-term issues which can come from a slowdown in the economy post the lockdown period.
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  • April 2, 2020

    COVID-19 telecoms impact in the UK – Resilience in the shor [...]

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    Demand for telecoms capacity is booming, and the networks can (broadly) cope, with the increase primarily in off-peak demand. However, as the crisis continues, maintaining resilience becomes more challenging
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  • April 1, 2020

    Fixed broadband and COVID-19: Demand up, but ARPU under pressure

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    As COVID-19 spreads its footprint in Australia, social-distancing and quarantine measures are becoming the norm. This includes a large number of organisations directing their employees to Work From Home (WFH) where possible, and educational institutes moving to online learning, increasing the load on residential broadband networks. In this report we look at how telcos are stepping up to this challenge, discuss consumers’ broadband requirements for WFH based on our Australian consumer survey and look at short- and long-term implications of COVID-19 for the fixed broadband.
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  • March 31, 2020

    Football and COVID-19 – Avoiding meltdown

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    In a likely scenario, the suspended football season could be concluded in empty stadiums in a June and July rush, nevertheless with severe financial consequences
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  • March 30, 2020

    Coronavirus and the UK economy – Unprecedented crisis

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    To fight against the UK’s incipient pandemic, a full lockdown is in place for all but essential workers in healthcare, telecoms, food, utilities and banks.
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  • March 26, 2020

    Amazon’s Premier League performance – No challenge for pr [...]

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    Amazon aired its first set of Premier League matches in December, with proxy figures supporting reports that it attracted up to 2 million concurrent viewers
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  • March 25, 2020

    Recommendations: Dealing with COVID-19 based cyberattacks and sca [...]

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    There have been many reports of cyber criminals using the COVID-19 pandemic to trick users into installing cyber viruses, purchasing false products and/or divulging sensitive personal or business information. Whilst this trend is disturbing it is also being combined with a massive and global shift to employees working from home which in turn exposes security vulnerabilities into a wide range of home devices and networks. Although these risks are evolving, this report outlines some of the current cyber scams, the shift to working from home and immediate recommendations for businesses with staff working from home.
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    March 23, 2020

    UK TV’s supply challenge – How COVID-19 affects programmi [...]

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    Although increases are moderate so far, it is inevitable that overall video viewing will rise given a reduction in competition for people’s time. So far, unsurprisingly, TV news consumption has ballooned while unmatched viewing—a proxy for SVOD usage—has increased
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