Focus Report

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  • October 1, 2020

    Commentary: Webscale Capex in 2Q20

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    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.
  • September 17, 2020

    Australia consumer and SMB broadband pricing trends – Broadband [...]

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    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.
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  • September 7, 2020

    Australian Small Business Survey: 5G broadband battleground for O [...]

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    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.
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    August 31, 2020

    Nine, Seven results: COVID impact disguises accelerating FTA reve [...]

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    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.
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  • August 27, 2020

    The Australian tower market 2020

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    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.
  • August 18, 2020

    ITV UK H1 2020 results

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    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.
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  • August 17, 2020

    Telstra and nbn Co FY20 update: increasing wireless and enterpris [...]

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    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.  
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  • August 14, 2020

    Update: Foxtel SVOD growth can’t prevent major restructure

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    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.  
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  • August 3, 2020

    Vodafone UK: Growth dips due to COVID and more

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    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  
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  • July 24, 2020

    Technology and connectivity critical for Australian SMBs

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    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.  
  • July 22, 2020

    UK Betting & gaming advertising – Inadequate solution [...]

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    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
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  • July 20, 2020

    UK TV broadcasters – Silver linings from COVID-19

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    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
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  • July 16, 2020

    New Zealand Consumer Broadband Behavioural Survey

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    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.  
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  • July 14, 2020

    Cinema’s post-pandemic future

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    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
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  • July 6, 2020

    Telecoms and pay TV – Opportunities beyond lockdown

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    The Disney Channel, Disney XD and Disney Junior will cease to be broadcast in the UK. Carriage negotiations with the major platforms have clearly been going on for some time, with the March agreement for Sky Q to carry the new SVOD service Disney+ completed without any reference to the linear channels.
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  • July 1, 2020

    Venture survey: NZ mobile consumers driven by price

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    Venture Insights performs periodic consumer surveys on mobile service and handset purchases across NZ.
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  • June 30, 2020

    Times Radio UK – A slow-build acquisition strategy

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    Times Radio launches as an ad-free commercial speech radio service on DAB and online. By extending brand reach, it forms part of the marketing funnel to convert listeners into subscribers
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  • June 25, 2020

    OptiComm acquisition strengthens Uniti’s competitive offer

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    Venture Insights performs periodic consumer surveys on mobile service and handset purchases across NZ.
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  • June 24, 2020

    European football – An opportunity to reset

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    The COVID-19 crisis is compounding the already grim revenue prospects for upcoming football rights sales in continental Europe
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  • June 22, 2020

    Online consumer reviews – Platforms reach for the stars

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    Online reviews are a vital input for consumer decision-making. However, reviews are easy to manipulate, and widespread fraud is undermining credibility and raising the issue of consumer protection
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  • June 19, 2020

    TalkTalk UK – Cost savings drive earnings in a challenging [...]

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    TalkTalk grew EBITDA by 10% in 2019/20, an impressive cost cutting driven result, with revenue and gross margin falling as the company struggles with the move to high speed
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  • June 18, 2020

    Insurtech White Paper Part III: Segments and Players in the Austr [...]

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    This report is the final report in a series by Venture Insights on the disruption in Insurtech, following on from reports on the global landscape and aspects of the Australian landscape.
  • June 17, 2020

    UK pandemic economy – The uncertain road ahead

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    In April, the first full month of lockdown, UK’s GDP fell by 20.4% month-on-month, the steepest decline on record, with further reduction expected in May. On 15 June, some non-essential premises re-open, but activity for the rest of the year will be depressed by social distancing—the UK’s recession in 2020 is certain to be the steepest on record
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  • June 16, 2020

    Australian Consumer Behavioural Survey – 2020 Part 3: Opportuni [...]

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    This survey report on working from home is the third of three reports based on a behavioural change survey conducted by Venture Insights and commissioned by NBN Co (completed 28th April 2020). The aim of the survey was to understand how new needs due to COVID-19 had changed consumer broadband and technology usage.