-
May 29, 2020Quibi – 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, 2020Australian 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 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%. -
May 8, 2020Amazon Q1 2020 results – Profit growth takes a back seat
Flash Report, ReportsAmazon 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 lockdownSector Technology. -
May 7, 2020Mobile payments – Australia mobile payments steadily grow, as c [...]
Focus Report, ReportsPayment 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, 2020Imperative to improve self-service customer experience channels
Market Outlook, ReportsVenture recently undertook a one-month CX benchmarking study across 10 ANZ operators, analysing three CX channels (IVRs, Web and social)Sector Telecom. -
May 5, 2020UK Virgin Media and O2 merger – Desperately seeking synergi [...]
Flash Report, ReportsThe 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 mergedSector Telecom. -
April 29, 2020Unpacking Facebook’s Deal with Reliance Jio Platforms
Focus Report, ReportsThe 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 Technology. -
April 27, 2020COVID-19 and the ANZ Telco market
Market Outlook, ReportsThe lasting impact of the crisis on the Telco market will depend on its effect on the overall economySector Telecom. -
April 23, 2020NZ survey results and COVID-19
Focus Report, ReportsAmidst 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 Telecom. -
April 22, 2020UK online advertising during the lockdown
Focus Report, ReportsIn response to COVID-19 and the associated lockdown and economic crash, advertisers have slashed budgets. Online budgets are not immuneSector Media. -
April 21, 2020
Historic UK news media collaboration – Government campaign [...]
Flash Report, ReportsCOVID-19 has inspired an industry to collaborate with a nationwide UK Government advertising campaign across the national, regional and local pressSector Media. -
April 17, 2020COVID-19 impact on ANZ media: major structural and regulatory cha [...]
Focus Report, ReportsAs 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. -
April 15, 2020Pay-TV resilience – How this time is different
Focus Report, ReportsWhen 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 -
April 14, 2020UK News media challenges brought to a head – Structural cha [...]
Focus Report, ReportsCOVID-19 has sent online news surging, with publishers experiencing massive traffic uplift, as trusted news sources become increasingly important
