Focus Report Archives - Page 2 of 11

December 16, 2020
Taking Free-to-Air TV online in Australia: opportunities and chal [...]
Focus Report, Reports
The report is designed to enumerate the key technical, commercial and equity issues that would arise in the course of such a migration, providing insights and identifying problems that would need to be addressed. Amongst other things, this requires an examination of Australia’s digital infrastructure and its capacity to support television distribution, the media and telecommunications business models that would need to be adapted, and the response of households to the changes in consumer technology that would be required. A household survey was also undertaken to inform this report, and details are included in the Appendix. The report is not a proposal that free-to-air television should entirely move to online delivery, nor is it a strategy to get there. Nor is it a cost-benefit analysis.

The report is designed to enumerate the key technical, commercial and equity issues that would arise in the course of such a migration, providing insights and i [...]
Sector Internet, Media, Non-UK Media, online video, Technology, Television.
November 24, 2020
New Zealand Consumer Broadband Behaviour Survey – Round 2
Focus Report, Reports
The purpose of this survey (completed 28th October 2020) was to compare the results with the results of the similar April survey, and understand the change in consumers’ response to COVID-19 over time in a range of areas including broadband usage, work from home, video conferencing, online shopping and telehealth. The comparison with the results with our April 2020 survey provides insights on consumer behaviour pre-COVID, during COVID and now. The survey was conducted nationally across New Zealand for 1,016 respondents, all with a broadband connection, and with a representative survey sample across demographic and regional groupings. The demographics have been discussed in detail in the last section of the report.

The purpose of this survey (completed 28th October 2020) was to compare the results with the results of the similar April survey, and understand the change in c [...]
Sector Broadband, new zealand.
November 23, 2020
e-Pharma: the rise of online pharmacy
Commentary category, Focus Report, Free Sample, Market Outlook, Reports
This report provides a quantitative snapshot of the evolution of Australia’s pharmacy sector, in light of the coronavirus (COVID-19) epidemic and the new technologies and business models that are making prescription drug distribution more convenient to Australians. The Australian government is currently introducing e-prescriptions under two models: the Token Model (where patients use a paper token or an electronic token sent to their device to access their electronic prescription) and the Active Script List Model (where patients gain access through their assertion of a single identity rather than through presentation of a token).

This report provides a quantitative snapshot of the evolution of Australia’s pharmacy sector, in light of the coronavirus (COVID-19) epidemic and the new tech [...]
Sector E-commerce, Pharmaceuticals.
October 22, 2020
nbn’s Enterprise Market Strategy: Complementary or Competitive [...]
Focus Report, Reports

Prior to nbn’s arrival in the enterprise connectivity market, Telstra held a dominant position. The market suffered from a lack of competitive investment, with high barriers to entry, a low number of competitors in the market, and a lack of pricing transparency. Contents Key Takeaways Introduction The Enterprise Fibre Market Nbn Impact on the Enterprise Fibre Market Industry Response Conclusion: […]
Sector Telecom.
October 15, 2020
STV: Pulling the levers for growth
Focus Report, Reports

STV now has a clear pathway to reduce its reliance on linear advertising by investing in production, while pushing the transition to digital forward with a UK-wide footprint To that end, STV Player has some momentum and recent production company acquisitions, increasing external commissions and PSB Out of London quotas should ensure STV Studios returns to growth in 2021 Such […]
Sector Broadcast TV, digital, TV, UK.
October 13, 2020
Apple 5G iPhone: Telstra’s opportunity for Christmas consumer c [...]
Focus Report, Reports
Telstra has recently announced (12th October 2020) that it has deployed more than 2,000 5G sites covering more than 41 per cent of Australia’s population. In addition, the telco states that it is on track to reach 75% population coverage by June 2021.

Telstra has recently announced (12th October 2020) that it has deployed more than 2,000 5G sites covering more than 41 per cent of Australia’s population. In [...]
Sector 5G, Telecom.
October 9, 2020
Australian Household 5G Fixed Wireless Substitution Forecast
Focus Report, Reports
The advent of 5G, combined with an increase in smart device penetration, has made 5G fixed wireless and mobile broadband more attractive to consumers, and this will lead to a significant growth in wireless broadband usage. As consumers rely more and more on wireless broadband (both mobile and fixed wireless) connectivity, customers may look to cut their fixed broadband connection and rely on wireless devices for broadband connectivity.

