Reports

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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 17, 2020

    European mobile in Q1 2020 – Robust until recession

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    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
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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.
  • June 15, 2020

    UK Broadcast television – Troubling trends in lockdown

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    Even with lockdown continuing and competition for time still almost non-existent, linear viewing is heading back towards 2019 levels after its big, early boost
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  • June 11, 2020

    Mobile churn and buying behaviour of Australian consumers

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    Venture 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, 2020

    Netflix – Looking towards 2025

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

    Trends shoring up – UK mobile market in Q1 2020

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    The slow recovery in UK mobile continued this quarter with a 1ppt improvement in service revenue trends
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  • June 4, 2020

    Women and UK TV – Insights from our conference in December [...]

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    In 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 barriers
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  • June 3, 2020

    Optus Q4FY20: a challenging quarter likely to have implications f [...]

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    On 28th May 2020, Optus announced its 4QFY20 earnings update for the quarter ending 31st March. Some of the key highlights from the announcement included:
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  • June 2, 2020

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

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    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 29, 2020

    Quibi – Adjusting expectations

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    For 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 underwhelmed
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  • May 27, 2020

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

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    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 27, 2020

    Virgin Media UK – Fibre questions remain

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    Virgin 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 provide  
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  • May 26, 2020

    Vodafone UK – Struggling for momentum

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    Vodafone’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 positive  
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  • May 25, 2020

    Sport suspension scathes Sky UK – Q1 2020 results

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    BT’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 vulnerable  
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  • May 21, 2020

    Local start-ups drive supply chain improvement and environmental [...]

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    This 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.
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  • May 20, 2020

    UK BT – Fibre up, dividends down

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    BT’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 vulnerable  
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  • Magazine stand
    Magazine stand
    May 19, 2020

    UK Journalism on the precipice – Rescue required as financi [...]

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    Journalism 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 sight  
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  • May 18, 2020

    UK O2 – Merger in the time of COVID

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    O2’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 pursue  
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  • May 14, 2020

    Global advertising platforms playing a long game in retail, payme [...]

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    This 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.
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  • May 13, 2020

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

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    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  
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  • May 12, 2020

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

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    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  
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  • May 11, 2020

    UK ITV Q1 2020 results – Could be worse, but may get so

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    ITV 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%.  
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