Market Outlook

Filter by

Filter by

Filter by

  • New
    August 6, 2020

    The New Era of Voice Commerce: Be in It to Win It

    ,
    The rise of voice technology is transforming the way we consume information and make purchases, giving customers the option to engage in a hands-free and seamless shopping experience.  
  • July 30, 2020

    Australian Telecommunications Market Outlook

    ,
    We anticipate a negative-growth telecommunications market over the next few years, with slow growth in consumer revenues being offset by declines in the enterprise market. In 2020, we expect COVID19 to have a negative effect on both consumer and enterprise revenues as economic activity declines.  
  • July 2, 2020

    UK broadband, telephony and pay TV trends Q1 2020 – No foot [...]

    ,
    Market revenue growth plummeted to -2% in Q1 2020, with a lack of premium sports pay TV revenue the biggest factor
    Sector , , .
  • June 17, 2020

    European mobile in Q1 2020 – Robust until recession

    ,
    European mobile service revenue growth strengthened very slightly to -0.3% this quarter but, with many positive and negative factors at play, it would be wrong to conclude that we evidenced a convincing improvement in momentum
    Sector , .
  • June 10, 2020

    Netflix – Looking towards 2025

    ,
    Netflix had an excellent first quarter in 2020 with the tail end encompassing lockdown and likely eliminating churn, as usage exploded
    Sector .
  • June 9, 2020

    Trends shoring up – UK mobile market in Q1 2020

    ,
    The slow recovery in UK mobile continued this quarter with a 1ppt improvement in service revenue trends
    Sector .
  • June 2, 2020

    Australian Consumer Behavioural Survey – 2020 Part 2: Emerging [...]

    , ,
    This survey report on working from home is the second of three reports based on a behavioural change survey conducted by Venture Insights and commissioned by NBN Co (completed 28th April 2020).
  • May 27, 2020

    Australian Consumer Behavioural Survey – 2020 Part 1: Working [...]

    , ,
    This survey report on working from home is the first of three reports based on a behavioural change survey conducted by Venture Insights and commissioned by NBN Co (completed 28th April 2020).
  • May 13, 2020

    UK TV set viewing trends – 2020 lockdown and full year 2019

    ,
    The UK lockdown since mid-March has boosted TV time to levels not seen since 2014, with broadcast TV and online video each growing by nearly 40 minutes/person/day  
    Sector .
  • May 12, 2020

    COVID-19 games industry update – Resilient and (mostly) on [...]

    ,
    Consumer demand for games and consoles has surged during lockdown. Sales are on track for the best year ever, while games production has been resilient, with studios and platforms adapting quickly to distancing and working from home  
    Sector .
  • May 6, 2020

    Imperative to improve self-service customer experience channels

    ,
    Venture recently undertook a one-month CX benchmarking study across 10 ANZ operators, analysing three CX channels (IVRs, Web and social)
    Sector .
  • April 27, 2020

    COVID-19 and the ANZ Telco market

    ,
    The lasting impact of the crisis on the Telco market will depend on its effect on the overall economy
    Sector .
  • April 7, 2020

    Baby steps to recovery – European mobile in Q4 2019

    ,
    European mobile service revenue growth improved by 1ppt to -1.2% primarily as a consequence of diminished competitive intensity in France. Trends elsewhere were largely flat
    Sector , .
  • April 3, 2020

    UK mobile market in Q4 2019 – Trends steady, mixed outlook

    ,
    The UK mobile market was steady this quarter at around -2% ahead of out-of-contract notifications hitting from February
    Sector .
  • Placeholder
    Placeholder
    March 27, 2020

    UK Radio and online audio – The resilience of broadcast

    ,
    Broadcast radio has maintained its reach and listening time over the past decade: younger people listen less than before, but this is made up for by an ageing population
  • March 13, 2020

    UK broadband, telephony and pay TV trends Q4 2019 – Shrinki [...]