The advent of 5G, combined with an increase in smart device penetration, has made 5G fixed wireless and mobile broadband more attractive to consumers, and this [...]
Sector 5G, Fixed Line (Internet and Voice), Internet, Telecom.
October 8, 2020
Back in play: Merger prospects in UK mobile resurrected
Focus Report, Reports

With the European Commission’s decision to block the H3G/O2 merger annulled and with new H3G management sounding a very pro-consolidation tone, the prospect of mobile operators going from four to three in the UK seems to be back on the cards Both H3G/Vodafone and H3G/O2/Virgin Media combinations seem possible although each has its own complexity—existing network sharing arrangements being one […]
Sector 5G, Telecom, UK.
October 7, 2020
European TV & video subscription platforms: Recovery from lo [...]
Focus Report, Reports

With a lack of live sport, the lockdown weighed on incumbent pay-TV platforms’ subscriptions. SVOD providers leveraged their cheap positioning—Netflix and Amazon Prime Video now rank above other subscription services in Europe, and Disney+ had a successful launch Incumbents—Sky, Canal+, Movistar+—all pursue a twin-track strategy. They are positioning themselves as gatekeepers thanks to service bundles, while redirecting resources away from […]
Sector Europe, Technology, Television, TV.
October 2, 2020
Made in China- TikTok Global between a deal and the precipice
Focus Report, Reports

ByteDance is rushing to sell a 20% stake in TikTok Global to Oracle and Walmart at an enterprise value of $60 billion. TikTok otherwise faces a ban in the US on 12 November, subject to legal challenges

ByteDance is rushing to sell a 20% stake in TikTok Global to Oracle and Walmart at an enterprise value of $60 billion. TikTok othe [...]
Sector acquisition, Mobile Apps, Technology.
October 1, 2020
Commentary: Webscale Capex in 2Q20
Focus Report, Reports
As WNOs have grown, they’ve developed more sophisticated offerings in the cloud, often targeting specific vertical markets with customized platforms, including telecom. This is impacting how telcos build their networks and develop services. In the last year, webscale partnerships with telcos have expanded, spanning workload shift, joint development, and service partnerships – often supporting 5G. In January, our research partner MTN Consulting flagged the need for more collaboration between telcos, WNOs, and carrier-neutral providers as essential for 5G success as telcos aim to lower their capex outlays.

As WNOs have grown, they’ve developed more sophisticated offerings in the cloud, often targeting specific vertical markets with customized platforms, includin [...]
Sector Cloud, Internet, Mobile Apps, Technology.
September 17, 2020
Australia consumer and SMB broadband pricing trends – Broadband [...]
Focus Report, Reports
Broadband services are critical enablers for access to information, employment, markets and key services. Consumer demand for broadband services has grown rapidly in the last decade with household penetration increasing to 85% in 2019 compared to 64% in 2009. This report analyses the competitive environment in the fixed broadband market, focussing on consumer price trends. In particular, we analyse the major RSPs – Telstra, Optus, TPG and Aussie Broadband to evaluate their broadband offerings in the retail market.

Broadband services are critical enablers for access to information, employment, markets and key services. Consumer demand for broadband services has grown rapid [...]
Sector 5G, Internet, Telecom.
September 7, 2020
Australian Small Business Survey: 5G broadband battleground for O [...]
Focus Report, Reports
This report presents the survey results across 602 small businesses and highlights their views on willingness to pay, churn intentions and their views on 5G mobile and fixed wireless broadband. The survey was targeted towards the IT decision makers in small businesses, which this survey defined as having an employee count of between 5 – 20 employees.

This report presents the survey results across 602 small businesses and highlights their views on willingness to pay, churn intentions and their views on 5G mob [...]
Sector 5G, Technology, Telecom.
August 31, 2020
Nine, Seven results: COVID impact disguises accelerating FTA reve [...]
Focus Report, Reports
As we have said previously, the FTA advertising revenue market faces major structural headwinds as audiences transition away from linear television. Both Seven and Nine reported declines in their core FTA advertising businesses in FY19 and FY20. The decline in linear FTA advertising revenue in 1H20, before COVID-19 hit, was 7% YoY. This was an acceleration of the decline compared to FY19, but the effect was of course swamped by the impact of COVID-19 in the second half. As expected, COVID-19 had a disruptive and negative impact, particularly in Q4. This is reflected in the FY20 revenue results, but will flow through into FY21 because the longer-term economic impacts of COVID-19 shutdowns have yet to be felt. To counter this trend and the one-off impact of COVID-19, Seven and Nine are managing the decline of the FTA market by following through with their investments in digital platforms (BVOD), improving yields on existing content, developing programmatic and addressable TV solutions, and cutting costs. SevenWest and Nine were also able to make gains in cost reduction and new revenue growth that kept them in the black. These green shoots give some hope for a digital rebound in the wake of the COVID-19 disruption. However, it will be several years before BVOD is enough to significantly offset FTA declines.

As we have said previously, the FTA advertising revenue market faces major structural headwinds as audiences transition away from linear television. Both Seven [...]
Sector Media.
August 27, 2020
The Australian tower market 2020
Focus Report, Reports
This report assesses the Australian mobile communications tower market and the drivers for tower and small cell demand in Australia. The rollout of 5G and renewed interest in small cell technology is an opportunity to reconsider the financing and ownership of potentially shareable infrastructure.

