Reports

Filter by

Filter by

Filter by

  • November 15, 2018

    UBS Conference: What could the media landscape look like in 5 yea [...]

    ,
    Venture Insights attended the annual UBS Investors Conference for 2018 on 12th and 13th November, with a number of interesting panels across the two days. The participants of the Media panel were unanimous in their view that while digital remains an important area of growth, traditional media operators are starting to get their act together and are aligning their offerings more closely with customer preferences.
  • November 15, 2018

    UBS Australasia Conference – 5G’s accelerating progress

    ,
    Venture Insights attended the annual UBS Investors Conference for 2018 on 12th and 13th November, with a number of interesting panels across the two days. The participants of the 5G panel moderated by Venture Insights commented on the positive effects 5G will have on not just the telco industry but also verticals such as healthcare, transportation and manufacturing.
    Sector , .
  • November 13, 2018

    BBC drama: a loosening grip

    ,
    A string of big, bold hits like Bodyguard, Killing Eve and Little Drummer Girl has reinvigorated the perception of the BBC’s drama schedule, with massive ratings and a coveted place in the public conversation. However, the lack of the broadcaster’s top dramas actually produced by BBC Studios—declining to just 4 of the top 25 in 2018—is cause for ongoing concern. At a time when the BBC is attempting to bulk up the iPlayer and programme IP has become the bedrock broadcasting asset, the BBC could be better placed.
    Sector , , .
  • November 13, 2018

    Misplaced UK media spend in a booming identity economy: a brand o [...]

    ,
    Most UK consumer spending, and the vast majority of its growth, is in categories which reflect who we are and where we feel we belong: lifestyle signifiers, passions, and social activities. Communities are at the heart of this growing economy, but ad spend on media which visibly targets us as members of a group in a relevant context has on average lagged behind in these categories. Advertisers recognising the power of emotionally and culturally relevant context in media, sponsorships or events, are finding an opportunity for building brands for the identity economy.
    Sector , .
  • November 12, 2018

    Radcomms 2018 & the upcoming 3.6GHz spectrum auctions

    ,
    ACMA’s premier conference Radcomms 2018 was held on October 30-31 with industry experts presenting and discussing a range of topical issues regarding spectrum regulation, new emerging trends and industry policies. Australia’s spectrum regulation should be fast tracked to enable telcos to deploy next generation technologies faster to consumers. We expect strong competition for spectrum in the upcoming 3.6GHz auction.
    Sector , .
  • November 6, 2018

    Recruitment Marketing Outlook

    ,
    The Net Employment Outlook for 2018 for Australia has improved compared to CY2017—Employment Outlook peaked at 13% (a six-year high) in March 2018, before falling to 11% in September 2018. Unemployment rate decreased to 5.0% (a six-year low) in September 2018 from 5.5% in August 2017. Seek is the dominant player in the job boards industry, while LinkedIn is a dominant player in the Professional Networks space. While alternative job boards exist, they are unlikely to challenge Seek’s dominance at least in the Australian market. Artificial Intelligence and Machine Learning are transforming the industry by allowing recruitment companies to offer better job recommendations and data driven insights    
    Sector , .
  • November 5, 2018

    UK Radio’s evolution towards a digital future

    ,
    ­­­­Radio faces challenges from Spotify and other online audio propositions, while the radio “dial” is challenged by smart speakers and global tech. UK radio broadcasters have risen to the occasion through innovation. New DAB stations have helped radio achieve record audiences and revenues. Combined digital listening is now over 50%, but FM remains the primary platform. The current mix of FM/AM and digital maintains radio’s relevance for the medium term. The long-term future is digital—a wide-ranging sector review is required to determine how to support digital radio’s growth and the question of a future switchover.  
  • November 2, 2018

    UK PSB solidarity and collaboration

    ,
    The Public Service Broadcasters (PSBs) are in the process of sliding from TV dominance to middling contenders, in terms of content expenditure and significance to viewers. There are calls from many sides that the PSBs need to collaborate in order to thrive, in an era when global debt-funded SVOD services are making all the running. This note explores what can realistically be achieved by PSB collaboration; where partnerships work best; and the areas best avoided.  
    Sector , .
  • Free
    November 2, 2018

    AI and Genomics in Healthcare

    , ,
    Given the unsustainability of health expenditure growth rates, we explore how AI and genomics might assist Australia to achieve higher quality health services at lower costs. We provide a definition and analyse main drivers and impacts of implementing AI and genomics in medicine.    
  • November 1, 2018

