Reports

Filter by

Filter by

Filter by

  • May 8, 2020

    Amazon Q1 2020 results – Profit growth takes a back seat

    ,
    Amazon reported $75bn in net sales, which was largely in line with expectations, and 28% growth in Prime subscription revenue—as Amazon now has more than 150 million Prime subscribers worldwide—cementing its place as the irreplaceable utility for many in lockdown  
    Sector .
  • May 7, 2020

    Mobile payments – Australia mobile payments steadily grow, as c [...]

    ,
    Payment services have been subjected to significant disruption in recent years. Traditional barriers to entry and enabling new entrants to take on financial services firms by unbundling their product suite and offering superior products and customer experiences. Incumbent payments providers, principally banks, have responded by launching new online payment services. At the same time, new entrants have exploited the prevalence of smartphones to offer their own app-based payment services.
  • 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 .
  • May 5, 2020

    UK Virgin Media and O2 merger – Desperately seeking synergi [...]

    ,
    The press has reported on an imminent merger of O2 and Virgin Media (UK). This is not likely to be driven by the pursuit of revenue synergies as dis-synergies are more likely if the brands are merged  
    Sector .
  • April 29, 2020

    Unpacking Facebook’s Deal with Reliance Jio Platforms

    ,
    The day opened with the news of Facebook’s mega-investment into Jio Platforms, a wholly-owned subsidiary of Reliance Industries Limited (RIL). For the princely sum of $5.7 billion, or roughly INR 43,000 crores, Facebook will acquire a 9.9% stake in Jio Platforms at an enterprise valuation (EV) of roughly $65 billion.
    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 23, 2020

    NZ survey results and COVID-19

    ,
    Amidst the COVID-19 crisis in New Zealand (NZ), social-distancing and quarantine measures are becoming the norm. New Zealand is currently at alert level 4, which means that non-essential businesses have been directed to close.
    Sector .
  • April 22, 2020

    UK online advertising during the lockdown

    ,
    In response to COVID-19 and the associated lockdown and economic crash, advertisers have slashed budgets. Online budgets are not immune  
    Sector .
  • Magazine stand
    Magazine stand
    April 21, 2020

    Historic UK news media collaboration – Government campaign [...]

    ,
    COVID-19 has inspired an industry to collaborate with a nationwide UK Government advertising campaign across the national, regional and local press
    Sector .
  • April 17, 2020

    COVID-19 impact on ANZ media: major structural and regulatory cha [...]

    ,
    As COVID-19 spreads in Australia, social-distancing and quarantine measures are becoming the norm. This means that a large number of people are now working from their home and spending time indoors. Alternatives to electronic media such as cinemas, live entertainment, and (importantly) sporting events are closed.  While some subscription media will benefit from this situation, those focussed on sport will feel a harsh impact.
    Sector , , .
  • April 15, 2020

    Pay-TV resilience – How this time is different

    ,
    When we look back at consumer expenditure on pay-TV and alternative entertainment options during past economic downturns across major countries, we find a broad confirmation of the industry’s comparative resilience
    Sector , .
  • April 14, 2020

    UK News media challenges brought to a head – Structural cha [...]

    ,
    COVID-19 has sent online news surging, with publishers experiencing massive traffic uplift, as trusted news sources become increasingly important
  • April 9, 2020

    COVID-19 UK TV impact – Permanent change without interventi [...]

    ,
    COVID-19 has led to an unprecedented decline in advertiser demand for TV, and while the steepest drop has occurred, broadcasters will feel the impact over a long period of time.
    Sector , , .
  • April 8, 2020

    COVID-19 impact on mobile ARPUs, 5G adoption and MVNO wholesale p [...]

    ,
    As COVID-19 spreads its footprint in Australia, social-distancing and quarantine measures are becoming the norm. This means that a large number of people are now working and communicating with other businesses from their home. While many of the telcos have responded with capacity increases to deal with the traffic, this paper considers some of the longer-term issues which can come from a slowdown in the economy post the lockdown period.
    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 .
  • April 2, 2020

    COVID-19 telecoms impact in the UK – Resilience in the shor [...]

    ,
    Demand for telecoms capacity is booming, and the networks can (broadly) cope, with the increase primarily in off-peak demand. However, as the crisis continues, maintaining resilience becomes more challenging
    Sector .
  • April 1, 2020

    Fixed broadband and COVID-19: Demand up, but ARPU under pressure

    ,
    As COVID-19 spreads its footprint in Australia, social-distancing and quarantine measures are becoming the norm. This includes a large number of organisations directing their employees to Work From Home (WFH) where possible, and educational institutes moving to online learning, increasing the load on residential broadband networks. In this report we look at how telcos are stepping up to this challenge, discuss consumers’ broadband requirements for WFH based on our Australian consumer survey and look at short- and long-term implications of COVID-19 for the fixed broadband.
    Sector .
  • March 31, 2020

    Football and COVID-19 – Avoiding meltdown

    ,
    In a likely scenario, the suspended football season could be concluded in empty stadiums in a June and July rush, nevertheless with severe financial consequences
    Sector , .
  • March 30, 2020

    Coronavirus and the UK economy – Unprecedented crisis

    ,
    To fight against the UK’s incipient pandemic, a full lockdown is in place for all but essential workers in healthcare, telecoms, food, utilities and banks.
    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 26, 2020

    Amazon’s Premier League performance – No challenge for pr [...]

    ,
    Amazon aired its first set of Premier League matches in December, with proxy figures supporting reports that it attracted up to 2 million concurrent viewers
    Sector , .
  • March 25, 2020

    Recommendations: Dealing with COVID-19 based cyberattacks and sca [...]

    ,
    There have been many reports of cyber criminals using the COVID-19 pandemic to trick users into installing cyber viruses, purchasing false products and/or divulging sensitive personal or business information. Whilst this trend is disturbing it is also being combined with a massive and global shift to employees working from home which in turn exposes security vulnerabilities into a wide range of home devices and networks. Although these risks are evolving, this report outlines some of the current cyber scams, the shift to working from home and immediate recommendations for businesses with staff working from home.
    Sector , .
  • Placeholder
    Placeholder
    March 23, 2020

    UK TV’s supply challenge – How COVID-19 affects programmi [...]

    ,
    Although increases are moderate so far, it is inevitable that overall video viewing will rise given a reduction in competition for people’s time. So far, unsurprisingly, TV news consumption has ballooned while unmatched viewing—a proxy for SVOD usage—has increased
    Sector , .