Reports

Filter by

Filter by

Filter by

  • Mounting risks to marketing effectiveness
    Mounting risks to marketing effectiveness
    October 20, 2017

    US ISPs hail the end of online privacy rules

    The Federal Communications Commission’s Privacy Order (FCC) was overturned by the Senate, clearing the way for ISPs to ramp up consumer data-driven advertising revenue. While Google and Facebook dominate digital advertising in the US as in other markets, the US is alone in removing regulatory barriers to ISPs taking a piece of the pie. US ISPs now have a self-regulatory regime for consumer rights on transparency, security and data breaches; but in the UK and EU, privacy advocates prefer enforceable rights
  • October 19, 2017

    Australian MVNOs are here to stay but…

    ,
    Australian MVNOs have doubled their market share in the last seven years with BYO and non-contract mobile plans being the primary driver of Australian MVNOs’ success. While MVNOs are still appealing to Australian consumers due to price advantage, new network technologies and rising competition from MNOs both new and incumbent are increasing the competitive intensity.
    Sector , .
  • October 18, 2017

    Recruitment Marketing Outlook

    ,
    Australia’s recruitment market, though static in recent years is expected to recover in the future, which will positively impact the recruitment classifieds market. Recruitment classified advertising expenditure grew 17% between CY 2014 and CY 2016 and is expected to reach A$559mn in CY 2021. While Seek will continue to be a major player in the recruitment market, it will have to hold its own against a wave of technology led entrants and global giants.
  • October 17, 2017

    Sky Q1 2017/18 results: Solid quarter, but challenges remain

    Sky made a strong start to fiscal 2018, with improved customer net adds across each of its markets versus the previous quarter, as well as group revenue growth at 5%. Operating profits switched back to growth, after the negative Premier League effect annualised out, with it now settled at the full cost of £1.4 billion per year. EBITDA growth hit 11%, or 15% excluding the effect of UK mobile and the Spanish OTT launch. Against the backdrop of continued uncertainty around the UK advertising market, attention has turned to the upcoming Premier League auction, though we think it unlikely that digital players will cause disruption
  • October 17, 2017

    News and Facebook

    Even though Facebook is not a producer of news, 6.5 million UK internet users claim to mainly source their news from the platform. Posts and shares by friends in the user's network, in the context of Facebook's algorithm, determine the order of stories in the personalised News Feed, removing the control of the news agenda that publishers have for their websites. Premium publishers operating a paywall (The Times, The Financial Times) have a lower key approach to Facebook than publishers generating advertising revenue from referral traffic to their websites or from on-platform consumption of Instant Articles. The latter will seek to stimulate social media engagement, optimising stories through attention-grabbing headlines, and installing Facebook’s share and like buttons on their websites. Case studies of the news stories that were prominent on Facebook (measured by likes, comments and shares) in the periods leading up to the Brexit Referendum and General Election 2017 votes respectively demonstrate that newspaper brands (the Express for Brexit, and The Guardian for the General Election) achieved the highest reach on Facebook during these periods, despite being ranked below other news brands (BBC in particular) in terms of traffic to their websites
  • October 16, 2017

    Consumer Magazine Publishing Part Two: The Power of Brands and In [...]

    In a challenging digital marketplace, publishers face a crisis of purpose. To navigate the turbulent seas, publishers must invest more in their brands and the industry as a whole must innovate. Consumer engagement, previously held by magazines, has sailed to social media where young influencers across Instagram, YouTube and Snapchat challenge established norms of content discovery and curation. Magazines are more heterogeneous than is commonly assumed, and strength lies in a distinctive brand. To right the course, we recommend the industry carry out bespoke reviews that outline brand-specific audiences, use-cases and revenue solutions, and exploit systematic audience data to optimise all brand manifestations - with enhanced marketing income a secondary benefit.

  • Placeholder
    Placeholder
    October 13, 2017

    Venture Advisory September 2017 report: Markets and company updat [...]

    ,
    Venture Advisory September 2017 report: Markets and company updates
    $900.00
  • October 13, 2017

    Energy Roundtable Breakfast – key findings

    ,

    What will Australia’s energy future look like in 2030? Will it be business as usual? …… a utopian renewable energy reliant world? …… one powered by nuclear? …… or one with high technological consumption control?

  • October 12, 2017

    Voice Assistants: Better together?

    ,
    While Virtual Assistants (VA) have existed since 2011, the category only took off after recent advances in Artificial Intelligence and the introduction of the smart speaker. Major players like Apple, Google, Microsoft and Amazon already have their own Virtual Assistants. Asian players are now developing their own. The Microsoft-Amazon collaboration may gain them the edge needed to overcome the slew of new and entrenched players.
  • October 11, 2017

    Game of Genomes – decoding the future of healthcare

    ,
    Mainstream genomics is still nascent but further decline in sequencing costs will drive adoption. Unprecedented intelligence (i.e. big data) involving the genotypic and phenotypic data of individuals will completely reengineer our health system over the next decade. Genomics is a game changer that will reshape not only the clinical health system but also our personal wellness and lifestyle decisions.
  • October 10, 2017

    Australian’s long-awaited media reforms pass

    ,
    In September the Australian Government voted in favour of the comprehensive package of media reforms. Following three months of horse trading between the major and independent parties the reforms passed with only minor and uncontroversial changes to those originally proposed by the Liberal Party.
  • October 9, 2017