    Australian Telecommunications Market Outlook

    ,
    • The introduction and the rollout of the NBN has been one of the key inflection points in the Australian telco market. However, as the rollout progresses, complaints continue and the tug-of war with RSPs over CVC charges continues. This discord has led to both major and smaller RSPs experiencing a tight squeeze on margins and opportunities for bypass options
    • The Mobile segment continues its upward march but the market is about to see the impacts of a new wave of innovation (5G, IoT) and disruption (TPG Vodafone merger) in the next few years. This will severely impact fixed line broadband and nbn’s business case
    • The merger between TPG and Vodafone will create a strong third MNO in Australia and long term competition and pricing pressure with Optus and Telstra
    • Growth and broader acceptance in public cloud solutions is driving growth in the data markets as the corporate market is increasingly consolidating their voice, data and applications traffic
  • October 31, 2018

    US department stores, Amazon, and omnichannel fashion retail

    ,
    Amazon is finding women’s fashion, a missing piece of its household-centric model, a tougher nut to crack than downmarket apparel. Higher-end US department stores are pushing back with an omnichannel model, emphasising long-term partnerships, a clever full-price/outlet model, and experiences which cross the online-offline divide. In apparel, Amazon and big box retailers have already triumphed over lower-tier American department stores, and even prestigious fashion brands are finding it harder and harder to refuse cooperation with the giants.
  • Free
    October 30, 2018

    Neobanks – The David against banking Goliaths?

    , ,
    The banking industry has traditionally displayed inertia to major disruption and innovation. With the rise of neobanks in Europe and the UK, and the arrival of Australia’s first neobanks; Volt, Xinja and 86 400, this may be set to change as the younger generation of customers increasingly adopt more digital and customer-centric banking services.
    $0.00
  • October 26, 2018

    Video Entertainment Market Outlook: The overall Video Entertainme [...]

    ,
    We anticipate the Australian video market to marginally decline from A$5.48bn in 2018 to A$5.33bn in 2023 driven by a deflationary shift from traditional to digital platforms. While we don’t expect the overall size of the video entertainment market to decline materially, we do expect platform share to change dramatically over the next five years. Pay-TV will remain under pressure as the way video is consumed and paid for changes. Foxtel will offset some of this pressure by its participation in the xVOD market albeit this market will be heavily contested with multiple new players emerging.
  • October 25, 2018

    Disney, Fox, Sky and Comcast: future relationships

    ,
    With Comcast’s acquisition of Sky confirmed and Disney’s acquisition of 21st Century Fox on the path to regulatory clearance, how will the relationships of the various parties evolve?. Disney is betting on a standalone SVOD service in the US. However, its content deal with Sky in Europe is lucrative, and the performance of DisneyLife in the UK suggests its US strategy may not fit elsewhere. Sky’s relationships with Disney and Fox are crucial to its business. A joint pursuit to maximise returns from IP and distribution in Europe would be economically efficient for both Comcast/Sky and Disney/Fox.
    Sector , .
  • October 22, 2018

    New Zealand consumer interest growing for 5G mobile

    ,
    Venture Insights’ latest New Zealand consumer mobile survey demonstrates growing 5G interest with video streaming and fixed wireless broadband shaping up to be key use cases. Leadership in 5G network rollout is likely to provide strong benefits from the acquisition of early adopters from competing networks.
    Sector , .
  • October 17, 2018

    Property Advertising Market Outlook

    ,
    Even as the RBA chooses to keep interest rates stable, the Federal Government has implemented measures to cool the rising property market. This has resulted in a decline in new listings and housing sales in major cities and a decline in real estate purchases by foreign buyers. Macroeconomic indicators, such as GDP growth, household income and consumption continue to strengthen, with labour participation increasing and the unemployment rate falling to 5.4% in June as 41,200 full time jobs were created. The RBA continues to maintain the cash rate at the same level due to a below-target inflation rate and high consumer debt that makes many households’ consumption rates sensitive to the mortgage rate. Household debt recently reached 190.0% of total annualised household income. The online real estate classified market is dominated by two players, the REA Group and Domain, which together hold 98.0% of the market. Both players reported strong annual results, with about 20% revenue growth for FY18. Despite the dominance of the two players, new start-ups continue to enter the market in the hopes of grabbing a slice of the lucrative property classifieds market. However, to date, none have gained any material traction in the Australian market.
    Sector , .
  • October 16, 2018

