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June 18, 2020Insurtech White Paper Part III: Segments and Players in the Austr [...]
Focus Report, ReportsThis 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, 2020UK pandemic economy – The uncertain road ahead
Focus Report, ReportsIn 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 recordSector UK. -
June 17, 2020European mobile in Q1 2020 – Robust until recession
Market Outlook, ReportsEuropean 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 -
June 16, 2020Australian Consumer Behavioural Survey – 2020 Part 3: Opportuni [...]
Focus Report, ReportsThis 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. -
June 15, 2020UK Broadcast television – Troubling trends in lockdown
Focus Report, ReportsEven with lockdown continuing and competition for time still almost non-existent, linear viewing is heading back towards 2019 levels after its big, early boostSector Media. -
June 11, 2020Mobile churn and buying behaviour of Australian consumers
Focus Report, ReportsVenture Insights performs an annual consumer survey on mobile service and handset purchases across Australia. It asks questions around willingness to pay, intentions to switch service providers and handsets, and key factors responsible for this switching. We also ask which service provider the respondents are switching to, and thus determine the service providers that will gain or lose from this churn. Our latest survey was conducted in March 2020 for Australia, and the key findings have been presented here. In this report, the term MVNO includes resellers such as Belong, Boost, Lebara and Virgin Mobile that are subsidiaries of MNOs or owned by them. -
June 10, 2020Netflix – Looking towards 2025
Market Outlook, ReportsNetflix had an excellent first quarter in 2020 with the tail end encompassing lockdown and likely eliminating churn, as usage explodedSector Media. -
June 9, 2020Trends shoring up – UK mobile market in Q1 2020
Market Outlook, ReportsThe slow recovery in UK mobile continued this quarter with a 1ppt improvement in service revenue trendsSector Telecom. -
June 4, 2020Women and UK TV – Insights from our conference in December [...]
Focus Report, ReportsIn 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 barriersSector Media. -
June 3, 2020Optus Q4FY20: a challenging quarter likely to have implications f [...]
Flash Report, ReportsOn 28th May 2020, Optus announced its 4QFY20 earnings update for the quarter ending 31st March. Some of the key highlights from the announcement included:Sector Telecom. -
June 2, 2020
Australian Consumer Behavioural Survey – 2020 Part 2: Emerging [...]
Focus Report, Market Outlook, ReportsThis 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 29, 2020
Quibi – Adjusting expectations
Focus Report, ReportsFor 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 underwhelmedSector Media. -
May 27, 2020
Australian Consumer Behavioural Survey – 2020 Part 1: Working [...]
Focus Report, Market Outlook, ReportsThis 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 27, 2020Virgin Media UK – Fibre questions remain
Flash Report, ReportsVirgin Media’s Q1 financial performance was in line with its subdued outlook, with its key problem being a lack of demand (yet) for the ultrafast services that only it can widely provideSector Telecom. -
May 26, 2020Vodafone UK – Struggling for momentum
Focus Report, ReportsVodafone’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 positiveSector Telecom. -
May 25, 2020Sport suspension scathes Sky UK – Q1 2020 results
Flash Report, ReportsBT’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 vulnerableSector Telecom. -
May 21, 2020Local start-ups drive supply chain improvement and environmental [...]
Focus Report, ReportsThis 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 Energy. -
May 20, 2020UK BT – Fibre up, dividends down
Focus Report, ReportsBT’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 vulnerableSector Telecom. -
May 19, 2020UK Journalism on the precipice – Rescue required as financi [...]
Focus Report, ReportsJournalism 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 sightSector Media. -
May 18, 2020UK O2 – Merger in the time of COVID
Focus Report, ReportsO2’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 pursueSector Telecom. -
May 14, 2020Global advertising platforms playing a long game in retail, payme [...]
Focus Report, ReportsThis 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. -
May 13, 2020UK TV set viewing trends – 2020 lockdown and full year 2019
Market Outlook, ReportsThe 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/daySector Media. -
May 12, 2020COVID-19 games industry update – Resilient and (mostly) on [...]
Market Outlook, ReportsConsumer 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 homeSector Media. -
May 11, 2020UK ITV Q1 2020 results – Could be worse, but may get so
Flash Report, ReportsITV recorded total advertising Q1 revenues up 2% year-on-year (£426 million) and in line with their 6 March (pre-lockdown) guidance, on the back of a strong February performance of +8%.