    Broadband pricing – more bang for your buck

    ,
    As headline price competition continues to remain important, Australian RSPs are looking to other avenues to differentiate their broadband services. Data inclusions, media and bundles are emerging as the next frontier in the battle to capture greater share of the fixed broadband market for Australian RSPs.
  • October 6, 2017

    European mobile in Q2 2017

    European mobile service revenue growth witnessed a rare growth spike this quarter with growth rising to 0.5%, likely due in large part to the reduced impact this quarter from the European roaming cut regulation, but also helped by a slight softening of MTR cuts and continued ‘more-for-more’ price increases. In the upcoming September quarter this roaming regulation holiday will end and the full impact of ‘free roaming’ will be felt, with the impact intensified by the quarter containing the main summer holiday season, thus the spike in mobile service revenue growth is likely to more-than-reverse. ‘Worry free’ data has always had consumer appeal, but it appears to have also reached operator appeal given its improved economics, and given its reported success at improving ARPUs we expect zero-rated launches to continue

  • October 6, 2017

    Consumer Magazine Publishing Part One: The Power of Brands and In [...]

    Evidence is mounting that the consumer magazine market is reaching an existential threshold. In this two-part overview of the UK consumer magazine marketplace we are advocating three industry-wide actions. Our conclusion is that brands investing in a unique consumer proposition will be able to outperform the broad industry decline, which, in turn, will accelerate for those brands that under-invest
  • October 5, 2017

    New Zealand Mobile Market Outlook

    ,
    Challenging times driven by increasing competitive intensity, rising data usage and transitioning to new network technologies
  • October 4, 2017

    UK Mobile Market Q2 2017

    Mobile service revenue growth continued to improve on a reported basis, rising to 1.1% from 0.3% in the March quarter, but most of this improvement came from a significant dip in the MTR cut drag, with underlying growth improving by a much more modest 0.2ppts. The quarter also benefited from the current round of in-contract price increases, which were more widespread and at a higher level than last year, and also from a brief holiday in the impact of roaming cut regulation, with the full abolition of retail charges only being implemented on 15 June, too late to have a major impact in the current quarter. Looking forward, the roaming regulation holiday will end with a jolt in the September quarter, with a full three months of zero retail roaming charges coinciding with the main holiday season for mobile consumers, which could impact market growth by up to 2ppts by our (tentative) estimates
  • September 29, 2017

    Augmented reality: Apple’s next 10-year bet

    Through innovations in processing, connectivity and cameras, Apple’s new device lineup dispels fears that the importance of integrated, profitable mobile hardware is in terminal decline. With the broadest range of iPhone price points ever, Apple is confidently balancing between profits and growing the valuable installed base. Apple’s long way to an AR future is now well paved, but a weakness in mapping could prove to be an Achilles heel
  • September 26, 2017

    Get your hands off it: How a driverless future impacts Media

    ,
    They’re everywhere except on the roads. When will driverless cars arrive, and what will they mean for media?. There will be much to play for when autonomous vehicles arrive
  • September 25, 2017

    Netflix’s edge over broadcasters

    ,
    The development and utilisation of streaming technologies has allowed major SVODs, such as Netflix and Amazon, to attain a growing proportion of video viewing. However, tech is just one of the advantages held by these services: plateauing content expenditure, the inability to retain IP and inconsistent regulatory regimes hamper the efforts of the UK’s public service broadcasters. The localised nature of audience tastes, as well as the diversity of PSB offerings remain a bulwark to aid in the retention of relevance but content spend cannot lag
  • September 21, 2017

    The growth of Insurtech – Insurance companies should be worried

    ,
    In terms of new global investment, Insurtech has been one of the fastest growing Fintech segments over the last eighteen months – and it is now starting to pick up pace in Australia. This report explains what Insurtech is and why it matters.
  • September 20, 2017

    Property Advertising Market Outlook

    ,
    Technology as a disrupting and differentiating factor
  • September 18, 2017

    NBN Corporate Plan 2018 – stepping on the gas…

    The NBN rollout has made significant progress over the past two years with one in two Australian premises now able to connect to the NBN. However, customer complaints around speed and the tug-of-war with the RSPs over CVC charges continue to persist with no concrete solutions on the horizon.
  • September 15, 2017

    Global recorded music forecasts 2017-21

    For the second consecutive year, the global recorded music industry body IFPI reported rising trade revenues, growing 5.9% to reach $15.6 billion in 2016. Our forecasts supplement IFPI’s trade revenue data with richer national-level consumer expenditure data from local bodies in core markets, and project CAGR of 2.3% to 2021, tapering off as streaming approaches maturity. This fairly modest topline growth for global recorded music streaming trade revenues is the product of our judgement that the marketplace remains awash with free music. Streaming trade revenue growth could be higher still if the industry finds a solution to piracy through technological or regulatory means, obviating the need for the ad-funded compromise.
  • September 13, 2017

    AEMO Report – exacerbating our issues not finding solutions

    ,
    AEMO’s report to the Government appropriately highlights the risks to the NEM following closure of key dispatchable capacity. However, the report and the Government’s reaction adds to the hysteria rather than addressing policy that provides incentives to invest in appropriate generation assets.
    $450.00