This report assesses the Australian mobile communications tower market and the drivers for tower and small cell demand in Australia. The rollout of 5G and renew [...]
Sector Internet, Mobile, Technology, Telecom.
August 18, 2020
ITV UK H1 2020 results
Focus Report, Reports
There may be light at the end of the tunnel. After Q2 advertising revenues dropped 43% YoY, ITV has noted that there has been an upward trajectory (July down 23%, August appearing to be even better). This would leave ITV’s advertising revenues down between 15-25% for 2020 (ITV is unwilling to give forecasts). It appears that advertisers are beginning to think further ahead than they have for months—anecdotally, while around 80% of ad revenue is normally booked prior to the month’s start, this had reversed to about 20% in Q2.

There may be light at the end of the tunnel. After Q2 advertising revenues dropped 43% YoY, ITV has noted that there has been an upward trajectory (July down 23 [...]
Sector Media, Technology.
August 17, 2020
Telstra and nbn Co FY20 update: increasing wireless and enterpris [...]
Focus Report, Reports
Telstra’s and nbn Co’s FY20 results show the early impact of COVID-19, but also contain indications of underlying shifts in the industry. We expect rising competition for fixed broadband subscribers as the mobile network owners (MNOs) try to maximise returns from the 5G mobile investment by launching 5G fixed wireless. Telstra’s announcement it will roll out 5G fixed wireless will step up this rivalry.

Telstra’s and nbn Co’s FY20 results show the early impact of COVID-19, but also contain indications of underlying shifts in the industry. We expect rising c [...]
Sector ICT, Telecom.
August 14, 2020
Update: Foxtel SVOD growth can’t prevent major restructure
Flash Report, Focus Report, Reports
Last year we reported on Foxtel’s battle with its OTT rivals, and its attempt to capture a share of the OTT market. In 2019, we had a number of concerns about Foxtel. With the release of the News Corp FY20 results on 11 August 2020, this report examines whether our concerns were justified. In summary, we think that the last twelve months have largely borne them out, with the exception of Kayo cannibalisation.

Last year we reported on Foxtel’s battle with its OTT rivals, and its attempt to capture a share of the OTT market. In 2019, we had a number of concerns about [...]
Sector Media.
August 3, 2020
Vodafone UK: Growth dips due to COVID and more
Focus Report, Reports
Vodafone’s performance this quarter was hit both by COVID and an underlying deterioration in its operational momentum—disappointing given regulatory easing and easier comparables

Vodafone’s performance this quarter was hit both by COVID and an underlying deterioration in its operational momentum—disappointing given regulatory easing [...]
Sector Telecom.
July 24, 2020
Technology and connectivity critical for Australian SMBs
Focus Report, Reports
With COVID-19, the Australian economy has undergone a large demand-side shock where consumer demand for many products and services has disappeared following the introduction of social distancing rules to flatten the infection curve.

With COVID-19, the Australian economy has undergone a large demand-side shock where consumer demand for many products and services has disappeared following the [...]
Sector ICT, Internet, Mobile, Telecom.
July 22, 2020
UK Betting & gaming advertising – Inadequate solution [...]
Focus Report, Reports
The Betting and Gaming Council (BGC) which represents 90% of the UK’s betting and gaming industry (but not the National Lottery/other lotteries) announced its withdrawal of all TV and radio advertising for casino, slots and bingo during lockdown

The Betting and Gaming Council (BGC) which represents 90% of the UK’s betting and gaming industry (but not the National Lottery/other lotteries) announced its [...]
Sector Advertising, Media, UK.
July 20, 2020
UK TV broadcasters – Silver linings from COVID-19
Focus Report, Reports
Admissions and box office revenues in 2020 will be the lowest in over three decades. The pandemic forced the closure of theatres, putting pressure on cinema to a degree unlike ever before

Admissions and box office revenues in 2020 will be the lowest in over three decades. The pandemic forced the closure of theatres, putting pressure on cinema to [...]
Sector Media, SVOD, UK.
July 16, 2020
New Zealand Consumer Broadband Behavioural Survey
Focus Report, Reports
The purpose of this survey (completed 29th April 2020) was to understand the change in consumers broadband usage behaviour due to COVID-19 for a range of new reasons including work from home, video conferencing with friends and family, school learning, adult learning and entertainment.

The purpose of this survey (completed 29th April 2020) was to understand the change in consumers broadband usage behaviour due to COVID-19 for a range of new re [...]
Sector Health, ICT, Telecom.
July 14, 2020
Cinema’s post-pandemic future
Focus Report, Reports
Admissions and box office revenues in 2020 will be the lowest in over three decades. The pandemic forced the closure of theatres, putting pressure on cinema to a degree unlike ever before

Admissions and box office revenues in 2020 will be the lowest in over three decades. The pandemic forced the closure of theatres, putting pressure on cinema to [...]
Sector Media, SVOD, TVOD, UK.