    ,
    Market revenue growth dipped to below zero in Q4 2019, as pricing pressures bite and smaller players gather share
    Sector .
  • March 9, 2020

    Webscale Playbook: Apple

    ,

    Apple has come far since its inception in 1976. It has progressed from selling user-friendly computer systems (Macintosh, iMac) and portable media players (iPod), to become a dominant force in mobile devices, starting with the launch of iPhone in 2007. In August 2018 it became the first-ever public company to breach the US$1 trillion mark by market capitalization. In fact it is the ‘iPhone’, touted as the pioneer of the smartphone revolution, that has significantly helped Apple in its journey to trillion-dollar valuation. The popular device, which dethroned the likes of Nokia and Blackberry back then, continues to be Apple’s bread and butter, and accounts for more than half of its overall revenues (54.7% in FY2019).

    Sector , .
  • March 2, 2020

    New Zealand Telco Market Outlook

    ,
    We expect the overall retail telco market to remain almost flat (2019-2023 CAGR 0.4%) with mobile growth driven by a move to post-paid plans and 4G/5G to offset the structural decline in fixed voice.  Total retail revenues will reach NZ$5.5bn in 2023
    Sector , .
  • February 26, 2020

    UK Media consumption: The ‘surprising’ endurance of broadcast [...]

    ,
    Despite two decades of online disruption, the UK remains reliant on traditional platforms and brands across the media sector—more so for older cohorts, but also for younger generations. 13% of adults still do not use the internet and, in reality, an online-only media ecosystem remains a distant prospect. Traditional providers, particularly within TV, radio and news, look set to endure for the long term, aided by the trajectory of the UK’s ageing population
  • February 10, 2020

    Webscale Playbook: Facebook

    ,

    Facebook has grown through leaps and bounds since its inception 15 years ago, to currently become the world’s most popular social networking company with 2.3B monthly active users. When Facebook launched in February 2004, several other social networks such as Friendster (2002), MySpace (2003), and Orkut (Jan 2004) were already in the fray, triggering notions that Facebook would meet a similar fate as its peers – some of which are now defunct or are dying a slow death. Further uncertainties creeped in with its IPO going bust in 2012, reflecting doubts over its long-term worth. Fast-forward to 2019 and Facebook now has a market capitalization of over US$540B+, US$58.7B in annualized revenues at the end of 1Q19, and has become a force in advertising to reckon with, just after Google in the US.

    Sector , .
  • February 3, 2020

    2020 UK advertising forecasts: Robust growth despite the soft eco [...]

    ,
    We predict 4-5% growth in advertising expenditure on UK media in 2020, driven by double-digit growth of pure play online, expected to reach 58% of total spend this year, up from 55% in 2019. The outlook for the economy in 2020 is more positive than in 2019 because the risk of “crash-out” has given way to a more hopeful prospect of an EU-UK free trade agreement by the end of the year
  • Placeholder
    Placeholder
    January 28, 2020

    Signs of life in UK property market: Property portals and classif [...]

    ,
    This is the first of three reports on the classified verticals of property, autos and jobs. This section describes the overarching transition from Digital 2.0 to Digital 3.0 business models (see next page), then turning to trends for specialist property media in 2019 and 2020.
    Sector , .
  • January 15, 2020

    Video Entertainment Market Outlook

    ,

    We forecast the Australian video market to remain flat at about A$5.8bn through to 2023 even as the mix of revenues and consumption changes from traditional video to digital video platforms. While we don’t expect the size of the video entertainment market to change materially, we forecast household spending on video to decline gradually driven primarily by the revenue deflation from traditional to digital platforms. The launch of multiple new SVOD platforms in 2019 and 2020 will increase the competitive pressures on traditional platforms and accelerate the shift away from linear viewing. 

  • January 9, 2020

    Bopping along the bottom: European mobile in Q3 2019

    ,
    European mobile revenues remain decidedly in decline this quarter at -2% – a slight worsening since Q2 as the full force of cuts to intra EU calls hits. There are signs that dual brand strategies may be reaching their useful limit as erstwhile premium customers shift to value. There is scope for some trends to slowly improve from here, although end of contract notifications will impact all markets before the end of 2020, with the UK first off the blocks in Q1.