    Future Trends In Telecom and Video: Comms Day Melbourne Congress

    ,
    On 10th October 2018, Venture Insight’s Managing Director Nigel Pugh, presented Venture’s recent Australian Mobile Survey results at the Comms Day Congress in Melbourne. The presentation includes Venture’s survey results and views on (i) consumer 5G awareness, migration and the battle for the early adopter market segment, (ii) consumer usage of mobile video and streaming services, (iii) 5G use case for mobile and telco media bundling, (iv) 5G use case for fixed wireless and (v) messaging usage versus traditional applications.
    Sector , .
  • Free
    October 13, 2018

    Venture Advisory Monthly Wrap – September 2018

    , ,
    Venture Advisory provides a review of leading Australasian telco, media and technology companies on a monthly basis. This review considers amongst other things share price performers ( best and worst performers during the month), company news flow and ASX release updates and respective valuation trading multiples. The report is designed for busy executives and investment professionals that want to get a flash update and stay on top of key news flow.  If you wish to find out more or have an deeper enquiry please feel free to contact Nigel Pugh or Sarah Houghton.
    $0.00
  • October 11, 2018

    UK Esports & broadcasters: No game for old players

    ,
    Drawn by its rapid growth and enviably youthful audience profile, incumbent broadcasters are paying increased attention to esports and its followers. Viewership of esports on UK broadcasters’ linear channels is low, with consumption on their online platforms likely the same. The market’s fragmented nature and global audience, along with the dominance of Twitch—and to a lesser extent YouTube—makes this unlikely to change. Broadcasters’ low-cost approach has primarily benefited competition organisers and games publishers. For broadcasters to create real revenues, massive upfront investment would be needed, with the risk of failure high.
  • October 9, 2018

    The role of IoT in the Healthcare Industry

    ,
    IoT is set to transform the healthcare industry enabling ease of data collection, analysis and bringing medical services into patients’ hands.. Advanced procedures and real time services can be made possible, improving efficiency and reducing redundant costs. However, there are many hurdles that need to be overcome for the IoT vision to be realised and will likely take many years.
    Sector , .
  • October 5, 2018

    Apple – Price is the object: the iPhone and its services

    ,
    With a carefully priced, strong line-up of iPhones, Apple will consolidate its main revenue line and core user base in the near term. The latter feeds into a services business showing impressive growth, but which is also marked by missed opportunities and mounting negative consequences on the rest of the online ecosystem. For media businesses, Apple’s impact is larger than ever, inevitably leading to new kinds of friction around commercial terms, App store policies and browser features.
  • October 4, 2018

    From promises to practice: AI in marketing at DMEXCO 2018

    ,
    At DMEXCO, the top online advertising conference in continental Europe, a call for responsibility took centre stage rhetorically, but was hardly reflected on the conference floor. In contrast, concrete, on-the market applications of AI in advertising were no longer a rarity, with businesses from ad tech to consultancies demonstrating case studies in campaign management, consumer segmentation and personalisation. The industry is betting that the ePrivacy Regulation will be canned as policymakers fear Chinese and American dominance in AI, but the Chinese giants still had a confused marketing pitch at DMEXCO.
    Sector .
  • October 3, 2018

    What Sky means for Comcast

    ,
    Comcast’s £30.6 billion acquisition of Sky brings to an end the long-running ownership battle since Disney agreed to tender Fox’s 39% stake to Comcast, also ending the Murdoch Family Trust’s interest in Sky. Comcast’s US domestic cable and global NBCU media businesses complement Sky’s European operation. Sky’s telecoms business is likely to expand, while the TV side should benefit from NBCU’s global distribution might, with greater revenues generated by its original content. Fox’s long-running battle with UK regulators over the public interest dimensions of the proposed Sky acquisition has also ended. Plurality of media is preserved by Comcast’s undertakings to support Sky News for 10 years.
  • Free
    October 2, 2018

    Mobile payments – Australia moving from cashless to walletless?

    ,
    The Australian payments ecosystem has seen considerable disruption in the last decade with new technologies, innovations and new industry players changing the way we pay. In particular, contactless payments has laid the foundation for mobile payments with consumers increasingly looking to ditch their cards and wallets in favour of digital wallets or mobile payment apps.
    $0.00